Estimating and Invoicing
Software for QuickBooks.

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What is CRM?

Send Estimates and Invoices with the Click of a Button.

Invoices

Do you have staff who need to send estimates and invoices, but don’t necessarily need to be in your QuickBooks? Sounds like you need Method.

  • Save time: your staff can easily create, edit and send estimates and invoices from Method. And the best part is the estimates and invoices they create or update in Method automatically sync into your QuickBooks in real-time via our patented QuickBooks sync engine that’s approved by the world-class team at Intuit (makers of QuickBooks). Your whole team will save time by eliminating double data entry!
  • The magic doesn’t end there: your staff can also create, edit and send sales orders and sales receipts from Method which also sync into QuickBooks in real-time. And since Method is a full CRM (Customer Relationship Management System) your team can also track conversations, next steps, appointments and more so you know what each customers needs and when they need it.
  • A system made for you: you have your unique way of running your unique business. We understand there are reasons for this. That’s why Method is fully customizable - so your system matches your way of getting your work done. Of course, you don’t have to customize Method, but soon you might want to so you can manage your company, your way.