Method Community

Hello, I'm trying to write a new e-mail template with a link to the customer portal.  It doesn't seem to be working.  Does anybody have any suggestions with setting up the e-mail template with the portal login weblink?

Is there any way to set a default view to pull up the multiple users in the calendar?  just trying to make it easy to jump into the calendar and automatically see everyone's schedule.  Thanks.

I'm having issues with the inputting names into the e-mails.  I did exactly with the steps provided in the template of: Type in your merge fields in a TableName.FieldName format.  So if you wanted to have an email start with "Dear Bob," you would type in "Dear Customer.FirstName,".   If you ...

I'm trying to put a start time and an end time to each employee/vendor on the work order.  Our techs are set up to typically do the jobs solo, but if they receive help then there is a percentage split by the amount of time on the job.  It is very difficult to do a break down by each job item, but by the job itself.   How we ...

Apparently the invoices we create in Method does not sync to quickbooks, please advise on how to correct this issue.  Thank you.

Thanks Greg, I found that the footer is a great way to add the daily checklist for my technicians to fill out each day anyways.  Nice little helpful tidbit for operation purposes.

Nevermind.  Found out that the extra page was the blank footer.

I'm trying to put a page break in my route sheets and it seems to be adding an extra blank page with the header.  Any advice to fix this?