BlueFolder Field Service Management + QuickBooks®

BlueFolder seamlessly integrates with both QuickBooks® Online and QuickBooks® Desktop, saving you hours of data entry time, helping you eliminate costly billing mistakes, and ensuring you get paid faster with more detailed invoices.

field service management software with quickbooks integration
field service management software with quickbooks integration

Quickly send billable work orders and detailed line-items to QuickBooks®:

BlueFolder is a field service software that integrates with QuickBooks® for simplified billing and invoicing.

  • Eliminate redundant data entry.
  • Automatically create customers, items, and tax codes.
  • Flexibly manage contact information, multiple contacts & locations using the CRM features.
  • Integrated billable labor, materials, and expenses, for accurate and complete billing and reporting.
  • Save time and get paid faster.

Leverage Powerful Field Service Management and Work Order 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.

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.

mobile field service management software with quickbooks integration

INVOICE INTEGRATION

Send invoices, items, and taxes to QuickBooks® Online. Detailed line-item descriptions make invoices easier to understand, and saves you time.

SYNC AND MANAGE CUSTOMER DATA

Customer records created in BlueFolder are automatically added to your QuickBooks® account when sending billing data. BlueFolder’s CRM features enable quick and easy access to service history, contacts, addresses, and assets, enabling better communications and response times.

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"

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%

Annual revenue increase

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%

Boost in billing first three months

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Equip Techs to Quickly and Easily Process Work Orders From Field Straight Through to the Accounting Department

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
  • And much more!

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

BlueFolder’s Work Order Software 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 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

Examples of how BlueFolder’s work order tracking 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!