Method Community

I have to create an estimate with 3 services. weekly maintenance (recurring), Spring clean-up (waiting list) and Lawn treatment program (6 steps). If I put all this in the same estimate, how would I change them to work orders when the customer approves the work? Will I have to create 3 different estimates? How should I approach this?

If I want fields from the work order table to show in the service item table. How do I do that?

Forgot to add: you should check out our blogpost article - Charts in Method Report Designer. That's a very helpful resource to help getting you started and on the right path. - Ashur

I didn't add a filter at all.  Is that a requirement?  I just changed Assigned To to Activity Type as it states in the webinar.  No CHALLENGES are mentioned.  :) I set the default to one of the types.  "installation" which is one I added to the main type table. I'm not trying to see 1 type of activity ...

Hi Wavetec, What ActivityType are you trying to display in your calendar? I customized my calendar object to only filter by the ActivityType of Work Order. This was done on Step 7 of 8, see screenshot below. You shouldn't change the default resource of AssignedTo (Step 3 of 8) as there are challenges in working with the ...

Adam, I wasn't physically at the client's site when I did the install (I used GOTOMEETING) and I didn't ask what the OS was.  The client said is was his 'server' but it is really his beefy workstation.  We were running Chrome so it put the setup.exe in his default directory.  I can send an email to the client ...

I've tried to change to a "RESOURCE CALENDAR" and I chose ActivityType just like the webinar but I can't get anything to show up in the calendar at all.  Has anyone done any work on the calendar?  It seems like a really weak link in the Method chain!

Hi Steve, I've seen this before and this is definitely a Windows message. Certain Windows environments seem to trigger this with the sync engine.  Did you have any external or network drives attached when you installed the sync engine?  Which OS are you running?  Where did you save the setup.exe file? - Adam

Hi Karen, I noticed that you had a similar post today, is this the same issue? If so is it still occurring after starting over? What exactly did you add/change because there is no GroupHeader3 section by default on the Invoice template. - Ashur

Hi andy, We don't have any documents or resources specific to creating dashboard charts, however, those charts are technically reports. So if you create/customize your own report using our Report Designer you will be able insert it onto one of your screens, i.e. Home Dashboard. In order to insert a report onto a screen you will need ...