Method Community

 Hi John, A work order with Recurrence type = Series will not show up on the calendar. Only Occurrences and One Time recurrence would show.  The reason for this is that a series is a holder of all general occurrence information, but it not an appointment itself. So to paint a picture so you understand how to input the work ...

 I check the suggestions above without success.  If the work order is a "onetime", I see it on the calendar.  However, if it's a series, no luck viewing it on the calendar.

  OK.. will do.. Thanks

  It's nice to see that you're taking a shot at customizing. 1 lesson we have learned from creating screens is; Yes, it really does help to know how many rows you’re going to need before you start your screen. Get a good idea for the layout that you want to have. This will get you creating screens faster. Try creating screens ...

  Hi John, Couple of things I want you to check: 1. In the calendar view can you double check the filter on the left hand side to see who is the 'Assigned To' user.  Make sure the individual you assigned the work order to is checked. 2. Another thing you can look at is the time of the work orders.  If it is ...

I am having trouble with the lines staying the same size horizontally and vertically while tring to customise a screen in Field Services. Reloading the screen does not always work. This problem seems very eratic. Sometimes I will end up with two objects in one field. When I view the page, my objects will not be uniform. Am I missing something? ...

 I have not made any customization on the Calendar screen, I've changed every view, and looked the "awaiting Stats", and still do not see any of the work orders created as series.  Any other suggestions?  Can we do a meeting and have you look at it?

 Hey Randall, I'm glad I was able to help you, let's see if I can get you some answers on these questions. All of these requests can be done but would require some minor customization. 1, The program was not designed to do that, but this can be done by customizing the screen and adding in a function that copy's all fields ...

 Hi James, The update to reflect appointments scheduled for first 2 hours of the time ruler should go out by the end of this week. I'm currently looking into how you would go about entering work orders without specific start/ end times and for them to show up as 'All day events'. I'll follow up with you as soon as I have ...

Thanks for the help. Worked great. I just had a new client ask the following questions regarding estimates and invoices. Hopefully you can assist with these also. 1. Is there a way in Method to duplicate an existing estimate, then use that duplicate estimate for a deferrent customer ? This can currently be done in QuickBooks. 2. Is there a way ...