BlueFolder Pricing
Pay as you go. No setup fees or long-term contracts required.
| MOST POPULAR | ||||
Pro Core field service, customer communication, and some customization. | Pro PLUS Advanced field service, custom reports, equipment, contracts, and integration. | Enterprise Unlimited custom reports and notification users, included customer portal, and support for multiple locations. | ||
|---|---|---|---|---|
| Standard Users | Includes 2 users | Includes 3 users | Includes 5 users | |
| View-Only Users Can login and view information, but cannot create or edit anything. | Additional cost per user | Additional cost per user | Additional cost per user | |
| Notification Users Cannot login but can be assigned and receive text/email notifications. | Includes 5 | Includes 5 | Includes 5 | |
| Work Order Management | ||||
| Work Order Tracking Track unlimited work orders. Customizable status values to fit your workflow. | ||||
| Assign & Schedule Work Orders | ||||
| Track Labor, Materials & Expenses | ||||
| Invoicing | ||||
| Payment Processing (BlueFolder Pay) | ||||
| Signature Capture | ||||
| Recurring Jobs Automatically create work orders on a specified schedule with detailed settings and automatic assignment to the right team member. | 5 jobs | Unlimited | Unlimited | |
| Smart Lists Build powerful custom work order lists with fully customizable filters, list columns, column order, user permissions, and more. | 7 lists | Unlimited | Unlimited | |
| Custom Fields for Work Orders | - | Unlimited | Unlimited | |
| Job Costing | - | |||
| Advanced Work Order Management Multiple assignees per assignment, bulk-edit work orders, customizable status colors, and assignment completion tracking. | Additional cost | |||
| Customizable Documents | ‐ | |||
| Field Service CRM | ||||
| Customer Management Easily track both corporate and residential customers, with detailed contact and location records, and service history. | ||||
| Customer Notifications Notify your customers via email when key events occur. | ||||
| Custom Fields for Customer Records | - | Unlimited | Unlimited | |
| Customer Portal Empower your customers to submit work orders, check status, add comments, view shared files, review contract usage, and more. | Additional cost | |||
| Equipment & Contracts | ||||
| Track Equipment Track the equipment that you service for your customers. Customizable fields allow you to keep track of the information you need to service your customers' equipment in a timely manner. | ‐ | |||
| Custom Fields for Equipment | ‐ | |||
| Contract Management Set up contracts for your customers and keep track of items billed to contracts over time. You can even let your customers track their contract usage via the Customer Portal feature. | ‐ | |||
| Email & Notifications | ||||
| Email/Text Notifications Keep your team in-sync with email & text notifications. | ||||
| Add Work Order Comments via Email Your team can reply to notifications to add comments to a work order. | ||||
| Create Work Orders via Email Create a new work order by sending an email to your custom BlueFolder account email address. | ||||
| Customizable Notifications Customize notification messages to include the information you need for your team and your customers. | ‐ | ‐ | ||
| Reporting & Dashboards | ||||
| Built-in Reports | ||||
| Custom Reports | 5 reports | 30 reports | Unlimited | |
| Customizable Dashboards | ‐ | |||
| Other Features | ||||
| Team Scheduling | ||||
| Integrated Maps | ||||
| Data Import/Export | ||||
| File Attachments Attach photos & files to work orders, customer records, equipment, and contracts. | ||||
| User Groups User groups make it easy to filter scheduling views to only show data for a subset of users. | ‐ | |||
| Assign Tech by Proximity to Customer Quickly and easily identify which technicians are closest to a customer site when assigning work orders. | ‐ | ‐ | ||
| Multiple Offices Support for multiple company offices supports the proximity searching feature and makes it easy to assign techs to the office they report to. | ‐ | ‐ | ||
| Customizable Password Policy Customize the password policy for your users to match your corporate security policies. | ‐ | ‐ | ||
| Integrations | ||||
| QuickBooks® | ||||
| Xero | ||||
| Zapier Integrate with hundreds of online apps with Zapier. | ||||
| API & Webhooks Build your own custom integrations. | ‐ | |||
| Support | ||||
| Email Support | ||||
| Phone Support | ‐ | |||
Pro Core field service, customer communication, and some customization. | Pro PLUS Advanced field service, custom reports, equipment, contracts, and integration. | Enterprise Unlimited custom reports and notification users, included customer portal, and support for multiple locations. | ||
Lots of Users?
Let’s talk about a volume discount!
Frequently Asked Questions
Can you help me setup and customize my account?
Our onboarding and implementations team is available to help you with data import, user setup, customization decisions, training, and more. Contact us for more details.
Is my account secure?
Security is important to us. Our servers are hosted in a world class data center, protected by biometric locks and 24-hour surveillance. We keep up with the latest security patches and use SSL encryption on all BlueFolder accounts.
Who owns the data?
Your data belongs to you, and you alone. We will never allow anyone else to ever view or have access to your information under any circumstances, guaranteed. You can also export your data at any time.
What types of payment do you accept?
We accept Visa, Mastercard, Discover and American Express. We do not accept PayPal.
How does cancellation work?
We understand that your business needs may change. You are free to cancel your account at any time with no cancellation fees. If you cancel your account, you won’t be billed again.