Method: Field Services
by Method: Field Services · #14 of 34 in Plumbing Software
What it is
Method: Field Services helps service businesses manage customer requests, technician schedules, work orders, and invoicing, with QuickBooks sync. Its Work Orders app handles one-time and recurring work, while the Field Crew app gives field employees a mobile-friendly view of work orders. Crew members can call customers, open addresses in a mobile map app, track time, capture e-signatures, complete jobs, and add work order items. Route optimization considers distance, travel times, and highway preference, but not live traffic; routes can contain up to 30 work orders, and routing is unavailable on mobile. Method describes its QuickBooks connection as a two-way sync for estimates, invoices, payments, and customer data. It also lists Gmail, Google Calendar, Mailchimp, Outlook, Zapier, and an API among its integrations. The product works in a mobile browser and has native Android and iOS apps. A free trial is offered without commitment or credit card. The Field Crew Technician plan is 18.00 USD per month; Dispatcher is 59.00 USD per month.
Who it suits. Method: Field Services is aimed at customizable field-service teams and service contractors, including small businesses. It may fit companies coordinating technicians, recurring or one-time work orders, and QuickBooks billing data.
Good
- Creates and manages recurring and one-time work orders
- Two-way QuickBooks sync covers estimates and invoices
- Native Android and iOS apps plus mobile browser access
- Field crew can capture e-signatures and track time
- Free trial requires no commitment or credit card
Watch for
- Route optimization does not account for live traffic
- Routing is unavailable on mobile
- Routes can include up to 30 work orders
- Method states it is not SOC 2 compliant
Verdict
Method: Field Services combines work orders, technician workflows, and QuickBooks synchronization for service contractors. Consider its mobile routing limitation and stated security compliance status when assessing it for your business.
Plans and prices
| Plan | Price | Billed |
|---|---|---|
| Field Crew Technician | $18 a month | monthly; shown as $18 / month |
| Dispatcher | $59 a month | monthly; shown as $59 / month |
| Non-field services user | — | — |
From Method: Field Services's own pricing page, checked 29 Sept 2026. Every plan
What the maker publishes
- Custom workflows
- Method offers customization consultations to adapt its workflows to a business’s processes. source
- Field crew app
- The Field Crew app provides a mobile-friendly view of work orders for field employees. source
- Field workflow
- Field crew can call customers, open addresses in a mobile map app, track time, capture e-signatures, complete jobs, and add work order items. source
- Free plan
- No source
- Headquarters
- Toronto, Ontario, Canada source
- Mobile access
- Method can be used in a mobile browser and also provides native Android and iOS apps. source
- Other integrations
- Method lists integrations including Gmail, Google Calendar, Mailchimp, Outlook, Zapier, and its API. source
- Purpose
- Method:Field Services helps service businesses manage customer requests, technician schedules, work orders, and invoicing with QuickBooks sync. source
- QuickBooks sync
- Method describes its QuickBooks connection as a two-way sync that keeps estimates, invoices, payments, and customer data aligned. source
- Routing
- Route optimization considers distance, travel times, and highway preference, but not live traffic; a route can include up to 30 work orders and routing is unavailable on mobile. source
- Security
- Method states that it is not SOC 2 compliant and says its redundant server cluster is hosted and professionally managed by Amazon Web Services. source
- Paid from
- 15 source
- Support
- The mobile interface includes help links and a way to open chat with Method’s customer success team. source
- Target users
- The maker describes Method:Field Services as a customizable CRM for field service teams and service contractors, including small businesses. source
- Time tracking
- The Time Tracking app manages time entries generated by the Field Crew app and syncs them with QuickBooks. source
- Trial
- The maker offers a free trial with no commitment or credit card required; it does not state the trial length on this page. source
- Work order apps
- The Work Orders app creates and manages one-time and recurring work orders. source
Review
Overview
Method: Field Services is a customizable CRM for service contractors, with work orders, technician workflows and two-way QuickBooks synchronization. It suits small service teams that want job management tied to customer and accounting records. Its workflow coverage is substantial, but routing cannot be used on mobile and Method says it is not SOC 2 compliant.
Key features
The Work Orders app handles one-time and recurring jobs, while the Field Crew app gives technicians a mobile-friendly way to view and complete them. In the field, crew members can call customers, open addresses in a map app, track time, capture e-signatures, add work order items and mark jobs complete. That covers much of a service visit without requiring a separate time-entry process: the Time Tracking app manages entries created by Field Crew and syncs them with QuickBooks.
Dispatchers can use the dispatch board and route optimization, which weighs distance, travel time and highway preference. The limits matter for teams coordinating a busy day: a route can include at most 30 work orders, the optimizer does not account for live traffic, and routing is unavailable on mobile. QuickBooks sync runs in both directions for estimates, invoices, payments and customer data, making Method a stronger fit for businesses already relying on QuickBooks than for those seeking a standalone field tool.
Integrations include Gmail, Google Calendar, Mailchimp, Outlook, Zapier and an API. Customization consultations can adapt workflows to a business’s processes, a useful option for teams whose jobs do not follow a standard sequence. Mobile access comes through a browser and native Android and iOS apps. The mobile interface includes help links and a way to open chat with customer success.
Method says it is not SOC 2 compliant; it says its redundant server cluster is hosted and professionally managed by Amazon Web Services. Businesses that require SOC 2 compliance should look elsewhere.
Pricing
Method is paid, with pricing from $15 per user a month (annual) and a 10-day trial. The maker’s page also offers a free trial with no commitment or credit card required. The plan prices below are billed monthly, so they are distinct from the annual starting price.
| Plan | Price and terms | What it includes | Best fit |
|---|---|---|---|
| Field Crew Technician | $18 a month, billed monthly | Only Contact Management Pack and Field Crew Pack; adding another pack removes the discount. | Technicians who need contact management and field workflows, not the broader dispatcher setup. |
| Dispatcher | $59 a month, billed monthly | Requires Contact Management Pack, Sales Transactions Pack, Sales Pipeline Pack and Work Orders App. | Dispatchers who need sales and work-order components together. |
| Non-field services user | Custom pricing | Price depends on installed packs. | Office users whose required packs determine the cost. |
There is no free plan. The Technician discount is conditional: adding any further pack removes it, so teams needing more than its two included packs should account for the resulting price change. The Dispatcher plan has a defined pack requirement rather than a bare seat price, and non-field users have custom pricing.
Platforms
Method supports Android, iOS, web and API access. Native mobile apps and a mobile browser suit field crews, but route optimization itself remains desktop-bound.
Who it's for
Method is best for small service contractors that need customizable work orders, mobile technician workflows and QuickBooks kept in sync. It is less suitable for companies that depend on live-traffic routing, need to plan routes from a phone, or require SOC 2 compliance.
Pros and cons
- Pro: Two-way QuickBooks sync aligns estimates, invoices, payments and customer data, reducing the divide between job and accounting records.
- Pro: Field Crew combines customer contact, mapping, time tracking, signatures and job completion in a mobile workflow.
- Pro: Customization consultations can tailor workflows to a contractor’s processes.
- Con: Route optimization excludes live traffic, caps each route at 30 work orders and is unavailable on mobile.
- Con: The Technician discount disappears when another pack is added, making the entry plan less attractive for teams that need extra functionality.
- Con: Method says it is not SOC 2 compliant, ruling it out for businesses with that compliance requirement.
Alternatives
Opsler is worth considering when a small crew needs a free starting point: its free Budding plan allows two seats, 50 jobs per month, unlimited customers and 100 inventory items. Fergus is another paid option, with an Essentials plan covering quoting and estimating, job cards, GPS tracking, timesheets, calendar and recurring jobs.
Jobber may suit a business looking for a paid service platform with a Core plan starting at $29 a month billed annually; its stated alternatives include $49 a month with no commitment or $39 a month with a one-year commitment, for one user. Tradify is a paid alternative with a Lite plan at $47 per user/month, including job management, scheduling with Google Calendar sync, quoting and invoicing.
ServiceM8 offers a free plan for one user and 30 jobs per month, making it a candidate for very small teams with modest monthly volume. Contractor+ also has a free plan, with basic CRM, up to 250 leads and clients, and up to five estimates or invoices per month.
Joblogic is a paid alternative whose Standard plan is £45.00 GBP per month billed annually and includes customer and site management, asset management, job management and costing. FieldBench has a free plan for one user, up to 20 jobs per month, 50 pricebook items and 20 active equipment records, useful for a solo operator wanting a capped free option. For trade-specific comparisons, see plumbing software.
Verdict
Choose Method: Field Services if your service business runs on QuickBooks and needs customizable work orders with a capable mobile workflow for technicians. Its two-way accounting sync and connected job process are the clearest reasons to choose it. Look elsewhere if mobile routing, live-traffic planning or SOC 2 compliance is essential.