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Featured posts
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2025 proved something about successful businesses
In 2025, Method spent 24,572 hours customizing CRMs for manufacturers, distributors, and service companies. The most successful businesses refuse to change their proven processes to fit rigid software, but adapt software to fit their actual workflows instead.
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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.
Latest posts
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How to automate your purchase order to invoice process
Learn everything you need to know about automating the purchase order to invoice process in this blog.
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How to customize invoices in QuickBooks
Learn how to customize invoices in QuickBooks, from adding a logo to changing invoice details.
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Custom form styles in QuickBooks Online: Everything you need to know
Learn how to create form styles in QuickBooks Online to improve your customer experience.
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How to write a reminder email for a quotation
Getting in the habit of sending a reminder email for quotations is key to closing more deals. Check out this article to learn how to write a gentle follow up email.
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What is a construction agreement and contracts — All you need to know
Looking to learn more about construction agreements and their importance for your business? Check out this article to find out.
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How to estimate construction costs
Accurate estimates mean better cash flow. Learn how estimating construction costs accurately strengthens your revenue and prevents surprises.
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How to invoice as a contractor: All you need to know
Invoicing is the finish line but can be challenging to cross. Find out how to invoice as a contractor so that you get paid on time, every time.
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How to create an invoice in Excel: A definitive guide
Learn how to create an invoice in Excel for a smooth workflow. Plus, discover other invoice generating methods to save time and maximize efficiency.
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How to price a job as a contractor: A definitive guide
Finding the right pricing is an essential but tricky part of any job. Check out this blog to learn how to price a job as a contractor.
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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.
