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Description

Elevate your service management to new heights with BlueFolder, the all-in-one solution designed for field service providers, maintenance teams, and support organizations. Streamline your workflows, enhance customer satisfaction, and boost efficiency with our comprehensive suite of features. Effortlessly manage work orders through our intuitive interface, ensuring nothing slips through the cracks. With intelligent dispatch and scheduling tools, optimize resource allocation to minimize downtime and maximize productivity. Build lasting customer relationships using our CRM features, keeping track of interactions and service history for personalized service. Stay connected on the go with our mobile app, enabling real-time collaboration, work order updates, and client communication from anywhere. Take control of assets and equipment and contract management. Simplify financial processes with billing and invoicing features, generating accurate invoices and receiving payments optimizing cash flow to your business. Gain valuable insights into your business performance through customizable reports and analytics. Make informed decisions and identify areas for improvement. BlueFolder seamlessly integrates with other essential tools.

Description

Canfigure is a modular software solution for automation of business processes and workflows. Pre-built modules include Asset Management, Computerized Maintenance Management System (CMMS), Configuration Management Database (CMDB), Service Desk, Change Management, Equipment Management and Test Validation. Any combination of modules can be implemented and tailored to specific requirements. We specialize in migrating companies away from using Excel sheets or multiple legacy systems to maintain their critical data, by implementing a centralized, intuitive and cost-effective solution that puts you in control of your data. Furthermore, Canfigure enables unique customization capability that allows your administrators to implement system changes without Vendor involvement or further expense.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Active Directory No 
Google Calendar Yes 
Jira No 
Microsoft Outlook Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Rightworks Yes 
Salesforce No 
ServiceNow No 
Smartsheet No 
Xero Yes 

Integrations

Active Directory Yes 
Google Calendar No 
Jira Yes 
Microsoft Outlook No 
QuickBooks Desktop Pro No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Rightworks No 
Salesforce Yes 
ServiceNow Yes 
Smartsheet Yes 
Xero No 

Pricing Details

$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 Yes 
Free Version No 

Pricing Details

$2000 per year
Sum total of assets plus number of power users.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BlueFolder

Founded

2003

Country

United States

Website

bluefolder.com

Vendor Details

Company Name

Canfigure

Founded

2019

Country

United States

Website

www.canfigure.net

Product Features

Asset Tracking

Activity Tracking No 
Audit Trails No 
Barcoding / RFID Yes 
Checkout / Check-In No 
Depreciation Tracking No 
Disposal Tracking No 
Inventory Management No 
Location Tracking Yes 
QR Codes No 
Reservations No 
Service History Yes 

Building Maintenance

Asset Tracking Yes 
Commercial Properties Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Management Yes 
Job Costing Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Residential Properties Yes 
Routing No 
Scheduling Yes 
Work Order Management Yes 

CMMS

Asset Tracking Yes 
Calibration Management No 
Inventory Control No 
Key & Lock Management No 
Mobile Access Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Equipment Maintenance

Customer Database Yes 
Dispatch Management Yes 
Equipment Tracking Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Warranty Tracking Yes 
Work Order Management Yes 

Facility Management

Asset Management Yes 
Commercial Properties Yes 
Equipment Management Yes 
Facility Scheduling No 
Incident Management Yes 
Inspection Management No 
Inventory Control No 
Maintenance Tracking Yes 
Preventive Maintenance Yes 
Residential Properties Yes 
Room Scheduling No 
Schools Yes 
Space Planning No 
Vendor Management No 
Visitor Management No 
Work Order Management Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

IT Asset Management

Asset Tracking No 
Audit Management No 
Compliance Management No 
Configuration Management No 
Contract/License Management No 
Cost Tracking No 
Depreciation Management No 
IT Service Management No 
Inventory Management No 
Maintenance Management No 
Procurement Management No 
Requisition Management No 
Supplier Management No 

IT Management

Capacity Monitoring No 
Compliance Management No 
Event Logs No 
Hardware Inventory No 
IT Budgeting No 
License Management No 
Patch Management No 
Remote Access No 
Scheduling Yes 
Software Inventory No 
User Activity Monitoring No 

IT Service

Contract Management Yes 
IT Asset Management No 
Incident Management Yes 
Knowledge Management No 
Release Management No 
Self Service Portal Yes 
Service Catalog No 
Service Reporting Yes 
Ticket Management Yes 

ITSM

Asset Tracking Yes 
Availability Management No 
Change Management No 
Configuration Management No 
Contract/License Management Yes 
Dashboard Yes 
Incident Management Yes 
Problem Management Yes 
Project Management Yes 
Release & Deployment Management Yes 
Self Service Portal Yes 

Maintenance Management

Asset Tracking Yes 
Billing & Invoicing No 
Calibration Management No 
Dispatch Management No 
Inventory Control No 
Inventory Management Yes 
Key & Lock Management No 
Mobile Access Yes 
Planning Calendar Yes 
Predictive Maintenance Yes 
Preventive Maintenance Yes 
Purchasing No 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Professional Services Automation

Billing & Invoicing Yes 
CRM Yes 
Client Portal Yes 
Collaboration Tools Yes 
Document Management No 
Portfolio Management No 
Project Management Yes 
Proposal Generation No 
Quote Management No 
Resource Management Yes 
Time & Expense Tracking Yes 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling No 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling No 
Facility Scheduling No 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling Yes 
Payment Processing No 
Real-time Scheduling Yes 
Reservations No 
Resource Scheduling Yes 
Room Booking Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing No 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates No 
Recurring Appointments Yes 
Routing No 
Scheduling Yes 
Task Management Yes 

Product Features

Asset Tracking

The Canfigure Asset Management Module offers comprehensive features for managing the entire life cycle of fixed assets and inventory. This module is not restricted to IT equipment; it can encompass any type of Plant, Property, or Machinery. It allows for the collection of all relevant maintenance data as well as financial information, with the added capability to customize the database structure further. Integrated workflows oversee the processes of installation, maintenance, transfer, and retirement of assets. The inventory management feature enables the tracking of items across various locations along with effective stock management. Additionally, our Asset Mobile application facilitates label scanning and inventory counts. The module includes built-in depreciation features and provides the option to connect with your accounting software.

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

Change Management

The Canfigure Service Desk module has been designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management components, it offers a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven method, users can create tailored forms and workflows for various ticket categories, such as Problem Management, approval processes for Service Requests, and automated ticket distribution to support teams. The relationship features enabled by the integrated CMDB facilitate connections between incidents and Configuration Items, incorporating associated RFCs, Tasks, and Personnel. Service Levels can be tracked based on established SLA resolution times, allowing for the compilation of statistics for analyzing Key Performance Indicators (KPIs).

Approval Workflow Yes 
Audit Trail Yes 
Automated Notifications No 
Change Calendar Yes 
Change Planning Yes 
Compliance Management Yes 
Prioritization Yes 
Release Management Yes 
Task Management Yes 
Tracking & Reporting No 
Training Management No 

CMDB

The Canfigure Configuration Management Database (CMDB) serves as a comprehensive hub for managing all your asset information and their interconnections. With robust querying and reporting features, the CMDB enables you to pinpoint the location of an asset, identify its current user, and understand its dependencies. Designed to support a wide array of IT asset categories, including servers, software applications, databases, networks, personnel, and physical locations, Canfigure is highly adaptable, allowing you to easily integrate additional asset types and attributes as needed. The platform includes user-friendly administrative tools that empower you to create custom forms, menus, and tailor various elements of the system to fit your requirements. You can swiftly populate the database by importing data from Excel, and automated data feeds can be facilitated through available APIs. For those seeking enhanced functionality, you can optionally incorporate Change Management, which offers multi-tier approval processes and notifications for any infrastructure changes.

Change Management Yes 
Configuration Management Yes 
Data Visualization Yes 
Device Auto Discovery No 
IT Asset Management Yes 
Impact Management Yes 
License Management Yes 
Performance Management No 
Relationship Mapping Yes 

CMMS

Canfigure is capable of functioning as a Computerized Maintenance Management System (CMMS) by leveraging its Asset Management module alongside a mobile application. The system allows users to categorize various assets and monitor their life-cycle, complete with detailed maintenance records and management of work orders. Users can establish a maintenance timetable for assets, which can include automated alerts and the ability to initiate certain workflows when necessary. Additionally, the system offers features for tracking inventory and spare parts, including capabilities for barcode scanning and generating labels. Users can also check in and check out tools or computer equipment seamlessly. The mobile application enables remote access to a variety of asset management tasks, such as submitting work orders and attaching images for reference.

Asset Tracking Yes 
Calibration Management Yes 
Inventory Control Yes 
Key & Lock Management No 
Mobile Access Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management No 
Work Order Management Yes 

Fixed Asset Management

The Canfigure Asset Management Module offers comprehensive tools for managing the entire life cycle of fixed assets and inventory. It accommodates a wide range of assets beyond just IT equipment, including any type of Plant, Property, or Machinery. This system allows for the recording of all maintenance activities and financial data, while also providing the ability to customize the database structure as needed. It features integrated workflows to oversee the installation, maintenance, transfer, and retirement of assets. Additionally, the inventory management feature enables efficient tracking of items across various locations alongside stock control. Our Asset Mobile app facilitates label scanning and inventory audits. The module includes built-in depreciation features and can be integrated with your existing accounting software for seamless financial management.

Asset Budgeting Yes 
Asset Lifecycle Management Yes 
Audit Trail Yes 
Barcoding / RFID Yes 
Depreciation Management Yes 
Disposal Management Yes 
Document Management Yes 
Inventory Tracking Yes 
Tax Management Yes 

Help Desk

The Canfigure Service Desk module has been designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management components, it creates a comprehensive IT Service Management (ITSM) solution. This template-driven methodology allows for the creation of tailored forms and workflows specific to various types of tickets, such as Problem Management, Service Request approvals, and automated ticket distribution to the appropriate support teams. The relationship functionality offered by the underlying CMDB facilitates connections between incidents and Configuration Items, which include associated Requests for Change (RFC), tasks, and personnel. Service Levels can be tracked in accordance with established SLA resolution timelines, enabling the generation of statistics for analysis of Key Performance Indicators.

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring No 
Real-time Chat No 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Inventory Management

The Canfigure Asset Management Module offers comprehensive features for managing the entire life cycle of fixed assets and inventory. It accommodates a wide range of assets beyond just IT equipment, including various types of Plant, Property, and Machinery. This module allows for the collection of all maintenance-related information alongside financial data, with the added option to customize the database structure as needed. Integrated workflows streamline processes for installation, maintenance, transfer, and disposal of assets. In addition, the inventory management feature enables efficient tracking of items across different locations, complete with stock control functionalities. Our Asset Mobile application facilitates label scanning and inventory audits. Moreover, the system includes a built-in depreciation feature and the capability to integrate with your existing accounting software.

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization Yes 
Kitting No 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification No 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Issue Tracking

The Canfigure Service Desk module has been developed in alignment with ITIL frameworks. When used alongside the Canfigure CMDB and Change Management features, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven methodology, the system allows for the creation of tailored forms and workflows for various Ticket categories, such as Problem Management, Service Request approvals, and automated ticket routing to support teams. The relationship functionality offered by the CMDB enables connections between incidents and Configuration Items, as well as associated Requests for Change (RFCs), Tasks, and personnel. Service Levels can be tracked based on established SLA resolution timelines, facilitating the generation of statistics for analyzing Key Performance Indicators.

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management No 
Recurring Issues Yes 
Scheduling Yes 
Task Management Yes 

IT Asset Management

The Canfigure Asset Management Module offers comprehensive tools for managing the entire life-cycle of fixed assets and inventory. This module is versatile, accommodating not just IT equipment but also various types of Plant, Property, and Machinery. It enables users to record all maintenance-related information alongside financial data, with the added option to customize the database schema as needed. Integrated workflows oversee the processes of installation, maintenance, transfer, and decommissioning of assets. Additionally, the inventory feature facilitates the monitoring of items across different locations while providing effective stock management. Our Asset Mobile application allows for label scanning and stocktaking to enhance efficiency. Moreover, the module includes built-in depreciation functionality and can seamlessly integrate with your existing accounting software.

Asset Tracking Yes 
Audit Management Yes 
Compliance Management Yes 
Configuration Management Yes 
Contract/License Management Yes 
Cost Tracking Yes 
Depreciation Management Yes 
IT Service Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Procurement Management Yes 
Requisition Management No 
Supplier Management Yes 

IT Management

Capacity Monitoring No 
Compliance Management No 
Event Logs No 
Hardware Inventory Yes 
IT Budgeting Yes 
License Management Yes 
Patch Management No 
Remote Access No 
Scheduling No 
Software Inventory No 
User Activity Monitoring No 

IT Service

The use of a template-driven method facilitates the creation of personalized forms and workflows tailored for various Ticket categories, such as Problem Management, Service Request approvals, and the automatic assignment of tickets to relevant support teams. The foundational CMDB's relationship functionality enables connections between incidents and Configuration Items, encompassing associated RFCs, Tasks, and Personnel. Service Levels can be tracked based on established SLA resolution timelines, generating data for evaluating Key Performance Indicators.

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

ITSM

The Canfigure Service Desk module is designed with a foundation in ITIL best practices. When paired with the Canfigure CMDB and Change Management components, it offers a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven methodology, it allows for the creation of customized forms and workflows tailored to various Ticket types, such as Problem Management, approvals for Service Requests, and automatic ticket routing to appropriate support teams. The underlying CMDB’s relationship feature facilitates connections between incidents and Configuration Items, as well as associated RFCs, Tasks, and personnel. Service Levels can be tracked in accordance with specified SLA resolution timelines, enabling the generation of statistics for analyzing Key Performance Indicators (KPIs).

Asset Tracking Yes 
Availability Management Yes 
Change Management Yes 
Configuration Management Yes 
Contract/License Management Yes 
Dashboard Yes 
Incident Management Yes 
Problem Management Yes 
Project Management No 
Release & Deployment Management Yes 
Self Service Portal Yes 

Service Desk

The Canfigure Service Desk module is designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven method, it allows for the creation of personalized forms and workflows tailored to various Ticket categories, such as Problem Management, Service Request approvals, and automatic ticket assignment to relevant support teams. Thanks to the relationship features of the integrated CMDB, it is possible to establish connections between incidents and Configuration Items, including associated Request for Changes (RFCs), Tasks, and personnel. Service Levels can be tracked based on established SLA resolution times, facilitating the generation of statistics for analyzing Key Performance Indicators (KPIs).

CMDB Yes 
Change Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Base Yes 
Mobile Access Yes 
Procurement Management Yes 
Remote Control No 
SLA Management Yes 
Self Service Portal Yes 

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