Method Community

 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 ...

Thanks for the quick response. I have indeed read both the Field Services Quick Start Guide and the Method CRM user guide and they have been very helpful.  I made sure to go step by step before contacting you.  When I enter the "job line item" I do indeed enter the "amount" and when I hit update, the "total ...

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 ...

In a Customer List I have added a new section called 'Invoice Line Items'. My goal is to have a grid which shows which items a particular customer has purchased. First, I created two new linked fields in the InvoiceLine table called 'FullNameLinked' and 'SalesRepLinked'. These grab the respective info from the Customer ...

Hi, I am trying to learn the software before I start using it in real business scenarios;  Therefore, when I schedule work orders, I am making sure to set both the "due date start" and "due date end" to days and times before today's current date to simulate a job that has been created and already completed.  I ...

 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 ...

Hey Val, After speaking with you yesterday, I uninstalled the application and re-installed and still getting the "Application cannot be started. Contact the application vendor." Error message? This happens when I try to open QuickBooks and methods trys to launch, Happens if I go to start->Programs->methods and try to open, and ...

TogsTeam, if that was the business model we wouldn't have gone to the effort of creating an end-user customizable environment.  If that was the model, we would have just provided users with a hard coded version, hired a bunch of programmers and become a custom software shop.  I'm assuming you don't really ...

Ok thanks!

Michael, We’re still working with the Xora team on this one. The way which modifications in Xora (apps.xora.com) affect database times and thus Method entries is beyond our control at the moment. The connector should work in its current form provided you only edit entries in Method and not through the Xora site.  We are continuing to ...