Field Service Customer Management
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.
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.
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.
CRM features enable quick and easy access to service history, contract details, contacts, addresses, and assets.
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.
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.
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 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.
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 Teams since 2005
BlueFolder’s field service customer portal brings value to service teams and improves the customer experience:
“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.”
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
“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.”
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!