Roofing Software That Integrates With QuickBooks

When your accounting data is in one place and your customer data is scattered between inboxes and spreadsheets, it slows down your productivity.


Method:CRM gives you roofing software that integrates with QuickBooks, so you can streamline your day-to-day operations without leaving your favourite accounting software behind.

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Transform your workflow with a QuickBooks-integrated roofing CRM.

Stay on top of new business.

When all of your data is in one system, it’s easy for your team to stay organized. Use Method to track prospective jobs, create estimates for leads, and assign tasks to employees. You’ll love not having to switch between programs, and your team will love being well-prepared for new jobs.

Save time by eliminating double data entry.

You have a lot to get done every day, so why waste time entering data twice? Leverage our industry-leading, two-way sync with QuickBooks to cut down on admin work. When you create a invoice or process a payment in Method, the data automatically syncs to QuickBooks — and vice versa.

Method:CRM Opportunity Screen showing it's different stages.
Method:CRM Opportunity Screen showing it's different stages.

Customer and transaction data on-the-go.

Your roofing software should go wherever your roofing work takes you, so you can serve your customers whenever they need you. The Method mobile app lets you log customer interactions, view job details, create invoices, and receive payments anytime, whether you’re on the road or on a job site.

A roofing CRM made for you.

We know it’s hard for one-size-fits-all roofing software to fit the needs of every company. That’s why Method:CRM can be fully customized using code-free tools. Record custom data, automate processes, or create reports to view key metrics — whatever helps you grow your business and keep customers coming back.

“We purchased Method a few months back and it was one of the best decisions we’ve made for our company. User friendly and has all the features we need and more. Room to grow is very important to us and it can handle all of our needs today and in the future. Great customer service too!! I can’t say enough about Method:CRM.”

Gabe Devlin, Solar Ventures

Method:CRM Opportunity Screen showing it's different stages.

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