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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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Introducing Method Enhancements: CRM customization made easy
Introducing Method Enhancements — a faster, transparent way to customize your CRM with real Method Experts. Say yes to industry-specific workflows, same-day implementations, and pricing you can trust. Book your free customization hour today.
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Method Named Intuit Platinum Partner, Expands Support for Intuit Enterprise Suite and Multi-Entity Customers with Launch at Intuit Connect
Method is now an Intuit Platinum Partner, expanding support for Intuit Enterprise Suite with a multi-entity CRM solution that unifies data and operations.
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The Multi-Entity Playbook: A Smarter Way to Scale on QuickBooks
Managing a multi-entity business doesn’t have to be complicated. With Method CRM, you can streamline operations, connect key pieces, and bring clarity to every part of your business.
Latest posts
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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.
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Chasing payment: A comprehensive guide to getting paid on time
You deserve to get paid what you’re owed. Check out this blog to learn how to professionally and effectively chase late or missed payments.
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How to change invoice template in QuickBooks
Learn how to quickly change and personalize invoice templates in QuickBooks.
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How to edit invoice template in QuickBooks
This step-by-step guide will show you how to edit invoice template in QuickBooks so your brand stands out.
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How to create a personalized QuickBooks estimate template
Looking to receive your due payments more reliably? Read on to learn how to create the perfect personalized QuickBooks estimate template.
