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Method: Field Services
Method: Field Services · Toronto, Ontario, Canada
What it is
Method: Field Services helps service businesses coordinate customer requests, technician schedules, work orders, and invoicing with QuickBooks synchronization. The Work Orders app handles one-time and recurring jobs, while Field Crew gives mobile workers access to assigned work. Crew members can call customers, open addresses in a map app, track time, capture e-signatures, complete jobs, and add work order items. A Time Tracking app manages entries from Field Crew and syncs them with QuickBooks. Route optimization uses distance, travel time, and highway preference, but not live traffic; routes support up to 30 work orders and routing is unavailable on mobile. Method describes QuickBooks syncing as two-way for estimates, invoices, payments, and customer data. Other listed integrations include Gmail, Google Calendar, Mailchimp, Outlook, Zapier, and an API. The service works in a mobile browser and has Android and iOS apps. Pricing starts at $15/user/mo annually, with listed monthly plans at $18 and $59 and a free trial.
For and against
For
- Handles one-time and recurring work orders
- Mobile field crew workflow
- Two-way QuickBooks synchronization
- E-signatures and time tracking
- Android, iOS, and browser access
Against
- Routes limited to 30 work orders
- Routing unavailable on mobile
- Route optimization excludes live traffic
- Not SOC 2 compliant
The verdict
Method: Field Services combines dispatch, field execution, time capture, invoicing, and accounting synchronization. Its route limits and mobile routing restriction matter for teams planning work away from the office.
Who it suits
It is aimed at field service teams, contractors, dispatchers, and small businesses needing mobile work management and QuickBooks synchronization. Customization consultations are available for adapting workflows.
Plans and prices
Field Crew Technician
Only Contact Management Pack and Field Crew Pack; adding another pack removes the discount
Read 29 Sep 2026 · help.method.me
Dispatcher
Requires Contact Management Pack · Sales Transactions Pack · Sales Pipeline Pack · Work Orders App
Read 29 Sep 2026 · help.method.me
Non-field services user
Price depends on installed packs
Read 22 Sep 2026 · help.method.me
On the record
- Custom workflows
- Method offers customization consultations to adapt its workflows to a business’s processes.method.me · read 29 Sep 2026
- Field crew app
- The Field Crew app provides a mobile-friendly view of work orders for field employees.help.method.me · read 29 Sep 2026
- Field workflow
- Field crew can call customers, open addresses in a mobile map app, track time, capture e-signatures, complete jobs, and add work order items.help.method.me · read 29 Sep 2026
- Mobile access
- Method can be used in a mobile browser and also provides native Android and iOS apps.help.method.me · read 29 Sep 2026
- Other integrations
- Method lists integrations including Gmail, Google Calendar, Mailchimp, Outlook, Zapier, and its API.help.method.me · read 29 Sep 2026
- Purpose
- Method:Field Services helps service businesses manage customer requests, technician schedules, work orders, and invoicing with QuickBooks sync.method.me · read 29 Sep 2026
- QuickBooks sync
- Method describes its QuickBooks connection as a two-way sync that keeps estimates, invoices, payments, and customer data aligned.method.me · read 29 Sep 2026
- Routing
- Route optimization considers distance, travel times, and highway preference, but not live traffic; a route can include up to 30 work orders and routing is unavailable on mobile.help.method.me · read 29 Sep 2026
- Security
- Method states that it is not SOC 2 compliant and says its redundant server cluster is hosted and professionally managed by Amazon Web Services.help.method.me · read 29 Sep 2026
- Paid from
- 15help.method.me · read 22 Sep 2026
- Support
- The mobile interface includes help links and a way to open chat with Method’s customer success team.help.method.me · read 29 Sep 2026
- Target users
- The maker describes Method:Field Services as a customizable CRM for field service teams and service contractors, including small businesses.method.me · read 29 Sep 2026
- Time tracking
- The Time Tracking app manages time entries generated by the Field Crew app and syncs them with QuickBooks.help.method.me · read 29 Sep 2026
- Trial
- The maker offers a free trial with no commitment or credit card required; it does not state the trial length on this page.method.me · read 29 Sep 2026
- Work order apps
- The Work Orders app creates and manages one-time and recurring work orders.help.method.me · read 29 Sep 2026
