Method Community

  Hi there, if you are using Method Field Services this is actually pretty easy and a standard feature. Go to Field Service Center>>>Estimate Create a new estimate or select an existing one.  Then click the button link that says ‘Create / Go To Work Order' Then watch what happens!

And how do I customize the screen for receiving a payment from the work order?  

Is there a way to turn an estimate in to a work order? I see where to create a sales order but that isn't what I want. Thanks.

Thank you very much. I will give that a try.

VLocke- It looks like I am able to duplicate this. I will create a ticket for our dev team. -Michael

You could also look at options to filter grids based on certain criteria using the transaction date of the invoice. In other words, hide Invoices you don’t want to see so they can never be selected.  Just my two cents.

Thank you Michael. 

I found the magic box named "auto grow" which resizes the boxes so the text is readable. To tell you the truth, both the Customer list and the advanced search boxes have been nearly illegible due to being squished. I found this box by accident while editing the Grid Wizard (I was in the wrong grid wizard). As you can see, the check box ...

I am trying to edit my date scheduled field.  While editing the properties for this field, regardless of whether the check box for "Use today's date/time?" is checked or not, in step #4, the check box for "Override default time of day to _________" has no effect.  It seems this is a bug, it always defaults to ...

Hi Carrie, Your QB templates will not transfer over to Method. Our templates (we call them reports) are created using the report designer in Method not through QB. They are in a different format. You can re-create your custom QB template in Method or you can take one of our existing templates that already resemble the standard one found in QB ...