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Sales, customer experience, and operational insights from the #1 automation tool for QuickBooks and Xero users.
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Featured posts
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CRM Evaluation Checklist: 6 steps to choosing the right CRM system for your business
Learn how to evaluate CRM software objectively with this comprehensive CRM evaluation checklist. From identifying your business needs to comparing features and functionality, our guide helps small and mid-sized businesses make an informed decision on the right CRM.
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The best 6 CRMs for blinds manufacturers: A complete buyer’s guide
Looking for the best CRM for your blinds business? Compare top platforms built for shutters and window coverings—and see why Method CRM stands out with real-time QuickBooks sync and customizable workflows.
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3 Best QuickBooks Desktop alternatives for 2025 (Navigate the Stop-Sell)
Here are the top 3 QuickBooks Desktop alternatives to consider after its stop-sell. (OR—don’t switch at all. We also show you how to use Method to extend the life of QuickBooks Desktop!)
Latest posts
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What is an electrical contractor price book?
Pricing your electrical jobs is necessary, but harder than it needs to be. Learn how an electrical contractor price book can help.
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How to use a commercial renovation calculator
Learning how to use a commercial renovation calculator saves you time and improves budgeting. This blog has everything you need to know.
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How to edit QuickBooks Desktop invoice templates
Learn how to customize, edit, and change invoice messages using QuickBooks Desktop invoice templates.
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How to build a QuickBooks Online invoice template you can use again and again
In this blog, you’ll learn how to create professional QuickBooks Online invoice templates effortlessly.
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10 best apps for painting contractors in 2025
Professionals know that painting jobs are more than just applying paint. Here are the top 10 apps for painting contractors to make life easier in 2025.
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How to create a quote
As a contractor, sending accurate quotes is one of the most important parts of doing business. Read this blog to learn how to create a quote.
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How to invoice as a contractor
Learning how to invoice as a contractor might not come naturally. This blog is here to help break down the process and provide you a useful template.
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Quotation reminder: Email templates to boost conversions
It might seem daunting, but sending a quotation reminder to leads often results in more jobs. Find out more in this article.
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Commercial renovation cost: How to plan and budget for your next project
Commercial renovation is hard enough without its financial components. Read this blog to learn how to plan and budget your jobs properly.
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Free online estimate generator
An online estimate generator is a no-brainer to accelerate your sales process. Find out more and get your own estimate template in this blog.
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How to ask for a deposit from clients
Asking for a deposit might be necessary for your business, but knowing how to ask for a deposit isn’t always easy. Thankfully, this blog has you covered.
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General contractor markup guide
As a general contractor, markups are necessary to turning profits. Check out this article to learn how to mark up your prices effectively.