BlueFolder Case Studies Industrial5 Boosts Productivity and Efficiency with BlueFolder

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	Industrial5 Boosts Productivity and Efficiency with BlueFolder BlueFolder

Industrial5 Boosts Productivity and Efficiency with BlueFolder

BlueFolder

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries	Equipment & Machinery
Applicable Functions	Field Services Procurement
Use Cases	Smart Contracts Time Sensitive Networking
Services	System Integration Training
Challenge	Industrial5, an engineering consulting firm in the thermal processing market, was looking to refine and expand its service offerings to attract new contracts and provide more value to existing customers. However, the company lacked an efficient way to manage work requests. With the anticipated increase in workload, it was crucial to help every employee focus their time most efficiently. The company needed a system to track work orders, contracts, employee assignments, and customer interactions. Given the broad range of services they offer, Industrial5 was in search of a simple, flexible tool that would help them manage time, set priorities, update status, and compile expenses and billable hours. They also required integration with their desktop billing software, QuickBooks®, to push job information directly to invoices. Read More
About Customer	Industrial5 is an engineering consulting firm that has been providing services to companies in the thermal processing market since 2000. The company helps its customers increase the performance and efficiency of thermal processing, manage equipment lifecycles, and prepare for regulatory audits. Industrial5 consultants also design training programs, help write technical proposals for Department of Defense awards, and prototype custom machine parts. The company was looking to refine and expand its service offerings to attract new contracts and provide more value to its existing customers. Read More
Solution	Industrial5 decided to implement BlueFolder, a field service engineer software. The company was able to load their entire business into the trial within the second day, integrating it with QuickBooks® and moving jobs through the system from submission to invoice. BlueFolder offered several features that helped Industrial5 increase efficiency and accountability while maintaining high customer satisfaction. These features included contract management, email integration, easy search, calendar integration, and cloud-based access. The contract management feature allowed Industrial5 to set a billing limit for individual accounts and alert the team if a job would exceed it. The email integration feature enabled engineers to attach messages directly to a job’s record in the system, reducing the likelihood of misunderstandings and mistakes. The easy search feature allowed employees to find job details quickly, while the calendar integration feature helped prioritize and focus employee time. The cloud-based access feature enabled the team to access the system anytime, anywhere. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Application Infrastructure & Middleware - Middleware, SDKs & Libraries

Applicable Industries

Equipment & Machinery

Applicable Functions

Field Services

Procurement

Use Cases

Smart Contracts

Time Sensitive Networking

Services

System Integration

Training

Challenge

Industrial5, an engineering consulting firm in the thermal processing market, was looking to refine and expand its service offerings to attract new contracts and provide more value to existing customers. However, the company lacked an efficient way to manage work requests. With the anticipated increase in workload, it was crucial to help every employee focus their time most efficiently. The company needed a system to track work orders, contracts, employee assignments, and customer interactions. Given the broad range of services they offer, Industrial5 was in search of a simple, flexible tool that would help them manage time, set priorities, update status, and compile expenses and billable hours. They also required integration with their desktop billing software, QuickBooks®, to push job information directly to invoices.

About Customer

Industrial5 is an engineering consulting firm that has been providing services to companies in the thermal processing market since 2000. The company helps its customers increase the performance and efficiency of thermal processing, manage equipment lifecycles, and prepare for regulatory audits. Industrial5 consultants also design training programs, help write technical proposals for Department of Defense awards, and prototype custom machine parts. The company was looking to refine and expand its service offerings to attract new contracts and provide more value to its existing customers.

Solution

Industrial5 decided to implement BlueFolder, a field service engineer software. The company was able to load their entire business into the trial within the second day, integrating it with QuickBooks® and moving jobs through the system from submission to invoice. BlueFolder offered several features that helped Industrial5 increase efficiency and accountability while maintaining high customer satisfaction. These features included contract management, email integration, easy search, calendar integration, and cloud-based access. The contract management feature allowed Industrial5 to set a billing limit for individual accounts and alert the team if a job would exceed it. The email integration feature enabled engineers to attach messages directly to a job’s record in the system, reducing the likelihood of misunderstandings and mistakes. The easy search feature allowed employees to find job details quickly, while the calendar integration feature helped prioritize and focus employee time. The cloud-based access feature enabled the team to access the system anytime, anywhere.

Impact #1	With the implementation of BlueFolder, Industrial5 has seen significant improvements in its operations. The company has developed the efficiency that many growing field service businesses struggle with. They run a weekly audit of their jobs in BlueFolder, and with all the relevant documents in the system, the team can easily solve any brewing problems before they impact work. The discipline they’ve developed with the program has made it easier to expand to government contracts which demand detailed accountability. Industrial5’s customers have also been impressed with BlueFolder. They use the customer portal to get status on any service, invoice, or contract detail. Everything is transparent and open, so customers know how work is progressing any time. This has led to increased customer satisfaction and eliminated questions about billing. Industrial5 has come to see BlueFolder as a pivotal tool for helping the company achieve high productivity while maintaining quality and customer satisfaction.

Impact #1

With the implementation of BlueFolder, Industrial5 has seen significant improvements in its operations. The company has developed the efficiency that many growing field service businesses struggle with. They run a weekly audit of their jobs in BlueFolder, and with all the relevant documents in the system, the team can easily solve any brewing problems before they impact work. The discipline they’ve developed with the program has made it easier to expand to government contracts which demand detailed accountability. Industrial5’s customers have also been impressed with BlueFolder. They use the customer portal to get status on any service, invoice, or contract detail. Everything is transparent and open, so customers know how work is progressing any time. This has led to increased customer satisfaction and eliminated questions about billing. Industrial5 has come to see BlueFolder as a pivotal tool for helping the company achieve high productivity while maintaining quality and customer satisfaction.

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Overview

Industrial5 Boosts Productivity and Efficiency with BlueFolder

Operational Impact