Every BlueFolder plan includes unlimited work orders with powerful integration features.
Integrate with your Xero account. Send invoices instantly or at the end of the month. Data sync enables you to know if customers are overdue before providing them service.
Send work orders to FreshBooks as invoices, easily track all billable activities and generate easy-to-read invoices.
Export your billing information directly to QuickBooks Online or Desktop. Eliminating redundant data entry is a HUGE time saver. Unlike some of our competitors, we don’t charge extra for this valuable feature.
Webhooks allow you to automatically “call” or notify external systems when key events happen in your BlueFolder account. External systems can then respond to these calls by programmatically interacting with your BlueFolder account via the API.
The BlueFolder API is an interface that enables you to programmatically interact with your account. It’s implemented using standard JSON or XML over HTTPS, so it’s compatible with any programming environment.
Need to import existing customer records into BlueFolder? Our built-in import tools make it easy and we’re always available to help if you need it. You can also easily export customer data for use in other systems.
Third-party integration features to help you:
- Easily import/export existing records and billing information.
- Seamlessly create invoices from work orders with easy-to-use QuickBooks, Xero, and FreshBooks integrations.
- Eliminate information re-entry into your accounting system.
Custom Billing Settings
BlueFolder has built-in support for integrating with your billing system. Work Orders created in BlueFolder can be transferred to your billing system as invoices, eliminating time-consuming and mistake-prone double entry.
Billing Batch Options
Billing batch options let you tailor what information is sent to your accounting system. For example, you can show the “detailed description” part of a work order on an invoice, include public item comments, include taxes, and more!
Owners, admins, and bookkeepers can easily access everything ready to be billed, see recent billing batches, identify trends and correct problems in monthly billing activity, and move closed work orders to your accounting system, all from the billing dashboard.
Explore Other Powerful BlueFolder Features
Robust work order features give you the power and control to optimize every touch point in the work life cycle. Learn about BlueFolder’s Work Order Management software.
Improve your communication, response times, and customer satisfaction with BlueFolder’s Field Service CRM capabilities. Track service histories, contacts and locations, and import/export existing customer records with ease. Learn about BlueFolder’s Field Service CRM software.
Easy to understand invoices are paid more quickly than confusing ones. BlueFolder’s Service Billing Software makes it easy to generate detailed billing summaries that can be sent directly to your customer or imported into your accounting system. Learn about BlueFolder’s Service Billing Software.
Give your customers or in-house users the ability to submit requests, access work orders, equipment records, shared files, and more. The customer portal’s features give you the power and control to optimize every touchpoint in the work life cycle. Learn about BlueFolder’s Work Order Customer Portal software.
Get everyone on the same page with team scheduling capabilities, see your whole team side-by-side, easily identify unassigned work, create recurring events, and more with BlueFolder’s Service Scheduling Software. Learn about BlueFolder’s Service Scheduling Software.
BlueFolder’s Mobile Field Service Software is a web-based, mobile-optimized web app that is accessible from any device and doesn’t require any downloads or installs. Learn about BlueFolder’s Mobile Field Service Software.
BlueFolder’s Service Dispatch and Mapping software enables your techs to always know where they’ve been assigned to and know when their assignments change with instant email/text notifications. Learn about BlueFolder’s Service Dispatch and Mapping software.
Equipment and asset tracking is easy with BlueFolder. Track serial numbers, manufacturer and model information, warranty expiration, and link equipment to work orders. Learn about BlueFolder’s Equipment and Asset Tracking software.
Easily track contract usage, view every work order associated with a contract, and attach documents or photos to contracts keep everything in one place. Learn about BlueFolder’s Service Contract Management software.
Keeping an eye on key metrics is crucial to the success of your business or organization. Custom reporting and dashboards help you keep a close eye on what matters. Learn about BlueFolder’s reports and dashboards.
Maximize efficiencies by connecting your BlueFolder account with other systems via the BlueFolder API, webhooks, customer portal, and third-party tools like QuickBooks, Xero, and Freshbooks. Learn about BlueFolder’s Field Service Software integrations.
BlueFolder’s customizability and security features are what make BlueFolder such a great fit for organizations across many different service industries. Learn about BlueFolder’s security and customization to see how it can work for you.