Method Scheduling & Invoicing for QB Online

Method Scheduling & Invoicing gives QuickBooks Online users 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 any Field Service company, or anyone who schedules services to be performed by their staff or subcontractors.

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.

• 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.

Installing this app

Using the Method CRM Pro edition, you can install compatible apps from within your Method account, by visiting Customize > My Account.