Method Community

Hi Justin, Thank you so much for your instructions. We'll follow your advise and contact Support team if the problem persists. Best regards, Ivana

Hello, When I click on the Synch now button under Changes-Only Synchronization , I get the below msg: The Method Integration Engine on your computer is currently disconnected. No synchronization can be performed until the Method Integration Engine connects to the server.  What do I need to do? BTW: I recently changed the user name ...

Good morning, I am having trouble with the following: (1) Method not generating Invoice #s: Since September 30th I have been updating Work Orders > Invoice Type from "To be invoiced" to "Invoiced." I invoiced the selected Work order, invoice was created, and with that Invoice # was generated. However, any invoices ...

Hi Noel, The problem has been resolved... not sure what was happening and not sure what made the problem to disappear. Perhaps it was my computer...?? Thank you for getting back to me. Best regards, Ivana

Hello, I need to send out a mass email distribution to our customers via the ListBuilder (CRM > Campaigns > List Builder), but I am I am unable to fill list with Customers... the page is completely blank. Please look into this ASAP as I urgently need to send out this email. Thank you, Ivana GratefulGreens

Hi Noel, Thank you for getting back to me. I didn't realize the company info was being pulled directly from QB. I don't have access/visibility over QB; at this point I work only directly in Method. I have already requested the appropriate person to update the info in QB. As for the logo, I will check out the ...

Hello,   I have a question regarding the SimpleInvoice that's available to us in Fields Service Operations / Existing Invoices. The invoice in PDF format is coming up with some items that we'd like correct. SimpleInvoice report in Method Report Designer: PageHeader: (1) Where is the company & address info being pull from? We are ...

Please disregard my question... I found out that there is a Print button (instead of Print Privew) that allows viewing and saving the Invoice WITH the Service Date! Thanks, I.

Hello, I turned several Work Orders in to Invoices. When I click on the Print Preview button of the Invoice, I get a preview of the invoice in pdf format; however, the Service Date is not included on the Invoice... I need to get it included. Could you please share with me what needs to be done to get the Service Date added? Thank you! ...

Hi Paul and Team, We really appreciate your quick attention to this problem! All 3 screens I reported malfunctioning are once again working as expected. Many thanks! I was able to proceed with my work this morning as needed. I am curious, however, as to what might have caused such a problem? Thank you, and ...