BlueSuite

About BlueSuite

Deep Dive with Clara AI

BlueSuite is a service business management platform for service pros to track jobs, schedule appointments, create quotes, and manage invoices. The platform includes a CRM for client relationship management, calendar tools for team scheduling, expense tracking capabilities, and standardized pricing sheet management for consistent quotes. BlueSuite offers QuickBooks integration for financial data synchronization, recurring job scheduling to improve efficiency, and role-based team management to control user access and permissions. The software also provides advanced notification features, internal notes for team collaboration, and secure payment processing options including credit cards and ACH transfers.

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Pricing

Free Trial Available
Starts at $24.95.
View Detailed Pricing

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

Medium Business
Small Business
Individuals

API Support

Not available

Modes of Support

Business Hours, Online

BlueSuite Features

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Field Service Management Features

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Route Optimization

Determines the cost efficient route to perform the order

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Job Scheduling

Helps in allocating jobs to the right person at the right time

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Reporting

Sends instant status reports about the task with customer feedback

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Document Management

Ability to store and manage various information and documents in electronic format.

Payment Processing Features

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

APIs and SDKs

Developer tools for app integration

ACH Payment Processing

Offers support for ACH, virtual cards, checks, and wire transfers.

Reconciliation Summary

A statement prepared to report total outstanding payments and receipts.

Payment Gateway

Facilitates payments for bills, membership, donation, etc.

PoS Transactions

Enables merchants to accept payment on Point of Sale

Recurring Billing

Enables merchants to charge from customers on a recurring (periodic) basis

White Labeling

To rebrand using customized name, logo and digital impressions

Fraud Prevention

Protects your referral program against abuse/fraudulent transactions

Split Billing

Helps in dividing the service bill into two or multiple parts

PCI Compliance

Ensures highly secured fund transactions for customer purchases

Refund Management

Initiates and manages refund for cancelled purchase

Tax Management

Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

Multi-Currency

Enables payment and collection in multiple currencies.

CRM Features

Customization

Helps to customize the system for use in industry-specific use cases

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting outcomes based on performance and historical data.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing Features

Quotes and Estimates

Helps in providing quotes/estimates that offers an estimation of the overall cost

Payment Processing

Helps to manage automated transactions across various online channels

Recurring (Subscription Billing)

Billing consumers on a time determined basis for products or services received

Online Invoicing

Create invoices online and email them to your clients with just one click

Customer Portal

Provides a client the access to various company information such as ordering history, customer account information, past invoices, etc.

Offline Payments

Helps to record cash and credit payments on retail operations

Tax Calculator

Automatically calculates the detailed tax amount at the latest tax slab rate

Dunning Management

Helps to manage complications of credit card payment decline and inform the customer of failed charges.

Payment Reminders

Helps to chase payments as they come due with automated payment reminders

Contact Database

Helps to maintain contacts and segregate them according to their needs

Project Billing

Simplify client invoicing, improve cash flow, and measure the profitability of contract projects

Online Payments

Accept payments online directly through your account

Mobile Payments

Accept payment directly on your mobile handset

Invoice History

Invoice history feature allows you to verify or check all your past invoices anytime you want

Hourly Billing

This feature allows a business to create bills and invoices on hourly basis

Customizable Invoices

Allows the business to customize their invoices with their company logo as per their needs and requirements

Contingency Billing

Handling of bills related to contingencies

Multi-Currency

Enables payment and collection in multiple currencies.

Appointment Scheduling Features

Payment Processing

Helps to manage automated transactions across various online channels

Employee Scheduling

Helps in creating, processing and automating the employee schedule

Automated Scheduling

Helps to automate the scheduling processes to reduce paperwork, provide a comprehensive solution and ensure timely updates

Appointment Scheduling

Helps in scheduling and managing all necessary appointments

Multi-Location Scheduling

Helps in managing schedules and confirm reservations/booking from multiple locations

Resource Scheduling

Helps in setting strategies to allocate resources to projects or tasks to complete it correctly and also manage its start/end dates

Reservations

Helps in making as well as canceling reservations online and also assist in rescheduling them (if necessary)

Online Scheduling

Helps in automating and monitoring the scheduling tasks virtually automatically

Meeting Room Booking

Helps managing meeting room schedules and offers a simple interface to book the appropriate booking room

Group Scheduling

Helps in scheduling group meetings with multiple numbers of attendees

Class Scheduling

Helps tutors or educational institutes at large to schedule academic and or vocational training classes

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

BlueSuite Pricing

Free Trial

Available

No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Essentials $24.95 $24.95 per month

Everything you need to run your service business from one place. Manage jobs, schedules, customers, quotes, invoices, payments, expenses, and team members while capturing new leads through built-in website forms and AI-powered marketing tools. Essential also includes advanced reporting, route optimization, QuickBooks integration, mobile apps, and U.S.-based customer support.

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Advanced $44.95 $44.95 per month

Built for growing service businesses ready to automate more and operate smarter. Advanced includes everything in Essential, plus recurring jobs, automated follow-ups, invoice autopay, online booking, service plans, equipment tracking, GPS team tracking, job-costing tools, custom forms, review requests, and integrations with Mailchimp, Zapier, and Google Calendar.

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Enterprise Custom

A tailored solution for larger teams with more complex operational needs. Enterprise includes everything in Advanced, plus white-glove setup, a dedicated account manager, full API access, priority support, unlimited users, a service-level agreement, and custom features and workflows built around your business. A custom website domain is also included.

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BlueSuite FAQs

What is BlueSuite?

BlueSuite is an all-in-one field service management platform built to help service businesses manage jobs, customers, scheduling, quoting, invoicing, payments, team operations, and growth tools from one place.

What types of businesses is BlueSuite best for?

BlueSuite is designed for home and field service businesses such as cleaning companies, contractors, HVAC, plumbing, electrical, landscaping, pressure washing, and other service-based businesses.

How much does BlueSuite cost?

BlueSuite starts at $24.95/month for Essential and $44.95/month for Advanced. Enterprise pricing is available for larger teams with more complex requirements.

Does BlueSuite offer a free trial?

Yes. BlueSuite offers a free trial with no credit card required, so businesses can explore the platform before subscribing.

Can I schedule and manage jobs in BlueSuite?

Yes. BlueSuite includes job management, scheduling, team assignment, customer information, job details, and tools to help keep daily field operations organized.

Can BlueSuite create quotes and invoices and accept payments?

Yes. Businesses can create quotes, convert approved work into jobs and invoices, track payments, and accept customer payments directly through the platform.

Does BlueSuite support recurring jobs and service plans?

Yes. BlueSuite Advanced includes recurring jobs, automated follow-ups, recurring billing, invoice autopay, and service plans for businesses with repeat customers.

Can customers book services online?

Yes. BlueSuite supports website lead capture and, on the Advanced plan, online booking so customers can request or schedule services directly from your website.

Does BlueSuite include CRM features?

Yes. BlueSuite includes customer and contact management so businesses can keep customer details, service history, jobs, quotes, invoices, and communications organized in one system.

Does BlueSuite integrate with other software?

Yes. BlueSuite supports integrations including QuickBooks, and Advanced users can also connect tools such as Zapier, Mailchimp, and Google Calendar.

Can BlueSuite help track job profitability and employee time?

Yes. Advanced includes time tracking, labor costs, line-item costs, markup, job margins, expense tracking, and reporting tools to help businesses understand job profitability.

Can BlueSuite help migrate my data from another field service platform?

Yes. BlueSuite can assist businesses with migrating customer and business data from existing systems. Enterprise customers can receive more extensive migration and account setup support.

What is BlueSuite used for?

BlueSuite is Field Service Management Software. BlueSuite offers the following functionalities: