Field Service Reporting Software
Unlock the Potential of Your Service Team
BlueFolder’s field service reporting software is all about simplifying your business processes while providing the customizable features you need to improve operational efficiency.
- 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 Field Service Reporting Features with BlueFolder
Keep an eye on what your service team is doing with built-in dashboards. Stay up to date on what’s past due, upcoming, and what’s been done recently, and see at-a-glance open work order counts and your monthly service billings.
Keeping an eye on the key metrics that make your business successful is easier with BlueFolder. A variety of built-in reports gives you quick access to key data like service billings, profitability, labor, expenses, and more. The status values of New, Assigned, Postponed, Work Complete, and Closed come pre-loaded into your BlueFolder account.
Customer and Service History
Gain a full view of account history: ongoing contracts, customer communications, equipment maintenance logs, and labor and expenses attached to work orders. All of the pertinent details of an account are at your fingertips while in the field and office.
Need a custom report? No problem. BlueFolder has a powerful custom reporting tool that allows you to choose exactly the data you need to see. Customize report columns (including your custom fields), groupings, filtering criteria, subtotals, and more.
Dashboards come in three types (personal, service, and billing) and help you easily track service billing by month, as well as open/closed service requests. Users can quickly view their daily jobs from the mini calendar, find information via the quick search tool, and view important updates in the announcements section.
Use BlueFolder’s work order custom fields to help you record, display and report on specific data per work order. Custom field types include text (any type of data), lists (a set of values users must pick), dates, numbers, and yes/no fields (checkboxes used for true/false values).
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 Customization Easily Adapts to Your Business Needs and the Way You Work
BlueFolder’s field service management software is 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 field service reporting with custom fields to help you record, display and report on data specific to your industry:
Earning the Trust of Field Service Teams since 2005
“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
PROBLEU VICE PRESIDENT OF SALES
MARQUIS MEDICAL FOUNDING PARTNER
Ready to See How BlueFolder Can Help You?
Schedule a demo today!