Sobre o BlueFolder

BlueFolder's service management solution offers a unique blend of ease-of-use and functionality. Think of BlueFolder as CRM + Work Orders + Scheduling + Billing.

BlueFolder's CRM functionality allows users to track all service-related information for their customers – contacts, locations, service history, contracts, and equipment/assets that are serviced at their site.

Work Orders are where the work gets done, and we give you the ability to customize the fields that you use and add attachments as needed for your business. The work orders track all of the labor, materials, and expenses and you can easily push these details to your accounting system for accurate and timely billing. We support integration with QuickBooks, QuickBooks Online and Xero.

Customer interaction is a critical part of effective service. Customers can request service not just by calling, but by sending an email to the system or using the customer portal. With BlueFolder, customers can log-in to their accounts, open new work orders, see the status of existing ones, or provide additional information. They can also be notified automatically via an email of updates or changes, if this option is selected.

BlueFolder has been reliably providing a service management solution to businesses for over 10 years, and have customers who have used the system to run their service business from the beginning.

Preços a partir de:

US$ 99,00/mês

  • Teste Grátis
  • Assinatura

Principais benefícios do BlueFolder

• Maximize your work flows, increase response times, and streamline your service businesses enabling them to keep track of everything and be sure that nothing falls through the cracks.

• Accounting integration. BlueFolder's integration with QuickBooks, QuickBooks Online, and Xero will make it easy to get detailed invoices to customers without re-entering all that information. Get paid faster and don’t miss an invoice.

• Month-to-month subscription – no long-term commitment required – cancel anytime.

• Customer support – along with a Help Center, BlueFolder's support team is available by email and phone.

Dispositivos

Porte da empresa

P M G

Mercados

Austrália, Brasil, Canadá, Alemanha, Reino Unido e outros 3, Índia, México, Estados Unidos

Idiomas

inglês

Preços a partir de:

US$ 99,00/mês

  • Teste Grátis
  • Assinatura

Imagens

Field Service and Work Order Software to accelerate your cash flow, maximize your efficiency, and grow your business.
Customize BlueFolder to work the way you do with custom fields, reports, and dashboards, smart lists, and more.
Simplify preventive maintenance with recurring jobs at intervals or schedules you specify.
Increase equipment uptime and easily track serial numbers, warranties, service histories, and more.
Enable your customers and in-house technicians to increase equipment uptime and improve communication.
Streamline billing and accelerate your cashflow with QuickBooks, FreshBooks and Xero integrations.
Ver mais 7
Captura de tela do BlueFolder: Field Service and Work Order Software to accelerate your cash flow, maximize your efficiency, and grow your business. Captura de tela do BlueFolder: Customize BlueFolder to work the way you do with custom fields, reports, and dashboards, smart lists, and more. Captura de tela do BlueFolder: Simplify preventive maintenance with recurring jobs at intervals or schedules you specify. Captura de tela do BlueFolder: Increase equipment uptime and easily track serial numbers, warranties, service histories, and more. Captura de tela do BlueFolder: Enable your customers and in-house technicians to increase equipment uptime and improve communication. Captura de tela do BlueFolder: Streamline billing and accelerate your cashflow with QuickBooks, FreshBooks and Xero integrations.

Recursos

Total de recursos do BlueFolder: 64

  • API
  • Acesso para Celular
  • Agendamento
  • Agendamento de compromissos
  • Agendamento de grupo
  • Agendamento de manutenção
  • Agendamento de recursos
  • Alertas/notificações
  • Armazenamento de arquivos
  • Assinatura eletrônica
  • Banco de dados de contatos
  • Banco de dados do cliente
  • CRM
  • Campos personalizáveis
  • Cobrança e faturamento
  • Coleta de pagamento no campo
  • Compromissos recorrentes
  • Computer Maintenance Management Software (CMMS)
  • Controle de horas e despesas
  • Criação de ordem de serviço
  • Ferramentas de colaboração
  • Formulários personalizáveis
  • Geração de relatórios de atendimento
  • Gestão da manutenção
  • Gestão de ativos de TI
  • Gestão de ativos fixos
  • Gestão de calendários
  • Gestão de compromissos
  • Gestão de contratos e licenças
  • Gestão de equipamentos
  • Gestão de estoques
  • Gestão de expedição
  • Gestão de incidentes
  • Gestão de pedidos de trabalho
  • Gestão de problemas
  • Gestão de projetos
  • Gestão de recursos
  • Gestão de trabalhos
  • Gestão de tíquetes
  • Gestão do SLA (acordo do nível de serviço)
  • Gestão preventiva
  • Gestão técnica
  • Histórico de atendimento
  • Importação/exportação de dados
  • Imóveis residenciais
  • Integração da contabilidade
  • Integrações de terceiros
  • Orçamentos/estimativas
  • Painel de atividades
  • Para escolas
  • Planejamento de pessoal
  • Portal de autoatendimento
  • Portal do cliente
  • Propriedades comerciais
  • Rastreamento de ativos de TI
  • Rastreamento de equipamentos
  • Rastreamento de garantias
  • Rastreamento de itens faturáveis
  • Rastreamento de recursos
  • Relatórios personalizáveis
  • Relógio de ponto online
  • Reservas online
  • Roteamento
  • Sincronização de calendários

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Avaliações

Classificação geral

4,7 /5
(28)
Relação qualidade/preço
4,5/5
Recursos
4,5/5
Praticidade
4,9/5
Suporte ao cliente
4,9/5

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Exibindo 5 avaliações de 28
Carl L.
Classificação geral
  • Setor: Serviços e tecnologia da informação
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

BlueFolder saved our company and allowed us to grow!

Avaliado em 10/04/2020

Additionally, BlueFolder's customer service was top-notch. Anytime we had a question, they had an...

Additionally, BlueFolder's customer service was top-notch. Anytime we had a question, they had an immediate answer.

Vantagens

We were burdened with heavy software that required a million clicks to get the simplest things done. Then, we found BlueFolder. It gave us everything we needed to store customer information, schedule service tickets for our employees and most importantly, close tickets and get paid quickly. The software's simplicity allowed us to put our focus on growing the company.

Desvantagens

We found no cons with the BlueFolder software.

Resposta do BlueFolder

Hi Carl,

We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback.

Regards,
The BlueFolder Team

Amber M.
Classificação geral
  • Setor: Construção
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de um ano
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 8.0 /10

Ease in service work operations

Avaliado em 18/06/2020

This program keeps my operations organized in an easy way. I am sure I don't even use half the...

This program keeps my operations organized in an easy way. I am sure I don't even use half the features in which I would like to be able to learn more about the options to see if it will help my operation even more.

Vantagens

The flow of a work order, from quote, to executed work order an scheduling, to completion of work order with a signature feature, to batching work orders to Quickbooks

Desvantagens

Lacking a Drag and Drop feature and project management

Ken O.
Classificação geral
  • Setor: Construção
  • Porte da empresa: 2-10 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 5.0 /10

Integration

Avaliado em 31/05/2020

Overall Bluefolder has help our team keep organized and keep the lines of communication open.

Overall Bluefolder has help our team keep organized and keep the lines of communication open.

Vantagens

That it integrated with QBO our accounting software.

Desvantagens

That Bluefolder is not backwards compatible with QBO unless we want to spend more money developing it.

Paula C.
Classificação geral
  • Setor: Serviços ao consumidor
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente

BLUEFOLDER WILL HELP YOU GROW YOUR BUSINESS

Avaliado em 06/04/2017

We have been using BlueFolder for five years to schedule and manage a very, busy elevator service...

We have been using BlueFolder for five years to schedule and manage a very, busy elevator service department. Without BlueFolder we would not have been able to grow our company by 50%, It allows us to provide the type of information that the technicians need in the field to do their job and the home office to manage all of the customers and equipment. The System has a lot of ways to customize the information specific to your company's needs. Their customer support is extremely helpful and always accessible when needed. This was the single most effective decision we have every made and I highly recommend this system.

Vantagens

The ease of data entry. The ability to manage technician's in the field and provide them with the information to do their job. The ability to integrate with QuickBooks for billing. This system has enabled our company's department to grow by 50%...

Desvantagens

Would love to be able to link multiple data sets for custom reports.

Samantha S.
Classificação geral
  • Setor: Construção
  • Porte da empresa: 51-200 funcionários
  • Usado Diariamente durante Mais de dois anos
  • Fonte da avaliação

Classificação geral

  • Relação qualidade/preço
  • Praticidade
  • Suporte ao cliente
  • Probabilidade de recomendação 10.0 /10

Amazing Product with Great Customer Service

Avaliado em 27/04/2020

Our experience has been great. We started with them as a small company and as we have grown over...

Our experience has been great. We started with them as a small company and as we have grown over the last 8 years so have they and the updates fit right along with our needs. Customer service always responds very quickly and is very helpful!

Vantagens

The scheduling and team calendar feature, also the ease to customize the system to fit your business needs. We also like that it tracks equipment in one place. You can also customize who sees what information (employees, clients and vendors) which is awesome

Desvantagens

Right now the only feature I want to see if contracts able to be billed on use so you can track how many hours you use for an unlimited contract and still bill it

Exibindo 5 avaliações de 28 Leia todas as avaliações

Perguntas frequentes sobre o BlueFolder

Abaixo estão algumas perguntas frequentes sobre o BlueFolder.

O BlueFolder oferece os seguintes planos de pagamento:

  • A partir de: US$ 99,00/mês
  • Modelo de preços: Assinatura
  • Teste Grátis: Disponível

BlueFolder features pricing plans for companies of any size, in a multitude of industries, from small service businesses with only three users to enterprise level organizations with many users. Four pricing plans (Starter, Pro, Pro Plus, Enterprise) allow customers to select the right plan for their needs, and pricing ranges from $25/user/month to $65/user/month. Volume pricing is available for larger organizations.

Não temos informações sobre os recursos do BlueFolder.

Os clientes habituais do BlueFolder são:

2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001+

O BlueFolder está nos seguintes idiomas:

inglês

O BlueFolder é compatível com os seguintes dispositivos:

iPhone (celular), iPad (tablet)

O BlueFolder se integra com os seguintes aplicativos:

Google Calendar, Microsoft Outlook, QuickBooks Online Advanced, Quickbooks Online, Xero

O BlueFolder oferece as seguintes opções de suporte:

Email/Help Desk, FAQs/Fórum, Base de conhecimento, Suporte por telefone, Bate-papo

Categorias relacionadas

Veja todas as categorias de software encontradas para BlueFolder.