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Average Ratings 38 Ratings

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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

ConnectWise PSA (formerly ConnectWise Manage) a robust business management platform, is designed for companies that offer service and support technology. ConnectWise PSA is trusted by more than 100,000 users. It offers a wealth features that enable teams to achieve greater accountability and operational efficiency. ConnectWise PSA includes help desk, billing and time tracking, project management, agreement management, sales and marketing, procurement and reporting tools. ConnectWise PSA™ (formerly ConnectWise Manage) is an award-winning professional services automation (PSA) solution that connects your entire operation. It creates a single view via a single data layer, so you can clarify and streamline what’s actually happening in your business.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 
AlertOps No 
Asio by ConnectWise No 
CWDash No 
ConnectWise RMM No 
Dropsuite No 
Flowgear No 
InteGreat Web Services No 
Jira No 
Lead Guerrilla No 
Naverisk RMM & PSA No 
Passly No 
Propel Your MSP No 
Site24x7 No 
SyncMonkey No 
Zapier No 

Integrations

Google Calendar Yes 
Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 
AlertOps Yes 
Asio by ConnectWise Yes 
CWDash Yes 
ConnectWise RMM Yes 
Dropsuite Yes 
Flowgear Yes 
InteGreat Web Services Yes 
Jira Yes 
Lead Guerrilla Yes 
Naverisk RMM & PSA Yes 
Passly Yes 
Propel Your MSP Yes 
Site24x7 Yes 
SyncMonkey Yes 
Zapier Yes 

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

No price information available.
Free Trial No 
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 No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

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

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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

ConnectWise

Founded

1982

Country

United States

Website

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

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

Help Desk

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 Yes 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring Yes 
Real-time Chat Yes 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

IT Management

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

IT Service

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

ITSM

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

MSP

Backup Management Yes 
Billing & Invoicing Yes 
CRM Yes 
Dashboard Yes 
Help Desk Yes 
Issue Management Yes 
Live Chat Yes 
Patch Management Yes 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access Yes 
Remote Systems Monitoring Yes 
Scheduling Yes 

Professional Services Automation

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

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