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About

Field service software solutions, better relationships with customers. The first SaaS platform that is IoT centered. Connect units to the cloud and see in real-time how efficient contractors and employees are. BlueClerk allows businesses to log work, track inventory, and much more. Tap the phone to the tag to get access to the machine and update work performed. BlueClerk software is a CRM and work management solution for businesses that have workers in the field. Our BlueTags can be programmed through the mobile app, with no technical experience required. BlueTags are scanned by users to record work and view past history. Viewing history not only saves time, but also creates a safer environment for technicians. The origins of BlueClerk started with the founder, Chris Norton and his fitness equipment company. Chris developed the software for his technicians to scan and record work and changes with customers exercise machines.

About

Schedule service calls and dispatch opportunities. Track technicians in the field via GPS mapping. See tech sales and set sales goals on real-time dashboard. Find the fastest route to your appointments with GPS mapping. Create premium, mid-range and economy choices in one click, proven to boost sales. Scan credit cards, capture signatures and generate invoices all in the app, no paperwork. Import and export to QuickBooks to keep all transactions in sync. Get your own branded homeowners app to stay connected with customers. Customers can track service plans, warranties and service history right from their phone. Maintain relationships and ensure customer satisfaction. Easily track purchasing trends on the real-time results dashboard. As a contractor, the jobi homeowners app is branded for your contracting business complete with your company logo. It keeps you in touch with your customers and provides them with a valuable tool for tracking services, maintenance plans and more.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Organizations that need a CRM and work management solution to support their field service operations

Audience

Companies seeking a schedule service solution for their calls and dispatch opportunities.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$30 per user per month
Free Version
Free Trial

Pricing

$149 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BlueClerk
Founded: 2018
United States
blueclerk.com

Company Information

Jobi
Founded: 2017
United States
www.jobi.pro/

Alternatives

Alternatives

BlueCode

BlueCode

BlueCode Company
Key2Act

Key2Act

KEY2ACT
Alice Blue

Alice Blue

Alice Blue Financial Services
SERVTRAC

SERVTRAC

AMTECH Computer Services

Categories

Categories

Field Service Management Features

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

Fleet Management Features

Dispatch Management
Employee Management
Fuel Management
GPS Tracking
Incident Reporting
Inspection Management
Inventory Management
Maintenance Management
Mileage Tracking
Motor Pool
Routing
Tire Management
VIN Lookup
Work Order Management

Scheduling Features

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

Integrations

QuickBooks Online
CallRail
PayPal
QuickBooks Online Advanced
Stripe

Integrations

QuickBooks Online
CallRail
PayPal
QuickBooks Online Advanced
Stripe
Claim BlueClerk and update features and information
Claim BlueClerk and update features and information
Claim Jobi and update features and information
Claim Jobi and update features and information