BlueFolder

BlueFolder

Easy, Professional Field Service and Work Order Software

4.8/5 (21 avaliações)

Resumo do 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$ 20,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

Dispositivos

Porte da empresa

P
M
G

Mercados

Austrália, Brasil, Canadá, Europa, Alemanha e outros 5, Índia, América Latina, México, África e Oriente Médio, Reino Unido

Idiomas

Inglês

BlueFolder - Avaliações

Classificação geral
4.8/5
100% avaliações positivas
17
Excelente
4
Muito bom
0
Média
0
Ruim
0
Péssimo
Paula C.
Traduzir com Google

BLUEFOLDER WILL HELP YOU GROW YOUR BUSINESS

Usado Diariamente durante Mais de dois anos
Avaliado em 06/04/2017
Fonte da avaliação: Capterra

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.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Kristy H.
Traduzir com Google

BlueFolder is easy to use to manage work orders.

Usado Diariamente durante Mais de dois anos
Avaliado em 05/09/2017
Fonte da avaliação: SoftwareAdvice

The software is easy to use and has some great functions. The best feature is being able to sort by job, property, etc. I LOVE having the search bar - I use this every time I enter a new service request. It helps being able to go back and see all the jobs for a specific property - or even all the jobs with one specific issue.

Vantagens

It's easy to look up past work orders (so I can see when something has been previously done with a property). It's very simple to set up new properties and contacts. The invoices are very professional looking and transfer nicely to QuickBooks.

Desvantagens

I wish this software would integrate with Buildium - would be much easier to use if I didn't have to export to QuickBooks, download, then reupload to our management software. I also find it a pain to contact customer support to do basic functions like adding a user or removing a user.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação

8.0/10
Robert B.
Traduzir com Google

Very easy to use and to the point.

Avaliado em 04/03/2016
Fonte da avaliação: GetApp

I have been a user of Blue Folder since 2009. I have always kept an eye out for other applications to make sure I was get the best bang for my buck. I have spent hundreds of hours testing other systems and I can tell you this app is the only one that makes it easy and a very short learning period on how to use the app. The best feature they have is the customer notifications. That alone is worth the price. They make it so easy to communicate to my customer and they tell me that they love it!! Our customers are aware of what is going on every step of the way.

Vantagens

Customer Notifications
Ease of use
Very pleasing to look at
The customer support team treats me like a family member and not just another customer. The get customer service beyond just being there when needed.

Desvantagens

At the time there is no way to accept online payments. But they have told me that is in the works.

Resposta do BlueFolder

Thank you for your positive review and being our customer for the last 7 years. We are pleased that we have made such a positive impact on your business and the service you provide your customers. We hope you are enjoying all of the enhancements in the software update that we deployed last week. And thanks for your suggestions – they are helpful as we work to make BlueFolder better with each new update.

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Deb M.
Traduzir com Google

Meets our industry need like no other program

Avaliado em 17/12/2015
Fonte da avaliação: SoftwareAdvice

Vantagens

The website is easy to use and intuitive. We have never experienced any downtime with it and find their customer support helpful and responsive. We have a unique niche in the senior service industry and found that this software meets our needs like no other.

Desvantagens

We like least the cost per user since we don't take advantage of much that the site offers. It would be nice is the fees could be based on what functions we use. The capability to upload documents and photos would also be a plus. Additionally, there is currently no access to the mobile app for our "technicians", only "administrators".

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação

10.0/10
Mike P.
Traduzir com Google

Best online service team software

Avaliado em 03/07/2011
Fonte da avaliação: Capterra

I would consider Blue Folder to be a "pillar" of our business. It is as important has as our accountant, lawyer, sales team, support team, etc. I do not think we could operate without it.

Vantagens

I like how the software is updated on a monthly basis and updates are distributed automatically. Improvement suggestions are encouraged and often make it into a future update. Uptime is 99.9%. All data is automatically backed up online. I really like how you can search the service call titles and the comments. This makes it easy to find a solution to a problem we have dealt with before. We also like the mobile edition on our Android phones. The technicians are automatically alerted to schedule changes and can easily lookup maps, driving directions, gate codes, special instructions, etc. However, the best feature is that the software is focused on service businesses, which means that the interface is simple, yet powerful. It saves us many hours over the old way we managed our service team.

Desvantagens

It is very hard to come up with negatives. And when you find a problem, their development team immediately responds to your request and suggests workarounds. Or at least promises to consider the request for the future upgrade.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Preço do BlueFolder

A partir de
US$ 20,00/mês
Opções de preços
Avaliação gratuita
Assinatura
Relação qualidade/preço

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 $20/user/month to $62/user/month. Volume pricing is available for larger organizations.

Recursos do BlueFolder

  • API
  • Campos personalizados
  • Criação de relatórios personalizável
  • Importação/exportação de dados
  • Notificações automáticas
  • Painel de atividades

  • Acompanhamento de atividades
  • Armazenamento de documentos
  • Auditoria
  • Dados em tempo real
  • Gerenciamento de faturas
  • Gestão de conformidade
  • Gestão de estoques
  • Gestão do fluxo de trabalho
  • Integração de terceiros
  • Monitoramento
  • Rastreamento de estoque
  • Registro de auditoria
  • Relatórios e estatística
  • Relatórios em tempo real

Mais informações sobre BlueFolder

Principais recursos do BlueFolder

  • All your jobs tracked in one place
  • Automatic notifications
  • Calendar management
  • Capture on-site on mobile
  • Client portal
  • Custom, flexible reports
  • Customers, contacts, items
  • Everything in one place
  • Flexible team scheduling & calendars
  • For Customers, Work Orders, Assets, etc.
  • Get paid for what you do
  • Great for trouble tickets as well as on-site
  • History of work orders
  • Keep everyone in the loop
  • Keep your staff and appointments in sync
  • Let Google calendar see your appointments
  • Push detailed invoices to your accounting system
  • Quickbooks, QB Online, Xero
  • Status at a glance
  • Your data is yours - Export anytime

Vantagens

• 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.

Perguntas frequentes sobre o BlueFolder

Abaixo estão algumas perguntas frequentes sobre o BlueFolder.

P: Que tipo de planos o BlueFolder oferece?

O BlueFolder oferece os seguintes planos de pagamento:

A partir de: US$ 20,00/mês

Modelo de preços: Assinatura

Avaliação gratuita: 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 $20/user/month to $62/user/month. Volume pricing is available for larger organizations.

P: Quais são os principais recursos do BlueFolder?

O BlueFolder oferece os seguintes recursos:

  • All your jobs tracked in one place
  • Automatic notifications
  • Calendar management
  • Capture on-site on mobile
  • Client portal
  • Custom, flexible reports
  • Customers, contacts, items
  • Everything in one place
  • Flexible team scheduling & calendars
  • For Customers, Work Orders, Assets, etc.
  • Get paid for what you do
  • Great for trouble tickets as well as on-site
  • History of work orders
  • Keep everyone in the loop
  • Keep your staff and appointments in sync
  • Let Google calendar see your appointments
  • Push detailed invoices to your accounting system
  • Quickbooks, QB Online, Xero
  • Status at a glance
  • Your data is yours - Export anytime

P: Quem costuma usar o BlueFolder?

Os clientes habituais do BlueFolder são:

Empresas de médio porte, Pequenas empresas

P: Em que idioma o BlueFolder está?

O BlueFolder está nos seguintes idiomas:

Inglês

P: Que tipo de planos o BlueFolder oferece?

O BlueFolder tem os seguintes planos de preços:

Assinatura

P: O BlueFolder é compatível com disponíveis móveis?

Não temos informações sobre os dispositivos compatíveis com o BlueFolder.

P: O BlueFolder se integra com quais outros aplicativos?

O BlueFolder se integra com os seguintes aplicativos:

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

P: Que nível de suporte o BlueFolder oferece?

O BlueFolder oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo