Method CRM vs ServiceM8 (2026): which should you pick?

Pick Method CRM if

• Fits if your books are in QuickBooks and you want customers, quotes and invoices in one CRM
• Works for small teams that want to try 10 days with no card

Look elsewhere if

• Not for you if you want dispatch built in, as Field Services is priced separately
• Pricey if you add technicians and dispatchers on top of the per-user fee
• Watch out: the 25% discount lasts 3 months and needs 3 or more user accounts
• Watch out: annual prepay takes 10% off, but after the 30-day grace period an annual plan isn't refundable

Pick ServiceM8 if

• Fits if you want everyone on the crew logged in without paying for each seat
• Works for sole traders who book fewer than 30 new jobs a month and want to pay nothing

Look elsewhere if

• Tight if you book more than 50 new jobs a month, since that's where Starter stops and Growing is $79
• Pricey if you need job costing and markup billing, which start on Premium at $149
• Not for you if busy months run past your plan's job allowance, which only Premium Plus at $349 allows
• Watch out: the free plan is 1 user with self-serve support, and every text costs 10¢
• Watch out: asset tracking, forms and proposals need Growing at $79, and the business phone is an add-on from $19

Method CRM

• Method:Field Services is priced separately: from $15 per month for field technicians and $45 per month for dispatchers.
• The 25% off is for the first 3 months and needs 3 or more user accounts.
• Annual prepay takes 10% off; after the 30-day grace period an annual plan is not refundable.
• The pages read list a mobile app but no iOS or Android store listing, so platforms show web only.

ServiceM8

• Each plan caps new jobs a month at 30, 50, 150, 500 or 1,500; only Premium Plus lets you go over, at 20¢ a job.
• The free plan has 1 user and self-serve support only, and charges 10¢ per text message.
• Asset tracking, forms and proposals start on Growing at $79 a month; job costing and markup billing need Premium.
• Add-ons cost extra: ServiceM8 Phone, a business phone system, from $19 a month, and Office Agent Pro at $39 a month on paid plans.

Method CRM

QuickBooks sync

Customers, invoices and payments sync both ways with QuickBooks Online, Desktop and Enterprise, so staff can work in the CRM instead of the accounting file.

Leads, estimates and invoices

Track leads, build estimates and proposals with e-signature, then convert them to invoices and take online payments.

Customer portals

Customers can log in to update their details, view estimates, pay invoices and report issues, with changes passed back to QuickBooks.

Workflow automation

Lead-to-cash workflows, approvals and custom fields can be shaped to the business, including with a plain-English assistant called Method AI.

Field Services edition

A separate edition for service businesses adds work orders, scheduling and dispatching, time tracking and a mobile app for crews.

ServiceM8

Job cards and scheduling

Each job card holds client details, notes, photos, videos and messages. Jobs are scheduled to staff in the app or online, and staff are notified by push.

Quotes, invoices and payments

Build quotes and invoices on site, collect signatures, and take card payments in the app, by Tap to Pay or through an online link, with automatic payment reminders.

Booking and client messages

Clients can get a price and book online. Booking confirmations, reminders, on-the-way texts with arrival tracking and quote follow-ups go out automatically.

Staff GPS and time tracking

A dispatch map shows live staff locations, auto routing plans each day's route, and the app can clock shifts and job time on and off using GPS.

Forms, assets and proposals

From Growing, build certificates and reports as PDF forms, track the service history of equipment, and send visual proposals with several options.

AI Smart Helper

On every plan, an AI helper drafts client emails and texts, fills in quote and invoice items, summarizes jobs and takes spoken requests.

Method CRM

• CRM Quick Start$35

  per user / month

  Entry CRM plan with the QuickBooks sync. $27 per user for the first 3 months with 3 or more users.

• CRM Pro$59

  per user / month

  Marked most popular. $45 per user for the first 3 months with 3 or more users.

• CRM Enterprise$97

  per user / month

  Top self-serve tier. $73 per user for the first 3 months with 3 or more users.

• CRM Multi-entityCustom

  Connects several QuickBooks accounts under one dashboard; the page sends buyers to the team.

ServiceM8

• Free$0

  1 user and 30 new jobs a month, with the core job, quoting and invoicing tools. Self-serve support and texts at 10¢ each.

• Starter$29

  per month for up to 50 new jobs

  Unlimited users, free texts, 24/7 chat and email support, progress invoicing, supplier invoice import and API access.

• Growing$79

  per month for up to 150 new jobs

  Adds asset management, electronic forms, proposals, bundles and a ServiceM8 inbox that turns emails into jobs.

• Premium$149

  per month for up to 500 new jobs

  Adds job costing, markup billing, location insights with property photos and a knowledge base for technicians.

• Premium Plus$349

  per month for 1,500 new jobs, plus 20¢ per extra job

  Everything in Premium for the busiest teams; the only plan that allows jobs beyond its monthly allowance.

Method CRM

• Annual discount

  10% off with annual prepay

  Paying 12 months up front instead of month to month takes 10% off the account.

• Other savings

  25% off for 3 months

  New accounts with 3 or more users get 25% off the CRM plans for the first 3 months.

ServiceM8

• Startups

  50% off the first 12 months for new businesses

  Businesses registered less than 2 years ago get half price on any plan for 12 months, claimed by emailing proof of registration within 14 days of subscribing.