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What is FIELDBOSS?

FIELDBOSS is a comprehensive software solution for field service management, designed specifically on the Microsoft Dynamics Platform. It streamlines intricate operations, facilitating seamless connections between field service contractors, customers, and the necessary equipment. By equipping organizations with real-time insights into profitability, FIELDBOSS enhances decision-making for management teams. The company is overseen by a dedicated group of Certified Microsoft Technology Specialists and Chartered Professional Accountants, who have been delivering exceptional services in the Microsoft consulting sector since 1989. Additionally, FIELDBOSS has established offices in both New York City, USA, and Toronto, Canada, further expanding its reach in the market.

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

Microsoft Outlook
Docusign
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Excel
Microsoft OneDrive
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Microsoft SharePoint

Integrations Supported

Microsoft Outlook
Google Calendar
QuickBooks Desktop Pro
QuickBooks Online
QuickBooks Online Advanced
Rightworks
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$40 per month

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
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars

Company Facts

Organization Name

FIELDBOSS

Date Founded

2014

Company Location

Canada and United States

Company Website

fieldboss.com

Company Facts

Organization Name

BlueFolder

Date Founded

2003

Company Location

United States

Company Website

bluefolder.com

Categories and Features

Billing and Invoicing

Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Online Invoicing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Project Management

Budget Management
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Idea Management
Milestone Tracking
Time & Expense Tracking

Quoting

Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Recurring Billing

Customer Portal
Discount Management
Invoice History

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Group Scheduling
Multi-Location
Online Scheduling
Real-time Scheduling
Resource Scheduling

Service Dispatch

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

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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