Field Service Customer Management

BlueFolder’s field service customer management features provide a high-level and detailed view of your customers; allowing you to effectively manage contracts and jobs and provide an exceptional customer experience.
work order software
field service mobile app

Unlock the Potential of Your Service Team

From accessing customer service histories to retrieving contacts and contracts associated with customer accounts, BlueFolder gives your team all of the information needed for knowledgeable and efficient customer relationship management.

  • Streamline communications between the customer, office and the field.
  • Access and provide information in real-time.
  • Improve visibility and accountability.
  • Customizable to fit your team’s processes.

Leverage Powerful Mobile Field Service Customer Management Features

Access Service History

Gain a full view of account history, from customer service communications to equipment maintenance logs and user manuals. All of the pertinent details of an account are at your fingertips while in the field.

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.

Signature Capture

Record acceptance of completed work by digitally capturing your customer’s signature directly into your work orders, and easily email documents with digital signatures directly to customers, all while in the field. 

mobile work order software

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.

Customer Management

CRM features enable quick and easy access to service history, contract details, contacts, addresses, and assets.

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. 

Customizable Field Service Customer Management Features

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. 

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.

field service customer portal
customer order tracking app

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.

field service customer portal

REAL Results from Happy Clients

%

Decrease in "status check communications"

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%

Annual revenue increase

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%

Boost in billing first three months

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Dispatch Service Techs to the Field with Everything They Need to Process Work Orders

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 Field Service Management Features Easily Adapts to Your Business Needs

Create workflows specific to your unique needs so you have complete control over how work is managed and completed.

Work Orders

Create work orders from the office, in the field, via email, web form, or customer portal. Track work order status and optimize workflows for your service team.

Workflow Automation

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.

Track Assignments

Assign work orders for completion and keep track of completion status. Support for multiple scheduled assignments per work order and assignments to multiple techs at a time.

Scheduling

Keep track of service appointments, customer meetings & equipment maintenance, and push calendar events to Outlook, iCal, or Google Calendar.

Billable Labor, Materials & Expenses

Record every service activity whether it’s labor, materials or expenses. Mark activities as billable, non-billable, or contracted.

Activity Logs & Audits

Gain greater insight and accountability into ALL of the data you need for each customer, job, or equipment item.

Signature Capture

Record acceptance of completed work by capturing your customer’s signature directly into your work orders, and easily email copies of signed documents directly to customers, all while in the field.

Job Costing

Track profitability for individual work orders and run profitability reports across all service work for a period of time.

Asset Management

Keep track of the assets & equipment you service. Attach before/after photos, user manuals, etc. Run service history reports to identify maintenance trends and trouble spots.

Team Communication

Keep your whole team (and your customers) up to date on key work order events with email & text message notifications. Your techs and customers can reply to notifications and their replies are added to the work order comment history.

Recurring Jobs

Recurring jobs simplify the tracking of repetitive work and preventive maintenance by automatically creating work orders at specified intervals specified by you.

Custom Fields

Record, display, search and report on specific data that you need for your business. Custom field types include text, lists, dates, numeric, and yes/no fields.

Bulk Edit

Modify multiple work orders with a single action. Close work orders, change status, or add comments easily and save hours keeping your data up-to-date.

Flexible Printing

Sometimes you just need a hard copy. Our flexible print capabilities include multiple built-in templates and the ability to purchase custom templates (at additional cost).

Attachments

Attach files and links to work orders. Whether it’s photos, PDFs, manuals, or any other relevant file, you can attach them all to your work orders and keep them secured in one place.

Smart Lists

Build custom smart lists for organizing and tracking your work orders. Smart lists include preset search criteria, filters, list columns and sort order, all accessible with a single click. Lists can also be restricted by user group and/or role.

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 Teams since 2005

BlueFolder’s field service customer portal brings value to service teams and improves the customer experience:

Ron McDonnell

“We try to be proactive, so the customer doesn’t get a complaint [about their gym equipment]. And that is why BlueFolder is the fundamental program we use day to day.”

RON McDONNELL,
PRONTO GYM SERVICES, INC.

Jeramy Harstad

“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.”

JERAMY HARSTAD,
NORTHWEST ELECTRIC SOLAR

Jeramy Harstad

“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!”

JEFF TINGLEY,
SPARKLE SERVICES

Jeramy Harstad

“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.”

MICHAEL MCHUGH,
SENIOR VICE PRESIDENT, HYDROWORX

field service engineer software

“BlueFolder has a limitless ability to bend and flex to anybody providing a service. I recommend BlueFolder to partner companies of ours all the time. I haven’t found anything even to this day that does what BlueFolder does in its entirety.

MATT KOWALSKI,
FOUNDER AND PRINCIPAL MEMBER OF INDUSTRIAL5

Jeramy Harstad
“We have instant insight into each job, and we can service customers in a more efficient manner — which ultimately means we can spend more time selling and less time chasing down documents and retrieving information.”

JOE SCIARRA,
MARQUIS MEDICAL FOUNDING PARTNER

Ready to See How BlueFolder Can Help You?

Schedule a demo today!