--- title: "BlueFolder Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is BlueFolder the right Field Service Management solution for you? Explore 99 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/109930/BlueFolder/reviews/" page_type: "reviews" language: "en" publication_date: "2026-10-19" --- BlueFolder 4.7 (99) [View alternatives](https://www.capterra.com/p/109930/BlueFolder/alternatives/) 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 October 19th, 2026 # Reviews of BlueFolder Ease of use 4.7 Customer Service 4.7 ## Pros and Cons in Reviews Shyam Kishor P Office AdminInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “The user interface is straightforward, allowing our technicians to log their hours and updates on the go without unnecessary friction, which gives us excellent value for money.“ June 24, 2026 KA Khyan A Senior Business Development RepresentativeComputer Software, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “It relied heavily on manual entry, with limited automation or smart features, which could feel a bit clunky if you were logging time regularly throughout the day.“ May 22, 2026 NIROB k It expertInternet, Self-employedUsed the software for: I used a free trial. “The dashboard is clean and organized, which makes job scheduling, work order tracking, and time tracking much easier.“ April 24, 2026 KA Khyan A Senior Business Development RepresentativeComputer Software, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “Some workflows also felt a bit rigid, particularly around reporting and certain job processes, which made it less flexible than other tools.“ May 22, 2026 AD Arnold D Senior ExecutiveInformation Technology and Services, 10,001+ employeesUsed the software for: 1-2 years. “What I liked most about BlueFolder is its ability to streamline field service management and improve operational visibility across teams.“ June 24, 2026 Shyam Kishor P Office AdminInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “We have run into minor bugs and issues with the mobile sync lagging when technicians are in low coverage areas.“ June 24, 2026 Shyam Kishor P Office AdminInformation Technology and Services, 11 - 50 employeesUsed the software for: 1-2 years. “Even though the interface feels slightly older and requires patience during onboarding, its core scheduling and work order management capabilities are exceptionally dependable.“ June 24, 2026 KA Khyan A Senior Business Development RepresentativeComputer Software, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “The main trade-off is that it’s not the most modern or flexible platform, particularly in terms of UI and workflow design.“ May 22, 2026 ## Showing most helpful reviews Showing 1-25 of 99 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use 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 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 DV David V. Office Manager Construction Used the software for: 2+ years ### "Good tool but expensive" August 31, 2022 4.0 Overall it serves us well, but the increasing costs might drive us to look at other options. Pros Work order management works well both in the office and in the field. Automated recurring work orders help keep preventative maintenance organized. Work history is easily located, it's easy to add attachements etc. Customer support is excellent, always a quick response, always quick to address any issues we have. Cons Sold in US dollars only makes it quite expensive for Canadian companies. Overall cost has become quite high. For our setup we have to do a lot of manual setup for preventative maintenance. Easier than on paper and automatically triggers work orders in the months we need though. Alternatives considered [Jobber](https://www.capterra.com/p/127994/Jobber/)[ServiceBox](https://www.capterra.com/p/136363/ServiceBox/) Reason for choosing BlueFolder At the time the other products didn't have functions for scheduled preventative maintenance. Review Source mM malinda M. Service Manager Facilities Services Used the software for: 6-12 months ### "I finally found the software I've been looking for!" May 23, 2024 5.0 Blue Folder is an excellent company that is dedicated to providing software that meets your specific needs. They are attentive and supportive throughout the process. The software is user-friendly and easy to navigate. It allows for easy addition of special fields, tracking of work orders, and generation of reports. I truly believe that the software setup couldn't be any easier. A big thank you to the team at Blue Folder! Matt and Paulina, thank you for your patience with navigating my request. Pros The Blue Folder Team, consisting of Matt and Paulina, listened and worked hard to provide me with everything I needed to make my HVAC service calls software great. I had tried multiple companies, but each one was lacking in some area. Whenever I asked for help, they would say it was a special request and would increase our monthly cost. However, Blue Folder never hesitated to make it work and fulfilled my requests without any additional charges. They are truly awesome. Cons The only thing lacking is the Map function. Alternatives considered [Homebase](https://www.capterra.com/p/153076/Homebase/)[Smart Service](https://www.capterra.com/p/149343/Smart-Service/)[Service Fusion](https://www.capterra.com/p/135788/Service-Fusion/) Reason for choosing BlueFolder We are a commercial HVAC company, and we needed assistance with a special request that none of the other companies could fulfill during the trial. I informed Matt about a certain feature that I didn't like, and he promptly made the necessary changes to accommodate our needs. Matt dedicated time to work with me during the trial, which was crucial for ensuring that it would meet our team's requirements. Additionally, there was no yearly contract or special terms, and they exceeded our expectations. It was a pleasure to work with people who didn't make us feel like we were bothering them. Switched from [Deltek ComputerEase](https://www.capterra.com/p/8686/ComputerEase/) ComputerEase was very expensive, and their customer service was horrible. If you need any training after the purchase date or require special customization, be prepared to write a large check. Getting help was like pulling teeth! 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 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 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 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 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 FC Franklin C. Administrator Business Supplies and Equipment Used the software for: 6-12 months ### "Simply The Best!" January 6, 2025 5.0 Your personal service and care for details had been OUTSTANDING! Everyone I have spoken with there from \[sensitive content hidden\] and \[sensitive content hidden\] they all have been there for me over and over and over! . I didn't have a say in picking out this product, but I am so glad our company did so. I can't begin to thank you all for your year of wonderful service and I am so looking forward to 2025. You all have given me the confidence with expanding what I can do, with providing my company with trouble shooting suggestions and support. I can do this because of your support. I could go one and on and on. But let me sum up Blue Folder software and your staff in two words Simply Beautiful, Simply Outstanding and The Best. Pros The Best. Uniquely Qualified. Wonderful Service. Over Extending. Remarkably Superior. Thank you. Thank you. Thank you. Cons Seriously! You Are Kidding Me Right! For me there are no cons. That was a funny joke though. LOL Review Source LA Leticia A. Analista Writing and Editing Used the software for: 1-2 years ### "service management software" December 16, 2024 5.0 Overall, BlueFolder is well-regarded for its effectiveness and customer-centric approach, although companies must weigh the cost and specific feature gaps against their needs. Pros Ease of use: The platform is intuitive and easy to set up, even for those without extensive technical experience. It is particularly praised for its work tracking and asset management features. Cons Implementation time: Initial implementation can take time, and users recommend having someone knowledgeable about the technology to maximize its benefits. 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 DO David O. Technician Telecommunications Used the software for: 2+ years ### "Implementing Bluefolder in a new business model" January 19, 2023 4.0 I have used it in some capacity for the past 6 years and am implementing it at a new company. I can use it to research previous troubles, schedule future call-outs/PM's, and it is exceptionally easy to document issues for future technician's to diagnose. Pros I am currently at a new position and using the current companies in-house dispatch/billing/maintenance software is not intuitive to the point where only a specialized personnel use it. I suggested implementing Bluefolder on a trial basis for a subset of our customer base. I had used it in a similar capacity at a previous company and enjoy how easy it is to find customer and equipment data - specifically previous notes and dispatched and contact information. Cons The map function needs a bit of work. Much of our equipment in the field lacks a street address or is inside of another company's main location, but not a the street address that they would use (read a chemical plant with an Admin building for the address, but equipment installed elsewhere within the plant). Location information needs at latitude/longitude option. Entering location information should come with a "Save and new" button like the equipment entering option.Sub-equipment as a standard option would be nice. Reason for choosing BlueFolder Familiarity 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 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 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 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 JR Jonathan R. President / CEO Telecommunications Used the software for: Less than 6 months ### "CTM BlueFolder Review - Best $ We Have Spent So Far!" October 3, 2022 5.0 This has been so far the perfect software for us to transition from running the day-to-day operations off of a spreadsheet - to using an actual CRM type of solution. The functionality is all that I need it to be and the cost is not prohibitive. I absolutely love BlueFolder. Pros I like the intuitiveness of this software the most. I logged in and hit the ground running. Super easy to navigate and doesn't have a bunch of bells and whistles that I don't need. This software does what it does VERY well. Cons Nothing really to mention here. Maybe as more time passes, I will find something. Reason for choosing BlueFolder I chose BlueFolder because I turned a friend's company on to this years back, and I recently discovered that they are still using it! Their company is successful - so, BlueFolder must have been a good choice! Review Source MF Marijo F. General Manager Construction Used the software for: 2+ years ### "BlueFolder is a great tool" August 23, 2022 5.0 Pros The feature I like most about this software is the ability to easily create work orders and assign to the technicians. Everything is saved, and easily accessible. Cons I haven't compared pricing with other software programs so I am not sure whether the pricing is competitive or not. Review Source Response from Fullsteam August 25, 2022 Hi Marijo, 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 GT Geoffrey T. Owner Management Consulting Used the software for: 1-2 years ### "Blue Folder - Maintenance Work Order" January 20, 2022 5.0 Great customer support during the initial setup and customization of the software to import all of our customers for a property management company. Pros The software is easy to use and adaptable to our needs. The Quickbooks integration is crucial and works well. Hopefully we can get some minor fixes to the imported fields for matching classifications. Overall it works great! Cons nothing so far, it all just works GREAT! Review Source Response from Fullsteam January 21, 2022 Hi Geoffrey, We appreciate you letting us know about how BlueFolder helped your business. We greatly appreciate your feedback. Regards, The BlueFolder Team SS Samantha S. Vice President Construction Used the software for: 2+ years ### "Amazing Product with Great Customer Service" April 27, 2020 5.0 Our experience has been great. We started with them as a small company and as we have grown over the last 8 years so have they and the updates fit right along with our needs. Customer service always responds very quickly and is very helpful! Pros The scheduling and team calendar feature, also the ease to customize the system to fit your business needs. We also like that it tracks equipment in one place. You can also customize who sees what information (employees, clients and vendors) which is awesome Cons Right now the only feature I want to see if contracts able to be billed on use so you can track how many hours you use for an unlimited contract and still bill it Review Source KH Kristy H. Property Manager Real Estate Used the software for: 2+ years ### "BlueFolder is easy to use to manage work orders." September 5, 2017 4.0 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. Pros 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. Cons 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. Review Source AM Aaron M. Operations Manager Construction Used the software for: 1-2 years ### "Bluefolder is a nice product but...." August 23, 2022 5.0 Pros We use this everyday for everything we do. Keeps everything in one place Cons A PDF reader for adding attachments. taking a picture and uploading is fine. However using that later is a royal pain when going to print something off. We currently have to use another app to make the attachments such as receipts a pdf then upload to Bluefolder. Review Source Response from Fullsteam August 25, 2022 Hi Aaron, 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 JP Justin P. Owner Construction Used the software for: 6-12 months ### "Great Platform" October 26, 2023 5.0 Pros Great FSM platform for our business as well as many of our industry partners Cons Software is a little bulky and takes time to learn, but other than that it is great Alternatives considered [Service Fusion](https://www.capterra.com/p/135788/Service-Fusion/) Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.