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.
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.
Accelerate cash flow with integrated credit/debit card processing at optimum rates.
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.
Import / Export
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.
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.
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.
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.
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 Jobs
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 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.
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 work order custom fields to help you record, display and report on data specific to your industry:
Earning the Trust of Field Service Companies since 2005
PRONTO GYM SERVICES, INC.
Creating work orders is super fast and easily searchable afterward. Customer service reps are fast and friendly.”
NORTHWEST ELECTRIC SOLAR
SENIOR VICE PRESIDENT, HYDROWORX
Ready to See How BlueFolder Can Help You?
Start your free trial or schedule a demo today!