{"id":6711,"date":"2026-03-24T01:03:54","date_gmt":"2026-03-24T07:03:54","guid":{"rendered":"https:\/\/bluefolder.com\/?page_id=6711"},"modified":"2026-07-24T02:10:34","modified_gmt":"2026-07-24T08:10:34","slug":"ai-field-service-customer-summary","status":"publish","type":"page","link":"https:\/\/bluefolder.com\/features\/ai-field-service-customer-summary\/","title":{"rendered":"AI Customer Summary for Field Services"},"content":{"rendered":"

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AI-POWERED <\/strong>CUSTOMER SUMMARIES<\/p>

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See the Full Story Instantly with AI Customer Summaries<\/h1>

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Before you send an invoice or respond to a customer, get a complete view of the relationship in seconds. BlueFolder\u2019s AI Customer Summary automatically compiles customer emails, service history, notes, and work activity into a clear, easy-to-read overview \u2014 so your team doesn\u2019t have to dig through records to understand what\u2019s going on.<\/p>

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Let AI Summarize Your Customer Data in One View<\/h2>

Everything is summarized into a concise snapshot so your team can quickly understand past work, open issues, and recent interactions.<\/p>

  • Customer emails<\/li>
  • Service request history<\/li>
  • Field technician notes<\/li>
  • Internal company updates<\/li>
  • Employee communications<\/li> <\/ul>

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    Get Context and Clarity from Anywhere, Fast, with AI-Fueled Customer Summaries\u00a0\u00a0<\/h2>

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    Customer History<\/h3>

    Automatically summarize customer emails, service requests, notes, and activity into one clear view so your team can quickly understand history, issues, and context.<\/p>

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    All Communications<\/h3>

    Pull customer emails, technician notes, and service logs into a single summary \u2014 no need to search across multiple records.<\/p>

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    Faster, More Informed Decisions<\/h3>

    Give your team instant context before responding to customers, scheduling work, or making service decisions.<\/p>

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    Built-In Insights<\/h3>

    Go beyond summaries with AI-powered signals that highlight what matters most.<\/p>

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    Service Risks & Maintenance Gaps<\/h3>

    Quickly identify equipment that is past due for service or nearing warranty expiration so your team can act proactively.<\/p>

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    Revenue Opportunities<\/h3>

    Surface upsell, renewal, and follow-up opportunities directly from the customer record without running additional reports.<\/p>

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    Built for Commercial, Industrial & Residential Service Organizations<\/h2>

    BlueFolder was built for field service teams, by field service professionals. Our core principle is that software should be powerful, yet easy-to-use. In fact, most organizations are able to get up and running in just a few hours.<\/p>

    Use BlueFolder\u2019s field service invoicing software to help you record, display and report on data specific to your industry:<\/strong><\/p>

    [\/et_pb_text][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2022\/06\/bluefolder-industries-1.png” alt=”field service industries” title_text=”bluefolder-industries” admin_label=”Image” _builder_version=”4.16″ _module_preset=”default” width=”90%” custom_margin=”50px||80px||false|false” global_colors_info=”{}”][\/et_pb_image][et_pb_button button_url=”\/industries\/” button_text=”VIEW ALL INDUSTRIES” button_alignment=”center” _builder_version=”4.16″ _module_preset=”a5767953-36a8-4fc3-bac5-d428d9641804″ custom_button=”on” button_text_color=”#FFFFFF” button_bg_color=”#ED8240″ button_border_width=”2px” button_border_color=”rgba(255,255,255,0.61)” button_use_icon=”off” background_layout=”dark” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Stats section” _builder_version=”4.27.4″ background_color=”#323232″ background_image=”https:\/\/bluefolder.com\/wp-content\/uploads\/2020\/02\/geometric-bg-overlay-01.jpg” background_blend=”overlay” global_module=”5217″ saved_tabs=”all” collapsed=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”REAL Results from Happy Clients” _builder_version=”4.16″ header_level=”h2″ header_text_color=”#ffffff” header_font_size=”35px” body_text_color=”#ffffff” text_orientation=”center” background_layout=”dark” global_colors_info=”{}”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ custom_padding=”||||false|false” global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”0px||0px||false|false” custom_padding_tablet=”” custom_padding_phone=”0px||30px||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_number_counter title=”Decrease in %22status check communications%22″ number=”80″ _builder_version=”4.16″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”24px” number_font=”|700|||||||” global_colors_info=”{}”][\/et_pb_number_counter][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2021\/09\/hydroworx-grey.png” alt=”hydroworx logo” title_text=”Hydroworx logo” _builder_version=”4.16″ _module_preset=”default” width=”65%” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding=”||||false|false” custom_padding_tablet=”” custom_padding_phone=”30px||30px||true|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_number_counter title=”Annual revenue increase” number=”300″ _builder_version=”4.16″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”24px” number_font=”|700|||||||” global_colors_info=”{}”][\/et_pb_number_counter][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2021\/09\/sparkle-services-grey.png” alt=”sparkle services logo” title_text=”Sparkle Services logo” _builder_version=”4.16″ _module_preset=”default” width=”50%” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ custom_padding_tablet=”” custom_padding_phone=”30px||0px||false|false” custom_padding_last_edited=”on|phone” global_colors_info=”{}”][et_pb_number_counter title=”Boost in billing first three months” number=”60″ _builder_version=”4.16″ _module_preset=”default” title_text_color=”#FFFFFF” title_font_size=”24px” number_font=”|700|||||||” global_colors_info=”{}”][\/et_pb_number_counter][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2021\/09\/probleu-grey.png” alt=”probleu logo” title_text=”Probleu logo” _builder_version=”4.16″ _module_preset=”default” width=”50%” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” admin_label=”Accordion section” module_id=”features” _builder_version=”4.16″ background_color=”#f4f4f4″ custom_padding=”100px|0px|100px|0px” custom_padding_tablet=”100px|0px|100px|0px” custom_padding_phone=”50px||20px||false|false” saved_tabs=”all” collapsed=”on” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”Nunito Sans||||||||” text_text_color=”#959baf” text_font_size=”18px” text_line_height=”1.8em” header_font=”||||||||” header_text_align=”left” header_2_font=”Nunito Sans|700|||||||” header_2_text_color=”#535b7c” header_2_font_size=”35px” header_2_line_height=”1.3em” text_orientation=”center” module_alignment=”center” global_colors_info=”{}”]<\/p>

    Robust Customization Easily Adapts to Your Business Needs and the Way You Work<\/h2>

    BlueFolder\u2019s field service invoicing and payment features are highly customizable, allowing you to create workflows specific to your unique needs so you have complete control over how work is managed and completed.[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ background_color_gradient_direction=”243deg” background_color_gradient_start=”#3D72E7″ background_color_gradient_end=”#53a0fe” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_accordion open_toggle_background_color=”#ffffff” closed_toggle_background_color=”#ffffff” icon_color=”rgba(83,91,124,0.4)” _builder_version=”4.16″ toggle_text_color=”#535b7c” toggle_level=”h3″ toggle_font=”|700|||||||” toggle_text_align=”left” toggle_font_size=”18px” body_font=”Roboto Mono||||||||” body_text_color=”#989db0″ body_font_size=”13px” custom_margin=”||||false|false” custom_margin_tablet=”||100px|” custom_margin_phone=”||0px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”|||” border_radii=”on|4px|4px|4px|4px” border_width_all=”0px” border_color_all=”#d9d9d9″ border_style_all=”solid” box_shadow_style=”preset3″ box_shadow_color=”rgba(34,56,101,0.12)” use_border_color=”on” border_width=”0px” global_colors_info=”{}”][et_pb_accordion_item title=”Work Orders” open=”on” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Create work orders from the office, in the field, via email, web form, or customer portal. Track work order status and optimize workflows for your service team.[\/et_pb_accordion_item][et_pb_accordion_item title=”Workflow Automation” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Create workflows specific to your unique needs. Create custom work order status values, color-coding, generate automated status changes, and set default status values for specific events.
    [\/et_pb_accordion_item][et_pb_accordion_item title=”Track Assignments” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22,%22open_toggle_background_color%22%93}”]Assign work orders for completion and keep track of completion status. Support for multiple scheduled assignments per work order and assignments to multiple techs at a time.[\/et_pb_accordion_item][et_pb_accordion_item title=”Scheduling” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Keep track of service appointments, customer meetings & equipment maintenance, and push calendar events to Outlook, iCal, or Google Calendar.[\/et_pb_accordion_item][et_pb_accordion_item title=”Billable Labor, Materials & Expenses” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Record every service activity whether it\u2019s labor, materials or expenses. Mark activities as billable, non-billable, or contracted.[\/et_pb_accordion_item][et_pb_accordion_item title=”Activity Logs & Audits” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Gain greater insight and accountability into ALL of the data you need for each customer, job, or equipment item.[\/et_pb_accordion_item][et_pb_accordion_item title=”Signature Capture” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Record acceptance of completed work by capturing your customer\u2019s signature directly into your work orders, and easily email copies of signed documents directly to customers, all while in the field.[\/et_pb_accordion_item][et_pb_accordion_item title=”Job Costing” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Track profitability for individual work orders and run profitability reports across all service work for a period of time.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ background_color_gradient_direction=”243deg” background_color_gradient_start=”#3D72E7″ background_color_gradient_end=”#53a0fe” custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_accordion open_toggle_background_color=”#ffffff” closed_toggle_background_color=”#ffffff” icon_color=”rgba(83,91,124,0.4)” _builder_version=”4.16″ toggle_text_color=”#535b7c” toggle_level=”h3″ toggle_font=”|700|||||||” toggle_text_align=”left” toggle_font_size=”18px” body_font=”Roboto Mono||||||||” body_text_color=”#989db0″ body_font_size=”13px” custom_margin=”||||false|false” custom_margin_tablet=”||100px|” custom_margin_phone=”||0px||false|false” custom_margin_last_edited=”on|phone” custom_padding=”|||” border_radii=”on|4px|4px|4px|4px” border_width_all=”0px” border_color_all=”#d9d9d9″ border_style_all=”solid” box_shadow_style=”preset3″ box_shadow_color=”rgba(34,56,101,0.12)” use_border_color=”on” border_width=”0px” global_colors_info=”{}”][et_pb_accordion_item open=”on” _builder_version=”4.16″ _module_preset=”default” custom_css_main_element=”display: none;” global_colors_info=”{}”][\/et_pb_accordion_item][et_pb_accordion_item title=”Asset Management” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Keep track of the assets & equipment you service. Attach before\/after photos, user manuals, etc. Run service history reports to identify maintenance trends and trouble spots.[\/et_pb_accordion_item][et_pb_accordion_item title=”Team Communication” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Keep your whole team (and your customers) up to date on key work order events with email & text message notifications. Your techs and customers can reply to notifications and their replies are added to the work order comment history.[\/et_pb_accordion_item][et_pb_accordion_item title=”Recurring Jobs” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Recurring jobs simplify the tracking of repetitive work and preventive maintenance by automatically creating work orders at specified intervals specified by you.[\/et_pb_accordion_item][et_pb_accordion_item title=”Custom Fields” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Record, display, search and report on specific data that you need for your business. Custom field types include text, lists, dates, numeric, and yes\/no fields.[\/et_pb_accordion_item][et_pb_accordion_item title=”Bulk Edit” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Modify multiple work orders with a single action. Close work orders, change status, or add comments easily and save hours keeping your data up-to-date.[\/et_pb_accordion_item][et_pb_accordion_item title=”Flexible Printing” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Sometimes you just need a hard copy. Our flexible print capabilities include multiple built-in templates and the ability to purchase custom templates (at additional cost).[\/et_pb_accordion_item][et_pb_accordion_item title=”Attachments” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Attach files and links to work orders. Whether it\u2019s photos, PDFs, manuals, or any other relevant file, you can attach them all to your work orders and keep them secured in one place.[\/et_pb_accordion_item][et_pb_accordion_item title=”Smart Lists” open_toggle_text_color=”#FFFFFF” open_toggle_background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ _builder_version=”4.16″ body_font=”Nunito Sans||||||||” body_text_color=”#FFFFFF” body_line_height=”1.4em” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22open_toggle_background_color%22%93}”]Build custom smart lists for organizing and tracking your work orders. Smart lists include preset search criteria, filters, list columns and sort order, all accessible with a single click. Lists can also be restricted by user group and\/or role.[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Features Menu Section” _builder_version=”4.16″ _module_preset=”default” background_color=”gcid-bc9d2c77-d12c-4024-b7e5-961d09337fa4″ saved_tabs=”all” collapsed=”on” global_colors_info=”{%22gcid-bc9d2c77-d12c-4024-b7e5-961d09337fa4%22:%91%22background_color%22%93}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_blurb title=”Explore Other Powerful Features” admin_label=”Title” _builder_version=”4.16″ header_level=”h2″ header_font=”Nunito Sans|700|||||||” header_text_color=”#FFFFFF” header_font_size=”35px” header_line_height=”1.4em” body_font=”Nunito Sans|600|||||||” body_text_color=”#959baf” background_enable_image=”off” background_size=”initial” text_orientation=”center” global_colors_info=”{}”][\/et_pb_blurb][et_pb_menu menu_id=”663″ menu_style=”centered” active_link_color=”#dbdbdb” module_class=”features_menu” _builder_version=”4.16″ _module_preset=”default” menu_font=”|700|||||||” menu_text_color=”#FFFFFF” menu_font_size=”16px” background_color=”RGBA(0,0,0,0)” global_colors_info=”{}”][\/et_pb_menu][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”%91Section%93 – Trust” module_class=”section-trust” _builder_version=”4.16″ _module_preset=”default” background_color=”#f4f4f4″ custom_margin=”||||false|false” custom_padding=”||50px||false|false” saved_tabs=”all” collapsed=”on” global_colors_info=”{}”][et_pb_row admin_label=”%91Row%93 – Section Title” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_text_color=”#1A357A” header_2_font_size=”35px” text_orientation=”center” global_colors_info=”{}”]<\/p>

    Earning the Trust of Field Service Companies since 2005<\/strong><\/span><\/h2>

    [\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]Examples of how <\/span>BlueFolder\u2019s<\/span> field service invoicing software brings value to service teams and organizations:<\/span>
    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” admin_label=”%91Row%93 – Testimonials” _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||40px||true|false” custom_margin_tablet=”40px||40px||true|false” custom_margin_phone=”0px||0px||true|false” custom_margin_last_edited=”on|phone” global_colors_info=”{}”][et_pb_column type=”1_3″ module_class=”testimonial-col” _builder_version=”4.16″ _module_preset=”default” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2022\/02\/BLU-ron-mcdonnell-headshot.jpg” alt=”Ron McDonnell” title_text=”Ron McDonnell” admin_label=”Testimonial picture” module_class=”testimonial-ctr” _builder_version=”4.16″ _module_preset=”default” max_height=”100px” custom_padding=”||1em||false|false” custom_css_main_element=”margin: 0px!important;” border_radii=”on|100px|100px|100px|100px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Testimonial text” _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]\u201cI can look back over BlueFolder for the last several cycles and see the average labor time. It gives me insight into the right pricing for preventative maintenance.\u201d<\/p>

    RON McDONNELL,
    PRONTO GYM SERVICES, INC.<\/strong><\/span>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ module_class=”testimonial-col” _builder_version=”4.16″ _module_preset=”default” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2022\/02\/BLU-jeramy-harstad-headshot.jpg” alt=”Jeramy Harstad” title_text=”Jeramy Harstad” admin_label=”Testimonial picture” module_class=”testimonial-ctr” _builder_version=”4.16″ _module_preset=”default” max_height=”100px” custom_padding=”||1em||false|false” custom_css_main_element=”margin: 0px!important;” border_radii=”on|100px|100px|100px|100px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Testimonial text” _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]\u201cWe\u2019ve used BlueFolder for three years, have 30 techs, and love it.<\/p>

    Creating work orders is super fast and easily searchable afterward. Customer service reps are fast and friendly.\u201d<\/p>

    JERAMY HARSTAD,
    NORTHWEST ELECTRIC SOLAR<\/strong><\/span>
    [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ module_class=”testimonial-col” _builder_version=”4.16″ _module_preset=”default” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2020\/02\/JeffTingley_SparkleServices.jpg” alt=”Jeramy Harstad” title_text=”JeffTingley_SparkleServices” admin_label=”Testimonial picture” module_class=”testimonial-ctr” _builder_version=”4.16″ _module_preset=”default” max_height=”100px” custom_padding=”||1em||false|false” custom_css_main_element=”margin: 0px!important;” border_radii=”on|100px|100px|100px|100px” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Testimonial text” _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]\u201cI have found your company to be outstanding in service and customer care. So many services promise so many things; BlueFolder actually delivers! Thank You for helping me run my business better!\u201d<\/p>

    JEFF TINGLEY,
    SPARKLE SERVICES<\/strong><\/span>
    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ make_equal=”on” admin_label=”%91Row%93 – Case Studies” _builder_version=”4.16″ _module_preset=”default” custom_margin=”40px||40px||true|false” custom_margin_tablet=”40px||40px||true|false” custom_margin_phone=”0px||0px||true|false” custom_margin_last_edited=”on|phone” global_colors_info=”{}”][et_pb_column type=”1_3″ module_class=”testimonial-col” _builder_version=”4.16″ _module_preset=”default” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2020\/02\/Hydroworx.png” alt=”Jeramy Harstad” title_text=”Hydroworx Logo” admin_label=”Testimonial picture” _builder_version=”4.16″ _module_preset=”default” custom_padding=”||1em||false|false” custom_css_main_element=”margin: 0px!important;” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Testimonial text” _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]\u201cThe Web-based aspect of BlueFolder was key for us. We can get the information from any location and that\u2019s important to us. It limits the needless calls back to the office because sales and service reps can find it on their own.\u201d<\/p>

    MICHAEL MCHUGH,
    SENIOR VICE PRESIDENT, HYDROWORX<\/strong><\/span>
    [\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ module_class=”testimonial-col” _builder_version=”4.16″ _module_preset=”default” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2022\/05\/Untitled-200-\u00d7-40-px.png” alt=”field service engineer software” title_text=”Untitled (200 \u00d7 40 px)” force_fullwidth=”on” admin_label=”Testimonial picture” _builder_version=”4.16″ _module_preset=”default” custom_padding=”||1em||false|false” custom_css_main_element=”margin: 0px!important;” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Testimonial text” _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]\u201cI haven\u2019t had one accountability discussion with [the customer] since we started using BlueFolder. There\u2019s never been a question ever about our billing to them. One of our big customers jumped in and called us up to compliment us on how well we were doing on their projects. Wow. All because they went into their portal and were able to walk through the story that we tell with our record keeping.”<\/p>

    MATT KOWALSKI,
    FOUNDER AND PRINCIPAL MEMBER OF INDUSTRIAL5<\/strong><\/span>[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_3″ module_class=”testimonial-col” _builder_version=”4.16″ _module_preset=”default” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_image src=”https:\/\/bluefolder.com\/wp-content\/uploads\/2020\/02\/MarquisMedical.png” alt=”Jeramy Harstad” title_text=”MarquisMedical” admin_label=”Testimonial picture” _builder_version=”4.16″ _module_preset=”default” custom_padding=”||1em||false|false” custom_css_main_element=”margin: 0px!important;” global_colors_info=”{}”][\/et_pb_image][et_pb_text admin_label=”Testimonial text” _builder_version=”4.16″ _module_preset=”default” text_orientation=”center” global_colors_info=”{}”]\u201cWe have instant insight into each job, and we can service customers in a more efficient manner \u2014 which ultimately means we can spend more time selling and less time chasing down documents and retrieving information.\u201d<\/p>

    JOE SCIARRA,
    MARQUIS MEDICAL FOUNDING PARTNER <\/strong><\/span>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Bottom CTA” _builder_version=”4.27.4″ background_color=”gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7″ use_background_color_gradient=”on” background_color_gradient_direction=”90deg” background_color_gradient_stops=”#1a357a 0%|#0759ab 100%” background_color_gradient_start=”#1a357a” background_color_gradient_end=”#0759ab” background_enable_image=”off” background_blend=”overlay” background_color_gradient_stops_tablet=”#1a357a 0%|#0759ab 100%” background_color_gradient_stops_phone=”#1a357a 0%|#0759ab 100%” global_module=”5223″ saved_tabs=”all” collapsed=”off” global_colors_info=”{%22gcid-c6231b28-6db3-450d-b449-9a87fe5d81a7%22:%91%22background_color%22%93}”][et_pb_row admin_label=”Images Row” _builder_version=”4.27.4″ background_color=”RGBA(255,255,255,0)” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.27.4″ background_color=”RGBA(255,255,255,0)” custom_padding=”5%|5%|5%|5%|false|false” border_radii=”on|5px|5px|5px|5px” global_colors_info=”{}”][et_pb_text _builder_version=”4.27.7″ _module_preset=”default” text_text_color=”#FFFFFF” text_font_size=”22px” header_2_font=”|800|||||||” header_2_text_align=”center” header_2_text_color=”#FFFFFF” background_color=”RGBA(255,255,255,0)” hover_enabled=”0″ locked=”off” global_colors_info=”{}” sticky_enabled=”0″]<\/p>

    Ready to See How BlueFolder Can Help You?<\/h2>

    Schedule a demo today!<\/p>

    [\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row module_class=”btn-bar btn-bar-centered” _builder_version=”4.27.7″ hover_enabled=”0″ saved_tabs=”all” collapsed=”off” global_colors_info=”{}” sticky_enabled=”0″][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI2ODEifX0=@” button_text=”START FREE TRIAL” disabled_on=”on|on|on” _builder_version=”4.27.7″ _dynamic_attributes=”button_url” _module_preset=”default” custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#ed8240″ button_border_width=”2px” button_border_color=”rgba(255,255,255,0.6)” button_use_icon=”off” custom_padding=”10px|20px|10px|20px|false|false” disabled=”on” global_colors_info=”{}”][\/et_pb_button][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE1NjUifX0=@” button_text=”GET DEMO” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”default” custom_button=”on” button_text_color=”#ffffff” button_bg_color=”#ed8240″ button_border_width=”2px” button_border_color=”rgba(255,255,255,0.6)” button_use_icon=”off” custom_padding=”10px|20px|10px|20px|false|false” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>","protected":false},"excerpt":{"rendered":"

    AI-POWERED CUSTOMER SUMMARIESSee the Full Story Instantly with AI Customer SummariesBefore you send an invoice or respond to a customer, get a complete view of the relationship in seconds. BlueFolder\u2019s AI Customer Summary automatically compiles customer emails, service history, notes, and work activity into a clear, easy-to-read overview \u2014 so your team doesn\u2019t have to […]<\/p>\n","protected":false},"author":17,"featured_media":0,"parent":644,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-6711","page","type-page","status-publish","hentry"],"yoast_head":"\nField Service AI Customer Summary for Field Services | BlueFolder<\/title>\n<meta name=\"description\" content=\"Accelerate your cash flow by easily and quickly creating invoices, billing summaries, and more with BlueFolder\u2019s field service invoicing software.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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