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
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.
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 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.
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.
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.