Why Templates?
Templates gives you finished, connected business apps within Method. You keep QuickBooks or Xero, avoid a heavy migration, and spend your budget on what is unique to your business instead of the foundations.
Enter information once and let automations handle the rest.
One source of truth, kept in step with your accounting.
Do things your current software simply can't.
Portals, online booking & payments, and live updates for your customers.
Most businesses are choosing between a few kinds of software. Here is how they typically differ.
Swipe sideways to see every option
| What matters | Templates | Method on its own | Big CRMs and suites | DIY |
|---|---|---|---|---|
| Keep QuickBooks or Xero | Yes | Yes | Often replaced, or linked with an add-on | Whats Quickbooks? |
| Two-way accounting sync | Customers, invoices, and payments sync both ways | Real-time two-way sync | Depth varies, and some syncs are one-way | Hopefully the accountant understands the books |
| Ready to use on day one | Prebuilt, connected apps for all aspects of your business | Prebuilt apps, but missing key features that require customization | Generic until configured | Ever coded in Excel? How about PowerBi? |
| Fits how you work | Wider range of apps means more of your workflow is already integrated. Consultants are developers and have deep understanding of the applications. | Flexible, easier than coding - but often still need consultant help and buy their app packs | Configurable, often by expensive consultants | You adapt to the software - time consuming, confusing but cheaper! |
| Getting started | Book Demo, Sync Quickbooks/Xero, Install Apps, Customize to needs | Book Demo, Sync Quickbooks/Xero, Install Apps, Customize to needs | Often a full migration project | A new system to learn, unforseen costs, lost opportunities, risk of errors |
| Where the cost goes | Users per Month, plus only the customization you choose | Users Per Application Per Month, plus a customization plan commitment | Varies - User fees, onboarding fees, and often consultant fees | Development cost - your time to develop the system and keep it updated |
These describe typical differences between kinds of software, not any single product.
Method gives you a flexible platform. Templates gives you the working applications on top of it, so you start with software that works and fine-tune it.
Templates adapts as your business grows, so the system you set up today still fits tomorrow.
Book a free consultation and tell us how your business works. We'll show you what Templates can do for it and give you a clear estimate.