Field Service Customer Portal

BlueFolder’s field service customer portal helps you improve customer engagement and deliver top-notch service. Give your customers anytime access to submit work requests, check status, view reports, asset/equipment service history, and more. 
work order software
fsm mobile software

Improve the Customer Experience and Provide Transparency into the Status of Jobs

BlueFolder’s customer portal solution is all about simplifying communications with your customers and providing transparency into the entire lifecycle of your work orders:

  • Streamline communications between the customer, office and the field.
  • Strengthen your reputation and service to your customers.
  • Improve visibility and accountability.
  • Customizable to fit your team’s processes.

Leverage Powerful and Customizable Customer Portal Features

Notifications

Get notified when your customers interact with the portal, performing actions like creating work orders, adding comments, attaching files, and more.

Web Requests

Allow your customers to submit requests for service without requiring a login. Easily convert web requests into work orders and assign to your team. 

Promote Your Brand

Use your logo on the customer portal. Integrate the portal with your existing website and present a professional image to your customers.

mobile work order software

Secure Login

Give your customers a secure login account and let them access work orders, equipment records, contracts, and shared files. Choose what to share with them and what permissions each user should have.

Contract Management

Share the details of the contracts with your customers including any file attachments relevant to a contract as well as displaying contract usage.

Equipment Management

Allow your customers to view the equipment you service on their behalf inside the portal, including locations, models and serial numbers.

field service customer portal

BlueFolder’s Field Service Customer Portal Features are Customizable to Your Processes

Easily modify the customer portal to work the way you want it to:

  • Enable/disable features
  • Select which tabs get displayed in the portal.
  • Control what information users can see and enter in the portal based on their permissions settings.
  • Easy to set up and configure.

REAL Results from Happy Clients

%

Decrease in "status check communications"

hydroworx logo

%

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 Customization Easily Adapts to Your Business Needs and the Way You Work

BlueFolder’s Field Service Management Software features are highly customizable, allowing you to create workflows specific to your unique needs so you have complete control over how work it 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 customizable work order software 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:

“I haven’t had one accountability discussion with [our customers] since we started using BlueFolder. There’s never been a question ever about our billing to them.

One of our big customers jumped in and called us up to compliment us on how well we were doing on their projects. Wow. All because they went into their portal and were able to walk through the story that we tell with our record keeping.”

MATT KOWALSKI,
FOUNDER AND PRINCIPAL MEMBER OF INDUSTRIAL5

Ron McDonnell

“This is definitely an easier system than ones that I have dealt with from the previous companies.”

JUSTIN KOEGLER,
PRESIDENT, TROPIC AIR

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

Jeramy Harstad

“I like it because it’s web-based and not specific to any platform. BlueFolder works on any laptop, mobile device, and browser that we use.”

CRAIG HICKMAN,
VICE PRESIDENT OF SALES, PROBLEU

Ready to See How BlueFolder Can Help You?

Schedule a demo today!