Method Community

 Hello, When you're on the 'Method General Q&A' page (the screen where you can 'Write a new post') scroll to the bottom of that page and click on 'More Options'.  Here you can set the topic filter to 'Show topics I've participated in', you can then temporarily apply or permanently apply it ...

 Hey Lee, I am your consultant, but I did not hear from you. Please contact me when you have some time and we will do this installation. My post yesterday was a general post so all users know to contact their consultant to get this update. This update will be pushed out, so if you don’t need to have this right away, you can always ...

 Hi Adam, Thanks for all the info. At this point it is probably best for you to contact your Business Systems Consultant and they can log on to your account and do some further investigation.

 Hi Adam, I'm unable to replicate the scenario you are encountering with the invoice being $0.00. Have you done any customization to the FieldService_AddEditWorkOrder or FieldService_CreateInvoice(s) or Invoice screens? Can you try copying the original 'FieldService_AddEditWorkOrder' screen and then try entering work orders and ...

Hello Adam, I like your approach of learning the software before using it in a real business scenario. :) I'm not sure if you have read the Method Field Services Quick Start Guide, if you haven't then I strongly recommend you do since it would answer most, if not all your questions. You can access the guide by clicking on the following ...

 Hey Lee, So our development team did some hard work yesterday and coded a fix for this. The field actually operates different then the other fields in this table, and our sync engine was not able to pull the data over. We have now updated the sync engine so it will be able to copy these values over to Method. To get this update, you will ...

 Hello, I would contact your business consultant and have them look into this.  You should have gotten an email with your consultants name in it.

 Hello Alex, Welcome to our forum! There are a few things you need to check. First you would want to ensure the users are linked to employees. You can do this under the user setup, where you have 'Link to Employee /Vendor /Other Name'. This forms the relationship between the User signing in (User table) and the Employee ...

 Hey Lee, I looked into this and have figured out the following. We cannot copy these templates into QB. It looks to be a SDK limitation, but you can use method to enter in all the correct information for these templates. On the SO table you will find all the fields are used for the default templates(just not all are added to the SO ...

Hello Richard, We have two gateways available, currently we work with PSI Gate and Electracash.  The next merchant service accounts we are looking to work with are Intuit Merchant Services, PayPal and Authorize.net. You can add actions from within Method to process a payment. Hope this helps.