Method Community

I would like to create a button that could copy or duplicate an existing invoice/estimate into a new invoice/estimate with the same items, pricing, and description. After the copy/duplication, I would want to put in a new customer and save the invoice. Is this possible?

Is there a screen that uses the 'Company' table by default or is it best practice not to edit that table?

Hi Mike, To filter the list by Route, you can click the gear on the bottom right of the grid and add the Route column to see which route the work order was assigned to.  This would not be permanent.  You can make this permanent by customizing the grid on the screen to show that field.  You can then use the Filter by View to filter ...

Hi Cathi, Just so I know how to better assist you, will you be using the Field Service Operations app (Work Orders) or the default QuickBooks Time Tracking screen when utilizing employee time tracking in Method? Yes time entries sync with QuickBooks, I created several Work Orders for one of my employees and entered time tracking information, ...

Dottie, After some research, Method cannot access payroll processing data in Quickbooks.  This is not a Method limitation, but an SDK limitation, as Intuit doesn't currently allow any third party app access to this data. Some of the other data located in other tables may be accessible through an SQL override, but this would be ...

Just ot let you know that my daughter has solved this at the quickbooks level by creating jobs for each new address a customer may have.  This works perfect in Method as I call up the customer and choose the address.  There is a bonus that all work at each property is easily seen. Mike

I too am aiming to use Route lists in my business.  I have added several routes and have began the process but I have no way of filtering to see these routes.   I have so far not entered an work order for any of our regular winter lists.  These lists are generated by weather and not by a regular schedule (not per se recurring) ...

Do time entries sync with Quickbooks in detail? Can time reports (WIP) be filtered by case? by client and date and service item?  Billable amount (billing rates)?  

Hi andy, The easiest way to do this would be to reverse engineer the actions for the Save button on the CRM_NewActivityScreen. You won't need all the actions, just the one's specific to the email fields and Character Function actions. Keep in mind that you will need to add some additional fields to your mobile screen so it will increase ...

They hours totaled are on the timesheets in Quickbooks. The calculated hrs with the pay rate per job is located in Quickbooks payroll. We use the timetracking in Method to create the timesheets, however, the actual timesheets and all payroll transactions are available to view only in Quickbooks currently. Below you can get an idea of what we need. ...