Method Community

So noted. With a system like yours, I'm sure there's an unlimited number of possible functions that one user or another would wish was pre-installed, rather than available-by-customizing. The 'fault line' probably runs between those of us who want to make the system do what we need it to do ("hey, I get to customize ...

I’m glad to hear you’re up and running again. Isn’t it a nice way to end the week? TGIF

Ryan - Thank the team for me. And I believe *you* are my business consultant, are you not?...

Amanda, I have not done any customization on screens. I double checked just to make sure.  I copied the screen as you suggested but the problem persists when I create an invoice.  Still shows "$0.00".  I'm pretty sure it doesn't have anything to do with creating the job start and end dates before the current date ...

Issue has been resloved.... I did a complete uninstall of both quickbooks and methods... reinstalled and it all works again?

 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 ...