BlueFolderProduct Overview
BlueFolder product overview
BlueFolder is a field service management solution that empowers commercial pros in the field to stay on schedule. It allows organizations to access critical job details and work order management features in a mobile and web-based user-friendly interface.
With BlueFolder, users can access various features, such as recurring jobs, secure custom user permissions, scheduling/dispatch, and customer portals. Teams can reduce or eliminate paperwork using different integrations. Additionally, the platform keeps all the field techs on track and streamlines operations with a simple interface.
Field service professionals built BlueFolder for field maintenance teams. It enables companies to receive payments faster and ensures they never miss an invoice. Users can get detailed invoices to customers without re-entering information. Furthermore, BlueFolder is customizable to fit varied business processes. It puts users in control and allows them to change work order status colors and generate automated status changes. In addition, they can use defaults when completing assignments and specify how work orders behave based on technician permissions. The software speeds up work management and completion. It also supports API integrations.
Pros of BlueFolder
- BlueFolder’s Customer Portal lets businesses improve customer engagement and deliver better service. The portal gives customers access to submit work requests, check work order status, and view reports, asset, and equipment service history.
- Teams can track the equipment/assets to increase efficiency, equipment uptime, and customer satisfaction with the platform’s Equipment/Asset Tracking feature. Users can schedule preventive maintenance and monitor serial numbers, warranties, and service histories, too.
Cons of BlueFolder
- BlueFolder doesn’t provide Inventory Management, Routing, and Quoting & Estimating features.
- At present, it doesn’t offer Field Payment Collection capabilities. However, the solution will include this feature in the future.
Breakdown of core features
Work order management
BlueFolder’s assignment capabilities handle complex jobs that require multiple tasks and assignees. Managers can enable assignment completion tracking to know when teams accomplish job sub-tasks. The software also has custom files for monitoring critical data unique to the business. Also, users can subsequently search and report on that data.
BlueFolder comes with customizable default settings that save time and reduce human error when creating work orders. Users can view billable job activities, including labor hours worked, materials used, and expenses incurred. They can also export data to the accounting system for accurate invoicing. The platform’s full log of every work order action ensures that the team is fully informed and accountable. Its notification functionalities keep the teams in sync with job status and with each other. On the other hand, the customer notifications with back-and-forth email capabilities allow the team and customers to communicate from within the system.
Field service CRM
The software organizes important customer information in one secure place for fast retrieval and accurate reporting. Teams get access to a customer’s full job service history to enhance customer experience and save time while booking new jobs or answering customer questions. Moreover, users can look into commercial customers with multiple contacts and locations. Managers can also assign team members as the default tech, service manager, or account manager for specific customers. BlueFolder’s flexible settings and custom fields facilitate tailored tracking of necessary customer information. Users can attach files, photos, and links to external websites to customer records.
Equipment/Asset tracking
With BlueFolder, businesses can observe the equipment and assets installed for customers. It has service history records and maintenance schedules so teams can maintain and increase equipment uptime and customer satisfaction. Users can also check serial numbers, warranties, custom fields, and attached files/photos or external links per item. Teams can stay on top of equipment/asset maintenance with recurring jobs that automatically generate work orders at scheduled intervals.
Billing
The platform logs job activities to prevent losing billable work and boost revenue. Teams can supervise billable job activities in detail like labor hours worked, materials used, and expenses incurred. Users can also include the ability to add public or private comments to each activity. BlueFolder’s customizable permissions let companies adjust the privacy of profit margins.
The solution supports service contracts and non-billable activities. Users can export work orders to accounting systems for invoicing and payment.
(Last updated on 12/23/2021 by Liz Laurente-Ticong)
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