5 perks of construction estimating software that integrates with QuickBooks

In the construction industry, there’s a lot to be done. From job estimating to project management and purchase orders, the list goes on and on.

This is why it’s important to consider how integrated construction estimating software can make your life easier and save you lots of time.

Today, we focus on how construction estimating software that integrates with QuickBooks Online and Desktop can simplify how you manage your construction projects.

Keep reading to learn how you can streamline your sales process with a QuickBooks-integrated construction CRM like Method:CRM.

QuickBooks integrated CRM

Top perks of construction estimating software that integrates with QuickBooks

1. Create estimates and manage leads outside of QuickBooks

Since QuickBooks doesn’t let you create estimates for leads, construction companies are often forced to manage potential sales in spreadsheets — which are often not shared between employees. This can:

  • Create confusion about the status of a deal
  • Extend the sales cycle
  • Lead to multiple sales reps following up with a customer
  • Result in deals slipping through the cracks

On the other hand, you can use construction estimating software that integrates with QuickBooks to stop these events from happening.

By choosing cloud-based estimating software, you can drive deals forward without QuickBooks access — while on the job site or on-the-road as long as you have an internet connection.

Method:CRM users: Control when estimates created in Method:CRM sync to QuickBooks by checking the “Wait for approval before syncing” box on your estimate screen. This prevents the estimate from syncing to QuickBooks until a user un-checks this option. 

2. Empower your team to drive sales forward without full access to QuickBooks

It’s smart for construction companies to limit how many people have access to QuickBooks. But, this doesn’t mean all QuickBooks construction estimates have to fall on you!

When you use construction estimating software that integrates with QuickBooks, your team can prepare estimates for customers outside of your construction accounting application.

This lets you rest easy as you know that your accounting data remains confidential and that the responsibility of estimates is shared among your team.

Enter Method:CRM

Method:CRM has a deep, two-way QuickBooks sync, so your employees can create and send estimates without needing direct access to QuickBooks. An added bonus is that these estimates will automatically sync to QuickBooks in real-time without you needing to perform manual data entry.

Method:CRM users: Managing user app permissions lets you decide which employees can perform certain tasks in your Method:CRM account. To allow a user to create estimates in Method:CRM, make sure you have given them access to the “Sales Transaction” pack and the “Estimates” app.

Create estimates that sync with QuickBooks.

3. Accurate estimating with a complete view of every lead and customer

An estimate is just one part of your business relationship with a lead or customer. So, being able to refer to notes and order history while preparing a new estimate gives you greater context about the customer’s needs and ensures important details aren’t missed.

To make this possible, your best bet is to use construction estimating software that integrates with QuickBooks and also offers customer management. This way, you can view detailed customer info alongside QuickBooks transaction history.

Enter Method:CRM

Method:CRM provides a single powerful view of each lead or customer’s history. View previous transactions, conversation records, and associated contacts, plus create new transactions, right from the customer’s profile. 

Method:CRM users:  After sending an estimate to a lead or existing customer, create a follow-up activity to remind yourself to check in with the customer later.  You can use our mobile app to always stay in contact with your hot leads and favorite customers.

Get a complete view of each customer with construction estimating software that integrates with QuickBooks like Method:CRM.

4. Speed up the sales process by creating estimates on-the-go

In the construction industry, you’re more likely to be on the move than sitting in an office. So to work effectively, you need remote QuickBooks access.

While this is easy for QuickBooks Online users, it’s a challenge for those who use QuickBooks Desktop as essential accounting data is stuck in their office.

Luckily, construction estimating software that integrates with QuickBooks can bridge this gap by bringing your accounting data into the cloud.

Enter Method:CRM

No matter which edition of QuickBooks your company uses, we’ve got you covered as Method:CRM integrates seamlessly with Pro, Premier, Enterprise, and Online. Our mobile CRM app lets you bring your customer and accounting data with you so you can send estimates even when you’re on the road.

Method:CRM users: When you get the go-ahead from your customer, convert an estimate to a sales order by clicking the “Create Sales Order” button at the bottom of your estimate screen. You can make changes as necessary or automatically copy the estimate data to the new sales order.

5. Close deals sooner with online estimate approval

When you send out QuickBooks estimates you want to make it easy for customers to approve them so you can start working.

In today’s technology-driven world, this means allowing your customers to quickly accept estimates online.

Using construction estimating software that integrates with QuickBooks lets you access new features such as online approval. Not only will you close deals faster, but the improved purchase experience you provide will get you more repeat customers.

Enter Method:CRM

Method:CRM can be fully customized to meet business needs such as online estimate approval.

With Method:CRM, you can enable customers to view estimates in an online portal and accept them by clicking a button or checking a box. You can then create an alert so you get notified as soon as an estimate has been approved.

Here’s what one Method:CRM customer had to say about streamlining their estimate process with online approvals.

“The process of putting together a contract went from 45 minutes to less than 15 minutes. With everything together in one screen I just have to select what I need and email it out to the customer. It’s automated everything for me. It’s dummy proofed it for me”.

Bryan Dutton, Allegro Design Co.

Method:CRM users: Every Method:CRM user gets a free 1-hour customization session with one of our Business Solutions Specialists. If you haven’t taken advantage of it yet, make sure you sign up!

Recap: Perks of construction estimating software that integrates with QuickBooks

Here’s what you can gain from using construction estimating software that integrates with QuickBooks like Method:CRM.

  1. Empower team members without QuickBooks access to create estimates and manage leads
  2. Stop the estimate process from bottle-necking your sales process
  3. Create more accurate estimates
  4. Close sales faster and get paid sooner
  5. Shorten your sales cycle with online estimate approval

Start your free 30-day trial of Method:CRM and realize the benefits of construction estimating software that integrates with QuickBooks today!

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