Method Community

Hi Donna Are you hoping to find an out of the box solution?  What really sets Method apart is that it's highly customizable.  So, even if the feature doesn't exist in a standard Method edition it's likely that it could be customized to solve your particular issue.

I added a discount rate then an amount after discount column into the estimate line grid and it flows through correctly, but the subtotal below is still pulling from the total amount column instead of the amount after discount and it doesn't seem to want to allow me to switch that over.  Is this something that can be ...

Not exactly the answer I wanted to hear, but it does save me a lot of time trying to figure this out.  Thanks for the reply!!

Hi Donna, Method should be able to meet these needs (We don't have GPS capabilities but have mapping options using Google Maps). Here is a link to our webinars LINK. -Michael

 Hi! We are looking at ServiceSideKick and Nimble, so far.  Research is time consuming and slow! Here are the basic things I have now and would require in any new system: Able to schedule multiple trucks/techs Email through the CRM Organizational chart capability Calendar alerts Print calendar schedules ...

Hi Donna Based on what you're asking, this sounds like something that method could do extremely, well.  Each franchise can be provided with a proven business system that includes things like management reports, a CRM that manges the sales process, automated billing, inventory & job cost controls, marketing system, social media ...

 Are there any franchise owners who use Method?  We all use QuickBooks in our businesses and we need a program that syncs with QBs.  Right now, I use GoldMine for our CRM, scheduling and email, but there is no syncronization with QuickBooks, so we have double entry and need to access QBs for any financial information about a ...

As some of you may have already noticed the way contacts are initially added in Method has changed. Previously, when a customer was added through Method or QuickBooks, Method would create two entries in the Contacts tables for that customer.  One for ‘Contact' and the other for ‘Alt Contact' from QuickBooks.  This ...

Hi CDS_Josh, Althought I'm not a developer, I do know that you won't be able to use Crystal Reports with Method even with using the API.  You can extract the data you want using the Method API and then use Crystal to create the reports.  However, you won't be able to make a direct connection to the Method database throught ...

Hi LaG, If this happening on a standard screen? If so what screen is it? If you edit that screen what is action 48?(based on the error I think its the Send Email action). Are you able to send any other emails through Method? -Michael