Method Community

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

While the problem was temporarily fixed, It stopped working again.  Not only does it not automatically sync, it unchecks the enable box when you select the sync now, then you have to recheck the enable box and choose sync now again.  You can then choose sync now numerous times, but it appears that if you leave and come back, the ...