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What is ConnectWise PSA?

ConnectWise PSA, previously known as ConnectWise Manage, is a comprehensive business management solution tailored for organizations that provide technology support and services, and it is relied upon by over 100,000 users. This platform is packed with numerous features that enhance team accountability and boost operational efficiency, encompassing tools for help desk management, billing, time tracking, project oversight, agreement handling, sales and marketing, procurement, and reporting. By offering an integrated professional services automation (PSA) solution, ConnectWise PSA fosters a unified perspective of your entire operations through a singular data layer, allowing for improved clarity and streamlined business processes. This holistic approach not only helps organizations manage their resources effectively but also empowers teams to respond swiftly to client needs and market demands.

What is BlueFolder?

Elevate your service management experience with BlueFolder, the comprehensive solution crafted specifically for field service providers, maintenance teams, and support organizations. Improve your workflows, enhance customer satisfaction, and increase operational efficiency with our extensive range of features designed for seamless integration. Easily oversee work orders through our user-friendly interface, ensuring that no detail goes unnoticed. Utilize our intelligent dispatch and scheduling tools to effectively allocate resources, reducing downtime while boosting productivity. Strengthen customer relationships with our CRM capabilities, which allow you to monitor interactions and service history for a tailored customer experience. Stay connected and productive with our mobile app, which facilitates real-time collaboration, work order updates, and direct client communication from any location. Manage your assets, equipment, and contracts with ease, while simplifying financial operations through our billing and invoicing features that help you create precise invoices and streamline payment processes to enhance your cash flow. Acquire meaningful insights into your business operations through customizable reports and analytics, empowering you to make data-driven decisions and pinpoint areas that require improvement. Additionally, BlueFolder integrates smoothly with other essential tools, ensuring that your service management ecosystem is cohesive and efficient. With BlueFolder, you can transform your service management approach and unlock new levels of operational success.

Media

Media

Integrations Supported

Google Calendar
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero
ActiveDEMAND
AnswerForce
BDRShield
Budgyt
Callture
Contact Science
Flowgear
MSPStuff Switchboard
Mailchimp
Netreo
Sage 50
ScalePad Lifecycle Manager
Stackreaction
VIPRE Email Security
Wise-Sync

Integrations Supported

Google Calendar
Microsoft Outlook
QuickBooks Online
QuickBooks Online Advanced
Xero

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$40.00/month/user
Pro - $100 for 2 users then $40 per user per month
Pro Plus - $210 for 3 users then $60 per user per month
Enterprise - $440 for 5 users then $80 per user per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

ConnectWise

Date Founded

1982

Company Location

United States

Company Website

www.connectwise.com/platform/business-management/psa

Company Facts

Organization Name

BlueFolder

Date Founded

2003

Company Location

United States

Company Website

bluefolder.com

Categories and Features

AI PSA

Not specified

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Network Monitoring
Real-time Chat
Service Level Agreement (SLA) Management
Ticket Management

IT Management

Capacity Monitoring
Event Logs
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
User Activity Monitoring

IT Service

Contract Management
IT Asset Management
Knowledge Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

Asset Tracking
Availability Management
Configuration Management
Contract/License Management
Dashboard
Problem Management
Project Management
Self Service Portal

MSP

Backup Management
Billing & Invoicing
CRM
Dashboard
Help Desk
Issue Management
Live Chat
Patch Management
Project Management
Remote Access
Remote Systems Monitoring
Scheduling

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Document Management
Project Management
Quote Management
Resource Management
Time & Expense Tracking

Categories and Features

After-Sales Service

Not specified

Asset Tracking

Barcoding / RFID
Location Tracking
Service History

Building Maintenance

Asset Tracking
Commercial Properties
Customer Database
Dispatch Management
Inventory Management
Job Costing
Job Management
Maintenance Scheduling
Residential Properties
Scheduling
Work Order Management

CMMS

Asset Tracking
Mobile Access
Preventive Maintenance
Scheduling
Service History Tracking
Technician Management
Work Order Management

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Facility Management

Asset Management
Commercial Properties
Equipment Management
Incident Management
Maintenance Tracking
Preventive Maintenance
Residential Properties
Schools
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Scheduling
Service History Tracking
Time Clock
Work Order Management

Home Services

Not specified

IT Asset Management

Not specified

IT Management

Scheduling

IT Service

Contract Management
Incident Management
Self Service Portal
Service Reporting
Ticket Management

ITSM

Asset Tracking
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Maintenance Management

Asset Tracking
Inventory Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Scheduling
Service History Tracking
Technician Management
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Project Management
Resource Management
Time & Expense Tracking

Scheduling

Alerts/Notifications
Appointment Scheduling
Calendar Management
Online Scheduling
Real-time Scheduling
Resource Scheduling
Room Booking Management

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Job Management
Job Tracking
Mobile Access
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Work Order

Contract Management
Customer Database
Dispatch Management
Job Management
Preventive Maintenance
Recurring Appointments
Scheduling
Task Management

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