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Description

Method:CRM is the #1 rated CRM among QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's real-time sync with Quickbooks, a patented technology, updates customer information, invoices and payments between Method and Quickbooks. Method:CRM offers native integrations to Gmail, Outlook, Mailchimp, and Zapier. You can also connect hundreds of apps through Zapier. All your daily workflows can be managed with one system. Management of the leader Don't waste time entering leads and doing admin work. Instead, let Method:CRM free your sales team to focus on new prospects, nurturing leads, closing deals, and other administrative tasks. Method:CRM makes it easy to streamline your sales process by allowing you to manage all your opportunities, invoices, estimates, and other information in one place. Customization 100% customizable, no code required. Method's drag and drop tools make it easy to create a custom CRM. It can be customized to reflect your business processes and adapt with your company's changing needs.

Description

Embrace the future of efficiency with Smart Service, a comprehensive software solution for field service scheduling that operates on both desktop and mobile platforms. This all-in-one application empowers contemporary service businesses to manage their scheduling, dispatching, routing, equipment tracking, invoicing, inventory management, and workforce oversight effortlessly. Additionally, it offers seamless integration with QuickBooks for streamlined financial management, making it an essential tool for success in today's competitive landscape. With Smart Service, you can revolutionize the way you handle your operations and improve overall productivity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Google Calendar Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Dropbox No 
Eventur Yes 
Freedom Merchants Yes 
Gmail Yes 
Google Workspace Yes 
Mailchimp Yes 
Microsoft Outlook Yes 
MindCloud Yes 
PayPal Yes 
Rambox Yes 
Simplii Yes 
SmartVault Yes 
Vonage Business Yes 
Wufoo Yes 
Xero Yes 
Zapier Yes 

Integrations

Google Calendar Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Dropbox Yes 
Eventur No 
Freedom Merchants No 
Gmail No 
Google Workspace No 
Mailchimp No 
Microsoft Outlook No 
MindCloud No 
PayPal No 
Rambox No 
Simplii No 
SmartVault No 
Vonage Business No 
Wufoo No 
Xero No 
Zapier No 

Pricing Details

$25.00/month/user
Mix and match Method’s pricing options to create a plan that’s perfect for every member of your team.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Method Integration

Founded

2010

Country

Canada

Website

www.method.me/

Vendor Details

Company Name

My Service Depot

Founded

1992

Country

United States

Website

www.smartservice.com

Product Features

Construction CRM

Client Tracking No 
Contract Management No 
Forecasting No 
Project Management No 
Quote Management Yes 
Sales Management Yes 
Scheduling Yes 
Time Management Yes 

Contact Management

Activity Management Yes 
Appointment Management No 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing No 
Group Management No 
Interaction Tracking No 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts No 
Social Media Integration No 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking Yes 
Household Tracking No 
Influence Tracking No 
Lead Management Yes 
Marketing Management Yes 
Relationship Tracking Yes 
Team Assignments Yes 
Territory Management No 

Nonprofit

Accounting Yes 
Committee Management No 
Donor Management Yes 
Dues Management No 
Event Management No 
Fundraising Management No 
Member Database No 
Membership Management No 
Social Media Management No 
Volunteer Management No 

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Lawn Care

Billing & Invoicing Yes 
Contract Management Yes 
Customer Management Yes 
Employee Management Yes 
Equipment Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service Dispatch Yes 

Locksmith

Billing & Invoicing Yes 
CRM Yes 
Dispatch Management Yes 
GPS Tracking Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Processing Yes 
Scheduling Yes 
Work Order Management Yes 

Pest Control

Billing & Invoicing Yes 
Customer Service History Yes 
Dispatch Management Yes 
Fleet Management Yes 
Inventory Control Yes 
Mobile Access Yes 
Pest Activity Tracking Yes 
Pesticide Usage Tracking Yes 
Property Layouts Yes 
Quotes / Estimates Yes 
Scheduling Yes 

Plumbing

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Work Order

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control Yes 
Job Management Yes 
Preventive Maintenance Yes 
Quotes / Estimates Yes 
Recurring Appointments Yes 
Routing Yes 
Scheduling Yes 
Task Management Yes 

Alternatives

Alternatives

FieldEdge Reviews

FieldEdge

Xplor