Method Community

Glad to hear that Method is providing you with an effective and viable solution for your business needs.  That is music to our ears!     Thanks so much for accolades. It just proves to us that we're on the right track. We are always working on improving the speed of the application.  We are working on some changes now ...

Well... The original report was and still is the sample estimate report.  I changed the logo and added some labeled text.  From that I created (copied/saved as) a new report (Proposal-Sprinkler).  Made additional changes to the text and it still works fine. I then tried to create (save as) the Proposal-Sprinkler report to ...

At this point, we'll need to address what's changed since you created the original report and copying it.  Especially because you were able to create the original report and it still functions properly, but now you are unable to create a new one.  I'll need for you to retrace your steps for me, detailing the entire ...

We do this already in the Field Services app.  I recommend you follow the steps in the Field Services app on emailing a work order.  You can do this from the Work Order List screen and follow our lead by reviewing the actions under Customize.  

Wavetec - We looked into it and it was too restrictive in the back end.  The Design Report permission was stretched out to the open report permission, which was not what we had originally intended. We have fixed this.  You should be able to switch back now and remove the Design Report permissions on those users who shouldn't have ...

I am working with the FS: job sumary report and would like to add a percentage of profit next to the total profit field.  Will you share with me the procedure?    

I see.  No, there’s nothing else that I’m aware of that you would need to do.  Again, it could’ve been something along the way that just wasn’t entered in right.  Not sure from here.  But everything is currently working as it should for this report?

Hi there! Well, we discourage screen shots on the forums since the forum is intended for general how-to questions that can benefit all Method users.  Your issue is quite a bit more specialized as it pertains to specific concerns within your customization job and may require booking some consultation time if we can’t get to the bottom ...

First and foremost, I am loving this product!  Our efficiency has doubled, our communication between employee, customers, and vendors (across the country) is unbeleivable, and the tracking of POs, estimates, work orders, vendors, customers... tells me exactly where we are as a company and it makes me very happy :).  And even better, I ...

Negitive! I tried making the modification outlined by Val, and I've have even gone as far as creating a new report without success in making the detail report work.