Method Community

Adam, My bad, i was in the oct version.  I still have this issue John M

Adam. Look like this has been taken care of as well..  Thanks! John M

Greetings I just enterd a few items in qbo. Did a full sync, then went into method work orders, added a item but the discription dosent get filled in.  October version and stock screens. I forgot to metion that everything im doing is in october version except the job costing issue John M

Greetings, Welcome to Method. I dont work for method but i use the program ALOT sometimes i think wayyyy to much but its a great program. You have two ways of dealingn with this.  Say a customer calls up and there is no activites goingn on with them, so what you want to do is go to Customer list, click on the customer and at the bottom of ...

Greetings QBO>Scheduling and Invoice>work order list>creeat work order>Recurring tab? check mark> I create a workorder then go to recurring and create a monthly billing workorder for each month. click on the update link then click save and close. I create another work order for another client, go to recurring, check the check ...

Kate, This is what I would do.  Creat a whole new grid from the customer table, filter that grid with only customers that are not active or what ever you only want your sales people to. When the sales person calles the  person and they want your services, just go into your normal way of doing business.   John M

Adam. Tried, logging out then back in stil give me issues. All the stock screens and all the custom screens I created in the October version that need job costing work great. All the stock and custom screens that need job costing in the November version  dont work.  Method support is open.  John M

Almost forogt When planning my routes, I use the activity group screen rout function.  On that list i will have things like Landscaping, Irrigation, Pest/Fert etc.   I then use the sort field and enter a number.  That number is a area thati do work in.  So if sort field has 10 that means San Jose,  20 would be ...

Todd May name is John M, I own GTMLandscaping here in california.  My whole business pretty much resoves around Method. Some of the things i have created is listed below 1. Created a estimate with phases.  So phase 1 would be lawn install, Phase two would be lighting. Created this becasue clients in my area want choices so they can ...

Greetings Adam, Yea I m still getting the same error message and this is from the november version.  I am using QBO as Quickbooks online.  I pretty muched moved from quickbooks desktop to online last week.   Thanks, John M