Integrations & API

Looking for a Field Service Software solution that easily integrates with QuickBooks®, Xero, and other back-office solutions? Look no further. BlueFolder’s field service management software tools, integrations, and API help you simplify processes, reducing the need for duplicate data entry across multiple systems.

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work order software

Powerful Integrations to Streamline Billing and Communications

BlueFolder’s field service management software tools, API and integrations offer an intuitive, speed-optimized experience for field service teams that eliminates time-consuming and mistake-prone double entry.

QuickBooks®

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.

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BlueFolder Pay

Accelerate cash flow with integrated credit/debit card processing at optimum rates.

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Xero

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.

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Webhooks

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.

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.

View API Documentation

Import / Export

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.

Seamlessly Leverage Powerful Field Features Across All Your Systems

Easy Import/Export of Data

Easily import/export existing records and billing information. Built-in import tool allows you to easily map how your systems communicate. You can work with spreadsheets, images, and files.

Customize Configurations

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!

Billing Dashboard

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.

field service invoicing software mockup 2

Integrated Maps

Getting your techs to the right place at the right time is a lot easier with our built-in Google Maps. An interactive map to the customer location is just a click away. You can also print maps if your techs are still using paper work orders.

Personal Calendar

Each BlueFolder user has their own personal calendar with daily, weekly, monthly and other views. Users can also integrate and sync their BlueFolder calendar with personal calendar applications like Outlook, Google Calendar, or iCal.

Dispatch and Scheduling Management

Your techs will always know when they’ve been assigned to a job, or when their assignments change with instant email/text notifications and real-time updates to instructions.

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REAL Results from Happy Clients

%

Decrease in "status check communications"

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%

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 Jobs

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

BlueFolder’s field service management features are 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 work order 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 Companies since 2005

Examples of how BlueFolder’s work order tracking 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
“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.” MATT KOWALSKI, FOUNDER AND PRINCIPAL MEMBER OF INDUSTRIAL5
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?

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