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Method Field Services - create your own field services industry, web-based, business system for QuickBooks
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Description Method Field Services gives QuickBooks users in the Field Services Industry the ability to schedule one time or recurring services, print work orders and route lists, enter job cost information, and turn completed work orders into QuickBooks invoices. It can be used and customized by anyone who schedules services to be performed by their staff or subcontractors.
Features Core Features
- Schedule one time and recurring work orders.
- Schedule by time of day, or by route order.
- Dispatch unassigned work orders from a Waiting List to a calendar.
- Print, email and customize work order and route list templates.
- Turn scheduled work orders into QuickBooks invoices. Invoice one work order at a time, or as a batch for a selected date range.
- Post actual employee / subcontractor start and stop times to QuickBooks for payroll.
- Full sales cycle management: Use Method's CRM capabilities for tracking a marketing campaign, generating a lead, creating a sales opportunity, turning it into an estimate, then to a scheduled work order and finally to a posted QuickBooks invoice.
Additional Features
- User grouping to categorize crew divisions and tech skill sets.
- Work orders can span many days and cross over midnight.
- Turn QuickBooks estimates into scheduled work orders.
- Invoices and start and stop times post in real time to QuickBooks.
- Customer equipment and serial number tracking.
- Customizable Estimated vs. Actual Man Hours report.
- Customizable job profitability reports.
Pricing All accounts are based on a monthly subscription, and a price per user. Discounts may be available on more than 10 users. Overage fees are applicable on databases greater than 250 MB, and download bandwidth greater than 1 GB / month. Pricing may be subject to change.
New Users: Don't have a Method account? First month: $0 first user, $0 per additional user Regular monthly subscription: $40 first user, $40 per additional user |  |
Existing Users: Already have a Method account? Free! This app can be installed for no additional monthly charge for Method Full Blown Edition users. Note: Method Full Blown Edition users can install this app by signing into Method, and going to Customize > My Account. Do not sign-up here.
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Method Integration This is the same team that brought you the Method web development platform for QuickBooks, as well as many of the base apps on the Method App Library. Method is a division of Alocet Incorporated, which has been in business since 1999, a gold developer on the Intuit Developer Network. Contact Contact: The Method Team Email: method@methodintegration.com Web Site: www.methodintegration.com Phone: 1.888.9.ALOCET
Method Integration 57 Spadina Ave Suite 210 Toronto, ON M5V 2J2 Canada
All Apps by Method Integration
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