Field Service Reporting Software

Keep your finger on the pulse of your business with BlueFolder’s Reporting Software for Field Service teams. Built-in and custom reports feature powerful filtering capabilities and can be exported to Excel for further analysis. Customizable dashboards provide quick access to key information.
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work order software
field service mobile app

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

Native Dashboards

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.

Built-In Reports

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.

mobile work order software

Custom Reports

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.

Customizable Dashboards

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.

Custom Fields

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).

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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!
LEARN HOW

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.

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.

Explore Other Powerful Features

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:

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Earning the Trust of Field Service Teams since 2005

Examples of how BlueFolder’s field service management software brings value to service teams and organizations:
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
“Clients were getting a lot of free work before BlueFolder,” adds Hickman. “Sometimes an email request would be serviced and closed without being recorded at all. Now all that work and time are being captured. It’s not only created more revenue, but a valuable audit trail and a wealth of info that we can all access for future account needs. I wish I would have started with BlueFolder earlier. I missed out on a year of savings.”

CRAIG HICKMAN,
PROBLEU VICE PRESIDENT OF SALES

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?

Start your free trial or schedule a demo today!

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