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.
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.
Recurring jobs simplify the tracking of repetitive work and preventive maintenance by automatically creating work orders at specified intervals specified by you.
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.
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.
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"
Annual revenue increase
Boost in billing first three months
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.
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.
Billable Labor, Materials & Expenses
Activity Logs & Audits
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:
“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.”
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.”
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!”
PRESIDENT, TROPIC AIR
“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.”
SENIOR VICE PRESIDENT, HYDROWORX
“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.”
VICE PRESIDENT OF SALES, PROBLEU
Ready to See How BlueFolder Can Help You?
Schedule a demo today!