Method Community

 Denis, I just noticed that the sales tax groups show up now in the "Tax Item" drop down on the Estimates Screen under Customer List, however, in the Estimate screen under the Field Service Center, the drop down for Tax Item does not show the Sales Tax Groups. Can you have them update that screen as well? Thanks  

Hi LilAaron, Please refer to this forum post by Michael Melo with regards to the TimeKeeping customization details. Regards, Denis

 Hi Denis, Outstanding work! It works like a charm! Thank You!

Hi handcrafted, Our greasemonkeys have gone into the shop and have made changes to Method. You will now see a 'Sales Tax Group' category under Home -> Items -> New... You will also be able to filter by this category in the list of items under Estimates. This means you may have to regenerate your custom estimate screen to display the ...

Lillian, You could try adding 2 job items to the work order. 1 for the service that is being performed and 1 for the travel time. You would set the charge to $0.00 for the travel time and could also un-check the "On Invoice" box for the travel time. This way there would be a place to record the time for both, but the customer would only ...

Hi LilAaron, Currently I don't believe there is a means in Method to handle travel times but you should be able to handle it through some customization. The solution I can see for this is to track the Time In / Time Out in field services for each job as you normally would but then create a screen based on the TimeTracking table with ...

Hi Matt, 'esthrs' is a field that is by default part of the items table, however is not visible. This field (as the name implies) lists a static estimated hours value for a particular service. (i.e. You mow a lawn, which always takes an hour). However, by the sounds of it, you are trying to create a dynamic "estimated hours" ...

How does one handle travel time for service technicians that is not charged to the job but for which the technician would be compensated? I understand that, with programming, we can have a Start/Stop/(less lunch)/Start/Stop for the technician.  However, how do you handle the time between jobs (such as travel) in Field ...

1) Can you do searches by information in the memo field? For instance, if I want to do a search for a specific, PO#, item number or item description across all estimates can I do this? 2) I noticed that some of the details of the memo section are not available in Method. For instance, often times in the Memo field we will put the customers email ...

Hey Denis, I am trying to get the esthrs in the items table to generate on an estimate. I can get the field to show up in the grid but it is not carrying the information to the estimate.  Also, once I can get it to show up, I would like to add two additional fields. The first would be on the item table and be a custom one called ...