FreshBooks

BlueFolder + FreshBooks = Quick & Easy Invoicing

Save hours of data entry time, eliminate mistakes, and get paid faster with more detailed invoices.

BlueFolder field service management gets even easier with FreshBooks invoicing integration. Automatically create FreshBooks invoices for your labor, material and expenses.

Why FreshBooks and BlueFolder?

Manage your entire field service operation

BlueFolder has all the important field service functions you need including work order management, customer and technician management, scheduling, contracts, and equipment tracking.

Get paid faster

FreshBooks lets you easily track all billable activities and generate easy-to-read invoices. You can send email or postal invoices and accept payments online with credit cards, e-Checks or PayPal.

Hassle-free follow up

With BlueFolder and FreshBooks, you will always know how much you've earned and which clients owe you money. Automatically create invoices in FreshBooks when you close a work order in BlueFolder. FreshBooks can auto-send new invoices to your customers along with late payment reminders to your clients if they forget to pay, improving your cash flow and saving you time.

Stay mobile

Because BlueFolder and FreshBooks are web-based, you can access the integrated solution from anywhere. You can even use FreshBooks on your phone with iPhone and Android apps — plus streamline billing and approval with BlueFolder’s mobile signature capture.

Integration Features:

  • Get all of your customer information in one place, including all active and past jobs.
  • Empower your field service team to easily capture all job data: expenses, time sheets, and more.
  • Track service requests, assignments, status, schedules, billable activities, contracts, and more.
  • Generate FreshBooks invoices with BlueFolder labor, material, and expenses.
  • Create customer records in FreshBooks automatically.
  • Update BlueFolder work orders with FreshBooks invoice number, date, and link.
  • Update BlueFolder payment status automatically when the FreshBooks invoice is paid.

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