The Customizable CRM for Construction Contractors

Automate your real-world workflows, so everything fits the way your construction business actually works, saving you hours every week.

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The all-in-one CRM and work order
management solution for QuickBooks

Yes to Real-World Business

Construction is unpredictable. Change orders, weather delays, crew availability, material price swings. Method adapts on the fly to real-world changes: add custom fields, update job details, set reminders, adjust pricing, and onboard new crew members. Your CRM works the way your jobsite does.

Yes to Quote to Cash

Connect the dots from the first estimate to the final invoice. Method connects every step of your sales cycle: leads, estimates, work orders, invoicing, and payments. No more chasing paper between the office and the field.

Yes to QuickBooks

Method instantly syncs with QuickBooks across your business, eliminating double entry and reducing busy work and errors. Job costs, customer records, and invoices stay accurate in both systems.

1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.

4.7/5

4.5/5

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LEAD MANAGEMENT

Turn leads into paid jobs faster

Automate lead collection

Turn website visitors into leads with a custom lead form, or add contacts from Gmail or Outlook. Follow up while the lead is still warm.

Track every job opportunity

Keep all project requests, job history, estimates, and invoices in one place for every customer. Set activity reminders so you never miss a beat.

Speed up estimates and approvals

Build estimates in seconds. Get e-signature approvals, collect deposits, and convert to work orders with a single click.

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Work Order Management

Complete control of your work orders

Schedule and dispatch jobs

See your crew’s calendar to assign jobs based on availability and location. Dispatch new jobs to technicians through Method‘s mobile app.

Send appointment reminders

Automated email and SMS reminders keep clients informed. A customer portal ensures they always know their appointment details.

Invoice instantly after the job

Turn work orders into invoices with a click, one by one or in bulk. Email them with a secure link to view and pay online.

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Field Crew Management

Equip your field crew with the right tools

Create estimates on the go

Build estimates and collect e-signature approvals on site. Documents sync to QuickBooks automatically, keeping everyone in the loop.

Job details at their fingertips

Crews get instant access to daily work order details, job history by site, dispatch notes, and more.

Track time from the job site

Contractors use a simple start-and-stop timer on the job, syncing straight to QuickBooks for payroll.

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The best CRM for QuickBooks

The construction CRM software loved by contractors just like you

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

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Everything you need to run your construction business

From capturing leads to creating work orders to processing payments,
Method can help you do it all.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Estimates

Send quick estimates with one click to close deals faster.

Work order
management

Easily create, convert, and manage work orders anytime, anywhere.

Job scheduling

View all your sales opportunities in one place to never miss a deal.

Mobile app

Let your field crew access job details and report back on the go.

Time tracking

Track work hours for accurate paychecks and staff satisfaction.

Invoicing

Instantly create and email invoices for quicker payments.

Payments

Send secure links to online payment portals, so you can get paid faster.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Estimates

Send email campaigns or connect to Mailchimp directly.

Work order
management

View all your sales opportunities in one place to never miss a deal.

Job scheduling

Send quick estimates with one click to close deals faster.

Mobile app

Instantly create and email invoices for quicker payments.

Time tracking

Sign and approve documents online to cut out the back-and-forth.

Invoicing

Let customers approve estimates, access order details, and pay invoices.

Payments

Create online payment portals for customers so you can get paid faster.

Don’t see what you’re looking for?
Talk to our team about building it for you!

Talk to our team

With Method, my sales process is so hyper-efficient that I now close 95% of my sales. Method has reduced my admin work by 80% and gives me insightful business reports in less than a minute.

John Mora

Owner at GTM Landscaping

All home service businesses are different, all franchise models are different, but with Method, we’ve been able to build a solution that integrates with what we need and makes sense for us.

Alan Mishkoff

Granite Garage Floors

FULLY CUSTOMIZABLE

Your business is unique. Your CRM should be too.

Method is the Customizable CRM that adapts to your business, not the other way around. Work with our team to build a solution around how your crew actually operates.

And don’t worry, Method can connect to your favorite apps too:

+ more

Select your base features

Choose the features that solve the problems you are trying to solve, like lead tracking or work order management. Only pay for what you use!

Free customization consultation

Meet with our team to start adapting the features to your workflows, from minor customizations to scoping larger projects.

Let us get you set up

When we tailor Method to your exact needs, you reduce the learning curve and start seeing value right away.

And don’t worry, Method can connect to your favorite apps too:

+ more

With Method, my sales process is so hyper-efficient that I now close 95% of my sales. Method has reduced my admin work by 80% and gives me insightful business reports in less than a minute.

John Mora

Owner at GTM Landscaping

All home service businesses are different, all franchise models are different, but with Method, we’ve been able to build a solution that integrates with what we need and makes sense for us.

Alan Mishkoff

Granite Garage Floors

Get Started

See what Method can do for your business

Let’s talk!

Talk to our sales experts to see how Method can work for your business and help you grow.

Talk to our team

Try Method for free!

Get started today with a free trial.

No commitment or credit card required.

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WHO WE SERVE

Industries that use Method

Manufacturing & Wholesale
Field Services
WAREHOUSING & DISTRIBUTION
Professional Services
Franchise Operations

Additional resources

Trends and resources for contractors

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QuickBooks for construction contractors: All you need to know

This blog highlights all you need to know to simplify your accounting with QuickBooks Contractor Edition!

Trades and Construction CRM FAQs

A CRM in construction is a client/customer relationship management system that helps construction companies manage interactions with clients, track leads, and simplify project communications. It enhances efficiency and organization to better foster client relationships and improve project outcomes.

A CRM for the construction industry should include features such as lead tracking, project management, automated follow-ups, customizable forms, and integration with popular business software like QuickBooks.

The best software for a construction company depends on your priorities for implementing it. For a customizable solution that integrates with QuickBooks or Xero, Method is the way to go. If you’re looking for construction takeoff functionality, you might consider dedicated platforms like Procore or Buildertrend.

Any small to medium sized construction company —including builders, general contractors, remodelers, electricians, and other trades— can benefit from using a CRM system. Typically, sales teams use it for tracking opportunities and customer management, while owners/managers leverage real-time dashboards and assess profitability.

Construction ERP software is an enterprise resource planning system designed to manage and integrate business processes within a construction company. It includes modules for project management, financials, procurement, human resources, and more, providing a comprehensive solution. ERPs are designed for large enterprises that have countless operations and aren’t afraid to pay top dollar.

Unlike generic CRMs, construction-specific CRMs offer unique features tailored to the industry, such as project management tools, job scheduling, subcontractor management, RFQs (Request for Quotations), and document control.

Yes, many construction CRMs have mobile-friendly versions or dedicated mobile apps, including Method. This lets field teams access project details, update progress, capture job site notes, and communicate with team members in real time, which increases efficiency and accuracy on-site.

Construction CRM pricing depends on several factors — features, number of licenses, technical integrations, dashboards, reporting capabilities, and many more. Some CRMs include forecasting, project management and communication tools as additional costs depending on the plan. View Method CRM pricing to see what is offered at each tier.