Method Community

John - Sounds to me like you are the perfect match for Method! In many ways, Method is "MS Access for the web".   But then again, it can also be described as "MS Access for the web that automatically syncs with QuickBooks, and oh yeah, also starts you off with a service scheduling module"!! My advice, if you ...

Paul, I have created Microsoft Access database programs for my landscape co. I created the database becasue i wanted my work orders customers and the like to be snyc'ed into a pda. This was before we had wireless internet. I gave my crews a pda and it was designed to copy time on the jobs. It worked great and it was easy to set up plus you ...

John - The equipment maintenance app was something that was underway, but got sidelined due to other priorities.  I don't see us completing this anytime soon given what we have on our roadmap for 2011.  It would be a good app for a 3rd party developer to make........ Paul 

I was looking at the posts on dated on 5/8/2009 when paul was talking about a equipment maintenance application. Is the equipment app the section where customers have equipment? Was just wondering. Thanks, John M

Hello, Please see below for some tips on these customizations: 1)    Technically, since you can customize this from various areas, there are a number of ways to do this.  Here is one way.  Go to Customize-->Tabs and “Edit tablinks” for the Sales Center.  Add the “Customer List” as a ...

Posted on behalf of a user: Hi Wayne, Yes,  Is it possible to have employees view history of clients without creating transactions?  We have sales reps that also field cutomer service questions.  I would love to have them be able to do this but control the creation of invoices. Also, is there a way to have new customer entries ...

 Thank You Denis!

I sent this link to all of my users to login to method so they they can update their account and view our schedule.  http://sealteampt.com/login.html We are getting many customers who say they cannot login.  Some solutions have been for people to download google chrome or use firefox or adjust security settings.  This works for ...

Hi Geekoid, Great suggestion, it was brought up before, and we will discuss it with our developers.Regarding your second question, let's define what all these features really do: A "Resolve conflict" is what happens when QuickBooks rejects whatever Method is trying to send its way, and comes back with error messages that ...

Hi there, I am trying to create an Invoice from a Work Order in Field Service Center, and the resulting invoice has no BILL TO or SHIP TO addresses. I am using the Method Screens, so I am not sure if I am doing something wrong, or if I am supposed to customize the FieldService_CreateInvoices screen by myself? The steps I used were: TAB - Field ...