BlueFolder

BlueFolder: The Key to Effortless Asset Management

Kommentare: Overall, BlueFolder has been a valuable tool for my company. Its ability to track and manage all of our company's assets in one platform, ability to customize fields and forms and powerful reporting capabilities have greatly improved our asset management. While the software has a bit of a learning curve and requires a bit of effort to fully set it up and customize it, the benefits of BlueFolder far outweigh the cons for our business.

Vorteile:

As an admin user of BlueFolder in my company, I have found it to be a comprehensive and user-friendly asset management software. One of the biggest advantages of this software is its ability to track and manage all of our company's assets in one platform. From equipment, vehicles, to tools and inventory, BlueFolder provides a seamless experience for our team and our customers. Another great feature of BlueFolder is the ability to customize fields and forms to fit our company's specific needs. This has been especially useful in terms of tracking and managing the maintenance of our assets.

Nachteile:

While it offers a wide range of features, it takes some time and effort to fully utilize all the functionalities, especially for non-technical users.

I finally found the software I've been looking for!

Kommentare: Blue Folder is an excellent company that is dedicated to providing software that meets your specific needs. They are attentive and supportive throughout the process. The software is user-friendly and easy to navigate. It allows for easy addition of special fields, tracking of work orders, and generation of reports. I truly believe that the software setup couldn't be any easier. A big thank you to the team at Blue Folder! Matt and Paulina, thank you for your patience with navigating my request.

Vorteile:

The Blue Folder Team, consisting of Matt and Paulina, listened and worked hard to provide me with everything I needed to make my HVAC service calls software great. I had tried multiple companies, but each one was lacking in some area. Whenever I asked for help, they would say it was a special request and would increase our monthly cost. However, Blue Folder never hesitated to make it work and fulfilled my requests without any additional charges. They are truly awesome.

Nachteile:

The only thing lacking is the Map function.

Wonderful Experience

Kommentare: Generally it was an awesome experience it was fast and on point pretty much all the time

Vorteile:

General experience and the interface is very easy.

Nachteile:

Pretty much everything is great i guess, in the time I've used it.

Integration

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

Vorteile:

That it integrated with QBO our accounting software.

Nachteile:

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

BlueFolder Excellent Asset Management

Vorteile:

BlueFolder holds a crucial role in tracking and managing all of our company assets. Not only equipment but vehicle tracking also. It provides reporting capabilities based on our needs to track and stay on top of inventory maintenance needs.

Nachteile:

BlueFolder takes some time to implement within an organization and for the software capabilities to be fully apparent for users. It is important to have someone technically sound to incorporate the software within the company for maximum benefit.

A Quality Product that Improves our Buisness

Kommentare: Overall, the experience we've had with BlueFolder has been very positive and we look forward to continuing to utilize it as our primary job tracking software. The improvements that have been implemented already make me confident that the service will just continue to be stronger and stronger.

Vorteile:

BlueFolder has been a significant upgrade from our previous job tracking system. It is easy to use, has a wide variety of functions that increase our productivity, and has a strong customer service department that listens to our feedback and takes suggestions seriously for added features and improvements.

Nachteile:

The invoicing/payment system could use some improvements. There is not an option to customize the invoice forms, take multiple payments for an invoice, edit invoices after creation, and receive a payment for multiple invoices.

Its not perfect but its pretty good, and I haven't found anything better

Kommentare: As the title says, it is not perfect, but its good. You don't have to change your whole business process like with say service titan.

Vorteile:

its flexible, you can get it to do a lot with the way you set it up. the support team, and really everyone we have worked with has been helpful. they are actively working on it and seem to care about there customers.

Nachteile:

it does not do a few things that seem obvious but they are working on them.

Great Program for Office and Field.

Kommentare: I enjoy every aspect of this system. I am able to allow access to the customers when we get the system built and they will be able to see their information and also to make service calls.

Vorteile:

The set up of Blue folder took minutes. I sent the information to them and they loaded it up. Everything is easy to figure out and easy to find.

Nachteile:

When you delete something I have not been able to see if it is gone gone or if it is retrievable. There could be a person that accidently deletes information by clicking incorrectly and it may need to be brough back.

Great service software

Kommentare: 10/10. The implantation was easy, the support is great, training was also wonderful.

Vorteile:

The overall aesthetics. It’s easy on the easy and easy to work in

Nachteile:

The syncing to Quickbooks, and no real way to keep inventory

BF works well

Kommentare: 5 years in, were good. A little pricey lately

Vorteile:

Keeps everyone on track for their daily duties

Nachteile:

None, it does all that we need to run our bidness

Great so far!

Vorteile:

Easy to configure and implement. The pricing was right. The BlueFolder team is easy to work with.

Nachteile:

Maintenance contracts are not directly tied to the equipment covered.

Easy to use

Vorteile:

Blue Folder is fairly easy to use and I can train someone on it very quickly.

Nachteile:

It is kind of difficult to locate settings sometimes and I have to dig a little to find what I am looking for.

All the Basics

Kommentare: Very positive.

Vorteile:

Bluefolder has most everything you need to manage customers and equipment. You can easily see past service history of equipment. Create invoices and export them to Quickbooks online or desktop.

Nachteile:

I wish there were more customizable view and reporting built in to the web interface. We end up having to run a bunch of reports and export them to excel in order to make the data easy to interpret.

A work in progress

Kommentare: Decent so far. Excited to see new features that will come out.

Vorteile:

The smart lists are super nice and help organize all the jobs.

Nachteile:

Not mobile friendly. It would be nice to see pricing while adding items and then a total under the billing tab.

Solid system

Vorteile:

Bluefolder is easy to use and customize to our needs. We primarily use it to track our customers and service tickets.

Nachteile:

There is nothing that comes to mind at this time

All Weather

Kommentare: Great!

Vorteile:

I love the visibility that BlueFolder provides for our open Service Requests.

Nachteile:

I would like to drag and drop tickets to move the tech/dat its assigned to.

BLUEFOLDER WILL HELP YOU GROW YOUR BUSINESS

Kommentare: 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.

Vorteile:

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%...

Nachteile:

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

BlueFolder is easy to use to manage work orders.

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Bluefolder is a nice product but....

Vorteile:

We use this everyday for everything we do. Keeps everything in one place

Nachteile:

A PDF reader for adding attachments. taking a picture and uploading is fine. However using that later is a royal pain when going to print something off. We currently have to use another app to make the attachments such as receipts a pdf then upload to Bluefolder.

Excellent software with amazing customer service

Vorteile:

BlueFolder is very easy to use and available on multiple devices. The software has helped myself and the team stay organized and efficient. The structure is very simple to use but has plenty of features available.

Nachteile:

The only thing I would like to see improved are more customizable report features available to either create or pull from.

Finally found software for our service business

Kommentare: Would recommend to any service company who would like a simple interface for both users of the company and for end-users submitting service requests. My technician who like many other technicians doesn't really like change, but liked this software immediately upon trying it.

Vorteile:

Ease of use. We have tried other web-based service software providers and they just didn't fit our needs. For us it has to be easy to use or it won't get used and that is exactly what happened with the other software we tried. Now, we can enter a service request when someone calls our cell phone quickly and easily right from our Iphones. The new request is emailed automatically to the customer who can then track the progress of the request. I have had compliments from customers in the last couple of days saying how much they like the ease of use and simplicity.

Nachteile:

Would like to have the ability to do estimates in BlueFolder. I spoke with the salesperson and he said it will be available in the not to distant future-Hope so.

Starting

Kommentare: We are still entering the data to be able to use it.

Vorteile:

The mobile App. I love it. And how friendly the software is.

Nachteile:

That don't have the option to customize it more

Organized Accountability

Vorteile:

Visibility, Reporting Reduces overall touches once you can see and correct.

Nachteile:

Contacts doesn’t really work the way we need them too.

Blue Service for web based scheduling and customer data base

Kommentare: Like many small businesses, my employees don't come into the "office," our small Senior Service company dispatches employees from their homes. The laborious process of sending information by email was revolutionized by a web based scheduling and data base called BLUE SERVICE. Now my employees can login from home to view their schedules- the who, what and where of the service appointment they have been slated to fill. They have access to their client's contact information, locations, and also notes about each client's individual needs. It only takes one administrator to enter the information and any employee available for the job has access to all the information they need- right from their homes. BLUE SERVICE cut down on time-consuming administrative tasks by about 70% and the information is uniform, organized and easily accessible.

Vorteile:

Web based so our staffers can check their schedules, service details and customer information online. Easy to use, intuative.

Nachteile:

We wish they would have a SEARCH capability, so that we could easily search for appointments.

Bluefolder a must have for service companies.

Kommentare: We highly recommend Bluefolder to those in the service industry.

Vorteile:

Easy to use Available anywhere anytime Reasonable pricing Quick response from bluefolder support Customer portal enables our primary customer to view our activity without the need for phone calls.

Nachteile:

1. When service request is assigned to technician and email is sent from Bluefolder, It would be great if the email could keep its format for ease of reading. 2. Constant feed on new service requests without having to refresh page.