Features

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Activities

All your customer interactions in one place, with automated follow-ups and reminders

Email

Email customers directly from Method, or connect your customer data to Gmail

Proposals

Automate the process of getting your customers to receive and accept engagement letters

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Case management

See, track, and manage everything that needs your attention in one place

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Email

Email customers directly from Method, or connect your customer data to Gmail

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Activities

All your customer interactions in one place, with automated follow-ups and reminders

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Email

Email customers directly from Method, or connect your customer data to Gmail

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Estimates

Create estimates in seconds and send them to customers in one click, to close deals faster

Customer portals

Let customers approve estimates, access order details, and pay invoices in one place

Reporting

See what’s happening in your business with detailed reports, for better decision making

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Lead management

Collect new leads, send them emails and estimates, and turn them into customers

Web to lead forms

Capture leads directly from your website, so you can turn them into customers faster

Opportunities

See your sales opportunities in one place, never missing out on a potential deal

Customer management

All of your customer data in one place, syncing directly to QuickBooks

Branded customer portals

Add your logo and brand colors to your customers’ go-to spot for order details

Email campaigns

Send customers email marketing campaigns or connect directly to Mailchimp

Schedule a demo

Let us show you how Method can help your business grow

Schedule

QuickBooks CRM

Transform QuickBooks into a powerful CRM that can do more than basic accounting

Payments

Give customers their own online payment portals, so you can get paid faster

Time tracking

Track and log work hours for efficient billing

Receipts

Track and manage sales receipts, all attached to the customer and invoice

Xero CRM

Enhance Xero with customizable CRM features, to do more than basic accounting

E-signatures

Securely sign and approve estimates and invoices online, to close deals faster

Reporting

See what’s happening in your business with detailed reports, for better decision making

Invoicing

Create invoices instantly, emailing them directly to your customers for faster payments

Schedule a demo

Let us show you how Method can help your business grow

Schedule

Mobile field crew app

Let your field crew access critical job details on-the-go and have them report back

Time tracking

Track work hours so you can keep your staff happy with accurate pay checks

Scheduling & dispatching

Flexible scheduling tools to plan your team’s time, and get them where they need to be

Payments

Give customers their own online payment portals, so you can get paid faster

Work order management

Create, manage, and assign work orders, easily converting them to invoices once complete

Activities

All your job and customer interactions in one place, with automated follow-ups

Proposals

Automate the process of getting your customers to receive and accept engagement letters

E-signatures

Securely sign and approve estimates and invoices online, to close deals faster

Customer portals

Let customers approve estimates, access job details, and pay invoices in one place

Estimates

Let your team create estimates while they’re on-site, with our mobile field crew app

Schedule a demo

Let us show you how Method can help your business grow

Schedule

QuickBooks

Transform QuickBooks into a powerful CRM, with data instantly syncing back & forth

Zapier

Automate workflows by connecting the software you use to Method with Zapier

Payments

Easily connect to top payment providers for easier payment processing, so you can get paid faster

Xero

Enhance Xero with CRM features, and keep your data up to date with two way sync

E-commerce

Integrate e-commerce platforms to connect your sales orders to your CRM

Email

Send your lead lists directly to Mailchimp for advanced email marketing campaigns

Schedule a demo

Let us show you how Method can help your business grow

Schedule

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What Sales, Order & Inventory Automation Should Look Like in 2025

Learn to align Sales & Finance in QuickBooks for streamlined processes, accurate forecasts, and profitable growth—expert tips from Method & FinOptimal.

Watch What Sales, Order & Inventory Automation Should Look Like in 2025 »
How to Solve Complex Field-to-Office Workflows with QuickBooks & Method

Learn to align Sales & Finance in QuickBooks for streamlined processes, accurate forecasts, and profitable growth—expert tips from Method & FinOptimal.

Watch How to Solve Complex Field-to-Office Workflows with QuickBooks & Method »
How to Get Sales and Finance Working in Lockstep (In QuickBooks)

Learn to align Sales & Finance in QuickBooks for streamlined processes, accurate forecasts, and profitable growth—expert tips from Method & FinOptimal.

Watch How to Get Sales and Finance Working in Lockstep (In QuickBooks) »
2025 QuickBooks trends every small business needs to know

Learn 2025 QuickBooks trends with experts from Intuit and Clockwork. Explore cloud accounting, AI, customer-focused strategies, and more.

Watch 2025 QuickBooks trends every small business needs to know »
Customer workshop: Maximize your sales with the Opportunities App

Learn how to improve your sales with Method's Opportunities App in this customer workshop.

Watch Customer workshop: Maximize your sales with the Opportunities App »
7 ways for manufacturers to get—and close—more leads

Learn from industry experts and discover 7 proven strategies for manufacturers to generate and close more leads in this webinar.

Watch 7 ways for manufacturers to get—and close—more leads »
How to grow your manufacturing business on QuickBooks

Learn how to grow your manufacturing business on QuickBooks by integrating essential add-ons that are a fraction of the price of an ERP.

Watch How to grow your manufacturing business on QuickBooks »
Building your QuickBooks Desktop continuity plan

After September 30th, 2024, Intuit is stopping the sale of several versions of QuickBooks Desktop. Check out this webinar for everything you need to know.

Watch Building your QuickBooks Desktop continuity plan »
An alternative to ERP: Scale your business with Method and QuickBooks Online

Looking for ERP functionality without the hefty price tag? Check out this webinar to discover the best cost-effective ERP alternative.

Watch An alternative to ERP: Scale your business with Method and QuickBooks Online »
How to maximize efficiency with QuickBooks Online automation

Learn from industry experts as they share their insights to help you drive sales success and achieve business growth.

Watch How to maximize efficiency with QuickBooks Online automation »
Transforming sales teams: From good to great

Learn from industry experts as they share their insights to help you drive sales success and achieve business growth.

Watch Transforming sales teams: From good to great »
The top Xero trends for 2024 and beyond

Explore the top Xero trends webinar to tackle growing pains and set your business up for success in 2024!

Watch The top Xero trends for 2024 and beyond »
2024 QuickBooks Desktop trends and new features to know

Explore the top QuickBooks Desktop trends webinar to tackle growing pains and set your business up for success in 2024!

Watch 2024 QuickBooks Desktop trends and new features to know »
ServiceTitan vs. Method:Field Services comparison – Which one is better?

Check out this in-depth comparison of ServiceTitan vs. Method! Find out which field service software is right for you.

Read ServiceTitan vs. Method:Field Services comparison – Which one is better? »
Kickserv Vs. Method:Field Services comparison – Which one is better

Kickserv vs. Method:Field Services: What tool works best for your business? Read this guide to find out and make the best choice.

Read Kickserv Vs. Method:Field Services comparison – Which one is better »
Housecall Pro vs. Method:Field Services comparison – Which one is better?

When it comes to field service software, two of the biggest names are Housecall Pro and Method. But which one is the right choice?

Read Housecall Pro vs. Method:Field Services comparison – Which one is better? »
FieldEdge vs. Method:Field Services comparison – Which one is better?

FieldEdge vs. Method:Field Services: Read this guide to compare features and pick the best option for your business!

Read FieldEdge vs. Method:Field Services comparison – Which one is better? »
Service Fusion vs. Method:Field Services comparison – Which one is better?

Compare Service Fusion vs. Method:Field Services: Which one has better pricing and integration capabilities? Find the answer here!

Read Service Fusion vs. Method:Field Services comparison – Which one is better? »
Accounting trends for QuickBooks Online in 2024

Wondering how to set your business up for success? Check out the top accounting trends for QuickBooks Online in 2024!

Watch Accounting trends for QuickBooks Online in 2024 »
Small business growth strategies for QuickBooks users in 2024

Learn the secrets to maximizing your business in 2024 with QuickBooks, from creating a growth plan to automation strategies to drive success.

Watch Small business growth strategies for QuickBooks users in 2024 »
QuickBooks Connect: What to know before you go

Learn everything you need to know about the 2023's QuickBooks Connect conference, from how to prepare to the best sessions to look out for.

Watch QuickBooks Connect: What to know before you go »
How to create a credit memo in QuickBooks

Learn how to create a credit memo in QuickBooks easy step-by-step video tutorial.

Watch How to create a credit memo in QuickBooks »
Close your year off strong with Method’s new sales reorder feature

Get actionable sales strategies to catch up in Q4, and an in-depth look at the all-new sales reorder feature.

Watch Close your year off strong with Method’s new sales reorder feature »
Scale your business with Method and QuickBooks Online

Scaling a business is an uphill battle. See how Method and QuickBooks Online can help.

Watch Scale your business with Method and QuickBooks Online »