Logiciel en ligne pour votre entreprise de service
4.8/5 (19 avis)La solution de gestion des services de BlueFolder offre une combinaison unique de facilité d'utilisation et de fonctionnalités. Pensez à BlueFolder comme à un système de CRM avec ordres de travail, planification et facturation.
La fonctionnalité de CRM de BlueFolder permet aux utilisateurs de suivre toutes les informations relatives aux services de leurs clients : contacts, emplacements, historique des services, contrats, équipements/biens gérés sur leur site.
Les ordres de travail représentent le travail effectué. Vous avez à présent la possibilité de personnaliser les champs que vous utilisez et d'ajouter des pièces jointes en fonction des besoins de votre entreprise. Les ordres de travail couvrent toute la main-d'œuvre, les matériaux et les dépenses ; vous pouvez facilement transférer ces informations dans votre système de comptabilité pour une facturation exacte et opportune. L'intégration à QuickBooks, QuickBooks Online et Xero est prise en charge.
L'interaction client constitue un élément essentiel d'un service efficace. Les clients peuvent demander un service non seulement en appelant, mais aussi en envoyant un e-mail au système ou en utilisant le portail client. Avec BlueFolder, les clients peuvent se connecter à leurs comptes, ouvrir de nouveaux ordres de travail, consulter le statut des ordres existants ou fournir des informations supplémentaires. Ils peuvent également être informés automatiquement par e-mail des mises à jour ou des modifications, si cette option est sélectionnée.
BlueFolder fournit aux entreprises une solution de gestion de services fiable depuis plus de 10 ans ; certains clients qui utilisent le système depuis leurs débuts afin d'exploiter leurs activités de services.
Avantages
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%...
Inconvénients
Would love to be able to link multiple data sets for custom reports.
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.
Avantages
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.
Inconvénients
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.
Avantages
The website is easy to use and intuitive. We have never experienced any downtime with it and find their customer support helpful and responsive. We have a unique niche in the senior service industry and found that this software meets our needs like no other.
Inconvénients
We like least the cost per user since we don't take advantage of much that the site offers. It would be nice is the fees could be based on what functions we use. The capability to upload documents and photos would also be a plus. Additionally, there is currently no access to the mobile app for our "technicians", only "administrators".
I would consider Blue Folder to be a "pillar" of our business. It is as important has as our accountant, lawyer, sales team, support team, etc. I do not think we could operate without it.
Avantages
I like how the software is updated on a monthly basis and updates are distributed automatically. Improvement suggestions are encouraged and often make it into a future update. Uptime is 99.9%. All data is automatically backed up online. I really like how you can search the service call titles and the comments. This makes it easy to find a solution to a problem we have dealt with before. We also like the mobile edition on our Android phones. The technicians are automatically alerted to schedule changes and can easily lookup maps, driving directions, gate codes, special instructions, etc. However, the best feature is that the software is focused on service businesses, which means that the interface is simple, yet powerful. It saves us many hours over the old way we managed our service team.
Inconvénients
It is very hard to come up with negatives. And when you find a problem, their development team immediately responds to your request and suggests workarounds. Or at least promises to consider the request for the future upgrade.
Blue Folder Basic simplified portal use for employees and customers. Equipment tracking and customer management, straight to the chase service management software
Avantages
Clean dashboard , packed with information , very easy to use software and App. The integration with quicken books is included with this software.
Inconvénients
Lack of Unsecured email passwords and email addresses , limited of customization of customers and workers ,
Voici quelques-unes des questions fréquentes sur BlueFolder.
Types de licences disponibles pour BlueFolder :
À partir de: 20,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Nous n'avons pas d'informations sur les fonctionnalités de BlueFolder.
Utilisateurs habituels du logiciel BlueFolder :
Entreprises de taille moyenne, PME
Langues dans lesquelles BlueFolder est disponible :
anglais
Types de licences disponibles pour BlueFolder:
Abonnement
Nous n'avons pas d'informations sur les appareils pris en charge par BlueFolder.
Applications s'intégrant à BlueFolder :
Google Calendar, Microsoft Outlook, QuickBooks, QuickBooks, QuickBooks Online, QuickBooks Online, Xero, Xero
Ressources d'aide disponibles pour BlueFolder :
FAQ, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
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.