Method:Field Services
2 Reviews 4.5/5 ★ ★ ★ ★ ★A field service management software designed for QuickBooks users.
Product Overview
Method:Field Services is a field service management software that streamlines operations for businesses that perform on-site tasks like maintenance and repairs. Key features include streamlined job creation, scheduling and dispatching, work order and invoice creation, and a two-way real-time QuickBooks sync.Pros
- Two-way QuickBooks integration
- Highly customizable for specific workflows
- Has a mobile app
Cons
- Additional customization may incur extra costs
- Mobile app experiences occasional freezes
- Time tracking features could be more user-friendly
Target Market
Small to medium-sized field service companies. Top industries include businesses in consumer services, electrical/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.
Method:Field Services Key Features
- Job Scheduling and Dispatching: Provides drag-and-drop calendar scheduling and allows for one-time and recurring job scheduling.
- Mobile App: Field crews can access job details, plan routes, create estimates, and update work orders while on the go.
- QuickBooks Integration: Syncs seamlessly with QuickBooks, eliminating double data entry.
- Estimate and Invoice Creation: Users can create and email invoices directly form their phones and easily convert work orders into QuickBooks invoices.
- Route Optimization: Field crews can creat and map the most efficient routes to job sites.
- Time Tracking: Features time-tracking capabilities to track time spent on jobs.
- Payment Processing: Enables online payment acceptance from customers.
Method:Field Services Pricing
The cost of a dispatcher is $44/dispatcher/month, billed annually. The cost of a field crew technician is $15/technician/month, billed annually. Both plans come with a free trial.
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User Reviews of Method:Field Services
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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
None
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.
