If you’re new to Method or want to explore more of what’s available, our interactive demos are a great place to start. Each demo walks through a real-world workflow using Method, helping you understand how to apply it in your own day-to-day processes.
How to Use These Demos
No setup required—just explore
Follow along step by step or jump ahead
Use them as a reference while configuring your own workflows
These demos are designed to help you discover what’s possible in Method and apply it to your business as you grow.
Lead Management
Capture and track new leads
Learn how Method helps you organize and manage incoming leads from the moment they arrive. In this demo, learn
How to add a lead
Keep follow-ups and next steps clear
How to convert a lead
Ways to for a lead to auto-convert
Use this demo to understand how Method supports a more structured lead process.
Track Sales Opportunities
Monitor deals from start to won
Explore how Method tracks sales opportunities throughout your pipeline. This demo shows you how to:
Create an opportunity
Update opportunity details as they progress
Move deals through each stage
Maintain visibility into your active pipeline
Helpful if you’re setting up or refining your sales process in Method.
Schedule Work Orders
Easily create, assign and schedule work orders. This demo shows you how to:
Create a work order
Add a line item to the work order
Schedule and assign the work order
View the work order on the calendar
Assign the work order to someone else on the calendar
Invoicing Work Orders
Invoice and collect payment for a work order. This demo shows you how to:
Create an invoice from an existing work order
Receive payment for the invoice
Setup Recurring Payments
Learn how to automate recurring payments using the Proposals app. This demo shows you how to:
Create a proposal
Set the proposal up for recurring billing
Preview and sending the acceptance letter
Where to track engagement
Set Up Estimate Deposits
Request upfront payments
See how to request deposits as part of your estimating workflow. In this demo, you’ll learn how to:
Create estimates with required deposits
Send deposit requests to customers
Track payments tied to estimates
A great starting point if you want tighter control over upfront payments.
Collect Invoices
Get paid faster, online
Discover how Method simplifies invoicing and payment collection. This demo walks through how to:
Send invoices to customers
Accept online payments
Track invoice and payment status in one place
Ideal for improving cash flow and reducing manual payment tracking.
Manage Purchase Orders
Easily create and send purchase orders to your vendors. This demo walks through how to:
Create a purchase order
Send an email regarding the purchase order
View and filter your existing purchase orders
Manage Customer Service Tickets
Create support tickets and streamline customer communications with Method's Cases app. This demo walks through how to:
Create a case
Assign and notify the support user
Ensure contact is notified
Create a follow-up activity
Setup Email Campaigns
Design and send out email campaigns. This demo walks through how to:
Create an email campaign
Set the parameters and design of the campaign
Select participants for the campaign
Find analytics for the campaign