Method Community

Hi Mahlon, I've opened a ticket for this issue with our development team. In the meantime, you can convert a Vendor Lead to a Vendor from within the QuickBooks tab group in Method:Classic, by navigating to the Vendor and unchecking the box for Is Lead Status Only under the "Additional Info" tab. - ...

How do I setup Multiple Properties for One Customer in Field Services?  This is a pretty common situation in field services, for example, one customer owns multiple gas stations, hotels, etc.  I can't figure out how to set this up in Method Field Services for routing, etc.  What I've done so far is just set up multiple ...

Hi Mahlon, I'll put a ticket in for this but in the meantime you can add Lead Sources through Method:Classic. I'll keep you posted. - Justin 

It is happening frequently. I have not kept a log of the times as to when this happens. I often run with two browser windows open and logged into two different method accounts. Would this make a difference?

If I add a new Sals Rep in Method, Method retains the email address used and successfully syncs the data with QuickBooks.  However, for Sales Reps that were in QuickBooks before we started using Method, the email address is not syncing over to Method from QuickBooks.  I tried to delete the Sales Reps out of QuickBooks, so I could then ...

Hi John, You can do this by editing the EstimateLine grid on the screen. From Step 2 of its wizard, remove any of the fields you wish to hide. Then click Finished, Publish, and Save & Close. The fields you removed should now be hidden from your Estimates screen. Hope this helps. - Justin

Hi industrialrobotix, Which screen are you experiencing this issue on (where are you clicking to go to the existing estimate)? What browser are you using? Is either the calling sceen or destination screen customized? For your issue with images, so long as you've added a Picture field to the table, you should be able to check ...

When creating a new report, I noticed that the report will render very differently between the design view and preview view in Report Designer and the actual, live 'Print Preview' inside MethodCRM.  This is creating a world of OCD-aggravating problems for me. For example -- drawn lines will change width or height; labels will drift ...

How do I convert a Vendor Lead into a Vendor?

Hi Jeremiah, Sorry for the late reply. The chart is defined in the report entitled FieldService_Bar_WorkOrderAmountByAssignedTo. It is for all work orders in the date range, regardless of status. Hope this helps. - Justin