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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.

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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
6.5
Support
5.0
Value
6.5
Integrations
8.0
AI Capabilities
2.5

Customer Reviews

Features

56 features confirmed across 12categories· Showing confirmed capabilities only

Platform & Customization13features

Data ExportData exportMulti-LocationCustom API AccessWebhooksCustom FieldsCustom fieldsScheduling And Dispatch IntegrationEvent-Driven Architecture SupportDocument ManagementPhoto and file attachmentsData ImportImport / Export
Show 5 more
Passcode ManagementPassword policy customizationDepartments And PermissionsGroup Management and SubgroupsAudit TrailActivity logs & auditsTeam Collaboration

Scheduling & Dispatch8features

SchedulingRecurring JobsWork OrdersRecurring work ordersEmail & Calendar SyncAssignment ManagementChange Work Order StatusRecurring Job SchedulingCustom Work Order ManagementSmart Job Matching by Location, Skill, and Availability

CRM & Sales7features

CRMService HistoryContract ManagementContract ManagementAutomated Customer Touchpoints And SequencesMaintenance Agreement ManagerContract and Order ManagementCustomer and Site Data ManagementInteraction History

Invoicing & Payments6features

InvoicingAutomated Progressive BillingAutomatic Invoice Creation from Quotes, Bookings, and Completed JobsDigital Payment Links and QR CodesInvoice Status TrackingMass Generate Invoices for All Payments Due at Once

Mobile & Field Tools4features

Digital SignaturesSignature CaptureMobile Web App for Service ProvidersTechnician Mobile AppLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment

Customer Communication3features

Client PortalCustomer PortalNotificationsNotificationsCustom Email Notifications with Timing Rules

Technician Management3features

AI LogbookChecklists, Photos, and Forms for Job CompletionInternal Employee CommunicationTeam communication

Equipment & Asset Management3features

Equipment TrackingEquipment trackingAsset ManagementAsset ManagementRefrigerant Charge And Service History Tracking

Accounting Integration3features

Job CostingJob CostingBillable Items TrackingBillable Expense Tracking

AI & Automation3features

AI Email AssistantAutomation RulesWorkflow automationAI Generated Work Order Summaries and Prioritization Recommendations

Reporting & Analytics2features

ReportingReportingAnalyticsBilling dashboard

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.

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