BlueFolder helps you seamlessly manage all of your contracts.
Set a monetary or hour limit on your contract and BlueFolder will help you bill up to the limit without going over.
Attach documents or photos to your contracts to keep all relevant information together.
Track contract usage and easily see every work order that is related to a contract.
Customize BlueFolder's contract management features to make contracts work for your organization.
Contracts Summary Dashboard
Never let a contract expire or miss an opportunity to renew a contract. BlueFolder displays a contracts summary overview on the service dashboard so you can see everything you need as it relates to contracts, including the number of active contracts, pending contracts, contracts that have expired in the past 30 days, and contracts that will expired in the next 30 days.
Edit List Values for Contract Types
Configure contract management to suit your business or organization’s unique needs by either specifying or creating your own contract types using BlueFolder’s highly customizable contract settings.
Link Work Orders to Contracts
As you do work orders for clients that have contracts, you’ll want to be able to link the labor, materials, and expenses associated with those work orders against the contract agreement. BlueFolder makes this easy. You can also give your customers access to this same information with the Customer Portal.
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.