Method Community

Hi Suzanne, Have you checked to see if the Work Orders have already been invoiced.? In the Work Order List, there is a field called Invoice Type.  If this field is set to Invoiced, than Method will not create new invoices for those work orders.  I'm thinking this may be the cause. - Adam

Hi guys, What's likely happening is that you are making the screen changes in the August (stage) version of Method but viewing the portal in the July (live) version.  Any changes made in the stage version of a portal screen will not show to a customer viewing the live version of the portal until the August or stage version ...

Hi Andy, At this time, it is not possible to set SmarVault as the default option to load Documents to.  However, please refer to this forum thread where another User requested this same option a few months ago.  We have made a feature request to add this option to a future release.  Please keep an eye on the thread I gave the link ...

Hi Andy, Unfortunately you will have to regenerate the code after you have fixed the web form and copy and paste it into your website again. Let me know if this works! Jason

Hi, If you don't get the billing information after the Lead is converted I'm not sure how you can avoid entering the information again in some way.  However, very little information is needed to create a lead.  What I'm thinking is that when creating the lead you can create a second contact that is the Lead contact and ...

Hi Mike, Sorry for the late reply.  I'd suggest that on the screen load, to loop through the table that is used for your Province dropdown (I'm assuming Province table) and use a conditional statement to check the screen value for BillAddressState against the values in the table.  You can then put in actions to ...

Hi, We have a few work orders that won't invoice when you go to "more actions" to create an invoice.   Do you know if there is a setting either in QuickBooks or in Method that would prevent an invoice from being created from a work order?  Thanks for your help. Suzanne B  

To Anyone aside from Michael following this thread, We have been able to solve this "Time Zone Unknown" Error when trying to open a Report in the Method Report Designer.  This seems to happen when there are issues with an outdated Microsoft Windows Time Zone Registry Key.  In Michael's case, it was specifically the ...

Hi Garrett, I don't see these fields in my version of QuickBooks (Enterprise Solutions 2013).  Are these default fields that are part of the Contractor Edition or are they custom fields in QuickBooks?  If they are custom fields they should sync over. - Adam 

Hi Adrian, Because you are having issues with a custom screen, there is only so much we can helpy you with.  However if you send me an email with the Company Account Name you sign in with, and turn on Method Support.  I can at least take a quick look at your account and at least rule out any issues caused by Method.  To enable ...