Contract Management Software
Seamlessly Track Everything and Get Paid Faster
BlueFolder’s field service contract management software is an intuitive, speed-optimized experience for field service teams who need to effectively manage and service contracts:
- Summary dashboard of all history, activities, and files associated with a contract.
- Access and provide information in real-time.
- Improve visibility and accountability.
- Customizable to fit your team’s processes.
Leverage Powerful Field Service Contract Management Features
Set a monetary or hour limit on your contract and BlueFolder will help you bill up to the limit without going over.
Track contract usage and easily see every work order that is related to a contract.
Link Work Orders to Contracts
As you do work orders for clients that have contracts, you’ll want to be able to link the labor, materials, and expenses associated with those work orders against the contract agreement. BlueFolder makes this easy. You can also give your customers access to this same information with the Customer Portal.
Contract Summary Dashboard
Never let a contract expire or miss an opportunity to renew a contract. BlueFolder displays a contracts summary overview on the service dashboard so you can see everything you need as it relates to contracts, including the number of active contracts, pending contracts, contracts that have expired in the past 30 days, and contracts that will expired in the next 30 days.
Edit List Values for Contract Types
Configure contract management to suit your business or organization’s unique needs by either specifying or creating your own contract types using BlueFolder’s highly customizable contract settings.
Recording the before and after state of a job can be important documentation for you and your customers. Attach files from your phone or tablet directly to a specific work order or contract.
REAL Results from Happy Clients
Decrease in "status check communications"
Annual revenue increase
Boost in billing first three months
Dispatch Service Techs to the Field with Everything They Need
Your field service technicians and maintenance crews are always on the go. Give them what they need to make their service calls go smoother (and faster – with fewer mistakes).
From their mobile device, they can easily:
- Manage & update work orders
- Attach “before & after” photos
- Capture customer signatures
- View and complete assignments
- Record billable activities
- Access customer service history
- View equipment maintenance history
- Pull up directions in Google Maps
- And much more!
Robust Customization Easily Adapts to Your Business Needs and the Way You Work
BlueFolder’s field service contract management features are highly customizable, allowing you to create workflows specific to your unique needs so you have complete control over how work is managed and completed.
Create workflows specific to your unique needs. Create custom work order status values, color-coding, generate automated status changes, and set default status values for specific events.
Billable Labor, Materials & Expenses
Activity Logs & Audits
Built for Commercial, Industrial & Residential Service Organizations
BlueFolder was built for field service teams, by field service professionals. Our core principle is that software should be powerful, yet easy-to-use. In fact, most organizations are able to get up and running in just a few hours.
Use BlueFolder’s custom fields to help you record, display and report on data specific to your industry:
Earning the Trust of Field Service Companies since 2005
PRONTO GYM SERVICES, INC.
“We’ve used BlueFolder for three years, have 30 techs, and love it.
Creating work orders is super fast and easily searchable afterward. Customer service reps are fast and friendly.”
NORTHWEST ELECTRIC SOLAR
“I have found your company to be outstanding in service and customer care. So many services promise so many things; BlueFolder actually delivers! Thank You for helping me run my business better!”
“The Web-based aspect of BlueFolder was key for us. We can get the information from any location and that’s important to us. It limits the needless calls back to the office because sales and service reps can find it on their own.”
SENIOR VICE PRESIDENT, HYDROWORX
FOUNDER AND PRINCIPAL MEMBER OF INDUSTRIAL5
MARQUIS MEDICAL FOUNDING PARTNER
Ready to See How BlueFolder Can Help You?
Start your free trial or schedule a demo today!