The best work order software for QuickBooks
Track work orders, streamline job management, and sync everything with QuickBooks — in real time.
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Work order tracking made easy
Streamline your job management process end-to-end with Method’s work order software.
In the office
Create work orders using QuickBooks data, then dispatch them from one centralized location.
In the field
Method goes wherever your technicians go, so they always have access to up to date work order information.
After the job
Convert work orders to invoices in just a few clicks, then receive payments through an online customer portal.
Create work orders faster
QuickBooks data at your fingertips
Easily create new work orders using customers and items from QuickBooks, or convert an existing estimate to a work order in just one click.
Never miss a repeat job
Set up recurring work orders to pre-schedule jobs that occur on a yearly, monthly, weekly or daily basis.
Keep track of every detail
Include photos, documents, and special instructions in the work order alongside the customer, location, and job information.
From sales order to invoice: End-to-end job management
Sales order → Work order → Invoice lifecycle
Service businesses rely on Method to handle the entire management process. Teams create a sales order, convert it into a work order, and generate an invoice in just a few clicks.
Method supports time tracking and job costing by logging labour and materials against each job for more accurate billing. Credit card payment processing via integrated gateways lets customers pay quickly.
Work order management that syncs with QuickBooks in real time
Method is your go-to work order software for QuickBooks Desktop and Online. Unlike systems with batch syncs that only update periodically, Method keeps your data current with its native two-way, real-time sync.
Method’s level of integration with QuickBooks eliminates multiple data entry and manual errors. Optimized operations mean a healthier cash flow and stronger profitability.
Customize every work order workflow
Method goes beyond end-to-end management, letting you customize your entire work order workflow to fit your service business perfectly.
Workflow customization
With Method’s customization services, you adjust how work flows through your work order system. You can reorder the screens, fields, and forms to match how your team works, no coding required. Visual customization saves you time and cuts back on clicks for every job update.
Custom fields for job details and service history
Add custom fields to capture information that matters to your business, like extra parts data, service notes, or other unique details about your customers and job orders. All your information flows seamlessly through Method, so nothing gets missed.
Preventive maintenance scheduling
Method supports recurring work orders, so you can plan maintenance at regular intervals. It gives service teams a way to schedule recurring tasks, such as seasonal check‑ups or inspections, without having to rebuild a job order each time.
Role-based dashboards
Custom dashboards show info specific to each team member. Managers see key metrics at a glance, while your technicians view assignments and status updates, clutter-free. Real-time dashboard updates let you make decisions based on current data, not guesswork.
Modules tailored by service type
Method offers flexibility to choose parts of the system you need for your business. You can set up modules that fit your service type, whether it’s HVAC, electrical work, or maintenance. Every module still works with QuickBooks and Method’s CRM core, and you only pay for what you use.
Simplify your scheduling
Reduce admin work for your dispatch team by scheduling, routing, and invoicing work orders in bulk.
Better yet, Method automatically plans the most efficient route for your crew, so they can minimize driving time and complete jobs more efficiently.
One dashboard for operations, accounting, and customers
Method lets you build real‑time dashboards that bring your critical business data together in one place. Track work orders, pricing, and job performance without opening separate tools, giving your teams a clear view of what’s happening now.
Your customer data and job history sit alongside financial and operational metrics, so everyone from operations to accounting sees the same picture. Then use Method’s customizable reports to spot trends, adjust your workflows, and keep the business running smoothly day to day.
Empower your field crew to stay connected
Give your field technicians the tools they need to deliver great service with Method’s mobile-friendly work order software.
Stay on schedule
Field crews can view their daily routes right from the Method mobile app so there’s no need to check in at the office. And with real-time access to the details of each work order, last-minute changes will never get missed.
Capture customer signatures
The sooner a work order is completed, the sooner it can be invoiced. Technicians can use the Method mobile app to capture e-signatures on site, allowing your office team to get a jump on collecting payment.
Keep track of labor
Technicians can use a simple start-and-stop timer to track their hours for each work order. When the job is done, these time tracking entries sync directly to QuickBooks.
Automate your invoicing
Method’s work order software makes it quick and easy to generate invoices for all completed work orders.
Not only do these invoices sync directly to QuickBooks (saving you from the hassle of double data entry), but your customers can view and pay them 24/7 through a convenient online portal.
Get instant insights
Built-in reporting features give you a breakdown of your work orders by status, revenue by job item, and more.
Looking for something more complex? Take advantage of Method’s customizable report builder to dive into the work order data that matters most to your business.
How Method compares to other QuickBooks work order software
| Feature | Method CRM | Spreadsheets | Rigid field service management tools |
|---|---|---|---|
| Customization | Automated workflows, custom fields, and dashboards let you shape the system to your business needs without coding. | No real workflow customization, every change is manual, and you’re more prone to manual mistakes. | Workflows are preset and hard to change; customization is limited and costly. |
| Workflow fit | Built around service business processes, from lead to scheduling to billing, all in one system. | Manual tracking creates bottlenecks and inconsistent processes. | Fixed workflows often don’t match how your business actually works, requiring compromise. |
| Accounting integration | QuickBooks integration keeps customer, invoice, payment, and job data up to date. | No integration by default, updates require manual entry, leading to errors. | Syncs are usually batch-based or separate, leading to delays and mismatched data. |
Customer experience that drives satisfaction
Method CRM gives your team complete insight into every customer, including your past interactions, estimates, invoices, and service history. Create a customer portal so clients can conveniently check their transactions, approve documents, and pay invoices online. Fewer calls, faster payments.
Real-time work order status and history keep your customers updated, boosting customer satisfaction, team alignment and accountability.
Work order software for QuickBooks: FAQs
Does work order software work with QuickBooks Online and Desktop?
Yes, work order software often connects to both QuickBooks Online and Desktop, but the level of integration varies. Some only sync data in batches, which requires manual updates. Method offers two-way, real-time integration that seamlessly keeps all your invoices, payments, and work orders current.
Can I track time and job costing using work order software?
Yes. With work order software, you can track labour hours, materials, and expenses per job to help you calculate accurate costs, manage budgets, and generate reliable reports for invoicing and profitability analysis.
Is there a mobile app for field technicians?
Yes, work order software also often offers field apps for on-the-go work. Method has specialized mobile field service features, giving technicians and dispatchers full access to work orders, real-time updates, and notifications wherever they are.
Can I customize work order workflows?
Yes. Many work order systems let you tailor forms, fields, screens, and workflow steps, but the level of flexibility varies by software. Some tools are more rigid, which limits how you can adjust workflows. Method lets you fully customize your work order system to match your team’s processes, so jobs progress smoothly through your workflow.
How does work order software improve cash flow?
Work order software updates jobs, generates invoices, and processes payments right as you process them. Unlike spreadsheets or manual tracking, a streamlined work order system speeds billing and reduces errors. Teams can then collect payments faster and improve cash flow by keeping money moving through the business.
What’s involved in work order software setup and onboarding?
Work order software setup typically includes connecting to your accounting data, importing customers and items, and configuring workflows. Method offers guided onboarding, starting templates, and support to help teams configure their work order workflows without disrupting daily operations.
How does Method optimize work order functions for small businesses using QuickBooks Desktop or Online?
Method connects work orders, scheduling, job status, and invoicing in one system that syncs directly with QuickBooks. Instead of tracking jobs in spreadsheets or separate tools, teams manage the full work order lifecycle in Method while QuickBooks stays accurate in the background. This cuts down on duplicate entry, missed details, and delays between the office and the field.