QuickBooks is Awesome!

When you know how to use it - Let me show you how...

Method CRM and MUCH more - try it free for 30 days!

Method Field Services – Method is so much more than just a CRM – try it here, you’ll see!

Try Method free for 30 daysSchedule one time or recurring services, create work order from calendar, print work orders and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices.

Try Method Field Services includes CRM, Google Gadgets, and so much more, you really ought to try it and see for yourself, they even include a free hour consultation to help you get started.  It can be used and customized by anyone who schedules services to be performed by their staff or subcontractors:

• Schedule one time or recurring work orders.
• Plot service routes on Google Maps.
• View work orders, track time and materials used on a mobile phone.
• Post completed work orders into QuickBooks® invoices.
• Post start and stop times into QuickBooks payroll.

Method CRM apps talk to each other.  Method CRM apps are designed to talk to each other to eliminate double-entry, and provide a full cycle system.

Sales leads and opportunities entered into the CRM app, can become estimates and then work orders in the Field Services app, which then become invoices in QuickBooks, all processes are integrated.

Work orders entered into the Field Services app can use inventory from the item list, in QuickBooks® and also integrate with the Method CRM app.

As an Advanced QuickBooks ProAdvisor and an Advanced Method Consultant, I can assist you with setting up your Method Account and help you determine if customization might be an option for your Method platform. Together we can go over your current QuickBooks utilization compared with how you may want to provide for future growth by including your integration with CRM and how Method CRM could enhance various aspects of your business. For more information regarding your QuickBooks and integration with CRM, contact Kathy directly, Kathy (at) QBandBeyond (dot) com.Method Certified Account ManagerMethod Certified Advanced Consultant

 

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