BlueFolder
by BlueFolder
Last updated Mar 29, 2026 · 1 revision
Work order and field service management for commercial HVAC teams with customizable dashboards and no long-term contracts.
Highlights
Capabilities
Media
bluefolder.com
About This Product
BlueFolder is a field service management solution focused on commercial HVAC, facilities maintenance, and service contractors. Since 2005, it has provided smart work order management with bulk actions, recurring jobs, customizable dashboards, job costing and profitability reporting, and a customer-facing portal. Its pay-as-you-go model with no long-term contracts makes it accessible for small to midsize service shops.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 6.3
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Customer Reviews
Features
58 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization14features
Custom BrandingCustomizationCustom TemplatesFlexible PrintingScheduling And Dispatch IntegrationDispatch and schedulingTeam CollaborationTeam CommunicationCustom API AccessCustom integrations via APIData ExportData ImportDocument ManagementFile Attachments
Show 6 more
Multi-LocationPasscode ManagementCustomizable password policyEvent-Driven Architecture SupportWebhooks for event-driven notificationsBiometric App LockBiometric login (Touch ID / Face ID)Departments And PermissionsGroup Management and Subgroups
Invoicing & Payments8features
Payment ProcessingIntegrated credit/debit card processing (BlueFolder Pay)InvoicingAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsInvoice from field or officeMilestone Or Percentage BillingProgressive invoicingDigital Payment Links and QR CodesEmail invoices as PDF or payment linkAutomated Progressive BillingInvoice Status TrackingMass Generate Invoices for All Payments Due at Once
CRM & Sales8features
CRMContract ManagementContract ManagementAutomated Customer Touchpoints And SequencesEmail AutomationMaintenance Agreement ManagerContract and Order ManagementCustomer and Site Data ManagementInteraction HistoryLead ManagementContract management with usage tracking
Scheduling & Dispatch7features
Recurring Job SchedulingRecurring maintenance schedulingEmail & Calendar SyncAssignment ManagementChange Work Order StatusJob History AccessAccess HistorySmart Job Matching by Location, Skill, and AvailabilityTechnician proximity search for work order assignmentCustom Work Order Management
Mobile & Field Tools5features
Link Notes And Photos To Customers, Sites, Work Orders, Or EquipmentPhoto attachmentsMobile Web App for Service ProvidersMobile field service accessTechnician Mobile AppMobile app for field techniciansJob Address Management and Signature CapturePhoto attachments and signature captureImage And Video Upload For Problem SolvingUpload Job Photos and Videos
Technician Management3features
AI LogbookChecklists, Photos, and Forms for Job CompletionInternal Employee CommunicationTeam communication
AI & Automation3features
AI Email AssistantAI Generated Work Order Summaries and Prioritization RecommendationsAI-powered customer history summariesAI Service HistoryAI-powered customer history summaries
Reporting & Analytics2features
AnalyticsBilling DashboardAutomated Dashboards and System Status ReportsBilling dashboard and reports
Equipment & Asset Management2features
Equipment TrackingRefrigerant Charge And Service History Tracking
Accounting Integration2features
Job CostingBillable Expense TrackingBillable Labor, Materials & Expenses Tracking
Fleet & GPS Management1feature
Integrated Address Mapping With DirectionsIntegrated Maps
Customer Communication1feature
Custom Email Notifications with Timing Rules
Inventory Management1feature
Purchase OrdersWork Order Tracking
Compliance & Safety1feature
Warranty Claims
Integrations 8 across 3 categories
Accounting 4
FreshBooks
FreshBooks
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Online
Xero
Xero
Productivity 3
Apple Calendar
Google Calendar
Google Calendar
Google Maps
Communication 1
Outlook
Outlook
Pricing
- Model
- Subscription
- Starting at
- $99/mo
- Notes
- 4 plans: Starter $99/mo, Pro $139/mo, Pro Plus $179/mo, Enterprise $325/mo. Pay-as-you-go with no long-term contracts. Free trial available for Pro and ProPLUS tiers. Field service management / CMMS software for commercial field service and facilities maintenance teams. Features include work order management, equipment tracking, service history, customer records, photo attachments, customer signatures, and billable activity recording.
