Packs and Apps
Articles on different features you can add in Method
Contact Management Pack
Articles on the apps included within the Contact Management Pack
Accounting List Pack
This default pack holds all the Apps that sync with QuickBooks lists.
Sales Transactions Pack
This pack holds all the transaction apps: Estimates, Invoices, Sales Orders, Sales Receipts, and Payments
Sales Pipeline Pack
This pack contains the Opportunities App and the Web to Lead app.
Purchase Transactions
Create and update your purchase transactions (Bills, Purchase Orders) and sync them with QuickBooks.
Email Campaigns Pack
Create and send out direct marketing email campaigns
- About the Email Campaigns AppQuickly create and send mass emails
- Email Campaigns App PreferencesPreferences for the Emails Campaign App in Method.
- Create an Email CampaignHow to create an email marketing campaign
- View your Email CampaignView the analytics on your sent email campaign.
- Email Marketing Best PracticesCrafting effective campaigns and managing subscriptions
- Marketing Emailing SuspensionWhy your email sending may be paused.
Donor Management
Donation Management Software for Non-Profits
Case Management Pack
Case Management allows you to create and track customer service tickets to help your team share information and solve issues.
Time Tracking
How to use the Time Tracking app.
- Time Tracking App PreferencesSetting up the preferences for the Time Tracking App.
- Set Up Time Tracking ApprovalIf you want to approve time tracking entries, you must configure the Time Tracking app's preferences.
- Approve a Time Tracking EntryThe process for approving a time tracking entry, either individually or in bulk
- Create Invoice(s) from Time TrackingCreate an invoice from a time tracking entry, or create bulk invoices from multiple time tracking entries.
Field Services
Documentation for the upcoming Field Services offering