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Hi Val, When I add a conditional warning to an invoice, to make sure a class is entered, the message does not appear and the invoice still partially saves without completing other actions in the action list.  This is what I have set-up for the conditional warning: Value From Screen - Class Equal to Type In - <field left ...

I'm trying to load pictures on to screens without having them saved on the method servers.  I thought there was a way to just use a link to my photos (on my computer) and have them load when the screen opens, but can't seem to find that. I've tried using the "load web page" action with the url from a separate field, and ...

Oh my hell. I'm so sorry, I think I'm blind! Thanks...

  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.