Method Community



August 2011 - Posts

  • New App - You Rang by Tech in the Field

    You Rang LogoMatt Raiser from Tech in the Field has been working diligently on a new app called You Rang.  As the name might have suggested, this app works with your caller ID enabled modem to detect inbound calls and helps you to quickly locate customer information and log activities.

    How does it work?

    You Rang detects an incoming caller's phone number and searches your Method customer list for that number. If a match is found, you’ll be automatically taken directly to the customer screen for that customer with one click.  In addition to this, you can also have an activity automatically created so you can begin taking notes on the call as soon as it comes in. This saves you time by having the information you need right at your finger tips.  

    How much does it cost?

    As a Method CRM Pro user, you can install You Rang for $10/month for the first user and $2/month per additional user.  If you are using Method CRM, you will need to upgrade to Method CRM Pro to install the You Rang app.

    How do I get started?

    If you’d like to learn more about You Rang, or if you do not have a Method account and would like to get started, please contact Tech in the Field.

    If you’re a Method CRM Pro user and you’d like to install You Rang, log in to your Method account and follow the steps below.  Remember you’ll need to be the administrator on the account in order to follow these steps.
    1. Click Customer > My Account.
    2. Scroll down to the "Add Apps from the Method Application Library" section and click add this app for You Rang
    3. Click add app now! to complete the installation process.

    If you’re a Method CRM user and you’d like to upgrade your account to Method CRM Pro, you can do so from within your Method account.  
    1. Log in to your Method account, go to the Customize > My Account.
    2. Scroll down to Method CRM Pro and click switch to this edition and complete the final upgrade steps.  Then, you can install the You Rang App using the steps in the paragraph above.


    Danny Big Smile


  • Method CRM for QuickBooks Online now available!

    It's no secret that we've been working on a QuickBooks Online version of Method CRM for some time now.  We announced that we were working on it at Scaling New Heights in May to our Method Solution Providers. We were then highlighted by Alex Barnett from Intuit with an early version using Intuit Anywhere.  Finally, we entered Method CRM for QuickBooks Online into next week's Intuit Apps Showcase contest in San Francisco.

    It's also no secret to our team that we needed a QuickBooks Online solution.......we field calls every day from QuickBooks Online users who wanted to get their hands on Method CRM.

    So, I'm *very* excited to announce that we are now live!  You can get Method CRM for QuickBooks Online from today. Click here to sign up:

    It is available as a 90 day free trial/beta.  Currently, we sync with Customers, Employees, Vendors, Items, Estimates, Invoices and Payments.  Over the next two months we'll round out the features, and sync with the remaining transactions available to developers, as well as add compatibility with our own Method apps, such as Method Field Services (soon) and Method Expense Reports (later).



    P.S. What are you doing Thursday, August 11th?  Nothing enjoyable?  Great!  In that case, you should watch Danny and me up on stage presenting Method CRM at the Intuit Apps Showcase.  We'll be wearing chef's uniforms - any guesses as to why? We could use your cheering......and.....YOUR VOTE!!  Sign up to watch the live streaming and vote from here:

  • Let's welcome the Method Coach


    At Method HQ, we've talked for some time now about having a "Method Coach" feature.  Most of the discussions start with big, bulging eyes and a "Wouldn't it be cool if..." declaration - but to be fair, being a tech company full of imagination, a lot of other conversations here start with "Wouldn't it be cool if..."!

    The problem we were trying to solve: A brand new Method user signs up for a trial.  They sign in.  They see something they like.  But they can't use it because they haven't yet setup other users, or haven't configured their portal, etc.  In other words, they are trying to go to B without first going to A. This can be a frustrating initial experience, and sometimes causes new users not getting deep enough into Method before their trial period lapses. 

    To solve this, our first option was to create a traditional tutorial manual where we would give everyone a generic set of steps to read and follow.  We shied away from that for a couple reasons.  First, we're finding the desire to read is becoming a rare commodity!  As the internet has evolved, we've all come to expect something more intuitive and intelligent.  Second, Method has multiple editions and apps, so users can have totally different environments from each other.  Based on how you use Method, the best tutorials are ones that recommend next steps based on who you are and what you do.

    So.....wouldn't it be cool got a personalized "next step" notification emailed to you as you completed a certain key setup task?  

    Enter the Method Coach concept.  

    Method Coach Email

    Starting today, administrators will now get periodic email notifications with a recommendation of something we think you should setup next, along with step-by-step instructions, and a report card of tasks you've successfully completed to date.

    We think it's an interesting solution to a problem every software company faces - and we look forward to tweaking it as we get more feedback.

    Let me know your thoughts by writing in the comments below.  Would this have helped you when you first got started with Method?