Last Updated
Overview
Method:Field Services offers a powerful management solution for businesses using QuickBooks or Xero by streamlining everything from scheduling to invoicing. While advanced customization may require assistance, the platform offers a two-way accounting sync and an intuitive interface, which helps with operational efficiency.
Overall Rating
Based on 6 users reviews
4.7
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Method:Field Services Specifications
- Work Order Management
- Scheduling & Dispatching
- Mobile Access
- Customer Management
What Is Method:Field Services?
Method:Field Services is a management solution that is designed to simplify operations for service-based businesses that use QuickBooks or Xero. The platform acts as an operational bridge by connecting office staff with field technicians to eliminate administrative bottlenecks.
The platform addresses key pain points by automating work order management from creation to invoicing and simplifying job scheduling with a drag-and-drop calendar. This allows businesses to improve cash flow with faster payments and enhance team productivity by reducing manual data entry.
Method:Field Services Pricing
The Method:Field Services cost breakdown includes a 14-days free trial and the following plans:
- Dispatcher: $49/user/month
- Field Crew Technician: $18/user/month
Disclaimer: The pricing is subject to change.
Method Field Services Integrations
The software supports integration with multiple systems and platforms, such as:
- QuickBooks
- Xero accounting solution
- Gmail
- Outlook
- Square
Who Is Method Field Services For?
This software is ideal for a wide range of industries and sectors, including:
- Energy
- Construction
- Utilities
- Manufacturing
- Maintenance
Is Method:Field Services Right For You?
Method:Field Services is an excellent fit for service businesses that rely on QuickBooks or Xero as their financial backbone. The platform is purpose-built to organize chaotic field operations and drive significant efficiency gains through deep integrations. Method:Field Services software uses 256-bit SSL encryption to protect data during transmission, and it offers user-level permissions to control data access and daily backups with redundant hardware.
Still unsure about Method:Field Services? Connect with our customer support staff at (661) 384-7070 for further guidance.
Method:Field Services Features
Lead Management
The process of lead management handles the collection of new leads and helps convert them into paying customers. It provides a central place to consolidate all customer interactions and job opportunities. The system also offers automated follow-up reminders to ensure that no important details are overlooked.
Work Order Management
The work order management tool provides comprehensive oversight of all work orders from their start to completion. It allows for the efficient scheduling and dispatching of jobs to field crew. The system can convert a completed work order into a professional invoice with a single action.
Field Crew Management
Field crew management is supported by a dedicated mobile application for technicians working in the field. The application allows for the creation of new estimates and the collection of electronic signatures while on the job site. This application also facilitates time tracking directly from the field for accurate and efficient payroll processing.
Customer Portals
A centralized digital portal for client interactions and self-service is a key feature of the software. This portal allows clients to approve estimates and access their order details in one convenient location. The portal also enables clients to securely process their invoice payments.
Invoicing
Invoices can be generated instantly within the system through the platform. The system allows businesses to email invoices directly to clients with a single action. The system includes a secure payment link that helps to expedite the collection process.
Pros And Cons of Method:Field Services
Pros
Offers flexible customization to address the unique industry needs
Single point for dispatch and documentation
Free training sessions are available to assist with customization
Provides a practical and intuitive environment for its users
Dashboard offers a comprehensive view of company’s data
Cons
Time monitoring functionality could be improved
Program customization requires a time commitment
The scheduling functionality can be difficult to use at first
User modification capabilities have room for expansion
Method:Field Services Reviews
Total 6 reviews
4.7
All reviews are from verified customers
Rating Distribution
5
Stars67%
4
Stars33%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Oil & Energy, 11-50 employees
Less than a year
“Best solution out there!!”
Pros
I'm seriously impressed with Method. It's so flexible that you can customize it to fit perfectly, no matter what industry you're in.
Cons
Sometimes it's a bit of a issue because some actions can only be done in certain apps. It makes some of my processes feel redundant.
Rating Distribution
Ease of use
10
Value for money
9
Customer Support
10
Functionality
9
Utilities, 1-10 employees
Less than a year
“Time saving solution”
Pros
I love the integration with Quickbooks. Having my contacts and calendar work orders sync up automatically is a huge time-saver.
Cons
Customizing the program for our company is taking a lot of time. We're a small team and don't have our own tech person to code anything, so it's on us to figure it all out.
Rating Distribution
Ease of use
8
Value for money
9
Customer Support
9
Functionality
8
Construction, 1-10 employees
Less than 6 months
“Everything at one place”
Pros
I appreciate how I can connect Quickbooks. Now I have everything I need all in one place!
Cons
I have a hard time with the scheduling feature but I figure once I get used to it, it won't be such a issue.
Rating Distribution
Ease of use
8
Value for money
10
Customer Support
10
Functionality
9
Frequently Asked Questions
Does Method:Field Services offer an API?
Yes, the platform provides an API.
What other apps does Method:Field Services integrate with?
The platform integrates with various software and services including Square, Outlook, Gmail, Xero, and QuickBooks.
What types of pricing plans does Method:Field Services offer?
Method:Field Services price structure includes a 14-day free trial, Dispatcher ($49/user/month), and Field Crew Technician ($18/user/month). Request a customized pricing quote for your business today!
Does Method:Field Services have a mobile app?
Yes, Method:Field Services provides a mobile app.
Who are the typical users of Method:Field Services?
Method:Field Services features are designed for professionals in industries and sectors like maintenance, manufacturing, utilities, construction, and energy.
What level of support does Method:Field Services offer?
The platform offers support through live chat, and a contact form.
What language does Method:Field Services support?
The platform currently supports the English language.