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This would be a rather simple customization then.  You could ceate a Method user as your subcontractor and attach a vendor to them.  Then you can add a couple of actions to the save button on the Work Order.  One to check if the work order is completed, and if it is, then one to create the bill as I stated above.  If you'd ...

For customers, I am trying to change the "Contact" field to be the same as the "Name" field for all records (parent accounts and subaccounts). I'm importing only 2 columns into the Customers table: RecordID Contact My changes are not being accepted when uploaded, and I don't see anything in the Audit ...

Can the activity status be changed to something I am more familiar with?, for example: not statrted to active in progress to on route etc.

I want to be very clear! I create estimates and im using the simple estimate template. and have not even started trying to set up the print templates for invoices etc. My estimate printed template is showing the line item price as dollars and my total line item price as rands. Nothing i do can change this. I have tried changing the format ...

A user emailed Method asking if he could sort the Activity grid to view the most recent activities rather than the oldest activities. In the stock Activities List screen, you can simply click on the Due On field or the Activity # field to sort the grid by those fields. If you click on it again, it will sort the opposite ...

Mike, Try this: RecordID IN (561,2274,3584) - Jason

Yeah, there is no time tracking involved. It is a standard amount that is invoiced to the customer and a standard amount paid the the subcontractor.

Mark - Thanks assist on this. :) mfaulkner - Like Mark said, this can be customized.  The difficulty really depends on whether you need to include the time tracking entries.  If not, you could simply add a button to create the bill when you complete the work order, using the insert into table action and pulling the information ...

You'll probably want to contact either your business solution consultant at Method directly or one of Method's solution providers.  Here's the link to the solution providers page: http://www.methodintegration.com/Consultants.aspx

How  do we do that and how long would it take? I have close to 100 reoccuring jobs each week that are mowing of houses that we sub 100% out, our current software is outdated, however we wont change because of the fact that it creates the bills for the subcontractor and keeps my staff on task.