Method Scheduling and Invoicing App is now available for QB online! We are very excited about this release as we have many QuickBooks desktop users who are already using this and LOVE it. What does it do? Method Scheduling&Invoicing adds onto Method CRM Pro - and provides the ability to schedule work orders on a calendar, and then convert the work orders into invoices. Main features include: §Scheduling- schedule jobs on a calendar or a work order list. Jobs can be one-time, projects or recurring. Recurring intervals can be daily (including multiple days per week), weekly (including biweekly), monthly (including quarterly), annually, or at variable intervals (for example, every 7 days from January to April, every 14 days from May to October, and every 7 days from November to December). §Mapping / Routing- generate driving directions to and from your office using Google Maps. §Assign work orders- assign work to your crews (teams, techs, etc.). You can either email the work orders, print the work orders, or provide your crew leaders with a login so that they can access their work online. Route lists are also an option if you want many jobs to appear on each printed page. §Mobile- instead of printing work orders, why not give crews a mobile device so that they can useMethod Mobileto access their work in the field? §Complete the work- enter start and stop times, materials used, as well as any additional services sold while at the job. If the crews are usingMethod Mobile, they can simply click on their work orders, clickStart Timerwhen they arrive, andStop Timerwhen they are finished! Method Mobile saves the double-entry of having your office staff enter this back in the office at the end of the day. §Invoicing- convert all completed work orders into QuickBooks Online invoices with a single click. You can create one invoice per work order at the end of each day, or you can invoice monthly for all the work orders completed this month. The invoices will go right into QuickBooks Online instantly. §Job Costing- View Job Cost reports that give Estimated vs. Actual hours, so you know which jobs are winners and which ones are losers. §CRM- Of course, it integrates nicely with Method CRM[if gte vml 1]><v:shapetype id="_x0000_t75" coordsize="21600,21600" o:spt="75" o:preferrelative="t" path="m@4@5l@4@11@9@11@9@5xe" filled="f" stroked="f"> <v:stroke joinstyle="miter" /> <v:formulas> <v:f eqn="if lineDrawn pixelLineWidth 0" /> <v:f eqn="sum @0 1 0" /> <v:f eqn="sum 0 0 @1" /> <v:f eqn="prod @2 1 2" /> <v:f eqn="prod @3 21600 pixelWidth" /> <v:f eqn="prod @3 21600 pixelHeight" /> <v:f eqn="sum @0 0 1" /> <v:f eqn="prod @6 1 2" /> <v:f eqn="prod @7 21600 pixelWidth" /> <v:f eqn="sum @8 21600 0" /> <v:f eqn="prod @7 21600 pixelHeight" /> <v:f eqn="sum @10 21600 0" /> </v:formulas> <v:path o:extrusionok="f" gradientshapeok="t" o:connecttype="rect" /> <o:lock v:ext="edit" aspectratio="t" /> </v:shapetype><v:shape id="Picture_x0020_1" o:spid="_x0000_i1025" type="#_x0000_t75" alt="Wink" style='width:14.25pt;height:14.25pt;visibility:visible; mso-wrap-style:square'> <v:imagedata src="file:///C:\Users\Tiffany\AppData\Local\Temp\msohtmlclip1\01\clip_image001.gif" o:title="Wink" /> </v:shape><![endif][if !vml][endif]. Who is it for? Anyone who schedules jobs to be performed by staff, where the scheduled work turns into a QuickBooks invoice when it is complete. Typically, this is ideal for companies in the field service industry, but there are many other industries that apply. We have clients in the construction and landscaping industries using this right now. Valley OnSite Solutions
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