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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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The definitive guide to asking for payment: How to get paid on time and avoid unpaid invoices
When demanding overdue payment from a customer, it’s a challenge to stay polite. Here are some tips to keep your follow-up professional.
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How to use invoice payment terms to get paid faster
One of the best ways to get paid on time is to set understandable invoice payment terms. Find out how payment terms can get you paid fast.
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How to effectively follow up on overdue invoices: Crafting the perfect email to get paid on time
Are you having trouble getting your customer to settle their overdue invoice? Learn how to write the perfect overdue invoice email!
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Outstanding invoices: How to get customers to pay on time
Do you want your customers paying their outstanding invoices on time? Click through to learn some helpful tips on settling unpaid invoices.
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How to write an email with invoice attached – Example template included
Have you wrapped up a project and need to get paid? Learn how to write a winning invoice email that gets you paid on time, every time.
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How much to charge as late payment interest on an overdue invoice
Has your customer not met their payment terms? Click through to find out how to calculate late payment interest fees.
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How to craft the perfect invoice late fee wording to ensure timely payments
In this blog, you’ll learn the best invoice late fee wording and how to implement late payment terms.
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The best plumbing company scheduling software for success
Find out how you can take your plumbing company schedule to the next level with plumbing software. Here are your top choices!
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Why not using plumbing estimating software is your #1 mistake
Consider the benefits of software when growing your plumbing business. Discover why plumbing estimating software is crucial to your business.
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The top 5 reasons you need plumbing dispatch software
Check out this blog to learn why plumbing dispatching software improves more than just your dispatching process!
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Here’s why custom plumbing invoices drive success
Find out why custom plumbing invoices leave a lasting impression on your customer and drive repeat business.
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How to start a cleaning business from scratch with no money
Take advantage of the high demand for cleaners and learn how to start a cleaning business with no money!