METHOD CRM, FIELD SERVICES, CUSTOMIZABLE APPS FOR QUICKBOOKS
Beth Heffernan & Val Shabani presents Method CRM for
QuickBooks Desktop and QuickBooks Online
Comprehensive Method Services:
- METHOD Set-up: Design your software for your business. Set up; Users, Email accounts, Outlook Integration, Web to Lead Forms, and customer portals with payment methods.
- METHOD customization; Customize Screens, Tabs, and Forms. Customize your system to match your business methods. Create new screens, tables, or fields, buttons, reports, charts and graphs.
- METHOD Implementation and Coaching: Teach, Train, and Assist for owners, managers, dispatchers, and administrative staff to use METHOD effectively and efficiently.
- Virtual Assistance and On Site Assistance: On-going training as needed for trouble shooting, additional training or additional setup.