Field Service CRM

BlueFolder's customizable Field Service CRM software helps you easily and quickly access customer service histories, retrieve contacts associated with customer accounts, seamlessly import/export existing customer data, streamline communication, improve response times, and more.

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Powerful Field Service CRM features help you deliver exceptional customer service.

Service History

BlueFolder’s customer service software gives you instant access to each customer’s service history with just a few clicks, making your team look organized and efficient while simultaneously enabling them to deliver excellent service.

Contacts & Locations

BlueFolder supports multiple contacts and locations per customer record, allowing you to easily identify which contact and location are the “primary” for each customer.

Customer Portal

BlueFolder’s customer portal enables your internal or external customers to directly interact with your service management system anytime, while sophisticated permissions allow you to only expose the information you want others to see.

Import/Export

Need to import existing customer records into BlueFolder? Our built-in import tools make it easy and we’re always available to help if you need it. You can also easily export customer data for use in other systems. 

Custom Fields

With support for unlimited custom fields (depending on your pricing plan), you can easily keep track of ALL of the data you need for each customer. Custom fields are also searchable, making it easy to find the information you need, when you need it. 

Email Automation

Notify customers of job status, comments, appointments and more, and allow customers to reply to notifications while keeping a log of all communications.  


Customize BlueFolder's CRM features to improve customer satisfaction.


Fully Editable Customer Records

Customer records can be customized to keep track of the information you need in your customer database. BlueFolder automatically comes with 14 default customer fields including Account Manager, Customer Type, Description, External ID, Industry Type, Service Technician, location fields and more.


Customizable Customer Portal

BlueFolder’s Customer Portal allows you to streamline communication and decrease confusion by involving your customers in the service you provide. For example, if your customer is a manufacturing company with multiple CNC machines, a technician on the floor can enter a service request right then, minimizing equipment downtime and eliminating the need for multiple emails, phone calls or other communications.


Editable Customer Notifications

Depending on your organization or business, you may want your customers to receive notifications when key service activities are performed on their behalf. BlueFolder allows you and your team to decide which notifications are automatically sent to your customers. Notifications can be triggered when work orders are created, closed, has a status change, and many other ways.


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Explore Other Powerful BlueFolder Features

Work Orders

Robust work order features give you the power and control to optimize every touch point in the work life cycle. Learn about BlueFolder’s Work Order Management software.

Field Service CRM

Improve your communication, response times, and customer satisfaction with BlueFolder’s Field Service CRM capabilities. Track service histories, contacts and locations, and import/export existing customer records with ease. Learn about BlueFolder’s Field Service CRM software.

Service Billing & Invoicing

Easy to understand invoices are paid more quickly than confusing ones. BlueFolder’s Service Billing Software makes it easy to generate detailed billing summaries that can be sent directly to your customer or imported into your accounting system. Learn about BlueFolder’s Service Billing Software.

Customer Portal Service Software

Give your customers or in-house users the ability to submit requests, access work orders, equipment records, shared files, and more. The customer portal’s features give you the power and control to optimize every touchpoint in the work life cycle. Learn about BlueFolder’s Work Order Customer Portal software.

Service Scheduling & Assignments

Get everyone on the same page with team scheduling capabilities, see your whole team side-by-side, easily identify unassigned work, create recurring events, and more with BlueFolder’s Service Scheduling Software. Learn about BlueFolder’s Service Scheduling Software.

Mobile Field Service Software

BlueFolder’s Mobile Field Service Software is a web-based, mobile-optimized web app that is accessible from any device and doesn’t require any downloads or installs. Learn about BlueFolder’s Mobile Field Service Software.

Dispatch & Mapping Software

BlueFolder’s Service Dispatch and Mapping software enables your techs to always know where they’ve been assigned to and know when their assignments change with instant email/text notifications. Learn about BlueFolder’s Service Dispatch and Mapping software.

Equipment & Asset Tracking

Equipment and asset tracking is easy with BlueFolder. Track serial numbers, manufacturer and model information, warranty expiration, and link equipment to work orders. Learn about BlueFolder’s Equipment and Asset Tracking software.

Contact Management Software

Easily track contract usage, view every work order associated with a contract, and attach documents or photos to contracts keep everything in one place. Learn about BlueFolder’s Service Contract Management software.

Reports & Dashboards

Keeping an eye on key metrics is crucial to the success of your business or organization. Custom reporting and dashboards help you keep a close eye on what matters. Learn about BlueFolder’s reports and dashboards.

Field Service Software Integrations

Maximize efficiencies by connecting your BlueFolder account with other systems via the BlueFolder API, webhooks, customer portal, and third-party tools like QuickBooks, Xero, and Freshbooks. Learn about BlueFolder’s Field Service Software integrations.

Customization & Security

BlueFolder’s customizability and security features are what make BlueFolder such a great fit for organizations across many different service industries. Learn about BlueFolder’s security and customization to see how it can work for you.