A customer calls
Collect the address, photos, job type, timing, and other details you usually have to chase later.
Trades & field services
Spend less time quoting, chasing, and doing paperwork.
Methodwright helps HVAC, plumbing, electrical, landscaping, cleaning, printing, power-washing, and other service businesses keep the office work moving while the team is out doing paid work.
Keep the tools you already use. You approve quotes, invoices, payroll, and anything else that needs your judgment.From first call to money in the bank
One job should not create six evenings of admin.
The quote is prepared
Turn your notes, price list, and past jobs into a consistent draft you can review before it goes out.
The job keeps moving
Follow up on an open quote, schedule approved work, and send the customer a confirmation without relying on memory.
The crew finishes
Bring together hours, materials, photos, and approved extras so the invoice can be ready the same day.
You get paid and learn
Send reminders when payment is late and compare the quote with what the job actually cost.
Sound familiar?
- A good lead goes cold because nobody sends the second follow-up.
- Finished work sits for days before the invoice goes out.
- Extra materials or work are forgotten and never billed.
- You keep using the same price even though labour and supplies cost more.
What we can do
- Prepare a quote and schedule follow-ups until the customer decides.
- Draft the invoice when the job is marked complete.
- Collect hours, materials, photos, and approved extras from the job.
- Show quoted cost, actual cost, and profit before you price the next one.
Useful first projects
Choose the problem that costs you most.
Follow up while the customer is still deciding.
See every open quote, send the routine reminders, and know which customers need a personal call.
Invoice the day the work is done.
Prepare the invoice from the approved quote, crew hours, materials, and extras, then bring it to you for approval.
Catch timecard problems before Friday afternoon.
Collect hours, flag missing or unusual entries, and prepare one payroll summary for review.
Stop guessing whether the price was right.
Compare the estimate with actual labour, materials, subcontractors, and travel so the next quote gets better.
A strong first project
Job complete to invoice ready
If completed jobs currently wait days to be invoiced, this is easy to see and measure. The goal is simple: every finished job becomes a complete invoice draft the same day, with you still approving what the customer receives.
Get a plan for one headacheBack to paid work
Which office task keeps following you home?
Bring us one recurring headache—late invoices, payroll prep, receipts, quote follow-up, job costing, or something else. No technical explanation required.
Get a plan for one headache5 short questions. No AI knowledge required.