User Guide

Work Orders

• Work Orders Overview
• Anatomy of a Work Order
• Create a New Work Order
• Assigning Work Orders
• Work Order Life Cycle
• Viewing and Searching the Work Order List

See all 14 articles

Customers

• Create a New Customer
• Customers Overview
• Customer Notifications
• How to Set a Default Tax Rate for a Customer

Calendar/Scheduling

• Calendar/Scheduling Overview
• Calendar Sync

Equipment/Assets

• Overview: Equipment/Assets
• How to Track Scheduled Maintenance for Equipment
• How to Import Equipment/Assets Items

Contracts

• Contracts Overview

Billing

• BlueFolder Pay FAQ
• Troubleshooting QuickBooks Desktop Issues
• Billing Overview
• How to Create a Billing Batch and Transfer to QuickBooks
• Customize Billing Settings

Reporting

• Reports Overview
• How to Create a Custom Report

Dashboard

• Dashboard Overview
• Service Dashboard
• Personal Dashboard

General

• Mobile access

My Settings

• Profile
• Change My Password
• Start Page

Quick-Tips

• QuickTip: Save Time, Use the Search Box