# BlueFolder Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is BlueFolder the right HVAC solution for you? Explore 94 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 (94) 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 # Reviews of BlueFolder Ease of use 4.7 Customer Service 4.7 ## Pros and Cons in Reviews SL Saul L Co-Chief Executive OfficerInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ February 17, 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 NIROB k It expertInternet, Self-employedUsed the software for: I used a free trial. “Maintenance management is one of its best features, especially for handling recurring service tasks and technician assignments.“ April 24, 2026 SL Saul L Co-Chief Executive OfficerInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “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.“ February 17, 2026 KA Khyan A Senior Business Development RepresentativeComputer Software, 1,001 - 5,000 employeesUsed the software for: 6-12 months. “From a security point of view, it felt reasonably well controlled at a user level, with role-based access helping ensure job and customer data was kept appropriately restricted.“ May 22, 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 94 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 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 [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 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 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 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 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 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 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 NM NeKesha M. Comptroller Medical Devices Used the software for: Less than 6 months ### "Great service software " April 21, 2024 5.0 10/10. The implantation was easy, the support is great, training was also wonderful. Pros The overall aesthetics. It’s easy on the easy and easy to work in Cons The syncing to Quickbooks, and no real way to keep inventory Alternatives considered [Legendary Supply Chain Platform](https://www.capterra.com/p/211506/Legendary-Supply-Chain-Platform/) Reason for choosing BlueFolder Pricing was better. The sales team made me feel more comfortable, and it was easy to work in. Switched from [Corrigo](https://www.capterra.com/p/14544/Corrigo-CMMS-Property-Mgmt/) Did serve us well, support was terrible. We had lots of work arounds to make it work for us. 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 . 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 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 CE Chuck E. Support Services Analyst Higher Education Used the software for: 6-12 months ### "BlueFolder: Helpful but Lacking in Features" December 19, 2024 4.0 My experience has been ok with . It is good for start but no so perfect for advance work also align with features it offers the price is not justifiable. The mobile app also is not smooth so working during traveling is difficult. Pros I love how easy it is to customize it as per specific needs also the support is way more quicker than any other software in same category. It is very helpful and solve issues in no time. Cons I least like the interface of it which looks so outdate with no modernity in it also the features are as basic as interface with no advance reporting. 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, 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 AR Asim R. Accountant Accounting Used the software for: Less than 6 months ### "Wonderful Experience" December 19, 2024 5.0 Generally it was an awesome experience it was fast and on point pretty much all the time Pros General experience and the interface is very easy. Cons Pretty much everything is great i guess, in the time I've used it. 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 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 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 DB Dustin B. Maintenance Technician Consumer Goods Used the software for: 6-12 months ### "Great Program/Service!" July 3, 2023 4.0 Its been very helpful with managing work tasks and repairs, its also allowed us to start a work order program here in our farcicalities. Pros Keep track of my daily tasks and installs on new equipment. Cons Not having a spare parts/Parts inventory per machine. Ex. we have (x) amount of (z), after service on machine would like to add that we used one of (z) to repair (x). Reason for choosing BlueFolder More features and better customer service. Review Source MD Matthew D. Business Administrator Construction Used the software for: 6-12 months ### "A work in progress" August 29, 2022 4.0 Decent so far. Excited to see new features that will come out. Pros The smart lists are super nice and help organize all the jobs. Cons Not mobile friendly. It would be nice to see pricing while adding items and then a total under the billing tab. 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 . 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 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 . 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 LS Leslie S. Service Administrator Mechanical or Industrial Engineering Used the software for: 1-2 years ### "One stop shop" April 23, 2020 5.0 Excellent. \[SENSITIVE CONTENT HIDDEN\] our sales support has been wonderful and is a pleasure to interact with when we need help. Pros is excellent for our facility maintenance division. The ease of being able to enter customers, schedule calls, add notes, photos, tracking past services, and setting up future services. Time tracking for our service guys The overall software is very effortless and has become vital to our company. Cons Currently, I have no issues with . Review Source Response from Fullsteam May 1, 2020 Leslie, thank you for taking the time to leave a review and for being a valued customer! VR Verified Reviewer Trade Marketing and distribution Market Research Used the software for: I used a free trial ### "Blue- folder" July 14, 2021 4.0 Pros "Ability to manage field technicians and give them with the information they need to execute their jobs. The ability to bill using QuickBooks integration." "You can also control who sees what data (workers, clients, and vendors), which is fantastic." "We had a lot of fun with the team scheduling on this; it worked well for us and helped us organise our schedule." Cons "It lacks a Drag and Drop feature as well as project management." "Lack of Unsecured Email Passwords and Email Addresses, Limited Customer and Worker Customization." 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