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What is Workheld?

Workheld is a comprehensive workforce management system designed to enhance both the efficiency and transparency of production, assembly, and service workflows. This software solution enables effective planning, seamless execution, and thorough documentation of processes. Among its numerous vital features are advanced planning and scheduling capabilities, integrated management for equipment, materials, and tools, along with functionalities for logging work and travel times, recording defects and material usage, and capturing images along with additional details. Furthermore, the system can automatically generate reports that can be signed on-site by either the technician or the customer, ensuring accountability and accuracy in operations. Additionally, its user-friendly interface allows for easy navigation and access to crucial information, making it an invaluable tool for businesses looking to streamline their workforce management.

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 Desktop Pro
QuickBooks Online
QuickBooks Online Advanced
Rightworks
Xero

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

€42.00/month/user
Free Trial Offered?
Free Version

Pricing Information

$40.00/month/user
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Workheld GmbH

Date Founded

2015

Company Location

Austria

Company Website

www.workheld.com

Company Facts

Organization Name

BlueFolder

Date Founded

2003

Company Location

United States

Company Website

bluefolder.com

Categories and Features

Building Maintenance

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

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Equipment Maintenance

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

Facility Management

Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
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
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Logbook

Asset Tracking
Audit Trails
Data Search
Employee Time Clock
For Drivers
For Pilots
User Access Permissions
Violation Tracking

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Preventive Maintenance

Condition Monitoring
Inspection Management
Maintenance Scheduling
Mobile Access
Predictive Maintenance
Purchasing
Reminders
To-Do List
Vendor Management
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Asset Tracking

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Building Maintenance

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

CMMS

Asset Tracking
Calibration Management
Inventory Control
Key & Lock Management
Mobile Access
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Equipment Maintenance

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

Facility Management

Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
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
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

IT Asset Management

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service

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

ITSM

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

Maintenance Management

Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Interview Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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