Robust scheduling and assignment features simplify job management no matter how simple or complex.
Mobile devices are everywhere these days, but sometimes you still want a printed page. BlueFolder has useful printable calendar views that come in handy for these situations.
Notify technicians and/or customers when a calendar event has been added, modified or deleted.
Appointments and work order assignments can have a single, or multiple assignees. You can even leave the work order assignment as “unassigned” and add an assignee at a later date.
Set up recurring appointments for events that happen regularly but don’t need a work order. For recurring service work, you can use a recurring job and BlueFolder will auto-create new work orders on a schedule defined by you.
Each BlueFolder user has their own personal calendar with daily, weekly, monthly and other views. Users can also integrate and sync their BlueFolder calendar with personal calendar applications like Outlook, Google Calendar, or iCal.
Get everyone on the same page with team scheduling capabilities. See your whole team side-by-side. Flexible options allow you to view your schedule in hours, days, weeks, or even months at a time. Easily identify unassigned work and quickly assign it from the same screen.
Customize work order and assignment scheduling for seamless workflow management.
BlueFolder’s customization options allow you to associate multiple assignments to a single work order so that everything is in one place. For example, there may be a scenario in which a technician needs to perform work over multiple days, or multiple technicians are assigned to a single work order. This feature helps associate all equipment and assignments with one work order.
Seamless Work Order and Assignment Integration
BlueFolder’s work order features and assignment features work seamlessly together. In the work order settings, you can choose to set a work order’s status to change when an assignment is completed. You can also record billable or non-billable labor simultaneously. This customizability is what separates BlueFolder from other solutions.
Customizable Notification Preferences
Need to quickly communicate with a technician or customer when an assignment changes? BlueFolder makes it easy by allowing you to configure notifications based on 12 default triggers such as:
- *When a work order comment is added.*
- When a work order is closed.
- When an assignment is created.
- When an assignment is changed.
- When a customer appointment is created.
- and more.
*Limited to specific pricing plans*
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.