Field Service Invoicing Software

Easily process and manage billing, invoicing and payments. Accelerate your cash flow by easily and quickly creating invoices, billing summaries, tracking job costs, and processing payments with BlueFolder’s field service invoicing software.

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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.

Track Everything

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.

Batching Functionality

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.

field service invoicing software mockup 2

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..

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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.

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.

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.

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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

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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.

REAL Results from Happy Clients

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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!

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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.

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.

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:

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Earning the Trust of Field Service Companies since 2005

Examples of how BlueFolder’s field service invoicing software brings value to service teams and organizations:

“I can look back over BlueFolder for the last several cycles and see the average labor time. It gives me insight into the right pricing for preventative maintenance.”

RON McDONNELL,
PRONTO GYM SERVICES, INC.

“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

“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

“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

“I haven’t had one accountability discussion with [the customer] since we started using BlueFolder. There’s never been a question ever about our billing to them. One of our big customers jumped in and called us up to compliment us on how well we were doing on their projects. Wow. All because they went into their portal and were able to walk through the story that we tell with our record keeping.”

MATT KOWALSKI,
FOUNDER AND PRINCIPAL MEMBER OF INDUSTRIAL5

“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

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