Field Service Invoicing Software
Seamlessly Invoice and Get Paid Faster
BlueFolder’s field service invoicing software is an intuitive, speed-optimized experience for field service teams:
- Track, bill and report costs on your labor, materials, and expenses so you can analyze your profits and make sure you’re actually making money and growing your business.
- Get paid faster with integrated invoicing and payments processing.
- Access and provide information in real-time.
- Improve visibility and accountability.
- Customizable to fit your team’s processes.
Leverage Powerful Field Service Invoicing and Payment Features
Invoice With Ease
Invoice from the field or office and provide customers with preferred options to receive and pay for invoices. Email invoices to customers as a PDF attachment or a link to view and pay online. Capture signatures in the field. Generate detailed, intuitive billing summaries.
Never let a billable charge fall through the cracks again. Track invoice status with dashboards and reports that make it easy to know what’s outstanding and overdue. Field service invoicing software from BlueFolder helps track time, materials, and expenses for each job you perform.
Group multiple work orders for the same customer onto a single invoice that is easier to understand and simplifies payment for your customers (included only with invoice batches). Optional batching functionality simplifies invoice creation and exporting, saving your billing team valuable time.
Process Payments (BlueFolder Pay)
Accelerate cash flow with integrated credit/debit card processing at optimum rates. Take payment in the field with our mobile app or let customers pay invoices online. Onboarding is efficient and easy – you can be up and running with BlueFolder Pay within 2 weeks of applying for your merchant account.
Reports and Dashboards
Utilize the billing dashboard to quickly see jobs that need to be billed and service billing by month. Leverage built-in reports to manage costing and profitability: Customer Reports, Customer Equipment Reports, Contract Reports, Labor and Expense, Billing, Sales and Profitability. Custom reports give you visibility into the specific data you need.
Customizable Billing Options
BlueFolder’s flexible invoicing software allows you to adjust how you invoice to fit your business needs – from progressive invoicing of long-running projects in stages to grouping multiple jobs into a single invoice. Custom fields and reporting capabilities makes it easy to capture, retrieve, and analyze specific billing data..
Powerful Integrations to Streamline Invoicing, Payments and Communications
BlueFolder’s API and integrations offer an intuitive, speed-optimized experience for field service teams that eliminates time-consuming and mistake-prone double entry.
Import / Export
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
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 jobs
- Attach “before & after” photos
- Capture customer signatures
- View and complete assignments
- Record billable activities
- Access customer service history
- View equipment maintenance history
- And much more!
Robust Customization Easily Adapts to Your Business Needs and the Way You Work
BlueFolder’s field service invoicing and payment 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 field service invoicing software 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
FOUNDER AND PRINCIPAL MEMBER OF INDUSTRIAL5
MARQUIS MEDICAL FOUNDING PARTNER
Ready to See How BlueFolder Can Help You?
Schedule a demo today!