Job Management Software

Operate and grow your service organization with ease. Maximize your techs’ efficiency, increase your billings, and streamline job management with BlueFolder.

work order software
after sales service software

Unlock the Potential of Your Service Team or Organization

BlueFolder’s digital job management solution is all about simplifying your business processes while providing the customizable features you need to improve operational efficiency. 

  • Eliminate inefficiencies and promote speed 
  • Streamline communications between the office and the field 
  • Strengthen your reputation and service to your customers 
  • Improve visibility and accountability  
  • Grow revenue and profits 

Leverage Powerful Job Management Software Features

Work Order Management

Track and manage work orders and their associated data, such as assignments, comments, labor, expenses, materials, photos, audit trail, and more.  Powerful and robust customization allows BlueFolder to work the way you need it to.

Preventive Maintenance

Recurring jobs simplify the tracking of repetitive work and preventive maintenance by automatically creating work orders at specified intervals specified by you.

Signature Capture

Record acceptance of completed work orders by capturing your customer’s signature directly into work orders, and easily email signed documents directly to customers, all while in the field.

mobile work order software

Customer Portal & CRM

Improve satisfaction and deliverability with anytime access to a customizable portal for your customers. CRM features enable quick and easy access to service history, contacts, addresses, assets, enabling better communications and response times.

Asset Management

Keep track of the assets and equipment you service. Attach before/after photos, user manuals, etc. Run service history reports to identify maintenance trends and trouble spots.

Customizable

Custom fields and reporting capabilities makes it easy to capture, retrieve, and analyze the specific data you need for your service organization.

REAL Results from Happy Clients

%

Decrease in "status check communications"

hydroworx logo

%

Annual revenue increase

sparkle services logo

%

Boost in billing first three months

probleu logo

Equip Techs to Quickly and Easily 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 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 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 Companies

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 job management software to help you record, display and report on data specific to your industry:

field service industries

Earning the Trust of Field Service Companies since 2005

Examples of how BlueFolder’s job management software brings value to service teams or organizations:

Ron McDonnell

“BlueFolder is very cost effective and highly customizable.

Our best experience is how we can offer any type of preventative maintenance cycle to our clients.”

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

Ron McDonnell
“This is definitely an easier system than ones that I have dealt with from the previous companies.”

JUSTIN KOEGLER,
PRESIDENT, TROPIC AIR

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

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?

Schedule a demo today!