Seasons Greetings, Joyeux Noël!, Boas Festas!, Buone Feste, Ii holide ezimnandi, Sarbatori Fericite!, Frohe Weinachten!, Feliz Navidad, Mele Kalikimaka, Wesołych Świąt, Boldog Ünnepeket

On behalf of the Method Team, I’d like to wish everyone a happy holiday season!  May your holidays be filled with love, joy and laughter as you celebrate the season with your loved ones.

If you plan on reaching The Method Team during the holidays, please take note of our holiday hours:

Friday, December 21st: Office will be closed after 3:30pm EST

Monday, December 24th (Christmas Eve):  Office will be closed after 4:00pm EST

Tuesday, December 25th (Christmas Day): Office Closed

Wednesday, December 26th (Boxing Day in Canada): Office Closed

Monday, December 31st (New Year’s Eve):  Office will be closed after 4:00pm EST

Tuesday, January 1st (New Year’s Day): Office Closed

Have a safe and joyous holiday season, and we'll be in touch in the New Year!

Danny Do Couto
Method Integration

Why doesn’t Method CRM (Customer Relationship Management) support QuickBooks for Mac?

Not because the Method team doesn’t want to, it’s quite the contrary. In fact, they love Macs and most of them use them exclusively. The answer lies in how QuickBooks for Mac is different from the Windows version and the development path Intuit has taken with the two platforms. It’s not only Method CRM that won’t work with QuickBooks for Mac, no CRM product on the market today will.

First, A History Lesson

In 2006, Intuit switched the backend structure of QuickBooks for Windows to a SQL (Structured Query Language) type database. At the same time, they released a SDK (Software Development Kit) for QuickBooks for Windows that allowed third party developers to write programs that could access QuickBooks data, and both read and write to it. Previously the only way to import/export data to QuickBooks was via IIF (Intuit Interchange Format), which can be problematic. With the release of the SDK, the marketplace for third party apps exploded as companies now had an error free way to share information with QuickBooks. While this was happening on the Windows side, Intuit was slowing down development on the Mac version and didn’t make an SDK available for it. The Mac version was switched to SQL too, but another kind of SQL so the databases aren’t completely compatible. There were even rumors that QuickBooks for Mac was going to be discontinued completely. In the last few years though, as Mac sales increased, Intuit has renewed its efforts to develop the Mac version of QuickBooks, and it has now almost completely caught up to the QuickBooks Pro for Windows version. But there is still no SDK for QuickBooks for Mac, which means that it is effectively closed to any developer, including Method, who wants to communicate with it. You can import data to QuickBooks for Mac via IIF, but it’s a one way manual process, and not a viable way of linking data between programs.

How does Method CRM communicate with QuickBooks?

Method CRM works with QuickBooks for Windows desktop versions using their sync engine which was written using the SDK. They also work with the Online versions of QuickBooks by using the IPP (Intuit Partner Platform, which is where the SDK is headed) Method CRM works so well because their sync engine is the best I’ve ever seen in 14 years of QuickBooks consulting. You can read more about the Method Sync engine here: QuickBooks SyncIts awesome, but it can’t talk to QuickBooks for Mac.

What’s a Mac Lover to Do?

If you’ve decided you need a CRM in your business, (and if you are here, you already have!), then you’ll unfortunately need to abandon QuickBooks for Mac. You do have options though, without having to get a Windows based PC.

• Run Parallels or VMware on your Mac with a virtual Windows machine, and install QuickBooks for Windows. Your Mac files will convert over. This is how I run QuickBooks with the Method CRM sync engine installed on my virtual Windows 7 machine. This also gives you the option of additional third party programs that work with the Windows version. For a detailed explanation of how to use QuickBooks on a virtual machine check out my blog post here: Parallels and QuickBooks
• Use a hosted QuickBooks provider. There are several Intuit authorized hosting companies that will put QuickBooks and Method CRM on a computer “in the cloud” for you. You simply log onto the computer using Remote Desktop Connection (software that’s free from Apple if it isn’t already loaded on your machine). You work on a Windows desktop and QuickBooks just as if you were on a local machine. With the speed of most Internet connections today, there is no lag time. The best part of this scenario is that all the IT worries and Windows updates are taken care of by the hosting provider. No mysterious Windows error messages or Blue Screen of Death.
• Switch to QuickBooks Online. Method CRM works with QuickBooks Online. If you are using the native Mac version, you won’t experience a loss of any features and you’ll love the new Online-banking feature in QuickBooks Online! You will have to convert your Mac file to a Windows version first before uploading it the cloud, but Intuit support or a ProAdvisor should be able to help you do that without loss of data.

If Intuit ever releases an SDK for QuickBooks for Mac (and don’t hold your breath), I’ll be the first one in line to ask the Method CRM team to sync to it. In the meantime, Method CRM is one of the main reasons I continue to run my own company on the Windows version. I’ve gone from thinking I didn’t need a CRM to not being able to work without it.

About Victoria:

Victoria Cameron is an advanced certified Method CRM Solution Provider and a QuickBooks Advanced Certified ProAdvisor, and is also certified in Enterprise Solutions, POS and QuickBooks Online. As the principal of Victoria Rehrig Cameron Consulting, LLC, she works with clients in a variety of industries from construction to retail, and particularly enjoys helping her Mac clients. A Mac user for almost 30 years, she is certified by Apple in Mac systems integrations, and has helped many firms to convert to Macs using Windows on virtual machines. She loves using Method CRM to solve business process issues for her clients that QuickBooks alone can’t do. Victoria was Method CRM Solution Provider Rookie of the Year in 2012. More about Victoria and her firm’s services is available here: http://www.vrcqbpro.com 

In the past, the vast majority of small and large companies have looked to Microsoft Exchange and Outlook to provide email and calendaring for the organization, but more recently, Google has attempted to revolutionize this space with Google Apps. The product has evolved very quickly and has an enormous amount of users already. In fact, Google reports that over 5 million businesses, and around 50 million people use the product. As a certified and authorized reseller of Google Apps, we've set several companies up on the product, and use it in our consulting company, Wyn Solutions too.

What is Google Apps?

Google Apps is a robust suite of collaboration applications for small or large businesses, that can be centrally managed, and that seamlessly works through your Internet browser, smartphone, tablet, or other mobile devices. The applications accessible through Google Apps include:

• Email - Use the familiar, and powerful Gmail interface on your computer to manage your company email, or access your email on your mobile device, or sync with Outlook.  Delegate access to others, manage multiple email addresses or organizations, and retain more with 25GB of storage space standard.
• Contacts - Manage contacts with Google contacts within the Gmail interface, on your mobile device, or sync with Outlook.
• Shared and Online Calendars - Sharable calendars let you collaborate freely.  Create multiple company calendars in addition to your personal calendar for different purposes, then post them online and set access rights, easily.  Access from the familiar Google interface on the web, from your mobile device, or sync with Outlook.
• Shared and Online Documents, Spreadsheets, Presentations, Drawings, and Forms - Access all your documents online from anywhere.  Create new documents, edit existing documents, and share them with others easily without installing, updating, or maintaining any software.  Access online or on your mobile device, or sync with your computer.
• Marketplace Apps - Many non-Google applications such as Method CRM, MailChimp, and many others integrate with Google Apps to share contact information, send marketing campaigns, and much more, so you're able to customize your Google Apps experience with additional applications that suite your individual company's needs.
• Much more - Google+, Sites, Voice, Analytics, and much, much more from Google are available as part of a Google Apps subscription.

How does Google Apps Differ from Microsoft Exchange and Other Solutions?

Google Apps is housed on enterprise-class, Google servers with robust backup and security measures in place. Because it is housed on these servers, you never have to worry about updating server hardware or software and the associated IT costs. The applications are available online from any computer with Internet access, from mobile devices, or can be synced with Microsoft Outlook. The service also comes with access to many more applications to produce a full-fledged office suite, rather than just providing basic email and calendaring functions.

Can you give me an Example of How Google Apps has Helped?

We have helped several companies transition to Google Apps... For example, one of our clients is a realtor firm with more than 150 realtors in the group. Since they are realtors, they travel frequently, and work remotely most of the time. Their previous setup was a Microsoft Exchange server that provided access to email and calendars, and some also used the same server as a file server to access Microsoft Word, Excel and other files while in the office. While outside the office, they would generally save documents to their local computers, and would email documents back and forth. They are highly dependant on email, but even so, the Exchange server would need to be restarted for server maintenance, and a couple of days they had problems with the server and all 150 realtors were without access to email, calendars, files, etc. for many hours.

We set the company up on Google Apps for Business and have transitioned their local files, email, calendars, and more to the Google servers, they now have access to their email, calendars, documents from anywhere at any time, and haven’t reported any down time on any of the Google services. Instead of emailing documents back and forth, they work on the documents online and share them with co-workers or clients. They have a variety of devices, including Apple and Windows computers, phones and tablets, Blackberry phones, and many different types of Android devices and are now able to access their information from any of these devices and collaborate seamlessly.

How can my Company make the Transition to Google Apps?

The transition to Google Apps will involve setting up, or adjusting some website and mail server settings, and may involve moving existing email, calendar, documents and more to the Google servers, so its best to check with a certified Google Apps reseller like us before moving forward with the transition. There are a number of editions of the product, including business, education, and government editions, and Google even offers a free edition with more limited capabilities. Standard editions are priced at $50 per user per YEAR, so the cost of these advanced tools is very reasonable given the features. With all of these great features it is not surprising that millions of companies have already made the transition to Google Apps.  Contact us to explore whether Google Apps may be the right solution for you.

About Selwyn:

Selwyn van Rooyen is an advanced certified Method CRM consultant and provides extensive support and customization services for many clients using Method CRM. He is also an Advanced Certified QuickBooks ProAdvisor and has been supporting clients on QuickBooks since the 1999 version. He is the owner of Wyn Solutions, an enterprise systems consulting firm specializing in the Intuit based products that is also an authorized Google Apps Reseller and a Premier member of the Intuit Reseller Program. Selwyn is a leading expert on accounting software products such as QuickBooks Enterprise Solutions, QuickBooks Point of Sale, Method CRM, and other QuickBooks integrated products. Find out more about Selwyn and Wyn Solutions at http://wynsolutions.com.

Co-founders of Twitter made big news this week launching branch.com and medium.com. Branch.com is a new way of sharing content you find on the web, and sparking a conversation. Medium.com sets out to rethink the publishing industry. My one sentence descriptions don't do them justice, so I suggest you check them out yourself if you want to be on the leading edge.

There is a reason I am bringing up branch.com and medium.com (other than just trying to associate Method with up and coming big names). Last week we launched a complete rework of the methodintegration.com website and we used a technique called Responsive Design. It's the same technique that branch.com and medium.com are using, and I imagine it will be a technique used by more and more websites and web apps. The idea behind responsive design is that a website is designed so that it automatically responds to the width of the device that is viewing it. In other words, design a single website so that each page looks great, regardless of whether it is viewed on a mobile phone, a tablet, a regular desktop monitor or a widescreen monitor.

Try it out yourself and you'll see what I mean. Go to methodintegration.com, and gradually make your browser thinner and thinner. Images will drop off or change size, the blue navigation bar at the top will change into a mobile version, and content will change from columns into rows so that it is optimized for viewing on a tablet or a mobile phone.

For our responsive design implementation we used the Twitter Bootstrap framework. It's a revolutionary way of building a website - but it wasn't easy. It's not for the hobbyist. You need a web developer who has a strong understanding of CSS (Cascading Style Sheets), and you need a lot of patience. For us, we originally started the project by trying to add Twitter Bootstrap and making necessary adjustments to our existing website. That was a bad idea that only lasted a couple hours. Responsive design is such a different approach to building websites from what we had done in the past. So we made the decision to start completely from scratch. Without getting into too many details, Bootstrap requires you to think of your site as shared chunks of 12 columns, and these chunks can slide into their own rows when the device width is too thin - this makes you totally rethink how your content can be displayed in various situations, so much so that your old site can hardly be reused.

It was a part time project that spanned 4 months. Now that it's done, I'm excited that Method's home page is nicely accessible from all devices - and that we don't have to maintain a separate site for mobile, tablets and desktops. Whew! But there are a number of other changes we made to the site that are noteworthy:

• New Live Chat - We swaped out Zopim chat for SnapEngage. We found it cleaner, and it worked better on mobile devices. We're still missing a few Zopim features, but SnapEngage is a better product.
• Quotes from real live people using Method - Our old site was missing something.....YOU. On the new site, we wanted to have pictures and quotes from users that had posted their thoughts on social networks or submitted app reviews to Google and Intuit.
• Pics and profiles of real staff that work here - Our old site was missing something else....US. On the new site, we wanted pictures and profiles of real people that work here at Method HQ. We wanted to share what they do here, and also what they do when they are not here. Check out the About Us page, and then click on Meet the Team.
• New movie - We worked with explainthatapp.com to create a new movie that explains the basics of what CRM does.  We really enjoyed the experience, and recommend them should you be in the market for your own movie. It's the first of 4 movies we're doing. Next one will highlight the Gmail Gadget.

I hope you enjoy the new site, and maybe that I've inspired you to put responsive design into your website's future!

Paul

Email marketing is a great way to connect with your customers and for customers to share your message with their networks.  The List Builder feature in Method, allows you to send email marketing from within Method and has now been updated with some handy new features.  

Send emails to all your contacts

In the original List Builder, emails were sent to all of your leads or customers within your Method account. While this worked well, it didn’t take advantage of the unlimited contacts feature we added a while ago.  This meant that if a customer had multiple points of contact at their company, only the main contact would receive the email. Now emails you send out are received by all the contacts at a company leaving no contact behind.

Respecting opt-out preferences

When building a list of contacts to send emails to, the List Builder now checks to see what the contacts’ preferences are set to for marketing and billing emails.  This ensures that contacts who aren’t supposed to receive emails are not added to the mailing list.

Unsubscribe link

Sometimes lead and customer contacts will request that you no longer contact them through email marketing.  Yes, it sucks but you want to respect their wishes.  Now the List Builder allows you the ability to include an ‘Unsubscribe’ link within your email.  If the recipient of the email would like to opt out of receiving your marketing emails, they can update their settings by clicking the  link.  The admin of that email campaign will automatically receive an email letting them know that a contact has updated their preferences and the activity comments are updated in Method CRM.

Email preview

In the previous version of the List Builder, you were unable to review the email template before sending your email.  Now you can preview or make changes to the template before sending your emails.  

Helping with building your lists

A new help center article has been published with details on how to use the List Builder and it provides you with some helpful suggestions.  We’ve also made a link to this article which can be accessed directly from the List Builder screen.

Happy mailing!

Danny

Attention Google Apps and QuickBooks users!

Google Apps has rapidly become the destination of choice for small and medium sized companies looking for hosted email, online spreadsheets, and a shared calendar. Even at Method HQ we dumped our Microsoft Exchange server, switched to Google Apps, and haven't looked back. It's one less thing for us to worry about and maintain. 

Since Method CRM is made for small businesses using QuickBooks, it's no surprise that integrating with Google Apps has been a priority. After a successful beta period, I'm happy to announce that our Gmail Gadget has been released!

What it does

Method CRM now works where you work: right inside Gmail. The gadget does a lot of things, but here are some highlights to get your juices flowing:

An existing QuickBooks customer sends you an email
When you click on the email, the gadget displays the contact's phone number, address, balance, QuickBooks transactions, CRM activities, opportunities, cases and documents. Plus, it gives you the ability to add activities, follow-ups, cases, opportunities and documents without even leaving your inbox.

A new lead sends you an email
A couple clicks of later and you've created a new contact and assigned a follow up activity and opportunity. You can even create a new QuickBooks customer or vendor directly from your Gmail inbox!

A customer hasn't paid their invoice
Generate a link to include in your email response so that they can easily view and pay their invoice online through the customer portal.

A customer emailed about an issue they are experiencing
Easily create a case, and have the attachments from their email included. Plus, if you're using SmartVault, the attachments flow through to your SmartVault Toolbar in QuickBooks. Now that's automation!

What people are saying

"The MethodCRM google gadget is fantastic. We were expecting a simple way to move Gmail into our CRM. Our expectations were blown out of the water."
-Mark Crews via Google Apps Marketplace review

"This gadget was first released [in beta] just a couple of months ago and is already an awesome gadget with great features. I now use it throughout the day to record client emails as CRM activities and much more."
-Selwyn van Rooyen via Google Apps Marketplace review

"The gadget is a real time saver and a great extension of the Method Integration CRM system. If you are a QuickBooks and Google Apps user; adding Method Integration CRM and this gadget to your Gmail should be given some serious consideration."
-Randall Dickey via Google Apps Marketplace review

Next steps

• Click here to install the Gmail Gadget from the Google Apps Marketplace. Note:you'll need to be a Google Apps user.
• Sign up for next week's webinar to see it in action. Wednesday, July 25th, at 2 PM Eastern (11 AM Pacific).
• Read documentation to learn more.

We're proud to get this out to you. I think you'll agree that it's some of the finest work we've done. I'm especially excited with the feedback I've heard when talking to beta testers - never before have I heard the word "love" used so many times about a product I've been involved with - that's a really good sign we've done something right!

Oh, I should mention.....it's FREE and included in your monthly Method CRM subscription!

Enjoy,

Paul

The good news
More and more companies are jumping on Method, and we're seeing a steady and consistent user base growth month after month. We don't do much advertising, so we can attribute most of this growth to word-of-mouth. So, THANK YOU for spreading the word and letting other small businesses know about Method!

The bad news
We've got to do a server infrastructure change to increase capacity and performance. Unlike past changes, this one requires downtime.

When
Date: Sunday July 22nd, 2012
Time : 2:45 AM to 4:45 AM Pacific Time (5:45 AM to 7:45 Eastern Time)

We chose this date and time by looking at the times of lowest global activity. I sincerely apologize for any inconvenience,

Paul 

In last weeks blog I was raving about the new capabilities we’ve added to Method CRM allowing you to attach documents to leads, customers, opportunities, cases and solutions.  Now we’ve gone one step further and extended this capability to some of the most common transactions in QuickBooks.  Which transactions?  Thought you’d never ask.  

• Estimates
• Invoices
• Receive Payments
• Sales Orders (sorry QuickBooks Online community, no Sales Orders available yet)

So what’s the big deal with attaching documents to transactions?

Many times when you’re creating a transaction for customer, you’d like to be able to attach a document to that transaction for historic purposes.  A great example of this is an estimate.  If I am Mary the web designer and I send my customer a quote for how much it will cost to create their website, I want to be able to attach the scope of work to that estimate.  Why?  This way if they call in later on, I can see exactly what I sent them with that estimate.  Better yet, if I wanted to leverage some customization experience, I could customize the stock Method portal to make that document accessible to my customer while viewing the same estimate.  Yes.....I see you nodding your head. :)

Okay....now you see the benefit of attaching documents to transactions but what’s the benefit of using SmartVault with Method CRM?

Lets take this example one step further.  Manish is a sales rep for Best 4 You Services, a commercial painting company.  Manish sometimes works in the office but is usually on the road providing quotes to prospective customers.  He uses Method CRM to track all his contacts and never touches QuickBooks.  When closing his deals, each customer signs an agreement which is usually saved on his computer for that customer.  

The accounting department is now complaining that they aren’t able to access to the commercial painting agreements, especially if their is a customer dispute over the amounts on the contracts.  Using the new document features in Method CRM and SmartVault, Manish is able to share these agreements easily.  Here’s how.....



Want to learn more?

We really wanted to get you started on the right foot when it comes to maximizing the new document features so we’ve published five new articles to our help center focused just on documents. To check them out, click here.

Want more transactions?  Let us know!

Right now the document features have been added to four transaction types in Method CRM.  Are there other transactions you’d like to see added to the list?  If so, which are the most important that we should consider adding first.

We’re so pumped out these new document features and the long awaited integration with SmartVault.  We’d love to hear your feedback so please share your thoughts using the comments on the blog.

Danny  

We did a BIG release today, a culmination of several projects coming together.  Here's an overview of what's new since our last release.

A new look with some new features - can you spot them?

Staging site
Starting today, the latest version of Method is always "opt-in".  We now give you the choice of which production version of Method you want to use. In additional to the usual "live" site, we now have a "staging" site. Next time you log into Method, check out the bottom of the login page. It now says "This is the December version | Switch to the January version". Clicking this will take you to the staging site, and give you a preview of what will soon become the live version for all users. Be special and click on this! Not clicking on it will mean you won't see any of the goodies I'll continue to discuss below!

What’s the difference?

"Live" – currently named the "December version" - this version has gone through our testing, and through at least a week of use by users on the staging site.  Benefit: more stable.  Drawback: you don't get the latest features, and bug fixes.

"Staging" - currently named the "January version" - this has just come out of quality assurance testing from our team. It is stable, but it has gone through only limited real-world use.  Benefit: allows power users, administrators, consultants, and eager Methoders to run through business processes in Method before it gets released to the rest of the company.  Drawback: you might find a new bug that nobody else has found yet.

SmartVault beta
Way back in October 2010, we announced that we were partnering with SmartVault, but it has taken over a year to get all the pieces in place to make it a reality.  Method has partnered with SmartVault to provide an alternative to the standard "native" document management that comes built into Method.  We’re using SmartVault’s new RestAPI for web apps – and it allowed us to make a really slick integration with them.  SmartVault provides an intuitive, Web-based solution for users to store, view and share files securely any time and from anywhere. It also offers a unique plug-in for QuickBooks, creating a seamless user experience for scanning, attaching, and finding documents within a familiar application.  If you haven’t seen it, it’s certainly worth a test drive.

Phase 1 of the beta is now available on the January version of Method.  Stay tuned for more goodies on SmartVault and Document Management over the next 4 weeks.  To get started now, and learn more, click here.

Style – new buttons and tabs
You'll see some style changes when you sign into Method on the January version....we hope you like them so much that you'll want to stay on the January version and never go back! 

• All buttons are now using a new, more modern look. By default, buttons have a grey gradient, with a slight rounding to the edges.  But under Customize > Display, you can change your default button style to be round, boxy, blue, green, whatever you want.  Adjust it to make it fit your own color scheme.
• When customizing screens, you can now set different colors for each button on a screen.  So maybe you want all your buttons grey by default, but the delete button should be bright red.  Go for it!
• You'll see the tab links and tabs have been given a stylish, more modern look.  We haven't changed the style of tabs and tab links since our prototype version years ago.....gulp - embarrassing to admit!  And there's even more to come on the next release in a couple weeks.

OpenID - sign into Method with your Intuit Account
The January version has something very exciting - we now let you use your Intuit Account to sign into Method! It's one less password that you have to remember - and since your Intuit user name is your email address, it’s a lot easier to remember one password than your Method Company Account, User Name and Password. Plus, if you have multiple Method accounts, the same Intuit Account can be used to log into all of them. Try it out - I've been using it over the past week and love it.  Click here to learn more.

Switch to the January version today to get a head start. Simply go to methodintegration.com, click Sign in, and click Switch to the January version in the login form.

What do you think?  Use the comments below to give feedback. We’re all ears!

Paul

We're excited to announce the release of Method Scheduling & Invoicing for QuickBooks Online.

While there are several apps available for Method users who use QuickBooks Desktop, this is the first app available for Method users of QuickBooks Online.  Considering the large percentage of our QuickBooks Online users who are service companies, we know this is going to be welcomed news. 

What does it do?

Method Scheduling & Invoicing adds onto Method:CRM Pro - and provides the ability to schedule work orders on a calendar, and then convert the work orders into invoices.

Main features include:

• Scheduling- schedule jobs on a calendar or a work order list.  Jobs can be one-time, projects or recurring.  Recurring intervals can be:
  • Daily (including multiple days per week)
  • Weekly (including biweekly)
  • Monthly (including quarterly)
  • Annually
  • Variable intervals (for example, every 7 days from January to April, every 14 days from May to October, and every 7 days from November to December).
•  

• Mapping / Routing - generate driving directions to and from your office using Google Maps.

• Assign work orders - assign work to your crews (teams, techs, etc.).  You can either email the work orders, print the work orders, or provide your crew leaders with a login so that they can access their work online.  Route lists are also an option if you want many jobs to appear on each printed page.

• Mobile - instead of printing work orders, why not give crews a mobile device so that they can use Method Mobile to access their work in the field?

• Complete the work - enter start and stop times, materials used, as well as any additional services sold while at the job.  If the crews are using Method Mobile, they can simply click on their work orders, click Start Timer when they arrive, and Stop Timer when they are finished!  Method Mobile saves the double-entry of having your office staff enter this back in the office at the end of the day.

• Invoicing - convert all completed work orders into QuickBooks Online invoices with a single click.  You can create one invoice per work order at the end of each day, or you can invoice monthly for all the work orders completed this month.  The invoices will go right into QuickBooks Online instantly.

• Job Costing - View Job Cost reports that give Estimated vs. Actual hours, so you know which jobs are winners and which ones are losers.

• CRM - Of course, it integrates nicely with Method:CRM!

Who is it for?

Anyone who schedules jobs to be performed by staff, where the scheduled work turns into a QuickBooks invoice when it is complete. Typically, this is ideal for companies in the field service industry, but there are many other industries that apply.

How do I get it?

• The cost is free for QuickBooks Online users who are subscribed to Method:CRM Pro for QuickBooks Online. It is not standalone. If you are a QuickBooks Online user, you need to sign up for Method:CRM Pro

• Once you are a Method:CRM Pro user, sign in, and go to Customize > My Account, where you'll see the ability to install Method:CRM Scheduling & Invoicing for QuickBooks Online.  

Think of the time you'll save! 

Scheduled work automatically appears on a calendar at the interval you specified when you first set the jobs up. Instead of you or your office staff doing data entry, it's your field staff who are the ones tracking whether work was completed and how long it took.  All you have to do is click one button to have all their completed work orders flow into QuickBooks as invoices!

And best of all, since this app is made using Method, it is built using the same tools you have access to. So you can customize it to be specifically tailored for your service company.

Enjoy!

Paul

Method Founder & CEO

      

 

 

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Method HQ will be away from the office on Monday, September 5th for Labor Day.  Labor Day is one of the rare holidays that both Americans and Canadians celebrate on the same day.  So what happens if you run into issues, have questions or just want to bounce ideas off us?  Feel free to post your questions on our user forum.  We’ll be sure to get back to you on Tuesday when we are all refreshed from the extended weekend.  If run into an emergency situation that cannot wait until Tuesday, please email method@methodintegration.com and we'll get back to you as soon as we can.

To post a question on our forum, click here.

Enjoy the last few days of summer!

Danny