The Method Jobs app allows for a seamless flow from request → estimate → work order → invoice, without switching between multiple screens.
📌 Note: QuickBooks has its own concept of subcustomers and jobs, which should not be confused with Method Jobs.
What Is a Method Job?
A Method Job is the central service record that contains:
Customer + Contact
Estimate(s)
Visit(s)
Work Order(s)
Invoice(s)
Customer feedback (CSAT, when applicable)
All scheduling, billing, and customer portal activity is tied back to the Method Job.
Prerequisites
In order to use the Method Jobs app pack you need access to
The Method Jobs app can also be used in conjunction with Work Orders and Field Crew App.
FAQ
Q: Are Method Jobs related to Projects in QuickBooks Online?
A: They are not. Method Jobs is there to provide a cohesive workflow from request to invoice. It does not sync or utilize the Projects functionality in QuickBooks.
Q: Are Method Jobs related Jobs/Subcustomers in QuickBooks?
A: Method Jobs are not related to Jobs/Subcustomers. Throughout this Help Center, Jobs/Subcustomers will be referred to as "Jobs", whereas jobs related to the Method Jobs app will always be referred to as "Method Jobs".