Method Community

Chris,  I see what you mean now. I was able to replicate this only on a screen that is optimized for mobile. I'll put a ticket in with the team to see if we can get this resolved. Thanks for bringing this to our attention!  Jason

Hi David,  I took a look at your report. One thing that might be causing an issue is that you have some fields that go outside of the boundries of the report. My screenshot below shows the Estimate label sitting outside of the red line border. Make sure all of your fields are inside this border.  The blank pages might also be caused ...

Hi Ben,  Our team is still working on a solution for this. Unfortunately I can't give an estimated time as of yet.  Jason

Hi Nick,  I'm going to look into this a little further. I'll submit a ticket with the team and get back to you as soon as I have an update!  Jason

John - Thanks for the help!  Chris - The To Be Printed and To Be Emailed checkboxes sync up with the same boxes in Quickbooks. Like John proposed, your customers can pay you through the Contacts Portal in Method if you set up a Payment Gateway. Click the link for some more information about how to set it up. Hope this ...

Hi Chris,  I couldn't replicate this behaviour. I just put a checkbox on a mobile screen that is checked by default, then I added a button that unchecks the box based on a conditional statement. I'll try a few more scenarios similar to what you are trying to do.  Jason

Brian, To get you going with this customization job, you should think about when you want this to be triggered. In this case, it may be best to trigger the activity creation when a user clicks the Convert to Customer button. If this is what you want, you should enter your actions into that button. I suggest reverse engineering some ...

Hi Nick,  I just tested this out and it seems to be working fine. Are you still having this issue? I suggest taking a look at your Items list to check if your items' tax codes are assigned correctly. You can find your lists in the Company tab in Quickbooks Online, or in the Quickbooks tab group in Method. If you are still ...

Hi Suzanne,  Here is an article that explains how the activities are mapped from Method to Google. The Google Calendar title will give you Method Appointment Type, Contact, and Contact Phone. If you need more information, the Method activity comments and the work order job name transfer to the Google event ...

Hi Karen,  We have seen a few issues recently when certain characters are used in the title of reports. Take out the '#' sign in the Report Name and let me know if you still get the error. We're currently working on resolving this issue. Thanks!  Jason