BlueFolder Reviews

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

Pros

Matt and Paulina from the Blue Folder Team were incredibly attentive and dedicated to enhancing my HVAC service calls software. After trying multiple companies that fell short in various ways, Blue Folder stood out. Other providers often charged extra for custom requests, but Blue Folder accommodated my needs without additional fees. Their support is truly exceptional.

Cons

The only feature missing is the Map function.

“Makes my day easier

Pros

Blue Folder simplifies tracking each maintenance project. I like being able to communicate directly with clients through the platform, with all interactions logged within the work order.

Cons

It may seem trivial, but I wish it allowed Google to remember my password. Typing it in every day is quite inconvenient.

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

Pros

Matt and Paulina from the Blue Folder Team went above and beyond to ensure my HVAC service calls software met all my needs. After trying several companies, I found others lacking in some areas. Whenever I requested help, other providers treated it as a special request and would increase costs. In contrast, Blue Folder accommodated my requests promptly and without extra charges. They are truly exceptional.

Cons

The only feature missing is the Map function.

“Makes my day easier

Pros

Tracking each maintenance project is Simple with BlueFolder. I like being able to communicate directly with clients through the platform and having all communication logged within the work order.

Cons

It seems trivial, but I wish it allowed Google to store the password. Typing it in every day is quite tedious.

“Great Program for Office and Field.

Pros

Setting up Blue Folder was a breeze. I submitted the necessary information, and they quickly configured everything. The platform is Simple to navigate, making it easy to find what I need.

Cons

When you delete something, it's unclear if it's permanently gone or if there's a way to retrieve it. Accidental deletions due to misclicks could happen and might require recovery options.

“Great service software

Pros

The overall design of Blue Folder is clean and intuitive, making it pleasant to use.

Cons

Syncing with Quickbooks and managing inventory effectively are areas that need improvement.

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

Pros

Blue Folder is highly adaptable, allowing extensive customization to suit our needs. The support team has been consistently helpful and proactive in addressing our requirements, demonstrating a genuine concern for customer satisfaction.

Cons

There are a few obvious features it doesn't currently support, but they are being addressed.

“A Quality Product that Improves our Buisness

Pros

Switching to Blue Folder has significantly upgraded our job tracking system. It offers a user-friendly interface, a wide array of features that enhance productivity, and responsive customer service that values our input for future enhancements.

Cons

The invoicing and payment system could benefit from enhancements. Customizing invoice forms, accepting multiple payments for one invoice, editing invoices post-creation, and receiving payments for multiple invoices are currently not options.

“Great Program for Office and Field.

Pros

Setting up BlueFolder was a breeze. I simply provided the information, and they had everything loaded up in minutes. Navigation and finding what I need are effortless.

Cons

When I delete something, I can't tell if it's permanently gone or retrievable. Accidental deletions can happen, and having an option to recover them would be helpful.

“Great service software

Pros

The overall design is aesthetically pleasing. It's intuitive and comfortable to work with.

Cons

The integration with Quickbooks and the lack of inventory management are significant drawbacks.

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

Pros

BlueFolder is highly adaptable; you can configure it extensively to suit your needs. The support team and everyone we've interacted with have been helpful and responsive. It's clear they prioritize customer care.

Cons

It lacks some obvious functionalities, but I know they are actively working on improving them.

“A Quality Product that Improves our Buisness

Pros

Switching to BlueFolder from our previous job tracking system has been a significant upgrade. It's user-friendly, packed with features that enhance productivity, and backed by a responsive customer service team that values feedback and implements suggestions for improvements.

Cons

The invoicing and payment system could use enhancements. It should allow for customized invoice forms, accept multiple payments per invoice, enable editing post-creation, and facilitate receiving payments for multiple invoices.

“Great so far!

Pros

The setup and implementation of Blue Folder were Simple, and the pricing was reasonable. Working with the Blue Folder team has been effortless.

Cons

Maintenance contracts should be directly linked to the covered equipment.

“Great so far!

Pros

Configuration and implementation were Simple, and the pricing was reasonable. Working with the BlueFolder team has been a smooth experience.

Cons

Maintenance contracts should be directly linked to the equipment they cover.

“Great Platform

Pros

Blue Folder serves as an excellent FSM platform for our business and our industry partners alike.

Cons

The software has a bit of a learning curve and feels somewhat cumbersome, but overall, it's excellent.

“Good replacement for connectwise

Pros

Blue Folder is extremely intuitive and easy to grasp. I onboarded myself without any assistance.

Cons

So far, I haven't encountered anything I dislike about this product.

“Great Platform

Pros

BlueFolder serves as an excellent FSM platform for our business and our industry partners alike.

Cons

The software has a bit of a learning curve due to its complexity, but overall, it's excellent.

“Good replacement for connectwise

Pros

Using BlueFolder is very intuitive; I was able to onboard myself without any assistance.

Cons

So far, I haven't found anything I dislike about this product.

“Easy to use

Pros

Blue Folder is relatively Simple to use, and I can efficiently train others on it.

Cons

Locating settings can be a bit challenging at times, requiring some digging to find what I need.

“Easy to use

Pros

BlueFolder is quite Simple to use, and I can easily train others to use it efficiently.

Cons

Sometimes it's challenging to locate settings, and I often have to dig around to find what I need.

“Great Program/Service!

Pros

Blue Folder helps me stay organized with my daily tasks and installations of new equipment.

Cons

Not having a spare parts inventory per machine is a drawback. For instance, after servicing a machine, it would be helpful to log the use of specific parts.

“Great Program/Service!

Pros

It helps me stay organized by keeping track of my daily tasks and equipment installations.

Cons

Not having a spare parts inventory per machine is a drawback. For instance, after servicing a machine, I'd like to record the parts used for repairs.

“BlueFolder: The Key to Effortless Asset Management

Pros

As an admin user of Blue Folder, I find it to be a comprehensive asset management software that is easy to navigate. It allows us to track and manage all our company's assets seamlessly, from equipment to inventory. Customizing fields and forms has been particularly beneficial for tailoring the software to our specific needs.

Cons

While it offers extensive features, fully utilizing them, especially for non-technical users, requires time and effort.

“Implementing Bluefolder in a new business model

Pros

Transitioning to Blue Folder from a less intuitive in-house software has been a positive move. I recommended implementing Blue Folder based on my previous experience with its ease of use in managing customer and equipment data, including notes and contacts.

Cons

The map function needs improvement. Much of our equipment lacks a street address or is located inside another company's premises without a standard address. Having latitude/longitude options and a "Save and new" button for location entries would be beneficial. Standardizing sub-equipment options would also be helpful.

“BlueFolder: The Key to Effortless Asset Management

Pros

Administering BlueFolder in our company, I've found it to be a comprehensive and intuitive asset management software. It efficiently tracks and manages all our company's assets in one platform, from equipment and vehicles to tools and inventory. The ability to customize fields and forms has been particularly beneficial for tailoring it to our specific needs in asset management.

Cons

While it offers a broad range of features, mastering all functionalities takes time and effort, especially for non-technical users.

“Implementing Bluefolder in a new business model

Pros

Transitioning to a new position, I found the in-house software for dispatch, billing, and maintenance to be overly complex, limiting its use to specialized personnel. I recommended a trial of BlueFolder for a segment of our customer base based on my positive experience using it previously. Its ease of finding customer and equipment data, including notes and contact information, has been invaluable.

Cons

The map function requires improvement. Much of our equipment lacks a specific street address or is located within another company's facility without a standard address. Having latitude/longitude options for location information and a "Save and new" button for entering locations would be beneficial. Standard sub-equipment options would also be useful.

“BlueFolder Review

Pros

This software is Simple to use and navigate. Assigning tasks to team members is simple, and notifications keep me informed of progress through the service cycle.

Cons

Reporting capabilities could be enhanced. It would be useful to generate reports showing how long a service order remains in a particular status.

“BlueFolder Review

Pros

This software is Simple to use and navigate. Assigning tasks to team members is simple, and notifications keep us informed of progress through the service cycle.

Cons

Reporting capabilities could be enhanced. It would be beneficial to generate reports showing the duration of service orders in specific statuses.

“Great product!

Pros

I like the simplicity and user-friendly navigation of this product. The level of customization available is impressive.

Cons

I wish there was a way to create a "master list" of equipment for use across different customers and the ability to work offline.

“Great product!

Pros

I like how this product is designed for simplicity and ease of use. The level of customization available is particularly impressive.

Cons

I wish there was an option to create a "master list" of equipment that can be used across different customers and the ability to work offline.

“Excellent Support and Wonderful features not found on many softwares out there

Pros

The contractor feature in Blue Folder for dispatching service requests via email and text, along with importing information directly into work orders, is invaluable.

Cons

It definitely requires initial support to get started, but once familiar with it, using the software becomes much easier.

“CTM BlueFolder Review - Best $ We Have Spent So Far!

Pros

The intuitiveness of Blue Folder stands out. I found it easy to start using right away, with a clear and efficient interface that doesn't overwhelm with unnecessary features.

Cons

Currently, there's nothing significant to mention. Perhaps over time, I may discover something.

“Excellent Support and Wonderful features not found on many softwares out there

Pros

I find the contractor feature of BlueFolder, which dispatches service requests via email and text and imports corresponding information into individual work orders via email, very useful.

Cons

Initial setup requires support assistance, but once you're familiar with it, it becomes much more manageable.

“CTM BlueFolder Review - Best $ We Have Spent So Far!

Pros

The intuitive nature of this software stands out to me. I was able to start using it immediately with minimal learning curve. Its Simple navigation and lack of unnecessary features make it exceptionally efficient for my needs.

Cons

Currently, there's nothing specific to mention. Perhaps with more time, I may notice something.

“All Weather

Pros

I value the visibility that Blue Folder provides for our open Service Requests.

Cons

It would be convenient to drag and drop tickets to assign them to specific technicians or dates.

“Starting

Pros

The mobile app for Blue Folder is fantastic, enhancing the software's accessibility and user-friendliness.

Cons

Customization options are limited, which is something I would like to see improved.

“An effective tool for your daily needs

Pros

Implementing Blue Folder was seamless with the assistance of their tech team. The reporting capabilities meet our needs well, and our technicians prefer using the desktop program.

Cons

The mobile app requires significant improvement. There's limited ability to print equipment reports for individual units.

“All Weather

Pros

The visibility provided by BlueFolder into our open service requests is excellent and helps us stay on top of our workload effectively.

Cons

I would like the ability to drag and drop tickets to assign them to technicians more efficiently.

“Starting

Pros

The mobile app for BlueFolder is fantastic. I like its user-friendly interface and functionality.

Cons

More customization options would be welcomed.

“An effective tool for your daily needs

Pros

Implementing BlueFolder was seamless with assistance from their tech team. The system's ease of use and the quality of reports meet our needs well, and our technicians prefer using the desktop program.

Cons

The mobile app requires significant improvements. There's limited capability to print out equipment reports for individual units.

“Good tool but expensive

Pros

Work order management with Blue Folder is effective both in the office and in the field. Automated recurring work orders help us stay organized with preventative maintenance, and locating work history and attaching files is Simple. The customer support is exceptional, with quick responses and efficient issue resolution.

Cons

Being sold only in US dollars makes it expensive for Canadian companies. The overall cost has become quite high, and setting up preventive maintenance requires manual effort, although it's still more efficient than using paper.

“Very easy software to use

Pros

Navigating between tabs and accessing different areas in Blue Folder is simple and efficient.

Cons

I genuinely like everything about it, so I have no complaints... lol.

“A work in progress

Pros

The smart lists in Blue Folder are a great feature, helping us organize all our jobs effectively.

Cons

The software isn't very mobile-friendly. It would be helpful to see pricing while adding items and have a total displayed under the billing tab.

“Work orders for IT

Pros

Blue Folder is easy to use, cloud-based, and accessible from anywhere.

Cons

The customer portal is too basic and needs more options for generating reports.

“Good Tool for the Money

Pros

Blue Folder tracks field service orders and offers sufficient customization with custom fields to accommodate our workflow needs.

Cons

There's a lack of validation reports that meet regulatory requirements. While other providers offer this, it typically comes at a higher cost.