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Give staff access to view, modify and create QuickBooks transaction history, customer and vendor communications, and each other's calendars.
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Share your activity history
Finally your staff will all be on the same page, thanks to shared access to financial transactions and activity history. When customers call in, your staff will know who they have talked to in the past and what was said. Great for customer service. Great for staff productivity.
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Schedule follow-up reminders
Don't let sales and customer service opportunities fall between the cracks! Assign appointments and follow-up activities to staff and external partners. In turn, they can assign or reassign activities to other staff and partners. The follow-ups will appear in each user's dashboard until they are completed.
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Set user permissions
Setup and assign roles to each of your users, determining their access to each area of Method.
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Share your calendars
Shared calendars allow you and your staff to see each other's tasks and appointments. The drag and drop interface allows you to easily resize appointments, assign appointments from one staff member to another, or move them to another date.
Sync Outlook appointments
Sync your Method calendar with your Outlook calendar. Yes, this allows you to add Method appointments directly from Outlook or your mobile Outlook!
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Give staff access to QuickBooks data
Give staff and partners access to view, modify and create QuickBooks customers, vendors, and financial transactions all through a web browser. They don't even need to have QuickBooks installed on their computers.
Some information you may not want to share, however, but thankfully Method is completely customizable! For example, you could customize Method so that when a sales rep signs in they are able to view and create only their invoices, sales orders and estimates, but be blocked from seeing everyone else's transactions.
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