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Method Field Services for QuickBooks – Now Available

Field Service companies should be very excited today, especially when it comes to their office staff.  Why?  The Method Team has now released Method Field Services, which is tailored specifically to field service companies.  So what type of industries am I talking about when I say ‘Field Service’ companies? Well these can include industries such as:

  • Lawn care and maintenance
  • Landscaping
  • Pest Control
  • Irrigation
  • HVAC
  • Plumbing
  • Electrical
  • Pool Maintenance
  • Cleaning

The list can get much larger but I think you get the general idea. Put it this way, if your company needs to schedule work for your staff such as one time or recurring services, print work orders and route lists, enter job cost information and somehow turn this work into proper QuickBooks invoices, then Method Field Services is going to be a huge help!  Why?  ‘Cause it can do everything I just listed, plus if it doesn’t do something exactly the way you want it to, well just customize it of course.  It is Method after all. Big Smile  Tie that in with the fact that you already have real-time syncing with QuickBooks and the extended CRM capabilities and you have a very cool and powerful tool.

I’ve included a picture of the Field Service Dashboard which neatly displays the amount of work assigned to each of your staff and the dollar amount associated with each job item in a bar and pie chart format.  Yes, I also wanted to include this picture because it just looked cool.  Everyone LOVES graphs.  Geeked

Method Field Services Dashboard for QuickBooks

So how do you get started with Field Services?  Well that depends on if you are a new user, a current user or need to upgrade your account.  I’ve explained the 3 scenarios below, so pick the one that applies to you.

New Method User – Well first of all, welcome!  To sign up for Method Field Services, simply click the link below and follow the instructions on the sign up page.

Current user – Full Blown Edition – Since you are already using the Full Blown Edition, you can access to all industry applications.  Simply click on the “Customize” tab and then click My Account.  Under the “Add Apps from Method Library” section, click add this app now! for Method Field Services. 

Current user – Standard and CRM Edition – You will first need to upgrade your account to the Full Blown Edition to have access to the industry apps.  To do this, click on the “Customize” tab and then click My Account.  Under the “Add Apps from Method Library” section, click upgrade to this edition now! for Method Full Blown Edition. 

If you want to check out more of the screen shots for Method Field Services, click the link below and then click the “Screenshots & Resources” tab.

Till next time,

Danny Do Couto
Method Integration

View Danny Do Couto's profile on LinkedIn


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