The top construction CRM for QuickBooks

Method is the CRM construction contractors love – track sales, manage work orders, and stay connected with technicians to close more jobs and get paid faster.

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The all-in-one CRM and work order
management solution for QuickBooks

Eliminate manual processes

Tired of juggling spreadsheets and manual steps outside of QuickBooks?

Method can automate your sales processes from the first call to final payment. Less time wasted and less mistakes, win-win!

Custom fit for unique businesses

Customers who’ve tried cookie cutter solutions come to us because we can make the software do what you want it to do.

Work with our team to build a custom solution that will actually work with your processes.

Two-way sync to QuickBooks

Connect Method to QuickBooks to expand capabilities without changing how you work.


Access a whole new set of features, that let you do more than basic accounting, with all of that data instantly connecting back to QuickBooks.

1,600+ 5-star reviews don’t happen by accident. Businesses just like yours love us.

4.7/5

4.5/5

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LEAD MANAGEMENT

Turn leads into paid jobs faster than ever

Automate lead collection

Turn website visitors into leads by adding a custom lead form to your site, or add contacts to Method straight from Gmail or Outlook, so you can follow up faster.

Track every job opportunity

Keep all project requests, job history, estimates, and invoices in one place for every customer, setting activity reminders for your team so you never miss a beat.

Speed up estimates and approvals

Build estimates in seconds, get quick e-signature approvals, collect payment deposits, and turn them into work orders with a single click.

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Work Order Management

Get complete control of your work orders

Easily schedule and dispatch jobs

See your crew’s calendar to assign jobs based on their availability and location. Easily dispatch new jobs to technicians that they can access through Method’s mobile app.

Send appointment reminders

Automated email and SMS reminders and a customer portal ensure clients always know their appointment details, so there are no more missed visits.

Invoice instantly to get paid without the wait

Turn work orders into invoices with a click, one-by-one or in bulk. Email them to clients with a secure link to easily view and pay online, so you can close jobs faster.

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Field Crew Management

Equip technicians with our Field Crew mobile app

Create estimates on-the-go

Create estimates and collect e-signatures approvals instantly – no more waiting on the office for quotes. Docs auto-sync to QuickBooks, keeping everyone in the loop.

Job details at their fingertips

Instant access to daily work order details, job history by site, dispatch notes, and more to stay on schedule and get the jobs done right.

Track time directly from the job site

Ditch punchcards. Contractors can use a simple start-and-stop timer on the job, syncing straight to QuickBooks for easier payroll processing.

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The #1 CRM for QuickBooks

The construction CRM software loved by contractors just like you

18k+

Users trust us

2M+

Estimates created

14yrs

Helping businesses thrive

Talk to our team

All – in – one

The perfect CRM for construction contractors to run your business all in one place

From capturing leads to creating work orders to processing payments,
Method can help you do it all.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Estimates

Send quick estimates with one click to close deals faster.

Work order
management

Easily create, convert, and manage work orders anytime, anywhere.

Job scheduling

View all your sales opportunities in one place to never miss a deal.

Mobile app

Let your field crew access job details and report back on the go.

Time tracking

Track work hours for accurate paychecks and staff satisfaction.

Invoicing

Instantly create and email invoices for quicker payments.

Payments

Send secure links to online payment portals, so you can get paid faster.

Contact & lead management

Gather leads, email estimates, and convert them into customers.

Estimates

Send email campaigns or connect to Mailchimp directly.

Work order
management

View all your sales opportunities in one place to never miss a deal.

Job scheduling

Send quick estimates with one click to close deals faster.

Mobile app

Instantly create and email invoices for quicker payments.

Time tracking

Sign and approve documents online to cut out the back-and-forth.

Invoicing

Let customers approve estimates, access order details, and pay invoices.

Payments

Create online payment portals for customers so you can get paid faster.

Don’t see what you’re looking for?
Talk to our team about building it for you!

Talk to our team

With Method, my sales process is so hyper-efficient that I now close 95% of my sales. Method has reduced my admin work by 80% and gives me insightful business reports in less than a minute.

John Mora

Owner at GTM Landscaping

All home service businesses are different, all franchise models are different, but with Method, we’ve been able to build a solution that integrates with what we need and makes sense for us.

Alan Mishkoff

Granite Garage Floors

FULLY CUSTOMIZABLE

Tailor Method to match your business processes

Work with our team to build a solution customized to automate your existing processes to keep working the way you want to, just faster!

And don’t worry, Method can connect to your favorite apps too:

+ more

Select your base features

Choose the features that solve the problems you are trying to solve, like lead tracking or work order management. Only pay for what you use!

Free customization consultation

Meet with our team to start adapting the features to your workflows, from minor customizations to scoping larger projects.

Let us get you set up

When we tailor Method to your exact needs, you reduce the learning curve and start seeing value right away.

And don’t worry, Method can connect to your favorite apps too:

+ more

With Method, my sales process is so hyper-efficient that I now close 95% of my sales. Method has reduced my admin work by 80% and gives me insightful business reports in less than a minute.

John Mora

Owner at GTM Landscaping

All home service businesses are different, all franchise models are different, but with Method, we’ve been able to build a solution that integrates with what we need and makes sense for us.

Alan Mishkoff

Granite Garage Floors

Get Started

See what Method can do for your business

Let’s talk!

Talk to our sales experts to see how Method can work for your business and help you grow.

Talk to our team

Try Method for free!

Get started today with a free 14-day trial.

No commitment or credit card required.

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Trades and Construction CRM FAQs

A CRM in construction is a client/customer relationship management system that helps construction companies manage interactions with clients, track leads, and simplify project communications. It enhances efficiency and organization to better foster client relationships and improve project outcomes.

A CRM for the construction industry should include features such as lead tracking, project management, automated follow-ups, customizable forms, and integration with popular business software like QuickBooks.

The best software for a construction company depends on your priorities for implementing it. For a customizable solution that integrates with QuickBooks or Xero, Method is the way to go. If you’re looking for construction takeoff functionality, you might consider dedicated platforms like Procore or Buildertrend.

Construction ERP software is an enterprise resource planning system designed to manage and integrate business processes within a construction company. It includes modules for project management, financials, procurement, human resources, and more, providing a comprehensive solution. ERPs are designed for large enterprises that have countless operations and aren’t afraid to pay top dollar.

Unlike generic CRMs, construction-specific CRMs offer unique features tailored to the industry, such as project management tools, job scheduling, subcontractor management, RFQs (Request for Quotations), and document control.

Yes, many construction CRMs have mobile-friendly versions or dedicated mobile apps, including Method. This lets field teams access project details, update progress, capture job site notes, and communicate with team members in real time, which increases efficiency and accuracy on-site.