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Today we’re covering what happens after a quote gets approved: getting the job scheduled, done, and invoiced without anyone entering the same information twice:
- Turn approved estimates into work orders without re-entering information.
- Schedule and assign jobs, and track routes on a map.
- Capture customer signatures directly from a phone.
- Turn multiple completed jobs into invoices in one go.
- Customize your CRM screens with Method AI by simply describing what you need.
➡️ Haven't had a chance to try Method CRM for yourself yet? Start a free 10-day trial and get a free 1-hour customization session with a Method expert.
Hope to see you at the workshop!
— Matas @ Method CRM |
