BlueFolder Erfahrungen

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.

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 really like the ease of use and the implementation of the system was virtually seamless with the tech team from BlueFolder. The reports are very good for our needs. The technicians really like to use the desktop program and that what's most important.

The mobile app needs a lot of work. There is limited ability to print out equipment reports for single units.

Work order management works well both in the office and in the field. Automated recurring work orders help keep preventative maintenance organized. Work history is easily located, it's easy to add attachements etc.

Customer support is excellent, always a quick response, always quick to address any issues we have.

Sold in US dollars only makes it quite expensive for Canadian companies. Overall cost has become quite high.

For our setup we have to do a lot of manual setup for preventative maintenance. Easier than on paper and automatically triggers work orders in the months we need though.

I am currently at a new position and using the current companies in-house dispatch/billing/maintenance software is not intuitive to the point where only a specialized personnel use it. I suggested implementing Bluefolder on a trial basis for a subset of our customer base. I had used it in a similar capacity at a previous company and enjoy how easy it is to find customer and equipment data - specifically previous notes and dispatched and contact information.

The map function needs a bit of work. Much of our equipment in the field lacks a street address or is inside of another company's main location, but not a the street address that they would use (read a chemical plant with an Admin building for the address, but equipment installed elsewhere within the plant). Location information needs at latitude/longitude option. Entering location information should come with a "Save and new" button like the equipment entering option.Sub-equipment as a standard option would be nice.

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

Lacking a Drag and Drop feature and project management

I love how this product is simple and easy to navigate and use. The amount of customization is really great

I wish there was the ability to create a "master list" of equipment (so that we can use the same equipment for different customers) and the ability to work offline

The ease of use and how efficient and effective it is.

Could have a little bit better mobile version.

I love the contractor feature of dispatching service requests by email and text and the corresponding email importation of information directly into the individual work orders

Definitely need support assistance in getting going but once you start working with it becomes much easier

We have been with BlueFolder for many many years, and have watched it improve. We use it to run nearly every aspect of our business. Before I started this company, I ran a software development company in LA, this software is simple to use, powerful and would be the highest rated software systems that I use for my company.
Without this system I would have to link together several solutions and doubt they would give me the tools and ease of use that this one system has.
Steve Drake

The calendar has issues with time zones. But this is common in most calendar systems. I live in Arizona and during half the year my appointments are set to the wrong time, even though my sales team puts them in correctly for the class. It adjusts to what it thinks is my local time, but the class is scheduled for a time in spite of the zone. This is an issue because I travel to those times, and it does not update when i am there.

The feature I like most about this software is the ability to easily create work orders and assign to the technicians. Everything is saved, and easily accessible.

I haven't compared pricing with other software programs so I am not sure whether the pricing is competitive or not.

This software is easy to use and navigate. Assigning tasks for team members is easy and notification keep you up to date on statuses as they progress through the service cycle.

Reporting could be improved. It would be nice to have reports that can show how long a service order is in a particular status.

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%...

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

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.

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.

data base and a universal place for each customer information

Better ability to have a data base of materials and how they can be searched for.
If you can figure this out similar to the way turbo tax would ask info.

Like this: When the tech add his time, Then a pop up screen" Did you use materials?"
Then a scroll down screen.

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.

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.

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.

We found no cons with the BlueFolder software.

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

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

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.

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.

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.

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

Easy to navigate thru and able to understand it without issues

not sure if i'm able to create Invoices for each order

We use Blue Folder for our RMA process and tracking customer equipment for calibrations and repairs.

I wish it had a duplicate equipment feature.

The software is easy to use and adaptable to our needs. The Quickbooks integration is crucial and works well. Hopefully we can get some minor fixes to the imported fields for matching classifications. Overall it works great!

nothing so far, it all just works GREAT!

Bluefolder is excellent for our facility maintenance division. The ease of being able to enter customers, schedule calls, add notes, photos, tracking past services, and setting up future services. Time tracking for our service guys The overall software is very effortless and has become vital to our company.

Currently, I have no issues with bluefolder.

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

There is nothing that comes to mind at this time

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

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.