{"id":4468,"date":"2015-05-20T09:40:07","date_gmt":"2015-05-20T13:40:07","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=658"},"modified":"2025-12-06T05:20:20","modified_gmt":"2025-12-06T10:20:20","slug":"simplify-your-small-business-workflows-part-4","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/simplify-your-small-business-workflows-part-4\/","title":{"rendered":"Simplify Your Small Business Workflow for a Faster (and Happier) Team [Part 4]"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Welcome back to our ongoing series on simplifying your small business workflow. If you\u2019re just joining us, it\u2019s not too late to catch up!<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So far, we\u2019ve caught up with <a href=\"https:\/\/www.method.me\/blog\/simplify-small-business-workflows-part-1\/\">Olivia the Ops Manager<\/a>, <a href=\"https:\/\/www.method.me\/blog\/simplify-your-small-business-workflows-part-2\/\">Grumpy Gus the Sales Rep<\/a>, and <a href=\"https:\/\/www.method.me\/blog\/simplify-your-small-business-workflows-part-3\/\">Debbie the Customer Service Manager<\/a>. In each case we\u2019ve illustrated how a CRM for QuickBooks helped make their jobs easier.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>This week, let\u2019s venture out into the field and find Frank, your frustrated Field Technician<\/strong>.<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter\"><img decoding=\"async\" data-src=\"\/wp-content\/uploads\/2015\/05\/frank-workflow-before.png\" alt=\"Frank Workflow Before\" class=\"wp-image-661 lazyload\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/200;\" \/><\/figure>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><br><em>\u201cIt\u2019s a pain in the ass to scribble notes while on each service job and then enter all that data at the end of the day. Sometimes I can\u2019t even read my own writing!\u201d<\/em><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Frank spends his days out on the job for Backyard Masters \u2013 it\u2019s his expertise and commitment to quality that gets those amazing decks built. But deck building isn\u2019t as easy as the layman might think, and things can change on-the-job pretty quickly.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Frank finds himself trying to keep track of additional inventory needs, additional charges for unique work, and hours logged on the job all through a complicated system of \u201c<strong>scribbling things wherever he can<\/strong>\u201d.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">At the end of the work day Frank gets to start what feels like his second job of going through the days\u2019 notes, trying to make heads or tails of his on the fly notes he jotted down while doing his actual job of building a fantastic deck.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Frank\u2019s frustrated. Frank\u2019s fuming. Frank\u2019s fully ready for a new solution.<\/strong><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is where a <a href=\"https:\/\/www.method.me\/crm-quickbooks\/\">CRM for QuickBooks<\/a> with a field services peripheral can really fix the flaws in Frank\u2019s workflow. Instead of jotting down notes on whatever he can get his hands on, Frank can use his mobile device to update invoices in real time, log hours worked, and order new inventory items all from the job site.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-frank-is-quicker-with-a-crm-for-quickbooks\"><strong>How Frank is Quicker with a CRM for QuickBooks:<\/strong><\/h2>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"600\" height=\"200\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/1.workflow_after_crm.png\" alt=\"\" class=\"wp-image-5881 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/1.workflow_after_crm.png 600w, https:\/\/www.method.me\/wp-content\/uploads\/2019\/02\/1.workflow_after_crm-300x100.png 300w\" data-sizes=\"(max-width: 600px) 100vw, 600px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 600px; --smush-placeholder-aspect-ratio: 600\/200;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Because Frank can access the customer database from the road, he tracks customer conversations, next steps, and job notes right from the job \u2013 <strong>no more waiting to enter customer info when he arrives back at the office.<\/strong><br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And if he gets lost, he can look up the customer address in Method CRM from his phone and make use of <a href=\"https:\/\/www.methodintegration.com\/method\/kb.aspx?folder=MethodCRM&amp;article=Google-Maps-Tool&amp;id=386\">Method\u2019s mapping and routing tool<\/a>.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With the team tracking and scheduling service requests in <a href=\"https:\/\/www.method.me\/\">Method<\/a>, Frank arrives every day to find his daily service schedule ready for him. This speeds up service and allows Frank to get to more customers in a day, a benefit also experienced by the <a href=\"https:\/\/www.method.me\/customer-success\/healthlinc\/\">mobile team of technicians at HealthLinc<\/a>.<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The power of mobile lets Frank update his customer\u2019s invoices with new line items directly from the job site, and when the invoice syncs with QuickBooks, all the changes he made are automatically duplicated for Olivia without Frank having to input the information twice (or find it on the back of a napkin).<br><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Interested in hearing how other small businesses have found success by integrating their CRM with their QuickBooks? Check out their stories <a href=\"https:\/\/www.method.me\/customer-success\/\">here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Welcome back to our ongoing series on simplifying your small business workflow. If you\u2019re just joining us, it\u2019s not too late to catch up! So far, we\u2019ve caught up with Olivia the Ops Manager, Grumpy Gus the Sales Rep, and Debbie the Customer Service Manager. In each case we\u2019ve illustrated how a CRM for QuickBooks [&hellip;]<\/p>\n","protected":false},"author":24,"featured_media":5873,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[18],"tags":[54,50],"class_list":["post-4468","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-small-business","tag-field-services","tag-workflows"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Simplify Your Small Business Workflows [Part 4] &#8212; Method<\/title>\n<meta name=\"description\" content=\"This four-part series focuses on simplifying your small business workflow. 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