Every BlueFolder plan includes unlimited work orders with a powerful work order feature set.
Record acceptance of completed work by digitally capturing your customer’s signature directly into your work orders, and easily email documents with digital signatures directly to customers, all while in the field.
Assign work orders for completion, track assignment completion status, create multiple assignments per work order, and more.
Keep track of customer meetings & service appointments, and sync everything with Outlook, iCal, or Google Calendar.
Keep track of the equipment/assets you service. Attach before/after photos, user manuals, etc.
Manage service contracts with your customers whether they’re blocks of hours, pre-paid amounts, or warranties, specify expiration dates, and attach files.
Keep your team in sync and your customers informed with powerful email/text notifications. Create new work orders via email, add comments and attachments, and more.
Recurring jobs simplify preventive maintenance by automatically creating work orders at specified intervals or schedules that you specify.
Activity Logs and Audits
Gain greater insight and accountability into ALL of the data you need for each customer, job, or equipment item.
Billable Work Tracking
Track job costs, profitability, contract hours, and spot business issues before they become problems.
Improve results at every stage of the work order lifecycle.
Customize Work Orders to Work the Way You Do
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).
With BlueFolder’s recurring jobs, you can schedule recurring jobs for your customers or your internal organization, implement preventive maintenance plans for equipment/assets, or simply remember monthly service appointments.
BlueFolder’s Work Order Software features are highly customizable, allowing you to create workflows specific to your unique needs. The ability to change work order status colors, generate automated status changes, use default values for assignment completion, and specify how work orders behave based on technician permissions, gives you complete control over how work is managed and completed.
*Limited to specific pricing plans*
Work Order Smart Lists
Smart Lists provide a way to display the work order list in an organized and predictable way. You can create Smart Lists with specific criteria to make it easy to display the exact work orders you want to see. Smart Lists also allow you to choose which columns should appear in the work order list, in what order, and how the list should be sorted by default.
*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.