# Page 2 | BlueFolder Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is BlueFolder the right Field Service Management solution for you? Explore 92 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/109930/BlueFolder/reviews --- BlueFolder 4.7 (92) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 8th, 2026 # Page 2 - Reviews of BlueFolder ## Showing most helpful reviews Showing 26-50 of 92 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use SL Saul L. Co-Chief Executive Officer Information Technology and Services Used the software for: 2+ years ### "BlueFolder helps me keep all of my service jobs and field Work organized without spreadsheet chaos" February 17, 2026 5.0 Its benifitial to me by keeping my daily activties in line and enabling me to track all work, active or completed without having to manually keep track. Pros I use BlueFolder to track customers requests for service, schedule jobs and keep a record of customer Work in one place so I don't have to juggle emails, notes and spreadsheets throughout the day. I primarily rely on it to assign Work orders and get updates from technicians without having to call them constantly or message them continually. Cons There are times when I also feel like certain settings and reporting information is harder to find than it should be and end up clicking around for longer than necessary. The interface can be a bit of an old thing in some respects which slows me down when I am busy. I also wish I could customize reports and work flows a bit more freely because I like to keep an eye on development. Review Source RG Randy G. AVP - Systems Administrator Banking Used the software for: 2+ years ### "A decent simple ticketing system that lacks features needed for modern work." May 28, 2025 3.0 For basic ticketing system needs, it does exceptionally well, and I could see service shops and small IT departments benefiting from it; however, without investments into some basic updates, it's hard to recommend to anybody looking for a ticketing system. Pros Bluefolder is easy to setup and use, and the overall time to learn the product is very short. As a basic ticketing system, it performs very well. Cons The lack of features, integrations and basic security improvements you would expect in this day and age. The product lacks integration with most identity providers and lacks basic security options such as MFA. Alternatives considered [Autotask PSA](https://www.capterra.com/p/223239/Autotask-PSA/) Reason for choosing BlueFolder We actually switched from bluefolder to AutotaskPSA - which is way more than we need, but gets us features that Bluefolder lacked such as MFA and integration with RMM tools. Review Source CD Christian D. Manager Medical Devices Used the software for: 2+ years ### "Great Platform for Small & Medium Service Businesses" May 1, 2025 5.0 Overall, we've been happy with BlueFolder. It is a great tool for small and medium businesses to build out a field service platform. As organizations scale, like ours, it tends to give way towards a more comprehensive option. Pros For medium-sized businesses, it's a perfect solution - it has the core features that larger service management platforms have at a fraction of the price. The ability to manage equipment, contracts, and service tickets all in one place, across multiple customers, is exactly what we need. I also appreciate the ability for customization. Cons The reporting capabilities aren't as robust (and timely) as a larger service management platform, which I suppose is to be expected. Review Source mA michael A. QSE TEAM MEMBER Utilities Used the software for: 2+ years ### "Blue Folder Review July 2025" July 27, 2025 4.0 Pros Easy to use. Easy to configure to suit our needs (Service Request Template) Updates / improvements are automatically actioned. Back up assistance is prompt and helpful. Overall experience is good Cons Not able to carry out a BLOCK DELETE of items would be my major issue. I appreciate you can make it discontinued - but this still leaves it on the system. As an example we have an ex-supplier with over a 1000 items we could delete We have two independent Blue Folder Systems and were not able to transfer blocks of data between the parent system to the child system as an example had to rebuild the client list - BF did assist with transferring some of the client data across but we should be able to export from one system and import into another system. Some limitations when updating costs in the item list - but it has improved over the years - we have many vendors and price changes at least twice a year for some of them. I export to an excel file - do the changes in the excel file - then import the changes. Item list needs a SORT field to make it easier to manipulate in excel - currently I use the manufacturer field with a code. It works but not the best solution, it is only in the last few years I have been able to do this, in the early days you could not import the manufacturer field after a change Review Source JJ Jandy J. Office Everything Hospital & Health Care Used the software for: 2+ years ### "VERY User-Friendly " August 28, 2025 5.0 I was new to the medical industry, but BlueFolder made it easy to settle right in and know the right things to ask. Pros It's very user friendly and I'm able to intuitively figure most stuff out. BlueFolder is perfect for our small company, but I can imagine it's great for any size. Cons Only thing I dislike is that the app is not the best - I just use the website. Considering that the site isn't really made for phone viewing, it's not the best option. Review Source AN Amy N. Service Operations Manager Information Technology and Services Used the software for: 2+ years ### "Great Fit for Medium Size Business" June 19, 2025 5.0 Pros It is extremely flexible and easy to jump around to different sections. The Smart List are a great tool to have dynamic list that are custom and restricted views. Cons The system is limited on alerts and notifications when reviewing a customer. In addition, you can only select contacts from the customer. It would be nice to be able to select contacts from other customers (ie the contractor who installed it). Review Source BM Bramwel M. Food and beverage attendant Food & Beverages Used the software for: 2+ years ### "Bluefolder is the real "G" i like it" December 18, 2024 5.0 Overall... the platform is easy to use It is reliable and also fantastic Pros It keeps our clients in track of their daily duties It is simole to use It has amazing features It has amazing Customer support It makes it easy to track each maintenance project Cons There's nothing really wrong with Bluefolder it meets the expectations Review Source MOŞ Mehmed Oğuz Ş. Research Assistant Higher Education Used the software for: 6-12 months ### "Maintenance management is straightforward with BlueFolder" January 27, 2025 5.0 Pros Maintenance management is reduced to be a straightforward task with BlueFolder's features. Cons BlueFolder could be a more cost efffective maintenance solution for long term subscriptions. Switched from [CityReporter](https://www.capterra.com/p/148299/CityReporter/)[Reftab](https://www.capterra.com/p/136727/Reftab/) BlueFolder is a much more easier to use solution. Review Source Tiffany S. Database administrator Logistics and Supply Chain Used the software for: 1-2 years ### "Better than others." December 19, 2024 4.0 Pros What has been my admiration of this tool is the effectiveness of uploading photos while creating a record of work. Cons So far I have found it to be complex in setup and configuration Review Source PS Peter S. Backend developer Information Technology and Services Used the software for: Less than 6 months ### "BlueFolder review" March 23, 2026 5.0 it’s a very nice platform and it give me a much better experience, my money doesn’t go to waste. It help me a lot Pros What I like most of their support team, they are very responsive and helpful. The security and interface is top notch Cons Tho is was difficult to start with due to some technical features and the flows of some content. But it really work it Review Source TP Tim P. Manager of Sales and Operations Facilities Services Used the software for: Less than 6 months ### "BlueFolder Review" March 20, 2025 5.0 So far, my experience with BlueFolder has been very nice. Pros What I like most about BlueFolder is how it helps me organize my business. Cons Haven't found any cons concerning BlueFolder yet. Review Source MW Marie W. Owner Semiconductors Used the software for: 2+ years ### "BF works well" September 18, 2024 4.0 5 years in, were good. A little pricey lately Pros Keeps everyone on track for their daily duties Cons None, it does all that we need to run our bidness Review Source BM Brandon M. Account Manager Warehousing Used the software for: I used a free trial ### "Great features and easy to install" December 18, 2024 4.0 Easy to install the software and integrate it for all to use. Great for businesses that are starting and the seasoned ones/ Pros Allows you to create workorders so everyone has access to what is going on and they can stay on task. Cons New software that requireshadditional learning curve but not to much. Review Source HH Heather H. Project manager Facility Maintenance Facilities Services Used the software for: 2+ years ### "Makes my day easier" May 8, 2024 5.0 Bluefolder makes my job easier everyday. It allows for project tracking & invoicing & billing. place It easily provides a way for clients to request service and keep all the projects and notes in one place. This is much easier than having multiple emails/text messages/phone calls to keep track of. Pros It makes it easy to track each maintenance project. I also like that i can communicate directly through Bluefolder with the client and have the communication saved in the log for the work order Cons this is silly but I wish it would allow google to save the password. I really h ate typing it in every day Review Source RE Ryan E. Accounting Manager Construction Used the software for: 6-12 months ### "A Quality Product that Improves our Buisness" April 10, 2024 4.0 Overall, the experience we've had with BlueFolder has been very positive and we look forward to continuing to utilize it as our primary job tracking software. The improvements that have been implemented already make me confident that the service will just continue to be stronger and stronger. Pros BlueFolder has been a significant upgrade from our previous job tracking system. It is easy to use, has a wide variety of functions that increase our productivity, and has a strong customer service department that listens to our feedback and takes suggestions seriously for added features and improvements. Cons The invoicing/payment system could use some improvements. There is not an option to customize the invoice forms, take multiple payments for an invoice, edit invoices after creation, and receive a payment for multiple invoices. Switched from [Service Fusion](https://www.capterra.com/p/135788/Service-Fusion/) Service Fusion was not well liked by the office staff. It had many accounting issues and struggled with basic revenue recognition concepts. Invoices would not sync properly to QuickBooks, job numbers were ridiculous and it felt like customer support was lacking. Review Source JK John K. V.P. Business Operations Construction Used the software for: Less than 6 months ### "Its not perfect but its pretty good, and I haven't found anything better " April 10, 2024 4.0 As the title says, it is not perfect, but its good. You don't have to change your whole business process like with say service titan. Pros its flexible, you can get it to do a lot with the way you set it up. the support team, and really everyone we have worked with has been helpful. they are actively working on it and seem to care about there customers. Cons it does not do a few things that seem obvious but they are working on them. Reason for choosing BlueFolder we had made a decision matrix to help us pick the software that would work best for us, but we never got to use it because BlueFolder was the only software that checked off most of the boxes, there was never a point to rate the other ones they just did not do what we needed, if you were short sighted and didnt actually care about costs or efficency and just upsaled everything the others would be fine i guess. Zoho would of required switching from quickbooks online, we thought about it and it may have worked good but we decided not to switch our accounting software so i did not dive to deep into Zoho, the others were built for the sleezy upsale HVAC companies. Switched from [Service Fusion](https://www.capterra.com/p/135788/Service-Fusion/) It does not work right. about 3% of the time it would not fail to send invoices to QuickBooks, but it would fail to correctly send invoices to QuickBooks, its essentially bad at math. it also does not send COS data to quickbooks correctly. the database seems to be a mess, and if you get more then like 4 days on a job they can start to take 5 or 10 minuets to load. The field worker side is ok but the back end is a train wreck. Review Source SD Steve D. Owner Logistics and Supply Chain Used the software for: 2+ years ### "Forklift University LOVES BlueFolder" August 23, 2022 5.0 EXCEPTIONAL! service and support have always been spot on, helped when i had issues, helped on the new update. Responsive in a quick time period. Sale team has been helpful when I have had cusotmers that could benifit they helped me to setup a demo system. There are very few companies (especially software) that i like as much as this system. Pros 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 Cons 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. Review Source Response from Fullsteam August 25, 2022 Hi Steve, We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback. Thanks for being a valued customer! Regards, The BlueFolder Team Kavindu Githsara K. System Specialist E-Learning Used the software for: 1-2 years ### "BlueFolder: The Key to Effortless Asset Management" January 23, 2023 5.0 Overall, BlueFolder has been a valuable tool for my company. Its ability to track and manage all of our company's assets in one platform, ability to customize fields and forms and powerful reporting capabilities have greatly improved our asset management. While the software has a bit of a learning curve and requires a bit of effort to fully set it up and customize it, the benefits of BlueFolder far outweigh the cons for our business. Pros 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. Cons 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. Review Source KP Kelly P. Mobile Service Coordinator Automotive Used the software for: 1-2 years ### "An effective tool for your daily needs" September 2, 2022 5.0 Overall, we are very happy with the program. We are hoping for some future integration with our documentation. Pros 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. Cons The mobile app needs a lot of work. There is limited ability to print out equipment reports for single units. Alternatives considered [Dynamics 365 Business Central](https://www.capterra.com/p/212111/Dynamics-365-Business-Central/) Reason for choosing BlueFolder Cost, quick start up, easy data transfer, great people to work with... Switched from [ServiceTrade](https://www.capterra.com/p/132690/ServiceTrade-Commercial/) The product was no longer suited to our growing needs. Review Source John F. Senior Quality Manager Electrical/Electronic Manufacturing Used the software for: 2+ years ### "Blue Folder helped us streamline RMA's " January 19, 2022 4.0 We have seen a 11% increase in calibrations this past year by using blue folder to track and remind about calibrations. Pros We use Blue Folder for our RMA process and tracking customer equipment for calibrations and repairs. Cons I wish it had a duplicate equipment feature. Review Source Response from Fullsteam January 21, 2022 Hi John, We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback. Regards, The BlueFolder Team BR Blake R. Business Manager Medical Devices Used the software for: 2+ years ### "All the Basics " August 23, 2022 4.0 Very positive. Pros 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. Cons 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. Review Source Response from Fullsteam August 29, 2022 Thank you for your review of BlueFolder Blake! We greatly appreciate the feedback and have passed along your recommendations to our product team for review. Thanks for being a valued customer! Sincerely, The BlueFolder Team BC Ben C. owner Electrical/Electronic Manufacturing Used the software for: 2+ years ### "review" August 23, 2022 4.0 Great. Again it needs a better way to reference materials used. Like when Im doing this review and I click on a question and depending on the answer another screen pops up. Asking for something else Pros data base and a universal place for each customer information Cons 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. Reason for choosing BlueFolder Simple and cost Review Source Response from Fullsteam August 25, 2022 Thank you for your review of BlueFolder Ben! We greatly appreciate the feedback and have passed along your recommendations to our product team for review. Thanks for being a valued customer! Sincerely, The BlueFolder Team SP Sue P. Business Manager Biotechnology Used the software for: Less than 6 months ### "Great product! " November 14, 2022 5.0 The service has been amazing. \[SENSITIVE CONTENT\] is readily available and has excellent product and industry knowledge so he really understands our needs. He has a great skill in finding "work arounds" for features that Blue Folder may not have. Its clear he is very proficient in knowing this program and best practices for use. Pros I love how this product is simple and easy to navigate and use. The amount of customization is really great Cons 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 Alternatives considered [AIMS](https://www.capterra.com/p/171555/AIMS/)[Fiix](https://www.capterra.com/p/74916/Fiix/) Reason for choosing BlueFolder The ease of use and the dashboard is very simple. Additionally, the customer support was amazing and the price was on point. Review Source AY Aleksandr Y. COO Information Technology and Services Used the software for: Less than 6 months ### "Good replacement for connectwise" October 13, 2023 4.0 Bluefolder allowed my to move on past connectwise which was both expensive and cumbersome to use Pros very easy to use and understand. Onboarded myself without any assistance Cons haven't found anything I dont like yet in this product Switched from [ConnectWise PSA](https://www.capterra.com/p/107931/ConnectWise-Manage/) pricing and ease of use Review Source JH Jordan H. Customer Relations Manager Medical Devices Used the software for: 2+ years ### "BlueFolder Review" December 6, 2022 4.0 I use BlueFolder daily to manage the Field Service Team for a medical device company. This software allows us the ability to track service orders from start-finish while collecting pertinent data. Pros 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. Cons Reporting could be improved. It would be nice to have reports that can show how long a service order is in a particular status. Alternatives considered [Salesforce Service Cloud](https://www.capterra.com/p/136189/Salesforce/) Reason for choosing BlueFolder Pricing and Ease of Use Review Source Talk to a Capterra advisor for free and get results within 15 minutes.