Person paying bills

Setting up pay bills in QuickBooks

QuickBooks / By

Paying bills is a headache for any business owner. Read this blog to learn about setting up pay bills in QuickBooks Online.

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Let’s face it — paying bills is a headache for any business owner. From vendor payments to utility bills, it’s a juggling act that requires skill and precision.

The good news is that you don’t have to navigate it alone. With tools like QuickBooks Bill Pay, you’ll ease the burden of bill payments and reclaim valuable time to focus on what you do best. So, how do you use it?

In this blog, you’ll learn all about setting up pay bills in QuickBooks Online, from entering vendor information to recording bill payments. 

Let’s jump in! 

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What is QuickBooks Bill Pay?

Dashboard of QuickBooks Bill Pay

Image credit: QuickBooks

Before setting up pay bills in QuickBooks Online, let’s explore QuickBooks Bill Pay.

QuickBooks Bill Pay is a built-in payment solution for small business owners using QuickBooks. It integrates bill payments with your accounting software to ensure your financial data is always in sync.

Imagine ditching the tedious, manual work involved in paying bills. That’s what QuickBooks Bill Pay offers with its powerful automation.

You can even schedule payments ahead of time, and QuickBooks will automatically send the funds to help you avoid late fees and credit hiccups. As for vendors who prefer the old-school approach, QuickBooks can also mail a physical check on your behalf.

QuickBooks works with any type of business bill, similarly to its flexibility in receiving payments. This includes bills for merchandising, rent, taxes, and utilities. 

Additional benefits of QuickBooks Bill Pay include:

  • Data protection and time savings: Protect your financial data and reduce the time spent on manual payments. That means no more unnecessary bank visits or managing several accounts.
  • More control: Take control of your bill payments to help you stay financially organized and improve cash flow.
  • One-stop solution: Handle all your bill payments, from vendors to utilities, in one place.
  • Simplified compliance and delegation: Track and file 1099 forms easily. Plus, assign team members specific roles for bill payments to enhance security and efficiency. 
  • Efficient invoice management: Import invoices into QuickBooks and automate payment schedules. This reduces manual effort and frees up valuable time for you to focus on your business.

Different payment methods with Quickbooks Bill Pay

Now that you’re up to speed, let’s explore two payment methods you can use when setting up pay bills in QuickBooks:

Pay bills with a credit card or cash

QuickBooks Bill Pay gives you the freedom to pay bills using credit cards or cash. This flexibility lets you choose the best payment method for your needs and financial strategy.

Using credit cards gives you extra time before funds leave your account, a plus for managing cash flow. On the other hand, cash payments are great for immediate business expense budgeting.

Pay bills with a check

For those who prefer traditional payment methods, QuickBooks also lets you easily pay bills by check. 

This method is useful for transactions that require physical proof of payment or for vendors who do not accept electronic payments.

Read on to learn how to record bill payments with credit card, cash, and check. By the end, you’ll know precisely how to pay a bill in QuickBooks Online.

How to enter or edit payment information

A great first step when learning how to pay bills in QuickBooks Online is to establish your payment terms and information. 

QuickBooks Bill Pay makes it easy to enter, view, and edit a vendor’s payment details. This means you can confidently keep your payments on track and your vendor information up-to-date. 

To enter or edit payment information in QuickBooks:

  1. Log in to your QuickBooks Online account. 
  2. In the “Banking” tab, select “Add Account” to connect your bank account. 
  3. Click on the “Expenses” tab in the left menu bar. 
  4. Under “Manage Vendors,” click on “New Vendor” and enter their information, such as contact details, name, and payment terms. 
  5. In “Settings,” select “Account and Settings.” 
  6. Go to “Expenses,” then “Bills and Expenses,” and activate “Make payments.”
  7. Select “Set up bank transfers” for your vendor, input their bank account info, and fill in the required fields.
  8. Click “Save.”

Once you’ve entered your payment details, you’re ready to learn how to pay a bill in QuickBooks Online. 

How to find and manage your unpaid bills

While it’s not as exciting as watching revenue come in, setting up pay bills in QuickBooks also involves tracking and handling your unpaid bills.

Luckily, managing all your bills in QuickBooks Online is a smooth process. In just a few steps, you can view, sort, and pay outstanding bills. This convenient payment processing cuts manual work and helps you avoid any late payment fees.

To find and manage your unpaid bills:

  1. Log in to QuickBooks Online.
  2. Select “Bills” under the “Expenses” tab. 
  3. Use the tabs: “For review,” “Unpaid,” and “Paid” to organize bills. Let’s break them down:

For review

“For review” displays bills awaiting your review, including those from the QuickBooks Business Network.

Clicking “Review” lets you check bill details for accuracy. From there, you have the option to save them under “Unpaid” or schedule them for payment.

Hitting “Save” automatically moves the bill to “Unpaid,” or “Paid” if the amount due is $0.00.

Unpaid

“Unpaid” shows all your bills you haven’t paid yet. You have a few options here.

For one, you can “Schedule payment” using a QuickBooks-connected bank or credit card to easily transfer funds.

If you’ve already made an online payment for a bill outside of QuickBooks, you can click “Mark as paid” to move it to the proper tab.

Finally, the “View/Edit” option lets you see and adjust the bill’s details. Once you’re happy with your changes, you can select “Save” or “Save and schedule payment” depending on the action you want to take.

Paid

The “Paid” tab displays all your settled bills and their linked payments, with the option to view details. This is a great area to monitor and assess your payment history to inform cash flow management and operational performance.

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How to schedule bill payments with Quickbooks Bill Pay

A key aspect of setting up pay bills in QuickBooks Online is scheduling payments. This feature keeps your business’ financial commitments in line while removing the hassle of manual follow-ups.

In a nutshell, scheduling bill payments lets you automate your payment process. You can schedule payments days in advance, which is especially useful for recurring payments.

Here’s how you can accomplish this: 

  1. Sign in to QuickBooks Online.
  2. Go to “Expenses,” then “Bills.”
  3. Create a new bill or select an existing bill screen.
  4. Choose “Schedule Payment” or “Save and Schedule Payment.”
  • For new bills, you can schedule directly with the “Save and Schedule Payment” option.
  • To schedule payments for unpaid bills, access the “Expenses,” “Vendors,” or “Bills” tab. This allows you to locate unpaid bills in the system and establish their payment schedules. 
  1. Pick a bank account and “Edit” the payment amount if needed.
  • To add an account, connect to your bank online or enter its details manually. QuickBooks will send two small deposits to the account within three days for verification. 
  1. Select an account from the “Payment account in QuickBooks” dropdown list, or add a new one.
  2. Click “Next.”
  3. Choose your payee’s preferred payment method (i.e., a bank transfer or print check) and provide the necessary details.
  4. Set a “Withdrawal date,” up to 90 days in the future.
  5. Click “Next.”
  6. Review and confirm the details, then click “Schedule payment.” Use “Back” to edit more or “Cancel” if you’ve changed your mind.

Note: QuickBooks Bill Pay currently only supports payments in USD.

And that’s it! QuickBooks will send you a confirmation email once it completes the payment. 

How to record bill payments in QuickBooks Online

When learning how to pay bills in QuickBooks Online, scheduling and recording bills are two different processes. Scheduling plans for future expenses, while recording keeps track of what you’ve already spent. 

Recording bill payments is crucial for reconciling your accounts. It ensures that your financial records always give a complete picture of your business’ spending. 

Record partial or full payments towards bills

QuickBooks Online lets you record full and partial payments.

For those unfamiliar, a partial bill payment involves paying a portion of the bill now and the rest later. This is quite common in business scenarios, especially when customers are tight on funds.

Making partial payments strengthens your relationships with vendors by fostering good faith. Even when you can’t pay the full bill immediately, regular installments show vendors you are committed to paying what you owe them. Plus, it’s a smart way to distribute your expenses, giving you more control over your cash flow.

QuickBooks offers two easy ways to record payments, depending on if you use:

  • Credit cards or cash.
  • Check.

Let’s explore each option. 

Paying by cash or credit card

To record cash and credit card payments towards a bill, follow these simple steps:

  1. Click “+ New.”
  2. Choose “Pay bills.”
  3. Select the “Payment account” from the drop-down menu.
  4. Optional: If you’re using a checking or savings account, input the “Starting check no.”
  5. Enter the “Payment date.”
  6. Check off the bills you’re paying.
  7. In the “Payment” column, enter the payment amount for each bill. You can apply credit here if available.
  8. Click “Save.”

Paying by check

To record check payments towards a bill, follow these steps:

  1. Click “+ New.”
  2. Select “Check.”
  3. Choose the vendor from the “Payee” drop-down menu.
  4. Select “Add” to add an open bill to the check. If not visible, click the small arrow near the amount. You can also add credit from the “Credits” section.
  5. Select the payment account from the “Bank/Credit account” dropdown list.
  6. In the “Amount” field, enter the check amount.
  7. In the “Outstanding Transactions” section, choose the bills covered by the payment. Tip: To split the payment among multiple bills, check the corresponding boxes and enter all amounts in the “Payments” column. 
  8. If you want, you can print the check here. Once you’re done, hit “Save and close.”

To sum up, QuickBooks Online simplifies bill payments, offering full and partial payment options to manage cash flow and maintain vendor relationships.

Enhance the power of QuickBooks with Method

Method is the #1 lead-to-cash automation tool for QuickBooks and Xero users. It makes running your business with QuickBooks even easier thanks to its two-way, real-time sync. This means accurate and up-to-date financials, fewer mistakes, and more time for you to spend on value-adding activities.

What’s more, is that Method’s automation capabilities speed up and simplify your payment process for a better bottom line.

See how Method gets you paid sooner.

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wooden cube blocks showing the numbers 2023

2023 year in review: Method’s top product updates

Method News / By

Discover the best of Method in 2023: from two-factor authentication to expanding Method:Field Services for Xero.

2023 year in review: Method’s top product updates Read More »

As the year winds down, it’s time to reflect on the incredible journey we’ve had at Method in 2023. It’s been a year of growth, innovation, and — most importantly — enhancing our product to better serve you.

From introducing new, robust security measures to expanding our existing products, let’s dive into the top nine features that took Method to new heights this year.

1. Stepping up security with 2FA

Two-factor authentication setup showing a box to enter your phone number to send the code to.

This year marked a significant leap in our security protocols. Here at Method, we understand the importance of safeguarding your data. And with 2FA, we’ve added an extra layer of security to your Method account. Learn more about setting up 2FA and rest easy knowing your information is safer than ever.

2. Effortless repeat purchases with a single click

Repeat purchase request shown in a table from a customer from Sanford Art Company

We’re thrilled to announce our new repeat purchase functionality in the Method customer portal. This update makes repurchasing your products a breeze. As a result, you:

  • Simplify your workflow. 
  • Save valuable time.
  • Speed up cash flow.

Say goodbye to the hassle of manually copying transactions. Your customers can simply hit the “Create order request” button on the bottom-right of their invoices, sales receipts, or lists of previously purchased items. 

Once you approve the order requests, just sit back and watch as the repeat orders rain in!

3. Get swift approvals and deposits from customer portals

An estimate from the Sanford Art Company showing an approval with a deposit to be sent to a customer for approval for the service of general repairs.

Some more great news: our new swift approvals and deposits are a game-changer. Your clients can now easily approve estimates through your Method customer portal, simplifying the approval process and speeding up projects. 

You also have the option to add an upfront deposit requirement to your estimates. Your customers can pay this conveniently through the customer portal, ensuring smooth transactions for a better bottom line.

The best part? When an estimate moves to the next stages — whether it’s converted into a work order, then an invoice, or into an invoice directly — Method automatically factors in the upfront deposit to simplify your billing process.

Now, you can manage client approvals and deposits for estimates with clarity and efficiency.

4. Method:Field Services meets Xero

A computer and a mobile showing screenshots of Method:Field Services

Method:Field Services is now available for Xero users! Previously exclusive to QuickBooks, this updated platform now offers top-notch field service management for Xero loyalists, including:

  • A two-way sync with your Xero software to reduce manual data entry and paperwork.
  • Simplified scheduling and dispatching for efficiency and customer satisfaction.
  • Integrated invoicing and payments for quick billing and a healthier cash flow.
  • A field service mobile app for on-the-go access to schedules and customer info.  

Really, Method:Field Services’ integration with Xero is more than an update — it’s a transformation for your field service workflow.

5. Get the story behind your numbers with Chart Builder

Animated image of a chart in Method

Our new Chart Builder turns your data into visual, easy-to-understand insights. With charts that are as intuitive as they are functional, you can now start creating visuals that speak volumes. Here are some of the Chart Builder’s fresh, new functions:

  • Real-time preview: Watch your chart take shape instantly with every tweak. 
  • Expand charts: Magnify individual charts, which is especially beneficial if your dashboards are brimming with multiple data visualizations.
  • Stories behind the stats: Click on any data point and explore the underlying records to understand your data better. 
  • Revamped user interface: A sleek, user-friendly interface for you to build charts in no time. 

6. Discover Hub to navigate workflows with ease

Discover Hub showing the 'create invoice' and 'payment collection' missions.

Introducing the Discover Hub — your new ally in mastering Method! This latest feature provides interactive demos, including tips and tricks to guide you through your new processes. 

With intuitive modules, every step is clear and manageable. Whether you’re tackling invoice-creation or simplifying payment collection, this hands-on approach ensures that you stride through your Method journey with confidence. Stay tuned for more!

7. Easier, smoother, better proposal payments

A payment pre-authorization box which requests payment card details.

This year, we’ve also made significant updates to proposal payments. Now, you can easily add and change payment methods on recurring proposals. 

Plus, your customers can now update their payment methods via the guest portal. Here, they also have access to service agreements and proposal details. And with automated email alerts for payment issues, staying on top of your finances has never been easier.

With these key updates, get ready for seamless transactions and a hassle-free 2024.

8. Internal notes to keep your team in sync

Internal notes box showing a dropdown to select a recipient along with notes and attachments to be added.

Earlier in 2023, Method was thrilled to introduce a feature that makes internal communication among your field crew more efficient than ever. You now have the ability to add and view notes to your work orders. 

You also get full control over who you send these notes to, and they’ll get an email with a link to see it and respond. It’s that simple! 

This addition for your team keeps everyone in the loop and on the same page. It’s all about making teamwork as seamless as possible.

9. SMS reminders for smarter dispatching

Method dialogue box that asks to notify customer regarding a work order.

And there’s more to come! We’re rolling out SMS dispatch reminders to transform how you communicate with your customers. This update focuses on efficiency to take your customer service to the next level.

This means no more disruptive phone calls or slow emails. SMS hits that sweet spot of being both quick and convenient. Ideal for technicians who deal with time-sensitive matters and are always on the move, SMS communications provide the flexibility necessary to keep up. 

With this addition, you can expect: 

  • Fewer missed appointments. 
  • Faster approval processes.
  • Happier customers.

As we close off the year, we’re filled with gratitude for the opportunity we’ve had to improve Method in ways that resonate with your needs. Looking forward, we’re even more excited to continue this journey of evolution. Growing alongside your success is at the heart of everything we do. 

Image credit: Thapana Onphalai via Vecteezy

Man working on computer at construction site

What are the best construction CRM software 2025?

Construction, CRM / By

Do you want to speed up your lead-to-cash process? Find out which construction CRM software is the best fit for you.

What are the best construction CRM software 2025? Read More »

Staying ahead of the curve in the construction industry requires more than just bricks and mortar. You need a robust system to effectively manage your projects and relationships. 

Enter construction CRM software, a business system designed to streamline operations and set construction professionals on the path to success. 

But with so many options, how do you decide which software provider to go with? In this blog, you’ll delve into the world of construction software, tackling:

  • Why you need construction CRM software.
  • The key features to look out for.
  • Your top 5 options.
  • How to make the right choice for your business.

Let’s get started!

What is construction CRM software?

Construction CRM (customer relationship management) software is a specialized platform tailored for the construction industry. It centralizes and simplifies key processes, letting construction companies efficiently organize, manage, and track everything from leads to projects. 

As a comprehensive solution, it helps with: 

  • Customer service and support.
  • Project management. 
  • Estimating and invoicing.

The best construction CRM also offers customization options for specialty contractors that you can tailor to your needs.

Use a CRM that works the way you do.

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Benefits of using construction CRM software

Streamline processes

One of the primary advantages of construction CRM software is its ability to streamline processes for efficiency.

It features personalized dashboards that organize your processes in one place, whether its:

  • Managing sales pipelines.
  • Coordinating teams.
  • Scheduling projects.

This simplifies tasks and makes it easier for you to plan, control, and monitor your projects. 

Automation

Construction CRM software automates repetitive tasks, freeing up valuable time for your team to focus on more pressing issues. 

You can automate all sorts of tasks, such as:

  • Bidding on jobs.
  • Sending estimates and invoices.
  • Handling customer support requests.

With workflow automation, you optimize your operations so that projects progress smoothly — from bids to completion.

Enhanced organization

Construction projects involve tons of information, from details about contracts and subcontractors to estimates and proposals. 

Luckily, construction software enhances the organization of tasks and resources, ensuring that you’re securely storing your data in a way that’s easy to navigate, update, and visualize. 

Meet deadlines

Meeting deadlines is crucial in the construction industry, as delays lead to increased costs and strained customer relationships. 

CRM software enhances communication and collaboration, helping you effectively:

  • Track time.
  • Schedule your team.
  • Monitor progress.
  • Allocate resources.

As a result, this improves the process of meeting deadlines for your construction company. 

Selling opportunities

Construction CRM software lets you manage and track leads so you can analyze them better and act on selling opportunities. With capabilities to forecast, estimate, and report, you can: 

  • Prioritize leads. 
  • Collaborate on proposals. 
  • Enhance your sales process. 

This increases your chances of securing new prospects and helps you build lasting relationships with clients.

Sick of endless paperwork and missed payments?

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Key features of construction CRM software

As a construction professional, you need to know how to manage your customers, jobs, and workflows efficiently. 

Fortunately, construction software is tailored to the unique needs of home builders, remodelers, and other industry professionals. Let’s explore the key features you need.

Automation of repetitive tasks

One of the standout features of construction CRM software is its ability to automate repetitive tasks. This streamlines processes for efficiency, saving you valuable time and money. 

Without you raising a finger, automation performs your regular business activities, including:

  • Sending out marketing emails.
  • Generating invoices.
  • Syncing contacts.

Document management and time tracking

Like it or not, every construction job involves managing documents, from contracts to site plans. CRM software gives you a centralized, online space to store and manage your project information. This ensures easy access and navigation as it organizes and tracks project documents automatically.

Plus, with the software’s integrated time-tracking features, you’ll gain real-time, 360-degree visibility into your operations to ensure your team is carrying jobs within their specified timelines.

Sales pipeline tracking and reporting

Managing sales pipelines effectively is crucial for growth. CRM software excels in this domain, offering tools that help in analyzing your current processes and needs. 

Intuitive reporting and analytics keep you ahead of the curve, letting you: 

  • Monitor your sales progress.
  • Strengthen customer interactions.
  • Gain actionable insights.

Project management tools

Construction management software provides tools for effective project management, letting you schedule, coordinate, and communicate with your teams easily. 

Also, it sources the right vendors and streamlines project management to ensure that everything runs smoothly from start to finish.

Customization options for specialty contractors

Every construction job is unique, and so are specialty contractors’ needs. Whether you’re a remodeler looking to integrate specific apps or a contractor wanting to customize their workflow, you can tailor your construction software to fit your exact requirements. As a result, you optimize your operations and deliver personalized service.

Advanced workflow automation features

Software with automation functionality simplifies tedious work like administrative tasks, ensuring that all your team members are on the same page.

Workflow automation seamlessly connects the different stages of a project and links your various business functions together.

Get time back to focus on growth with Method.

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Selecting the top construction CRM software of 2025

The market is flooded with CRM software options. To simplify your search, we’ve curated a list of the top construction CRM software that aids in understanding the range of available features in the market. 

Here are your five top choices based on their reviews, development features, and ability to cater to the construction industry.

Method CRM

Up first on our list is Method, the #1 CRM for QuickBooks and Xero users. It offers advanced process automation that saves you money and time. For example, it manages sales pipelines and reporting to optimize your performance and maximize cash flow. 

Also, Method’s two-way sync with your accounting software eliminates double data entry and keeps your information current and accurate. Plus, its mobile app makes it the perfect choice for construction teams on the go.

Method offers three affordable pricing plans and a free trial, so you can test it out before committing. 

HubSpot CRM

HubSpot product shot
Image credit: HubSpot

Image credit: Hubspot

As one of the most popular business systems out there, HubSpot CRM is renowned for its comprehensive approach to customer relationship management. 

It offers a wide variety of features for you to pick from, creating “hubs” for an all-in-one business system.

A plus for construction teams is that HubSpot is available on both mobile and web, ensuring easy access for users on the go. 

Zoho CRM

Image credit: Discover CRM

Zoho CRM has carved a niche for itself through an emphasis on boosting sales and marketing operations. It helps in analyzing current processes and needs, letting you tailor your strategies for maximum impact. 

Zoho stores and manages project information effectively and ensures easy integration with other systems. This makes it a versatile choice for construction companies looking to boost efficiency.

TopBuilder

Image credit: TopBuilder

As its name suggests, TopBuilder is tailored for the construction industry. It simplifies the management process, letting you focus on what you do best: building. 

With its user-friendly interface, managing and tracking time becomes a breeze. TopBuilder also facilitates advanced workflow automation, ensuring that tasks are coordinated efficiently from start to finish.

Insightly

Image credit: Capterra

Last but not least, Insightly has received rave reviews for its unique approach to CRM. It’s known for its impressive set of tools that boost selling opportunities and increase efficiency. 

For construction companies, its built-in project management functions and mobile app are big selling points.

Guidelines to choose the right construction CRM software for your business

It’s clear that construction software is an indispensable asset in this competitive landscape. But with so many options available, choosing the right one is tough. Here are some guidelines to help you make an informed decision.

Analyze your current processes and needs

Before diving into the vast ocean of CRM software, it’s crucial to take a step back and analyze your current processes and needs. Understand where your business stands and what gaps you need to fill.

Do you need a system that boosts selling opportunities? Or one that manages and tracks time effectively? By identifying your specific requirements, you can narrow down your search and find a solution tailored to your unique needs.

Understand the range of available features in the market today

The CRM market is brimming with features to help construction businesses succeed. From advanced analytics to project management tools, the options are great—but overwhelming. 

It’s essential to familiarize yourself with the range of available features in the market today. This gives you a clearer picture of what’s possible and helps you identify features that align with your business goals.

Know your budget and research pricing models carefully

Budgeting is a critical aspect of any business decision, and choosing a CRM software is no exception. It’s essential to set a clear budget and stick to it, even if that means making compromises. 

Don’t just look at the upfront cost. Dive deep and research the various pricing models available to you. Some software offer a subscription-based model, while others have a one-time licensing fee. 

Look for a user-friendly interface and easy integration with other system

Time is money in the construction industry, and you don’t want to spend it navigating a complicated system. Look for software that provides a user-friendly interface, ensuring that your team can get up and running in no time. 

Additionally, in today’s interconnected world, it’s crucial to choose a CRM that integrates with other systems, such as: 

  • Accounting software.
  • Project management tools.
  • Communication platforms.

Key takeaways

The right CRM system can be the difference between a project’s success and its downfall. Construction CRM software keeps your team happy and optimizes your operations. Platforms like Method simplify your workflows through:

  • Project management tools. 
  • Process automation.
  • Improved customer engagement.
  • Reporting and analytics.

As you explore your options, consider your construction business’ unique needs and how each software caters to them. With the right choice, success is just around the corner.

FAQs

How does construction CRM software boost productivity?

Construction CRM software boosts productivity as it is designed to: 

  • Simplify business processes. 
  • Centralize information.
  • Manage and track time.
  • Automate repetitive tasks. 

Not to mention, the software assists in budgeting and careful research of pricing models, ensuring your projects stay within financial constraints. 

What kind of support can users expect from construction CRM software providers?

Most construction CRM software providers understand the complexities of the construction industry and offer robust support to ensure smooth operations. Users can expect: 

  • Regular software updates. 
  • 24/7 customer service. 
  • Training sessions and tutorials. 

The aim is to make it as easy as possible to leverage the full potential of the software and address any issues promptly. 

How does CRM software impact communication within a construction company?

CRM software improves internal communication within a construction company by centralizing project-related information. This ensures that your team members, subcontractors, and stakeholders have access to the same data. 

With features like real-time updates, messaging platforms, and notification systems, the software ensures that crucial information is relayed promptly. This transparency helps businesses to succeed in their endeavors by eliminating misunderstandings and ensuring everyone is on the same page.

Find the perfect fit for your construction business. Start your free trial of Method.

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Contractor standing behind a desk full of files

Top 5 best construction resource management software systems 2025

Construction / By

Construction resource management software manages your tasks so you finish projects on time and in budget. Find out what the top systems are!

Top 5 best construction resource management software systems 2025 Read More »

Staying on top of resource allocation, task management, and project planning is challenging for construction businesses. This is where construction resource management software comes into play. It supports your day-to-day operations to increase your business’ productivity and profitability.

In this article, you’ll explore: 

  • What construction software is. 
  • How it impacts your business operations with scheduling, resource allocation, and tracking capabilities.
  • Key features to keep your eye out for. 
  • The top solutions for 2025, based on features and user reviews.

You’ll also see the role it plays in the construction industry, its impact on project delivery, and future trends that are shaping the landscape.

What is construction resource management software?

Construction resource management software is a powerful tool for contractors that enhances project efficiency and facilitates team collaboration. It acts as a central hub for all project-related information, allowing teams to use time effectively and increase productivity. This software:

  • Optimizes resource allocation. 
  • Automates scheduling. 
  • Provides real-time tracking and reporting.
  • Boosts communication among teams.

Benefits of using construction resource management software

  • Streamlines task management: Staying organized is crucial for a small construction business. This software simplifies task management by providing a centralized platform to assign, prioritize, and update tasks. This ensures everyone is on the same page and working towards common goals.
  • Optimizes resource allocation: An efficient use of resources is the cornerstone of successful construction projects. This software allows you to analyze your productivity to allocate equipment, materials, and labor based on availability, ensuring you use resources effectively and meet budgets.
  • Automates scheduling: We’re past the days of manual scheduling. This software automates the scheduling process and manages project timelines to help you meet deadlines.
  • Provides real-time tracking and reporting: With the ability to monitor and track project progress through mobile apps, you can make informed decisions on the spot. This software generates detailed reports with valuable real-time insights for construction project managers and stakeholders.
  • Boosts communication among teams: Effective communication is vital in the construction industry. This software enhances communication by providing tools for team members to collaborate, share information, and prioritize tasks.

Types of construction resource management software

There are two main types of software: cloud-based solutions and on-premise solutions.

Cloud-based solutions

This software allows for cloud-based storage and access and offers the advantage of accessibility from anywhere in the world. It allows teams to collaborate seamlessly, even if they are not in the same physical location. 

On-premise solutions

On-premise solutions, on the other hand, are installed on your company’s servers and accessible only from your physical office, so offline access is possible. While they provide more control over your data, they do not offer the same accessibility as cloud-based solutions.

Exploring key features of construction resource management software

To fully understand the capabilities of construction resource management software, let’s get into some key features.

Project scheduling

Setbacks are common in the construction industry, so the nature of construction requires efficient project scheduling to meet deadlines and stay on budget. This software allows you to keep stakeholders aligned and working toward the same goal by: 

  • Creating precise timelines for every task and identifying roadblocks.
  • Prioritizing tasks based on deadlines and available resources.
  • Efficiently communicating updates on the job site.

Project documents and document management

This software simplifies document management by providing a centralized location for all project-related documents. As a result:

  • Essential information is easily accessible to authorized team members.
  • Manual tasks like data entry are reduced. 
  • Version control improves so you don’t work on outdated documents or rely on incorrect information.
  • You can organize your information efficiently without needing a physical archive.

Task management

Construction projects often involve overlapping tasks and priorities. Software coordinates task assignment based on dependencies, resource availability, and timelines, so nothing falls through the cracks.

Team collaboration and communication tools

Collaboration among team members is streamlined with built-in communication tools. Share updates, assign tasks, and communicate instantly so everyone is on the same page.

Real-time data tracking and reporting

Monitor project progress in real-time and generate detailed reports to evaluate performance and make data-driven decisions.

The pivotal role of construction resource management software in the construction industry

Construction resource management software supports financial control, enhances project efficiency, facilitates collaboration between participants, and simplifies procurement processes. It also ensures that all project stakeholders, from project managers to contractors, work efficiently to drive project success.

Successful construction companies need to avoid resource wastage, which often happens when task coordination and scheduling are not optimal. Construction software increases profitability by reducing labor costs and material wastage.

How resource management streamlines management processes

Resource management simplification

Construction resource management software simplifies the complex task of resource allocation by keeping track of resource availability. In turn, project managers and contractors can ensure that equipment, materials, and labor are used optimally to minimize waste and cost overruns.

Gantt chart timeline utilization

Image credit: Motion

Project managers can manage Gantt chart timelines with ease to kickstart dependent tasks and identify possible roadblocks in each process. The visual representation of project schedules helps in prioritizing tasks and resources effectively.

Progress visualization techniques

Visualizing project progress through graphs and dashboards makes it easier to identify bottlenecks and make necessary adjustments. It also supports improved collaboration among team members by enabling them to flag roadblocks and ask for help when needed.

Tasks comments and attachments management

Detailed task comments and attachments help teams work effectively, ensuring that everyone has access to essential project information and speeding up project updates.

Online notifications for efficiency

Notifications keep team members updated about task assignments, changes, and updates, promote efficiency, and reduce communication gaps.

Enhanced financial control

Effective financial control is essential for the success of any construction project. Construction resource management software lets you manage budgets, track costs, and forecast expenses accurately so that you can assign a realistic budget to each task. 

Export and sharing capabilities

This software facilitates export and sharing of data and reports, which is key for collaboration with clients, stakeholders, and team members.

Strategic project planning

You can plan future projects with an analysis of project data. This helps you avoid repeating inefficient processes and increases your productivity.

Top construction resource management software of 2025

In 2025, several construction resource management software solutions stand out for their effectiveness in enhancing construction project management. Users have given them great reviews, and a number of people rely on them to manage their businesses. Below are the top picks.

Method:Field Services

Method:Field Services is a highly-rated construction management software that is versatile and user-friendly. This tool is designed to streamline lead-to-cash workflows from estimate creation to deposit collection and job scheduling. It is particularly beneficial for small construction companies that need to improve their customer experience and operations. It also offers a free trial.

Key features

  • Project management: Method:Field Services provides a centralized platform for managing construction projects. You can create, assign, and track work orders, ensuring that a job progresses smoothly.
  • Scheduling: Along with other notable features, Method:Field Services helps you create detailed project schedules and construction times. Its scheduling tools help you allocate resources effectively, ensuring that projects are completed on time and in budget.
  • Fieldwork management: With this cloud-based software, you can track the progress of your team and communicate with them in real-time.
  • Client Relationship Management (CRM): From nurturing potential clients to receiving payments and approvals for jobs Method:Field Services makes sure that you tend to your clients’ needs.
  • Customization: Tailor Method:Field Services to your specific needs, all without having to code! You can create custom fields, workflows, and reports to mold the software to your unique business processes.
  • Two-way real-time sync: Method:Field Services integrates with existing systems such as QuickBooks and Xero to simplify data transfer and ensure all your systems work together. This integration will help you with estimation, pricing, and profitability analytics. 

GanttPro

Image credit: GanttPro

GanttPro is a robust construction project management software that excels in efficient scheduling and resource allocation. Its primary strength lies in its visual representation of project timelines through Gantt charts, which makes project planning and tracking intuitive.

Key features

  • Gantt chart visualization: GanttPro’s standout feature is its user-friendly Gantt chart interface. It allows you to easily manage project timelines, making allocating resources, assigning tasks, and prioritizing work simple.
  • Collaboration: The software supports collaboration in larger teams by allowing them to view and update project timelines. This promotes transparency and ensures that everyone is on the same page.
  • Resource management: GanttPro provides tools for resource allocation, helping you assign team members, equipment, and materials to specific tasks.
  • Progress tracking: This tool enables progress visualization with features that let you identify delays or bottlenecks and make necessary adjustments to keep the project on track.

RedTeam

Image credit: RedTeam

RedTeam is a comprehensive construction management solution that covers resource tracking, financial management, and document control. It caters to the specific needs of construction businesses, making it an excellent choice for contractors looking to simplify their operations.

Key features

  • Project tracking: RedTeam allows you to monitor progress, costs, and schedules. This helps you make informed decisions and keep projects in budget.
  • Financial management: Managing finances in construction is critical, and RedTeam excels in this area. It supports invoicing, cost and budget tracking, and estimating so your projects remain financially viable.
  • Document control: Keeping track of construction documents is made easy with RedTeam. It offers document management tools that centralize all project-related documents, which improves data accuracy and accessibility.

Autodesk Build

Autodesk Build product shot

Image credit: Autodesk Build

Autodesk Build is a cloud-based construction management platform that offers end-to-end project management capabilities. It stands out for its design software, making it a valuable tool for construction companies looking for a seamless design-to-construction workflow.

Key features

  • Project management: Autodesk Build provides comprehensive project management tools that cover everything from document control to subcontractor management. It assists in project planning, helps you create a construction resource management plan, and offers a centralized platform to track and manage all project-related information.
  • Design software: One of its unique strengths is its design software. This feature allows for a smooth transition from design to construction, ensuring that design plans are seamlessly implemented and updated on the go.
  • Collaboration: The software promotes collaboration among project stakeholders, allowing them to share information and updates in real time. This fosters efficient communication and guarantees that everyone is aligned with project objectives.
  • Quality management: Autodesk Build tracks issues and supports workflows to resolve them without delaying the project. This ensures that the final product is up to par with your client’s standards and expectations.
  • Safety control: This system allows you to communicate safety measures to your construction crews to avoid workplace accidents and support workers’ well-being.

Jobber

Image credit: Jobber

Jobber is a field service management software tailored for small businesses in the trades industry. It offers features for scheduling, dispatching, and client management, making it an excellent choice for companies looking to simplify their operations and provide top-notch service.

Key features

  • Scheduling: You can assign tasks to your construction teams, optimize routes, and schedule appointments.
  • Client management: It includes features for managing client information, such as contact details, construction agreements, and communication logs. This helps you provide personalized service, maintain strong client relationships, and create a good customer experience.
  • Invoicing and payments: You can create and send invoices, track payments, and provide multiple payment options to your clients.
  • Dispatching: For field service operations and job site activities, dispatching is crucial. Jobber’s dispatching tools help you assign jobs to your team members, ensuring that they have all the information and materials they need to complete tasks efficiently.
  • Mobile access: Construction crews can access Jobber through an app on their mobile devices, enabling them to view job details, navigate to job sites, and update progress in real time.

These top construction resource management software offer a range of features to cater to the diverse needs of small construction businesses. Whether you need robust project management, efficient scheduling, financial control, or field service management, a software solution can help you simplify your operations and enhance project efficiency.

As technology continues to evolve, the construction industry is also undergoing significant changes. Here are some future trends that will shape the landscape of construction resource management.

Increased adoption of technology

The construction industry is embracing technology at an unprecedented rate. From drones to advanced software solutions, technology is transforming how construction companies operate.

Use of advanced building materials

The use of advanced and sustainable building materials is on the rise. Construction resource management software is crucial in tracking and managing these materials efficiently, given that procuring and using them can entail the creation of new techniques and workflows that outperform manual methods.

Growing prominence for modular construction

The housing crisis in North America encourages modular construction approaches, which involve prefabricating building components in a factory. Construction resource management software supports the planning of modular construction approaches by supporting the creation of new kinds of workflows.

Emphasis on sustainable practices

The construction industry now promotes sustainable practices, given that non-renewable resources will become less available over time. This calls for an industry that accommodates advanced building materials. Construction software solutions will aid in monitoring and implementing sustainable practices, such as energy-efficient building designs and materials.

Better workers’ safety measures

Worker safety is paramount in construction. Software aids in workers’ safety measures by: 

  • Tracking safety protocols. 
  • Reducing accidents. 
  • Ensuring a safe working environment.

Key takeaways

Construction resource management software is a game-changer for construction businesses looking to enhance project efficiency, facilitate team collaboration, and streamline management processes. Planning your days around priorities and establishing workflows will help you build an excellent foundation for your growing business.

A software solution can be a great ally in your journey to increase profitability, providing you with the tools to implement the changes you want for your business. Communicating better with your team and fulfilling tasks when needed can make a huge difference.

By optimizing resource allocation, automating scheduling, providing real-time visibility and reporting, and boosting communication among project teams, this software empowers businesses to thrive in the competitive world of construction.

Frequently asked questions (FAQs)

How does construction resource management software impact project delivery?

Construction resource management software improves project delivery by enhancing efficiency, streamlining communication, and providing real-time detailed tracking and reporting. 

It ensures that resources are allocated optimally, reducing delays and cost overruns. It also empowers project managers and contractors to use all the available resources as best as possible.

These improvements ultimately help you provide your clients with more realistic costs and delivery dates and create an accurate roadmap of what needs to happen to deliver on time.

What is the difference between cloud-based and on-premise solutions?

Cloud-based solutions are accessible from anywhere via the internet and promote collaboration among remote teams. On-premise solutions are installed on company servers and offer more control over data but may lack accessibility. As technology becomes more advanced, cloud-based solutions increase in popularity.

Future trends in construction, such as increased technology adoption, modular construction, and sustainable materials, are shaping construction resource management by calling for workflows that include new construction techniques and material providers.

Grow your business, not your stress. Watch free demo

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Top 5 best CRM apps and why your small business needs it

CRM, Small Business / By

As your customer base grows, take advantage of every sales opportunity with a CRM app and provide an unforgettable customer service.

Top 5 best CRM apps and why your small business needs it Read More »

Efficiently managing customer relationships is vital for the success of your small business. 

CRM (customer relationship management) apps are important tools to simplify this process. But, choosing the right one for your business is daunting. 

Let’s explore your top five CRM picks to help you make the best choice.

Keep reading to learn how a CRM app:

  • Saves you time and money.
  • Streamlines sales processes.
  • Enhances customer service.

Let’s get started!

What is a CRM app?

A CRM app helps you organize, manage, and track interactions with your current customer base and potential new customers. 

CRM apps automate processes to reduce the chance of human error. They also centralize your customer data, which provides better control over sales activities. 

Best of all, a good CRM allows easy syncing with other apps like QuickBooks or Xero to fill the gaps in your operations.

Importance of CRM apps for small businesses

Why CRM matters for your small business

Our research indicates that 85% of customers contacting your business for support expect you to know some details about them (like purchase history, preferences, etc.). So, having quickly accessible information about them is essential.

Instead of hiring more staff to pick up the phone, CRM software automates your customer service with 24/7 online portals and chatbots to answer common questions. After all, you shouldn’t need a large team to pick up the slack. 

That’s why you should let a CRM do the heavy lifting, so your people can focus where they’re needed most.

Benefits of using a CRM app

A CRM software automates repetitive tasks in a way that increases overall business efficiency. 

It lets you analyze data from across your various platforms to give you reports that measure progress. By better understanding your customers, you can tailor marketing and sales strategies to leverage every opportunity.

The best CRM software lets you:

  • Create self-service 24/7 customer portals.
  • Instantly send confirmation emails upon payment.
  • Centralize information in a way that simplifies contact management.
  • Automatically track commissions.
  • Instantly convert estimates to invoices.
  • Capture electronic signatures in QuickBooks.

Understanding the sales process in a CRM app

Setting up the sales process in a CRM app

To set up your sales process, you’ll want to first list and plan for all its stages from lead generation to closing deals. Staying organized and prepared from the beginning provides a clear path for sales progression. 

Then, assign specific tasks and reminders to each stage to ensure your sales teams can seamlessly collaborate on sales opportunities.

Remember that some CRM offers customizable features if the stock software can’t do everything you require.

Automating the sales process with a CRM app

You can handle certain repetitive tasks like invoice reminders and online document approval with workflow automation tools. 

By automating your entire sales pipeline, you can optimize the time your company spends on priority tasks. With hundreds of daily tasks on your plate, CRM software is something that will ease your burden.

Utilizing the features of a CRM app to improve your sales process

A CRM ensures consistency across your platforms so that information never slips through your fingers. It consolidates information for your sales reps, so they don’t need to spend extra time communicating with contacts. You can even set up notifications that update your clients in real time.

Analyzing your sales data with a CRM app

CRM software offers you powerful tools to better understand your sales data, such as customer preferences and buying patterns. It pulls insights from your other business software and compiles it for a bird’s eye view of all your data. 

CRMs help companies identify trends with a sales forecast report for a targeted marketing campaign. Many options offer marketing automation features such as introductory emails. A clear understanding of sales metrics ensures informed decision-making for your business’ profits.

Building and managing your sales team with a CRM app

To make the best of your CRM software, you’ll also want to improve the efficiency of your sales team. You can track performance and promote communication between cross-functional teams for a faster lead-to-cash process.

When managing a sales team, CRM software:

  • Increases sales team productivity.
  • Provides a unified view of customer interactions.
  • Improves data analysis and reporting.
  • Optimizes lead tracking.

Assigning tasks to your team members with a CRM app

A CRM app serves as a centralized place for you to effortlessly and automatically assign tasks to your team members. By defining specific roles, you can ensure that no leads fall through the cracks.

Tracking performance of your team members with a CRM app

As a manager, maintaining detailed oversight of your team’s work allows for better tracking of individual responsibilities and contributions. For example, some CRMs provide an automatic commission tracker to boost operational efficiency.

Managing your sales pipeline with a CRM app

CRM software offers a variety of automations and tools to help your team engage with customers.

Creating and managing your sales pipeline with a CRM app

A CRM app helps in pipeline management, from lead acquisition to conversion. Plus, it lets you organize this information visually to simplify your business processes and improve transparency. A team that knows where each customer is in the sales process knows how to move forward at all times.

Automating the flow of leads through your pipeline with a CRM app

Shorten your sales cycle by automating leads’ progression through the sales pipeline. By ensuring timely interactions, you foster a positive experience and drive customer loyalty. This also leaves more time for your company to spend on value-adding tasks.

Analyzing the performance of different stages in your pipeline with a CRM app

CRM software enhances customer relationship management to give you a better understanding of your sales pipeline and prevent potential bottlenecks. The results are smoother and more effective sales funnels, where you aren’t wasting time with unproductive tasks.

Comparison of top CRM apps

Method CRM

Is your business already using QuickBooks or Xero? If so, Method is the best CRM for you. 

It boasts a seamless integration with your accounting software so you can track leads in real time. 

And, if your business requires a unique feature not included in the app, Method’s no-code platform lets you customize your experience without needing to hire a developer. 

Method also scales to accommodate your small business as it grows, so you won’t need to rely on makeshift solutions or spend a lot of time migrating your data.

Pros

  • Two-way, instant data sync with QuickBooks and Xero.
  • Drag-and-drop, no-code capabilities.
  • Online portals for 24/7 customer convenience.
  • Offers robust third-party integrations with Zapier, Outlook, Google, and more.
  • Totally customizable with one hour of free customization included.

Cons

  • Only available in English.
  • Limited to QuickBooks and Xero users.

FreshSales

Overview of a "Leads" page on FreshSales CRM software interface. It shows a lead's account information and recent history of calls.

Image credit: Mailshake

FreshSales is a comprehensive platform with an intuitive interface that makes it easy for small teams to start with. 

It supports multiple languages and currencies for businesses that function internationally and comes in at an attractive price point. 

With advanced analytics features, it’s a great option for small businesses. However, companies that plan to grow will find its sales tools limiting.

Pros

  • Intuitive user interface.
  • Advanced analytics reports.
  • Affordable plans.

Cons

  • Weak customization options relative to competitors.
  • Hard limit of 1000 contacts for marketing actions.
  • You cannot create multiple pipelines.

HubSpot CRM

HubSpot product shot

Image credit: HubSpot

HubSpot is a popular CRM with unique key features that make for good collaboration between teams. With team inboxes, you can share notes and communicate with fewer meetings. 

Plus, HubSpot has a large third-party marketplace to add CRM tools you might be missing. Courses are also available through their HubSpot Academy service for further education. 

However, some businesses may find limitations in HubSpot’s analytics reporting and restrictions on custom fields.

Pros

  • Easy-to-navigate dashboard with an intuitive design.
  • Selective pricing plan lets you choose features you will use and pay for.
  • HubSpot Academy offers courses and certificates.

Cons

  • Strict limit of 1,000 custom fields.
  • Limited customization for different industries.
  • Analytics reports are not as detailed as competitors.

Pipedrive

Pipedrive screenshot

Image credit: Pipedrive

Pipedrive is an affordable CRM made for entrepreneurs and small businesses starting with their first CRM. Its interface is easy to navigate with minimal training. 

However, it has a limited capacity to grow with your business, meaning you may need to transfer customer data to another CRM in the future.

Pros

  • Easy to pick up and use daily.
  • Low-cost plans.
  • Customizable, drag-and-drop interface.

Cons

  • Limited capacity to handle rapid business growth.
  • Customization options are not comparable to other CRMs at a similar price point.
  • Doesn’t separate leads from contacts, making it difficult to tell the difference between potential customers and paying ones.

Zoho CRM

Screenshot of Zoho CRM dashboard.

Image credit: DiscoverCRM

Zoho facilitates task assignment and follow-ups with a range of features for businesses of all shapes and sizes. It competes primarily with Salesforce and light enterprise solutions. 

With advanced customization options, Zoho centralizes communications with its users for and leverages them with its reporting features. 

While it has many strengths, some users find the app bloated with features they won’t need. Learning to use the app may take additional time as a result.

Pros

  • Online portals for 24/7 customer convenience.
  • Detailed reports.
  • Personalized customer journeys.

Cons

  • Customization has a steep learning curve without a strong customer support team.
  • Limited custom fields in the basic plan.
  • All-in-one solution requires purchase of additional tools.

How to choose the best mobile CRM for you

Evaluating CRM functionality and features

Before deciding on a CRM, you need to evaluate your business needs and align your choice with the gaps in your operations.

For example, are you planning on accessing your customer data on the go? Then you need a CRM with a mobile app. 

Make a list of bottlenecks in your sales process — even those that you may not believe have a solution. You might be surprised while trialing a CRM at what you can simplify or automate.

Considering CRM program integrations and add-ons

CRM apps connect with other platforms to accomplish what they can’t on their own. Integrations let your business coordinate various processes from sales to customer service. 

By using add-ons that let you monitor sales performance metrics or schedule tasks, for example, you can predict trends and make informed decisions.

Assessing customer and tech support

Excellent customer support makes a huge difference in your CRM experience. Many CRM companies offer web-based support platforms, making it easy to access resources or personalized assistance. 

A web support page or help desk drastically reduces downtime by providing solutions to common problems. A CRM provider that can handle issues in a timely manner is important to getting the most out of your solution.

Understanding app pricing

Pricing varies between CRM products. Most operate using a paid subscription model, charging per user per month. The cost of your app typically reflects its ability to offer advanced features. 

When selecting a business CRM, it’s best to find one that has features you know you’ll use so you aren’t paying extra.

Key takeaways

CRM apps are an important part of modern customer management, so finding the best one for your business is crucial. 

In terms of essential features you need in a CRM app, look for software that:

  • Automatically syncs with your other platforms and devices.
  • Offers a free trial so you can test it before committing.
  • Lets you mobilize data from all of your platforms.
  • Enables real-time updates.
  • Facilitates on-the-go access.
  • Improves team collaboration.

CRM app FAQs

What makes a CRM app different from a CRM software?

CRM software is an all-encompassing term that refers to the technology you use to organize contact data. On the other hand, a CRM app is a smaller aspect of your software system that performs a specific function.

How to ensure the security of your data in a CRM app?

CRM apps are generally more secure than other software, as they require password protection to access. Excel spreadsheets or other desktop-only programs are accessible to  anyone on your computer, as they store your data on the hard drive.

A cloud-based CRM with a unique password facilitates secure data storage and management. You should also give each user their own seat within your app so users aren’t sharing account access. This also helps operational transparency and accountability.

What are some common mistakes to avoid when using a CRM app?

Your CRM will only work for you if you use its tools effectively. To make the most of your investment, make sure you:

  • Customize the app to fit your sales process.
  • Train your team so everyone knows how to use it.
  • Use the analytics features as part of your marketing plan.
  • Find a solution that supports mobile integration if you’re on the go.

Following these guidelines will make your CRM app a vital part of your business strategy!

Get your hands on a top CRM system with your free trial of Method CRM!

Image credit: Patrick Tomasso via Unsplash.

Carpenter talking on cellphone

Is there construction scheduling software for Excel? How to use it.

Construction / By

Curious about how construction scheduling software Excel can improve your processes? Keep reading to find out and simplify your operations.

Is there construction scheduling software for Excel? How to use it. Read More »

For every project manager, staying organized with a dependable construction scheduling software is key to running a successful job. Between equipment rentals, regulations, and managing your teams, it’s easy for parts of your job to become overlooked.

But it doesn’t have to be that way. Construction scheduling software that works with Excel can keeps your team on track to meet deadlines. It can breakdown and organize information to speed up your work. Let’s dive into what exactly this software can do for you and why you should make it part of your everyday workflow.

This article will help you understand:

  • The benefits of using construction schedule software in an Excel spreadsheet.
  • How construction templates can organize your team.
  • What Excel can’t do and how to work around it.

What is construction scheduling software?

A construction scheduling software helps you plan the complex details associated with any construction project. Some help you visualize your projects on a Gantt chart – a chart that illustrates your project schedule against time. This helps you oversee all stakeholders and moving pieces involved in your construction project in a coordinated system.

Importance of having a construction schedule

A survey found that over 75% of construction projects are delivered late, over budget, or both. This emphasizes the importance of using construction software to monitor and communicate with your team and customers.

Whether you’re managing contractors, equipment, or overseeing safety regulations, a construction scheduling software helps prevent your job activities from falling through the cracks so you can meet your project milestones. Construction software manages resource allocation like materials and subcontractors to ensure they are assigned correctly and on budget.

Having a construction schedule:

  • Allows you to track crews and customers.
  • Facilitates budget management.
  • Measures the scope of the whole project.
  • Aids in decision making with data analysis.
  • Minimizes project risks and delays.
  • Ensures project deadlines are met.

The critical role of time management in construction projects

Effective time management  ensures that every work activity starts and ends on time, reducing delays and unexpected costs. It helps your company move efficiently, meet customer expectations, and give you control.

A construction scheduling software enhances project planning and improves overall project management effectiveness by automating and streamlining schedules. This removes chances for human error and saves time.

Benefits of using construction scheduling software for Excel

There’s a good chance you’ use Excel to manage your projects. A scheduling software works with Excel to improve your pre-existing workflows and automate things you do manually. Why not let software take care of those tasks for you?

Using construction scheduling software:

  • Improves communication between people.
  • Automates repetitive tasks.
  • Monitors task dependencies and milestones.
  • Generates real-time status reports.
  • Provides automated alerts and notifications and allows real-time project tracking.
  • Reduces human error in scheduling.

What Excel can’t do

While Excel is a powerful tool for calculating costs and managing data, it lacks real-time alerts, notifications, and other features that a dedicated software scheduling software provides. It also requires data to be entered manually which not only takes a lot of time, but greatly increases the chance for human error.

Other Excel limitations include:

  • Version updates can cause errors in older spreadsheets.
  • Files are stored locally and therefore difficult to access on the go.
  • Lacks security as it can be opened by anyone with access to the file.

Software goes beyond what you can fit into a spreadsheet column and rows. It offers template-based projects for standardization, among modern tools like kanban boards for team collaboration.

Construction scheduling software Excel: Your best alternative

Method:Field Services is the #1 scheduling solution for construction businesses that use QuickBooks and Xero. Here’s why: 

  • Give your team access to time tracking, route plans, job updates, and project details on the go with the Method:Field Services mobile app.
  • Save on time and gas with automatic route mapping and optimization. 
  • Automate your way to stress-free scheduling with Method’s no-code platform.
  • Keep your customers up-to-date on projects through an online portal. 

Method:Field Services offers a free no-commitment trial. Get started today. 

Core features of construction scheduling software

Template-based projects: Standardizing project management

The best way to standardize your construction schedules is to use a template. Construction schedule templates are included with many construction scheduling solutions, making it easy to enter information without forgetting any crucial details. This also ensures your schedules will always look the same so that your team will always know where to find their information.

Task dependencies and milestones: Guiding project progress

Each task over the duration of the construction project must be accounted for, so it’s important to prioritize tasks that need to be completed before you can continue. Recognizing task dependencies is essential in guiding the phases of your construction project to success.

Multi-year projects: Managing long-term initiatives

When the proposal to completion date extends over multiple years, it increases the risk of delays and financing problems. Staying organized with templates, consistent workflows, and visualizing the full scope of these complex projects is even more important to a successful job.

Software helps you stay in communication with your client and collaborate over an extended period. It assists in managing inspections and analyzes the information from multiple contractors so you can use quality products.

Gantt charts and timelines: Visualizing project timelines

A project owner that visualizes project timelines with Gantt charts, increases efficiency with streamlined workflows.

A Gantt chart is an important tool for any construction project manager, acting as a visual guide for a project’s entire timeline. This chart not only illustrates the start and finish dates of various phases through the life of a project, but also displays the dependencies between tasks.

Cetec product GANTT chart used for production scheduling.

Image credit: Cetec

By employing a Gantt chart, team members can coordinate their work, avoiding overlaps and time clashes between tasks. This opens up communication between team members, subcontractors, and stakeholders, and keeps everyone on task with project expectations. This kind of transparency is crucial in construction where even small delays can result in significant time and money loss.

Project budgeting tools: Ensuring financial responsibility

Designed to give detailed financial oversight, project budgeting tools are designed to estimate expenses tied to every phase, task, or resource. They provide a clear analysis of where the project’s finances are directed, allowing you to offer an accurate estimation for your customers.

Project budgeting tools give you the ability to:

  • Allocate resources visually.
  • Provide accurate estimates.
  • Prevent unexpected costs.

Resource management solutions: Optimizing project resources

Construction scheduling software ensures you don’t spend cash on things that aren’t needed. With everything from materials to labor accounted for, your resources should always be at the right place. By planning ahead wisely, you can ensure your construction job proceeds within budget.

Real-time status reports: Staying updated on project status

Status reports that update your team in real-time are an effective way to inform stakeholders on changes. This is critical for keeping the job running smoothly and without delay.

Automated alerts and notifications: Keeping teams informed

When it comes to construction, there’s always something coming up – from weather interruptions to material delays. You can automatically alert and notify your team to keep them in the loop so they can adjust their plans accordingly.

Cloud storage capability: Accessing project information anywhere, anytime

Mobile screenshot of the field crew app in Method.

One disadvantage of Excel is that it’s stored locally on your computer. That means you need to physically access that computer in order to open your documents. With construction scheduling software, you can access this information from anywhere with an internet connection, meaning you’re no longer limited to working from your office.

Cloud storage capabilities allow you to:

  • Access your information on the go.
  • Provide flexibility in working location.
  • Lets you update your information immediately.

Whether you’re at the building site or waiting in line for your morning coffee, you can dispatch staff, provide support, and invoice jobs to improve time efficiency.

Advantages of construction scheduling software for Excel users

Streamlined workflows and processes

With all the moving pieces involved in any construction project, it’s difficult to stay on top of consistent workflows. A streamlined process prevents missed information and allows you to work faster without any confusion. It’s the perfect way to keep your operations organized.

Enhanced collaboration and communication

Keeping your workers and customers on the same page is essential for a well-run construction project. With project information viewable by all the key stakeholders in real-time, any updates you provide are noticed and actioned. Many construction software automates processes, such as sending a confirmation email upon receipt of payment.

Reducing wait times is crucial to a smooth operation and helps build confidence with your customers.

Construction scheduling software Excel: Key takeaways

Construction scheduling software offers advanced features not possible in Excel. Adopting software solutions ensures more accurate scheduling, tracking, and communication in construction projects. Here’s a summary of its top benefits: 

  • Streamlined workflows reduce chances for human error.
  • Access to information on the go while providing flexibility on work location.
  • Visualize and oversee timelines and resource allocation.

Construction scheduling software Excel: Frequently asked questions (FAQs)

How does construction scheduling software for Excel integrate with other Microsoft Office applications?

Some construction software offer integration with your calendar or other Microsoft Office software. Method:Field Services ensures seamless integration with other applications, such as Microsoft Outlook to simplify your scheduling process.

Can construction scheduling software for Excel be customized for specific project needs?

Many construction software can be personalized to your specific needs. If you are looking for a flexible solution for your construction business, Method enables customizable project settings. This allows you to break out of the box from what is offered with the basic construction software.

How can a construction company transition from manual to software-based scheduling?

Adapting your current workflows to a new software doesn’t need to be hard. Consider the following steps before making your transition:

  • Review your current processes and identify a list of faults that need to be addressed.
  • Download a software that will fill those gaps in your current processes.
  • Consider an option like Method:Field Services to fully customize to your unique business needs.
  • Train your team to new workflows on your chosen software.
  • Monitor for results.

Items to consider when searching for a software solution:

  • Supports cloud storage for anywhere access.
  • Streamlines construction schedules and coordinates project tasks efficiently.
  • Encourages enhanced collaboration and communication.
  • Facilitates comprehensive project overview and helps manage complex construction projects.
  • Handles multi-year projects effectively.

Get started with the best construction scheduling software today with a Method:Field Services trial.

Image credit: gpointstudio via Freepik

Man in construction helmet working on tablet at construction site

Top best construction contract administration software

Construction / By

Wondering which construction contract administration software is the best? Read this blog to find out which one fits your needs.

Top best construction contract administration software Read More »

Managing construction contracts is complex. It’s crucial to have a system that simplifies your contract administration process, especially when you’re dealing with: 

  • Multiple stakeholders. 
  • Varying project requirements.
  • Tight deadlines. 

That’s where construction contract administration software comes in. This blog covers everything you need to know about the top solutions, including their benefits, features, and limitations. 

By the end of this blog, you’ll be able to make the best decision for your business. 

Let’s get started!

What is construction contract administration software?

Construction contract administration software is a platform designed to organize, manage, and coordinate all documents and data related to construction contracts. 

It simplifies your administrative processes so you can focus on important work, whether you need to negotiate bids or sign more deals. With this solution, you can seamlessly: 

  • Administer contracts. 
  • Change orders.
  • Obligations.

Benefits of a contract management system for construction projects

Improved efficiency and transparency

A contract management system streamlines the process of documenting and tracking: 

  • Contracts. 
  • Reports.
  • Job changes. 

It provides real-time tracking and improves efficiency and transparency by making information accessible. So, everyone on your team can get updates from anywhere through mobile notifications.

Automated processes and reduced risk

This software reduces risk through automation of tasks associated with contract management. It minimizes human errors so that your contracts are consistent, accurate, and adhere to industry standards. 

It also ensures contract compliance, as the software monitors for deviations from agreed terms or regulatory standards.

Improved collaboration and communication

Construction contract administration software enhances collaboration and communication among: 

  • Team members. 
  • Contractors.
  • Other parties. 

It provides a centralized platform where all stakeholders can access, review, and update information in real time. 

The best part is that with integrated CRM systems, companies maintain better relationships with their customers.

Increased visibility to contracts and project status

With this software, users can monitor and evaluate the status of their jobs and contracts in real time. This increases visibility to contracts and project status, helping you stay on budget and meet delivery timelines.

Key features of construction contract management systems

Security and access control options

The best contract administration system offers secure access control, letting you set rights and only authorize specific users to view or change contract details. This protects the quality and safety of your data, ensuring that you meet data protection obligations.

Template library and customization tools

Good construction contract administration software offers template library and customization tools. Its predefined templates and forms mean that you don’t have to create contracts from scratch.

If a one-size-fits-all approach doesn’t work, you can modify these templates or create a customizable one to fit your unique business needs.

Versioning and audit trails

Good software offers document version control so that all stakeholders can track and review previous versions to promote clarity.

It also maintains audit trails, capturing details like who made changes, when, and why. This is crucial for accountability, especially during internal reviews or when facing legal challenges.

Compliance tracking and reporting tools

This software manages contract life-cycle through reporting compliance metrics. It helps in ensuring that your team meets all obligations to regulate the documentation process.

Whether it’s ensuring adherence to safety standards or specific contractual terms, these tools drive compliance and provide real-time insights through reports.

Predictive analytics and automated workflows

A good contract administration solution enables predictive analytics and uses past and current data to forecast potential changes in the project. 

It also facilitates automated workflows, ensuring seamless transitions, minimizing manual interventions. This increases efficiency and reduces the risk of errors, ensuring that projects stay on track.

Real-time monitoring and performance tracking

The software provides real-time tracking of project performance, helping you analyze and plan accordingly.

It also evaluates progress against set benchmarks or goals. This lets you implement timely strategies so that your projects stay on track and within budget.

Sourcing, negotiation, and bid management

The right software simplifies contract sourcing to make it easier to choose the best contractors for each job. It stores and analyzes data from previous contractors or suppliers to inform future projects.

An effective software also supports contract negotiations. Then, it streamlines bid management, evaluating and comparing proposals from different contractors to select the best partner.

The best contract management software for construction

Method

Method CRM is the top CRM choice for QuickBooks and Xero users. It offers a totally customizable experience for efficiency. 

With Method, you can track leads with ease. And its automatic two-way sync with QuickBooks and Xero means that once those leads become customers, you never have to worry about double-data entry.

What’s more, this solution provides advanced automation tools that rival other platforms.

Features

  • Powerful, two-way sync with QuickBooks or Xero. 
  • Real-time updates on your payments, invoices, and more. 
  • Customizable templates to implement contracts, and produce reports.
  • Simplified document management system to efficiently automate your workflows.
  • Mobile project management app to stay connected on the field.
  • Ability to customize your entire solution down to your logo, with support for every project. 
  • 360-degree view of past interactions and transactions.

Limitations

  • Method is currently only available in English.
  • The software is limited to QuickBooks and Xero users. 

Pricing

Method offers the following three pricing plans:

  • Contact Management: $25 per user per month.
  • CRM Pro: $44 per user per month.
  • CRM Enterprise: $74 per user per month.

Method also offers a free trial with no credit card required. Get started today!

EasyBuild

Image credit: The Access Group

EasyBuild is a comprehensive construction contract administration software for projects of all sizes. It provides online access to your team so they always have the most up-to-date information on every job.

Features

  • Financial management tools, including live cost control and tracking. 
  • Real-time financial dashboards and project analytics.
  • It is integrated with risk management features for insights into project pitfalls.
  • Mobile access for on-site updates and real-time data entry. 

Limitations

  • The interface is overwhelming for new users. 
  • Not ideal for small projects due to its extensive features.

Pricing

EasyBuild doesn’t include pricing information on their website. You can contact the company for a custom quote.

Spitfire

Image credit: Software Advice

The next product on our list is Spitfire, an advanced construction contract administration software for managing projects, documents, and images.

Features

  • Document control system that ensures all paperwork is organized and accessible.
  • Detailed budgeting tools with forecasting capabilities.
  • Smooth integration with popular software like DocuSign to simplify processes.
  • Secure access and RBAC to set user permissions. 

Limitations

  • Customization options are limited.
  • Does not offer much training or support for new or less tech-savvy users. 

Pricing

SpitFire does not include their pricing information on their website, but you can reach out to them for this information. 

LB GenieBelt

Image credit: Lets Build

Features

  • Real-time project visuals to help you supervise and report site progress.
  • Task automation and dynamic scheduling tools to help oversee employees.
  • Resource leveling tools to minimize risks around your resources, 
  • Notifications for request updates and sign-offs.
  • Built-in collaboration tools and text-based conversations on live Gantt charts.

Limitations

  • Not all of the features on the desktop version are configurable for mobile.
  • Limited offline functionality.
  • Does not offer enough customization for individual clients’ needs.

Pricing

LB GenieBelt doesn’t display pricing information on its webpage, but you can contact the company for a personalized price. 

Explorer Eclipse

Explorer eclipse

Image credit: Software Advice

Explorer Eclipse is another top construction contract administration software that focuses  on analytics.

Features

  • Efficient inventory and equipment management system.
  • Dashboard and report customization to monitor your most important metrics.
  • Integrations with payroll and job cost modules for up-to-date data. 
  • Comprehensive full-text search that lets you find digital documents effortlessly.

Limitations

  • Has a steeper learning curve compared to competitors.
  • The support team is slow to respond. 

Pricing

Explorer Eclipse does not share pricing information on its website, but you can contact them for a quote and a free demo. 

Decoding the cost of contract management software

The price of construction contract administration software varies widely. The costs of each program depend on things like:

  • The number of people using the software.
  • The range of features you need.
  • Integration capabilities. 
  • The size of your projects. 

Additionally, pricing models, such as subscription-based versus one-time licenses, also impact your costs. It’s crucial to evaluate your requirements and test products out with a free trial before you invest in them.

Key takeaways

Construction contract administration software is essential for managing your construction contracts, especially as you grow. It improves efficiency and reduces risk to simplify your workflows overall. 

Key features to look for include: 

  • Integration capability. 
  • A robust set of features.
  • Customization options with support. 

Frequently asked questions (FAQs)

What is the main difference between regular and construction-specific contract management software?

Regular contract management software focuses on general contract needs like document storage and general workflow automation.

On the other hand, construction-specific software includes features tailored to construction field requirements. It helps with: 

  • Project milestones. 
  • Compliance with building codes. 
  • Passing safety inspections. 

How does construction contract administration software enhance project efficiency?

Construction contract administration software simplifies various processes, from documentation to communication. It ensures that you use all resources optimally to complete projects within your budget and time frame.

What should be my primary considerations while selecting a construction contract management system?

Here are some primary considerations to keep in mind while selecting a construction management system. Look for a solution that:

  • Offers a good range of features.
  • Integrates with other business systems. 
  • Provides customer support services.
  • Comes with a cost-effective pricing model.

Step up your contract game with a free trial of Method. 

Image credit: cherryandbees via Adobe Stock

Two men talking to each other at construction sites

Pest control software QuickBooks: An overview

Field Services, QuickBooks / By

Looking for a pest control software QuickBooks? Find out which option will best help you manage your business.

Pest control software QuickBooks: An overview Read More »

Managing a pest control business comes with its unique set of challenges. From tracking infestations to ensuring timeliness, you need a specialized solution. That’s where pest control software with QuickBooks comes in.

In this blog, you’ll discover:

  • The benefits of pest control software QuickBooks integrations.
  • Insights into pest control software trends.
  • Tips on selecting software tailored to your business needs.
  • Your five best options, considering features and limitations.

Equipping yourself with this knowledge makes it easy to find and select the right software to improve your bottom line. 

Let’s dive in!

Sick of manually adding invoices into QuickBooks?

Let Method automate it

What is pest control software?

Pest control software is a specialized tool designed to manage unique pest control business needs. It enhances efficiency and productivity by automating processes such as:

  • Scheduling appointments.
  • Tracking requests for insect and rodent infestation service.

At its core, this software simplifies your operations so you can focus on handling pests like ants, spiders, gnats, and termites — not endless paperwork.

How does pest control software QuickBooks work?

Pest control software QuickBooks integrations work by connecting a designated pest control solution directly to the accounting platform. This integration lets you:

  • Monitor chemical usage.
  • Optimize job routes. 
  • Track jobs and budgets.

A pest control software QuickBooks combination keeps everything in one place, including:

  • Customer information.
  • Work orders.
  • Payments.

Benefits of pest control software QuickBooks

Improved efficiency and productivity of businesses

With this software, you can automate tasks like:

  • Dispatching technicians.
  • Scheduling jobs. 
  • Generating invoices. 

This enhances your team’s productivity, letting them focus on pest control tasks like extermination. 

Enhanced customer experience and retention

With real-time communication features, your customers can:

  • Access their data.
  • Schedule appointments.
  • Get answers to their questions.
  • Make payments through desktop, iOS, and Android devices. 

By empowering your customers, this software improves customer experience and retention.

Cost savings for time and resources

With pest control software, you save money and resources by automating tedious tasks. This also reduces manual effort and potential errors.

Key features of pest control software QuickBooks

Seamless integration with QuickBooks

A pest control software QuickBooks integration simplifies your workflows. For example, it streamlines invoicing and billing. 

This integration also lets you sync your financial and customer data, ensuring accurate and updated records.

Chemical usage tracking and reporting

From repellents to poisons, pest control software supports chemical usage tracking and reporting. This ensures compliance and safety for your business.

Job scheduling and route optimization

A pest control software QuickBooks integration facilitates job scheduling and route optimization to dispatch crews efficiently. 

With optimized routes, you save fuel and can get to that cockroach infestation or larvae growth location in time.

Customer relationship management (CRM) and accounts

This software also empowers customer relationship management (CRM) & accounts.

So, you can easily look at all your interactions, from initial inquiries to follow-up appointments. As a result, you can personalize your services better to meet customer needs. 

Real-time communication with customers

No matter if your customer is dealing with a beetle, moth, millipede, or fly infestation, an immediate response is critical. A pest control software QuickBooks integration ensures that customers can directly call or message from anywhere. 

Plus, the tool provides real-time communication with customers so that you’re always on the same page. This leads to better service delivery and customer satisfaction.

Manage pest control operations and business ownership

Running a pest control business is more than just sending an exterminator to deal with pests like centipedes. It also involves numerous office tasks and tough business decisions. 

A good pest control program simplifies the process of business ownership. The software ensures that you run your operations smoothly, as it:

  • Schedules appointments.
  • Dispatches teams to specific locations.
  • Manages inventory of items like bait.

Automated invoicing and billing solutions

A pest control software QuickBooks integration lets you utilize automated invoicing and billing tools. As a result, you increase efficiency and reduce your errors. 

Whether you bill a customer for a routine service or a specialized treatment like fumigation, software ensures that all transactions are:

  • Transparent.
  • Accurate.
  • Hassle-free.

Advantages of using a pest control software Quickbooks integration

A pest control software QuickBooks integration offers a range of benefits, from the ability to customize to secure data storage and backup, and more. 

The best software solutions scale with your business, making them an optimal choice for businesses of all sizes.

Let’s dive into your top options!

Top pest control software for QuickBooks

1. Method:Field Services

Method:Field Services is a top pest control software QuickBooks users love. With its two-way sync with QuickBooks, there’s no need for manual data entry. Method pulls all your customer and job information from QuickBooks to save time and boost efficiency, giving you a unified system. 

Along with powerful customer management, Method offers a variety of features for different business needs.

Features

  • Automated scheduling with different view options.
  • The ability to easily create an estimate or work order and convert it into an invoice.
  • Route mapping and scheduling to save time, mileage, and gas.
  • User-friendly mobile app for real-time updates. 
  • Contact management tools with a 360-degree view of customer details.
  • Comes with excellent customer support services, including customization. 

Limitations

  • Currently only available in English.
  • Limited to QuickBooks and Xero users.

Pricing

Method:Field Services starts at $15/ per month per user. It also offers a free, no-commitment trial.

Tackle customer management, time tracking, work orders, and more!

Method handles it all

2. mHelpDesk

Image credit: SoftwareAdvice

mHelpDesk is another field service software that automates your repetitive tasks, like dispatching. 

This solution integrates several areas of your company to keep it organized. One of the most noteworthy features of mHelpDesk is that it lets you dispatch jobs through text message.

Some of its other capabilities include:

Features

  • The ability to schedule a series of recurring jobs. 
  • GPS tracking with Google Maps integration. 
  • Easy-to-use custom form builder. 
  • Automated reminders and push alerts for appointments. 

Limitations

  • Users report problems with speed and syncing data. 
  • Lacks in customer support.

Pricing

mHelpDesk does not provide pricing information on their online site, but you can contact them for a personal quote. 

3. Jobber

Jobber Ad Screenshot

Image credit: Jobber

Jobber is an all-in-one software packed with features to replace tedious tasks. With its intuitive design and advanced automation, the software simplifies tasks like scheduling, invoicing, and customer management.

Features

  • GPS supported job-tracking to keep an eye on progress.
  • Mobile app to communicate with clients and technicians from anywhere.
  • The ability to add an image, photos, and additional notes. 
  • Recurring scheduling and easy job reassigning. 
  • Integrations that aid with your social media and marketing efforts.

Limitations

  • Lacks a full calendar view of your jobs. 
  • Users report trouble with QuickBooks integration. 

Pricing

  • Core: $49 per month. 
  • Connect: $119 per month. 
  • Grow: $245 per month. 

Jobber also offers a free trial.

4. ServiceTitan

A product shot of a ServiceTitan dashboard,

Image credit: ServiceTitan

ServiceTitan is an all-in-one software solution with great tools that boost sales and empower your team. Its powerful platform enhances workflows while ensuring improved collaboration and customer experiences. 

Features

  • Automated forms to stay consistent across every job. 
  • The ability to track progress and profits in real time to allocate resources. 
  • Crew management tools to guide your employees from wherever you are. 
  • Dispatching tools to ensure you send the right techs for the job. 

Limitations

  • Payroll and timesheet features need more customization functionality. 
  • Steep learning curve to configure and implement the software for your needs. 

Pricing

ServiceTitan does not include pricing information on their website, but you can contact them for a quote. 

5. Service Fusion

Image credit: Software Pundit

Service Fusion stands out as a top software tailored for service-oriented businesses. From job tracking to integrated invoicing capabilities, Service Fusion’s features make it indispensable. 

Features

  • GPS fleet tracking to reduce fuel costs and risks. 
  • Phone call tracking software to manage customer requests.
  • Contactless eSign to speed up service agreements. 
  • The ability to page your team using real-time chat and notifications.

Limitations

  • Reports of bugs and workflow issues. 
  • Weak customer support. 

Pricing

  • Starter: $195 per month. 
  • Plus: $295 per month.
  • Pro: $495 per month. 

As the pest control industry evolves, leveraging technology is essential. Here are some of the latest trends in the pest control software market:

Mobile integration: Lets you access real-time data, schedule appointments, and report findings from the field.

Cloud-based solutions: Offers secure storage and easy access to data from anywhere.

Automated scheduling: Simplifies appointment bookings, which reduces overlaps and ensures timely services.

Customer portals: Lets customers view service history and make payments online.

Data analytics: Generates insights into patterns, helping with predictive and preventive measures.

Integrated payment systems: Provides seamless billing and payment options to customers.

These points transform the way you serve customers, so it’s important that your business keeps up with trends in pest control software. 

Selection of the right pest control software

Choosing the right pest control software is crucial. Start by exploring options that offer a free trial or demo before you upgrade to a paid plan. Ensure the software is integrated with QuickBooks and simplifies invoicing and billing for efficiency. 

The ideal software should also be flexible so that it can be customized according to business needs. It’s also important to check that it is compatible with various devices and platforms for use on the go. 

Lastly, you should prioritize user experience. Choose software with an interface that is easy to use and navigate, so that your team can reap its benefits without a steep learning curve.

Key takeaways

A pest control software QuickBooks integration simplifies your workflows and automates tedious tasks. It lets your team focus on providing the best service. 

It’s important to choose the right software for your business needs. Method is one of the best choices for pest control software because of its:

  • Powerful two-way sync with QuickBooks. 
  • Unlimited customization ability. 
  • User-friendly mobile app for real-time updates. 

Frequently asked questions

What makes pest control software QuickBooks an optimal choice for businesses?

A pest control software QuickBooks integration manages pest control operations effectively. It automates crucial business processes, which saves time and resources. This lets your team focus on delivering quality service. 

How does the integration with QuickBooks enhance pest control software functionality?

Integrating with QuickBooks simplifies financial processes and offers secure data storage and backup. This means all your business’ financial and customer data is safe and accessible.

QuickBooks also offers add-ons and apps that boost your software’s efficiency.

Can small pest control businesses benefit from QuickBooks integrated software?

Yes, software that can integrate with QuickBooks is scalable, catering to businesses of all sizes. Small pest control businesses benefit from tailored solutions that meet specific needs. This ensures efficient operations without larger system’s sizable overheads.

Say hello to pest control efficiency with your free trial of Method. 

Image credit: Shutter B via Adobe Stock

Man with construction helmet looks at tablet screen at construction site

The ultimate guide to pool service software QuickBooks

Field Services, QuickBooks / By

Wondering what pool service software QuickBooks does? It helps you schedule jobs, track work orders, and send invoices. Find out how here.

The ultimate guide to pool service software QuickBooks Read More »

Managing a pool service business requires you to juggle numerous tasks. From scheduling to invoicing, you need a way to simplify tedious processes to stay competitive and on top of the work you’re being paid for. Enter pool service software. 

This blog navigates the best pool service software in the market. After reading, you’ll know:

  • The benefits of using this software.
  • The different features each solution offers.
  • How to select the right software for your business.

Let’s get started!

Sick of manually adding invoices into QuickBooks?

Let Method automate it

What is pool service software?

Pool service software is a digital tool designed to manage and automate various aspects of a pool service business. 

These software solutions optimize business processes and enhance customer service by tackling operations such as:

  • Scheduling jobs.
  • Tracking work orders.
  • Invoicing customers.
  • Managing inventory. 

What is pool service software QuickBooks?

Pool service software with QuickBooks is a specialized version of pool service software that integrates seamlessly with QuickBooks, a popular accounting and bookkeeping tool. 

This software manages customer data efficiently by eliminating barriers between your accounting and pool service platforms. It lets you do everything from one place, including:

  • Sync financial data. 
  • Manage payroll.
  • Automate billing processes.

Benefits of using pool service software QuickBooks

Pool service software assesses current business processes and identifies needs. It offers a comprehensive solution to:

  • Centralize your operations.
  • Reduce paperwork.
  • Enhance communication with employees and customers.

Overview of features offered by pool service software QuickBooks

The following section identifies key features in pool service software solutions so you know what to look for when deciding.

Customer management: Centralizing customer data

One of the biggest problems businesses face is scattered information. That’s why software centralizes customer and project data. This speeds up data retrieval so that you can:

  • Access information quickly.
  • Streamline communication.
  • Enhance customer service.

Field service management: Streamlining field operations

Field operations are the backbone of pool service businesses. Pool service software automates field service management to eliminate paper-based errors.

With software, field service techs receive accurate work orders on their devices. Then, they can easily navigate it to find the most efficient route to each location. The best part is that the software will update their job status in real time. 

Real time scheduling & tracking: Enhancing efficiency

A pool service software QuickBooks integration tracks real-time scheduling and job progress. This feature schedules jobs to make it easy for your team to coordinate their routes and tasks effectively.

It also lets you monitor job progress and make adjustments so team members are always at the right place and time.

Additionally, software schedules tasks and appointments. This reduces the chances of overbooking or double-booking and enhances operational efficiency even more.

Smart service mobile app & web portal: On-the-go access

Working in different locations requires a solution with remote access. Pool service software accesses mobile app and web portal capabilities for on-the-go use. Whether on Android or iOS, your techs can remotely: 

  • Review jobs. 
  • Update timesheets. 
  • Communicate with the office. 

Regardless of their location, the app ensures your crew has the tools they need to work and communicate with confidence.

Credit card processing and invoicing: Simplifying transactions

Billing is a crucial aspect of any business. Software that integrates with QuickBooks simplifies transaction processes by offering integrated credit card processing. This means that your customers’ payments process in the same platform, so you reduce turnaround time and promote financial security. 

What’s more, your software invoices customers for services rendered. As a result, it reduces time spent on administrative tasks and improves cash flow. 

Office manager dashboard & reports: Tracking business performance

Your pool service system streamlines office manager reports. With analytics and reporting tools, you’ll:

  • Gain insights into sales trends.
  • Track sales.
  • Make informed decisions.

As the tool also enhances business performance monitoring, you can focus on business growth with clarity.

Automated customer satisfaction surveys: Gathering customer feedback

Pool service software with QuickBooks conducts automated customer satisfaction surveys. This lets you monitor and respond to customer feedback.

A system that monitors customer feedback through surveys helps you identify areas of improvement and exceed expectations. 

Cloud-based solution for data storage & backup: Ensuring data security

Data security is paramount. The best software stores data securely on the cloud. This ensures that sensitive business information is secure from potential breaches. 

Also, pool service software backs up data for future use, preventing data loss.

How to find the best pool service software

The previous section on pool service software QuickBooks reviews features of different pool service software options. But how do you use that information to find the best software? 

Here are your top five options. 

1. Method:Field Services

Method:Field Services is a top software with a strong pool service software QuickBooks integration. Thanks to Method’s two-way sync with QuickBooks, there’s no need for manual data entry. 

Method does the work for you by pulling your customer and job information from QuickBooks to boost efficiency. 

Features

  • Powerful two-way sync with QuickBooks for seamless data flow. 
  • Automated scheduling with different view options.
  • The ability to convert work orders into invoices.
  • Route mapping to save time, mileage, and gas.
  • The ability to create estimates, quotes, work orders, and invoices in a few clicks.
  • User-friendly mobile app for real-time updates. 
  • Contact management, including a 360-degree view of customer details, job completion history, and leads.

Limitations

  • Currently only available in English.
  • Limited to QuickBooks and Xero users.

Pricing

  • Contact Management: $25 per user per month.
  • CRM Pro: $44 per user per month.
  • CRM Enterprise: $64 per user per month.

Method:Field Services offers a free no-commitment trial, that includes:

  • A free hour of customization services to tailor Method to your needs.
  • Unlimited support resources.
  • Access to all features, including the Method mobile app.

Growing your business as a contractor can feel impossible.

Method can help

2. Jobber

Jobber Ad Screenshot

Image credit: Jobber

Jobber is an all-in-one pool service software. It’s packed with features that simplify tedious tasks, making work easier as soon you install it.

Features

  • GPS-supported job tracking to monitor progress.
  • Mobile app to communicate with customers and technicians from anywhere.
  • The ability to add an image, photos, and additional notes. 
  • Recurring scheduling and easy job reassignment. 
  • Integrations that aid with social media and marketing efforts.

Limitations

  • Lacks a full calendar view of your jobs. 
  • Users report trouble with its QuickBooks integration. 

Pricing

  • Core: $49 per month. 
  • Connect: $119 per month. 
  • Grow: $245 per month. 

Jobber also offers a free trial.

3. Housecall Pro

A product shot of Housecall Pro on desktop and mobile.

Image credit: Housecall Pro

Housecall Pro is an all-in-one contractor scheduling solution that helps businesses grow faster and work smarter. With easy-to-use tools for scheduling and managing jobs, Housecall Pro helps you manage your business efficiently.

Features

  • Intuitive digital scheduling tool to eliminate double booking.
  • Team dispatch notifications and reminders with real-time service requests.
  • Text-based job notifications to page employees quickly.
  • In-app team chat to coordinate and communicate with workers on the fly

Limitations

  • Customer service is lacking. 
  • Users report glitches, such as missing invoices.

Pricing

  • Basic: $49 per month.
  • Essential: $129 per month.
  • Max: Pricing is available upon request.

4. ServiceWorks

Image credit: Service Works

Features

  • Drag-and-drop tools to schedule or reassign jobs using calendars. 
  • Custom job forms where you can create checklists to track work items. 
  • Instant booking through your website to get more jobs. 
  • Mobile functionality to draft and send estimates while on site. 
  • GPS tracking that stores routes in your history. 

Limitations

  • The software has a steep learning curve. 
  • Users report an overwhelming amount of features that aren’t useful.

Pricing

ServiceWorks does not include pricing information on its website. You can access a personalized quote by contacting them through their website. 

5. Service Autopilot

Image credit: Slashdot

Service Autopilot is an all-in-one pool service software with great tools to run your service business efficiently at any stage. 

Features

  • Automatic route optimization to save time. 
  • Instant invoicing for your customers when and where you want. 
  • Flexible scheduling to book recurring jobs easily. 
  • Create estimates and auto-price jobs based on the best numbers. 

Limitations

  • Lacks adequate customer support.
  • Users report issues with its QuickBooks sync.

Pricing

  • Startup: $49 per month. 
  • Pro: $119 per month. 
  • Pro Plus: $309 per month. 

How to integrate QuickBooks with pool service software?

First, ensure that your pool service software is compatible with QuickBooks. Always perform a data backup in QuickBooks and your pool service software.

Most pool service software solutions offer a step-by-step guide or wizard for integration. Follow these instructions carefully. Typically, this involves logging into both systems and selecting the data you want to sync.

Ensure that data fields in your pool service software match those in QuickBooks. For example, “Client Name” in your pool software should map to “Customer Name” in QuickBooks. If there are any discrepancies, contact the software’s support teams. 

How to select the right pool service software QuickBooks for your business

Assessing your current processes and identifying needs: The first step

Before diving into software options, evaluate your current business processes. Identify areas of inefficiency to determine what features you need for improvement. This ensures that your team selects the right software for your business needs.

Key features to look for in pool service software QuickBooks solutions

When evaluating software, prioritize features that align with your company’s needs. The best pool service software for QuickBooks integrates with other business systems, ensuring seamless data flow across platforms. 

Additionally, consider payment processing capabilities. A pool service software QuickBooks integration processes credit card payments, making transactions smooth for you and your customers.

Other useful features include automated invoicing and billing to generate and send invoices after job completion. Not to mention, mobile apps let your team stay connected with the office when on the go.

Consultation with expert advice for customization options: Tailoring to your needs

Every pool service business is unique, and off-the-shelf software might not address all your specific requirements. So, it’s essential that your team consults with experts for customization options, ensuring your chosen software aligns with your business model. 

Put simply, the best software customizes to meet specific business needs, whether it’s:

  • Unique reporting. 
  • Specialized scheduling.
  • Specific customer management features.

Key takeaways

Using pool service software, you can automate and manage several aspects of your pool service business, from scheduling to invoicing — and everything in between.

It’s important to choose the right software for your unique needs, keeping in mind key features such as real-time scheduling and mobile access. 

At the end of the day, Method is the best solution for your pool service needs with its: 

  • Unlimited customization.
  • Powerful two-way QuickBooks sync. 
  • Automated invoicing. 

Frequently asked questions

What makes pool service software QuickBooks unique from other software?

This software type caters to QuickBooks users in the pool service industry. This sets it apart from generic software solutions in its industry specialization and functionality with your accounting software. For example, you can use QuickBooks add-ons and apps that boost operational efficiency across your entire business.

How can pool service software QuickBooks improve my business operations?

The right pool service software QuickBooks integration tailors features to match your business operations. This simplifies tasks like:

  • Scheduling.
  • Invoicing.
  • Customer management. 

Also, pool service software secures sensitive business information, ensuring your data is protected with industry-leading security measures.

What kind of support can I expect with pool service software QuickBooks?

When you choose software with a strong QuickBooks integration, you can expect access to a dedicated support team that will provide timely assistance for any issues or questions. Additionally, most software providers offer extensive online resources like demo videos and tutorials to help you.

Dive into pool service efficiency with a free trial of Method. 


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Simple invoice approval software: Automating workflows

Accounting / By

An invoice approval software solution helps you avoid double payments and boosts your control over your finances.

Simple invoice approval software: Automating workflows Read More »

Managing invoices gets overwhelming, especially as your company grows. Inefficiencies in your invoice approval process hurt your bottom line. 

But with the right tools, you’ll stop worrying about approvals. In the content of this blog, you’ll explore:

  • The benefits of invoice approval software.
  • Invoice approval best practices.
  • How to choose the right software.

Let’s dive in!

What is an invoice approval software?

Invoice approval software is a digital tool that automates the approval process for the invoices you receive. It manages invoices from vendors and suppliers so that you:

  • Can review the owed amount.
  • Obtain the necessary approvals.
  • Boost operational efficiency.

This software connects with accounting systems for seamless workflow management that reduces manual coding and simplifies operations. 

Implications of invoice approval software on accounts payable processes

Common issues with accounts payable workflows include:

  • Dealing with paper invoices.
  • Manual data entry in tools like Excel.
  • Ensuring compliance with business rules. 

An invoice approval system simplifies your processes as it:

  • Automates data entry.
  • Reduces errors and duplicate payments.
  • Enhances visibility into accounts payable.

Understanding automation in the invoice approval process

When you automate your invoice approval process, you improve efficiency. Once your system receives an invoice, it matches them automatically with purchasing orders. 

Your software then routes them for approval based on predefined business rules. This is useful for project management, where scheduling and shipping resources are crucial.

Your software also sends notifications and reminders to approvers for prompt turnarounds. This works to accelerate invoice processing times for your accounts receivable team.

As a result of automation, you ensure better financial management and cash flow. 

Why do businesses leverage digital approval tools?

You need to optimize operations and reduce costs to stay competitive. The best way to accomplish this is to digitalize invoice approval using software. This standardizes the invoicing process, which reduces processing costs and saves time.

With examples like webinars and online training, your employees can use digital tools anywhere, whether it’s through a cloud-based app or a mobile device.

Streamlining vendor relationships through digitalization

Maintaining strong relationships with vendors is crucial for any organization. Software improves vendor relationships as it:

  • Ensures timely payments.
  • Provides visibility into the approval process. 
  • Ensures adherence to business rules and workflows.

The role of invoice approval software in cost savings

By automating your invoice approval process, you cut down on manual data entry and administrative tasks for your employees. 

This reduces errors and processing costs as it improves your: 

  • Budgeting. 
  • Cost control.
  • Expense management.

Achieving complete control over the entire process

A good software gives organizations complete control over their invoice processing. For example, the best invoice approval software lets you implement features like customizable approval hierarchies and real-time invoice tracking. This way, you can verify every invoice before making any payments.

Benefits of invoice approval software

An invoice approval software is your most vital partner (MVP) when it comes to boosting operational efficiency. Let’s dive deeper into its main benefits. 

Averting late duplicate payments with software assistance

Whether you’re a contractor or you own a manufacturing firm, late and duplicate payments from customers drain your resources.

Thankfully, software uses automation to match your invoices to your purchase orders. This:

  • Enhances overall business productivity.
  • Improves cash management.
  • Ensures timely revenue management.

How invoice approval systems ensure complete visibility

Another main benefit of using software is that it offers complete visibility. You can track invoices in real time and centralize all your information in one place. 

Enhancing the finance team’s real-time transaction visibility

With the right software, your finance department can monitor transactions in real time. This boosts your team’s efficiency and ensures accuracy in financial transactions.

It also improves financial controls and facilitates better decision-making with accurate data. As a result, you can refine your: 

  • Auditing. 
  • Tax management. 
  • Forecasting.

Key features of invoice approval software solutions

In this section, you’ll explore some crucial features of invoice approval software.

Examining business rules and workflows within the software

Every organization has its own set of business rules and workflows. The best software lets you customize these rules to give you a system that aligns perfectly with your needs.

The advantage of tracking details on every step of the process

Software offers granular insights into every step of the approval process, from submission to final payment. This lets you identify bottlenecks and roadblocks to improve the efficiency of your services.

Analyzing the permissions

Security is non-negotiable when dealing with financial transactions. Your software lets you authenticate secure access with controls and permissions. This means that only users that you’ve authorized can approve invoices.

Invoice approval best practices

By leveraging approval software, companies ensure a seamless way to systematize their invoices. Here are some best practices to consider:

The importance of automating AP as much as possible

Automating your accounts payable (AP) process saves time and improves productivity. AP automation:

  • Reduces errors and duplicate payments. 
  • Speeds up invoice processing times. 
  • Allows for real-time tracking of invoices. 
  • Facilitates compliance with regulations leaving an audit trail.

Documenting and defining approvals using software

Clear documentation and a well-defined approval process are crucial for business efficiency and compliance. Designated software:

  • Provides templates and forms that standardize your invoice approval process.
  • Offers customizable approval hierarchies to route invoices to the correct approvers.
  • Streamlines the approval process, ensuring that you’ve attached all necessary documents and data to each invoice.

To refine and improve the invoice approval process, measuring key metrics for analysis is essential, as doing so:

  • Provides comprehensive reporting and analytics: This lets managers gauge the time invoice approvals take, identify bottlenecks, and streamline workflows.
  • Increases accuracy in financial transactions: Real-time data entry and automated checks ensure that financial records remain accurate and up to date.

Integrating finance automation software with existing tools

For a holistic approach to finance management, integration is key. Good software integrates with existing finance systems for seamless data flow. For example, connecting with your inventory management system, ensures that your invoice items always match your shipped inventory.

When you synchronize it with other systems, apps, and processes, finance automation software also facilitates better task management for delegating your team. 

The necessity of separating invoice approval and payment duties

It’s crucial to separate invoice approval and payment duties. Good software:

  • Ensures proper documentation and audit trails: You can log every step, clearly showing who approved an invoice and who made the payment. This also simplifies the dispute resolution process.
  • Enhances the efficiency of the finance team: Defining roles allows for seamless collaboration among teams so that there are no conflicts as you coordinate tasks.
  • Offers secure access controls and permissions: This means only authorized users have rights and permissions to approve invoices or release payments.

Guide to choosing the right tools for automated invoice approval workflow

With the numerous options available in the market, choosing the right software can be tough. Here are some key aspects to consider.

Evaluating software based on business-specific needs

Every business has unique needs. You should evaluate yours before deciding on a software solution. Selecting one that aligns with your requirements and workflows is essential. 

Considering software compatibility and integration capabilities

Ensure that your software integrates seamlessly with your existing accounting systems and other tools. This makes implementation easier and gives you a comprehensive overview of your operations.

Understanding the importance of scalability in selection

As your business grows, your needs evolve too. So, you’ll need software that supports scalability as business grows.

The ideal software can manage increased transaction volumes, users, and features without compromising on efficiency.

Is Method the right invoice approval software for you?

Method is the best invoice approval software tailored to modern business needs. Here’s why:

  • Powerful two-way sync with QuickBooks and Xero for smooth workflows.
  • Real-time tracking of every invoice, from creation to final approval.
  • Customizable workflow defined by your unique business rules so that every invoice follows the correct approval hierarchy.

Key takeaways

Good invoice approval software plays a huge role in simplifying your accounts payable process and enhancing vendor relationships. 

Method is a popular software choice as it offers: 

  • Invoicing workflow automation.
  • Seamless integration capabilities.
  • Real-time invoice tracking.

Frequently asked questions (FAQs)

How does invoice approval software impact vendor relationships?

Invoice approval software simplifies your payment process, ensuring timely and accurate payments to vendors. This: 

  • Fosters trust. 
  • Reduces disputes. 
  • Strengthens vendor relationships.

What metrics should be tracked to measure invoice approval efficiency?

Here are some metrics you can track to validate invoice approval efficiency:

  • Approval cycle time: The time taken from invoice receipt to approval.
  • Error rate: The percentage of invoices with errors or discrepancies.
  • Number of manual interventions: Instances where manual checks or corrections were needed.
  • Vendor query rate: How often vendors inquire about payment statuses.
  • Percentage of on-time payments: The proportion of invoices paid by their due date.

How to choose an invoice approval software that best fits a business’s needs?

When selecting your software, consider:

  • Integration capabilities: Make sure it can integrate seamlessly with existing accounting systems and business tools.
  • Customizability: The software should adapt to your specific business rules and workflows.
  • Scalability: As your business grows, your software should be able to handle increased volume.
  • Security features: Ensure robust security measures to protect sensitive financial data.
  • User-friendliness: An intuitive interface reduces the learning curve and improves your ability to configure a seamless business system.
  • Cost: Review the software’s price against its features, ensuring it offers value for money.

Ready to transform your invoice approval workflow? 

Start your free trial with Method.

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