A field service management software for consumer services, electronic manufacturing, and construction.
Method:Field Services is a field service management software that simplifies job scheduling and invoicing. The software can be instantly synced with QuickBooks for a complete experience with no double data entry.
This helps serve customers better with faster estimating and invoice creation, increasing sales through positive customer interaction and repeat business, and improved scheduling and dispatching.
After looking at a few programs we ended up going with Method: Field Services. We really liked how it was easily able to integrate with QuickBooks.
We also liked that they had a field tech app that allows our guys in the field to use their phones.
All-in-all, the program was easy to use affordable and is able to connect our office to our field guys.
Application for our field guys
Integration with QuickBooks
I realized that [in order] to move forward, I needed a program that I could design my way and that connected to my accounting data.
After six months of searching, Method:CRM was the way up. The program lit a fire in me to get myself back into business.
In less than five minutes after speaking to a customer, they have an email with all the necessary information, including the estimate complete with project phases, cost breakdowns for each phase, and the required down payment.
With Method, my sales process is so hyper-efficient that I now close 95% of my sales. Method has reduced my admin work by 80% and gives me insightful business reports in less than a minute.
The grid [I created] has buttons for [each of my] vendors. When I press a vendor button, the check-marked materials are generated into a report, which is then automatically faxed to the vendor — all without being connected to a fax machine. This whole process takes less than a minute.