📌 Note: QuickBooks has its own concept of subcustomers and jobs, which should not be confused with Method Jobs.
A Method Job is a centralized workspace that tracks and manages every stage of work — from customer request to invoicing — with all details, documents, and actions in one place.
There are a number of different workflows which will create a Method Job.
Created by the user.
Converted from an opportunity
Requested from the portal by a customer
Created from a Web to Lead form
Create a Method Job as a user
Click ⊕ New on the Method Jobs app, or click ⊕ New job in its list screen.
For the Customer details, select a customer for the Method job. Clicking the Edit button will allow you to make changes to the contact.
📌 Note: Edits to the email, phone, and mobile will update the contact. However, edit to the job site is for this Method job only. This will not update the customer's billing or shipping address.
For the Job overview, fill in the appropriate details.
Type
Status
Priority
Created by
Description
Attachments
Clicking Save & Next will take you to the Mehtod Jobs view.
Convert an Opportunity into a Method Job
When an opportunity is won, you can convert it into service work.
Open the opportunity from the Opportunities App.
At the bottom of the opportunity, click the Create button, and then select Create Job.
A new job will be created.
Opportunity conversion details:
Created Method Job is linked to
Opportunity’s Customer
The main Contact
Method Job's status is set to New request
The Opportunity status updates to Closed Won
Leads will be converted Customers (will be prompted)
The Opportunity displays:
“Converted into Job #: [RecordID]”
A clickable link to the Method Job
After conversion:
The Job option is no longer available from the Opportunity.
The Opportunity cannot be converted again.
Opportunity conversion requirements:
Opportunity required fields are required. If missing:
A validation error prevents the Method job creation.
Opportunity status does not change.
Customer requests a service in their portal (Coming soon)
When a customer submits a service request from the Portal:
Customer provides
Service type
Repair
Maintenance
Other
Problem description
Attachments (optional)
Preferred time 1 (required)
Preferred time 2 (optional)
Default values applied to Method Job
Status = New request
Priority = Medium
Important clarification
The request does not create a Visit automatically.
A Visit must be scheduled by dispatch before it appears in the Schedule app or in the customer’s Upcoming Visits list.
Customer fills in the Web to Lead form
When a customer submits your web lead form:
What Method automatically creates
A Customer record (if new)
A Contact record (if new)
A Method Job, linked to both
Default values to Method Job
Status = New request
Priority = Medium
Important clarification
If the Customer already exists, the system does not create a duplicate.
The Job reflects the values submitted in the web form.
No Visit is created automatically.
No scheduling occurs until dispatch takes action.
This process is automatic and requires no manual Job creation.