BlueFolder saved our company and allowed us to grow!

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

Pros

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.

Cons

We found no cons with the BlueFolder software.

Ease in service work operations

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.

Pros

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

Cons

Lacking a Drag and Drop feature and project management

Integration

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

Pros

That it integrated with QBO our accounting software.

Cons

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

BLUEFOLDER WILL HELP YOU GROW YOUR BUSINESS

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.

Pros

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%...

Cons

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

Great Tool

I am very pleased with the overall experience with Bluefolder.

Pros

Bluefolder has been an essential tool to my service business. We use it to dispatch service techs, collect time, add material, generate work description, communicate drawings, track job progress and more.

Cons

We would like to customize the ticket number feature. We also would like to be able to create a private comment where the lead tech can not see it. Only the service manager.