Powerful, easy-to-use work order and field service features
BlueFolder's Work Order Management software features help you maximize your techs' efficiency, increase your billings, and streamline every aspect of your work process from assignment to completion to sending invoices to your payment solution. Stop spending your weekends processing paper work orders, or trying to manage your technicians with spreadsheets. BlueFolder's Work Order and Field Service Software features make it easy!
BlueFolder work order management features are incredibly easy to set up, and can be easily customized to your unique needs.
Work Order Management
Track unlimited work orders, assignments, labor, materials, expenses, change history, status updates, and comments. Complete audit trail for every job. Learn more!
Keep track of your entire service team! Built in scheduling features make it easy to schedule your team, identify next available time slots, print schedule sheets, and get notified when new appointments are scheduled. Learn more about BlueFolder’s field service scheduling features.
Manage your customer accounts with ease. Instant service history for each customer record, support for multiple contacts and locations, email notification, and more. Explore BlueFolder’s field service CRM features.
Access your account from the road with our mobile-optimized web app. No installation or configuration required, just connect and login. Learn more about BlueFolder’s web based, mobile field service app.
You’ll make better business decisions with the data provided by our integrated reports and dashboards. Key business metrics are at your fingertips so you can focus on managing your business instead of trying to figure out a report writer. Learn more about BlueFolder’s reporting software for service companies.
Save time and fuel costs, and help your service teams find job sites quickly and efficiently. Explore BlueFolder’s service dispatch and mapping software.
Built in data import/export capabilities give you complete access to your business data whenever you want it. Discover other field service CRM features.
Create Work Orders via Email
Create new work orders by sending an email to your BlueFolder account. You can even forward customer emails and they will be automatically matched with the appropriate customer record. Learn more about BlueFolder’s work order management software.
Email and text notifications allow you and your team to stay informed about important events.
Email Replies as Comments
Email conversations enable replies from notifications sent to your employees and customers to be tracked as comments on your work orders. With this feature, your team can easily stay up-to-date via email without having to log into BlueFolder.
Your customers can sign off on completed work directly from your technician’s smart phone or tablet. Explore other powerful features in BlueFolder’s mobile field service app.
Built in QuickBooks integration saves you hours each week by eliminating duplicate data entry. Some customers report that this feature alone saves them thousands of dollars each year! Learn about BlueFolder’s field service integration with QuickBooks and other accounting software solutions.
Multiple Assignments per Work Order
Create multiple assignments per work order — useful for tracking followups and project work.
Multiple Assignees per Assignment
Allows multiple technicians per work-order assignment (also applies to appointments not associated with a work order).
Notify your customers via email when key events happen.
Empower your customers to submit work requests, check status updates, add comments, view shared files, review contract usage, and more. Learn more about the customer self-service portal.
Notification users can be assigned and receive notifications, but they cannot login. Explore more BlueFolder user settings and security features.
Automatically create work orders on specified schedules to easily manage your recurring jobs.
Custom fields let you keep track of the critical information that is unique to your business. You can specify custom fields on work orders, customer records, and equipment records.
Work Order Smart Lists
Build powerful custom work order lists, with fully customizable filters, list columns, column order, user permissions, and more. Learn more about BlueFolder’s robust work order software features.
Create custom reports that display the exact data you need to see for your business. Learn more about BlueFolder’s field service reporting and dashboard features.
Customize your dashboards to show exactly what you want to see.
Equipment/Asset tracking allows you to keep track of the assets your customers have onsite. Customizable fields allow you to keep track of the information you need to service your customers’ equipment in a timely manner. Explore BlueFolder’s equipment maintenance and asset tracking software.
Set up contracts for your customers and keep track of items billed to contracts over time. You can even let your customers track their customer usage via the customer portal. Learn about BlueFolder’s service contract management software.
Bulk Work Order Actions
Perform actions on multiple work orders in a single step.
Customizable Status Colors
Customize work order status colors to enable easy visual identification from lists, calendars, etc.
Track completion status for assignments separately from work order status.
The developer API enables you to integrate your BlueFolder account data with the other systems you use in your business.
Notify external systems when events happen in BlueFolder.
Have a lot of users? Create user groups so you can filter things like calendar views to see only the data you want to see.
Support for multiple company offices supports the proximity searching feature, and makes it easy to assign techs to the office they report to.
Quickly and easily identify which technicians are closest to a customer site when scheduling appointments.
Customizable Password Policy
Customize the password policy for your users to match your corporate security policies.
Customize email notifications to your customers and users.
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.