Everything you need to identify, plan and execute business activities in real time.
Keep an eye on what your service team is doing with built-in dashboards. Stay up to date on what’s past due, upcoming, and what’s been done recently, and see at-a-glance open work order counts and your monthly service billings.
Need a custom report? No problem. BlueFolder has a powerful custom reporting tool that allows you to choose exactly the data you need to see. Customize report columns (including your custom fields), groupings, filtering criteria, subtotals, and more.
Managing your business involves many things, and reporting is one of the most important. Keeping an eye on the key metrics that make your business successful is easier with BlueFolder. A variety of built-in reports gives you quick access to key data like service billings, profitability, labor, expenses, and more.
Utilize BlueFolder's customizable features to make reporting work for you.
Use BlueFolder’s work order custom fields to help you record, display and report on specific data per work order. Custom field types include text (any type of data), lists (a set of values users must pick), dates, numbers, and yes/no fields (checkboxes used for true/false values).
Built-in Reports for Everything
The status values of New, Assigned, Postponed, Work Complete, and Closed come pre-loaded into your BlueFolder account. However, you can change the color of a work order status type to suit your organization’s needs.
*Limited to specific pricing plans*
Dashboards come in three types (personal, service, and billing) and help you easily track service billing by month, as well as open/closed service requests. Users can quickly view their daily jobs from the mini calendar, find information via the quick search tool, and view important updates in the announcements section.
Explore Other Powerful BlueFolder Features
Robust work order features give you the power and control to optimize every touch point in the work life cycle. Learn about BlueFolder’s Work Order Management software.
Improve your communication, response times, and customer satisfaction with BlueFolder’s Field Service CRM capabilities. Track service histories, contacts and locations, and import/export existing customer records with ease. Learn about BlueFolder’s Field Service CRM software.
Easy to understand invoices are paid more quickly than confusing ones. BlueFolder’s Service Billing Software makes it easy to generate detailed billing summaries that can be sent directly to your customer or imported into your accounting system. Learn about BlueFolder’s Service Billing Software.
Give your customers or in-house users the ability to submit requests, access work orders, equipment records, shared files, and more. The customer portal’s features give you the power and control to optimize every touchpoint in the work life cycle. Learn about BlueFolder’s Work Order Customer Portal software.
Get everyone on the same page with team scheduling capabilities, see your whole team side-by-side, easily identify unassigned work, create recurring events, and more with BlueFolder’s Service Scheduling Software. Learn about BlueFolder’s Service Scheduling Software.
BlueFolder’s Mobile Field Service Software is a web-based, mobile-optimized web app that is accessible from any device and doesn’t require any downloads or installs. Learn about BlueFolder’s Mobile Field Service Software.
BlueFolder’s Service Dispatch and Mapping software enables your techs to always know where they’ve been assigned to and know when their assignments change with instant email/text notifications. Learn about BlueFolder’s Service Dispatch and Mapping software.
Equipment and asset tracking is easy with BlueFolder. Track serial numbers, manufacturer and model information, warranty expiration, and link equipment to work orders. Learn about BlueFolder’s Equipment and Asset Tracking software.
Easily track contract usage, view every work order associated with a contract, and attach documents or photos to contracts keep everything in one place. Learn about BlueFolder’s Service Contract Management software.
Keeping an eye on key metrics is crucial to the success of your business or organization. Custom reporting and dashboards help you keep a close eye on what matters. Learn about BlueFolder’s reports and dashboards.
Maximize efficiencies by connecting your BlueFolder account with other systems via the BlueFolder API, webhooks, customer portal, and third-party tools like QuickBooks, Xero, and Freshbooks. Learn about BlueFolder’s Field Service Software integrations.
BlueFolder’s customizability and security features are what make BlueFolder such a great fit for organizations across many different service industries. Learn about BlueFolder’s security and customization to see how it can work for you.