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Converting Estimates to Budget / Contracts A new Estimate screen (tab-link) added to create Estimates and quickly convert them to Budget / Contracts. Budget / Contacts New feature to load templates (described in detail below). Platform update now ensures budget lines with decimal values will display when creating an invoice from ...

With the release of the new QuickBooks Receive Payment screen, more and more Method users are beginning to accept payments directly in Method.  That number is about skyrocket with the upcoming release of the new "Contacts Portal" since it allows you to easily send an invoice to a customer for them to view and make payments ...

We're happy to announce that "Method Web Forms" are now in beta.  We unveiled this to Method Solution Providers at the Intuit Solution Provider Summit in Los Angeles last week.  I had the pleasure of demonstrating and getting early feedback from MSPs such as Herman Baptist and Joe Woodard.  Their eyes bulged.  ...

There were a few updates made to Method Field Services today - the scheduling software for QuickBooks, built using the Method Integration platform.  Bug fix: Time entered in the Field Service Add/Edit Work Order screen ignored the setting for "Wait For Sync Approval?".  This has been fixed. Field Service Add/Edit Work ...

After a long winter in hibernation, Method is finally back on the road again this May, and I’m very excited about it!  Method will be appearing at two conferences in the month of May, with our first stop in Houston, Texas on May 12th for the Houston User’s Conference. The Houston User’s Conference will be held at the Crowne ...

Opportunities, Cases and Solutions in Method CRM now all benefit from our new Document Management feature.  So why is this important to you?  I’ll tell you. The goal of any sales rep in an organization is simple – drive as many sales as he or she can.  As managers, owners and team leaders, our jobs are to provide our ...

If you’ve been keeping up to date with our blogs, email announcements, or have spoken to any of the members of the Method Team, you know how busy we are right now.  I’ll be honest; it’s a little nutty, crazy and exciting, all at the same time.  At times, I’d like to think of myself as a “human ...

Danny and I have a deal.  He gets to write all the fun blogs and announcements - and in return I get to do all the geeky "how do I?" blogs.  Does it sound like I got a raw deal?  No - not at all!  I love showing off what Method can do....and I especially enjoy getting my hands dirty. Today's blog is a long ...

2009 is here and if you haven’t jumped on the band wagon with using RSS feeds it’s about time you got started.  Our blog has been around since 2007 and something I’ve noticed is that a large percentage of consultants, accountants, and clients have no clue what an RSS feed is, what its benefits are and how to set it up.  ...

So what’s the most common question I receive about Method? Sitting at the top of the list would be – What is Method? The second most common question is - How much is it going to cost? We are very excited to say that we have finalized pricing for our beta users.    We will also be grandfathering these prices for all beta users who are ...