Method Community

How do I have my users reset their passwords? I set up their Method passwords when we started using the system a couple years back but they've used our Google Apps sign in method from day one for the obvious reason of not having to remember two usernames/passwords so they don't have to remember multiple logins. Now, with the problems ...

Hi TrustyCare, I can see how that complication would be an annoyance. It should be possible to customize Method to create an invoice for the Parent Customer instead of the Job, however it would require modifying the Create Invoices button, which I wouldn't recommend doing yourself unless you're very comfortable customizing ...

Hi Method, I'm working from Indonesia and using different default currency in Quickbook, which is IDR. But I still saw USD as currency when sync with quickbook. Anyone know how to change the default currency? or just delete the currency from balance? Thank you.

Hi Justin, I tried two locations following your suggestion.  I created and completed sample work orders for each location.  However, when I invoiced the sample work orders, Method created TWO invoices and shows the balance under each "location" instead of under the PARENT.  I don't want SEVENTY invoices at the end of ...

Hi Blake, We are aware of this issue and our development team is currently looking into it. I'll post back here with any updates. - Justin

Hi TrustyCare, You could just Customer:Jobs for this purpose. A "Job" is similar to a Customer, it's sort of a sub-customer. You can use it to track transactions and contact information separately from other "Jobs" of the same Customer. It would be useful to track different projects for a ...

Can't login using Sign In With Google. Getting the error: Single Sign On Failed An error occurred while signing in via Single Sign On. Happening for both my account and another employee's account. Temp issue or login authentication token hosed? Resulting URL for the error page ...

Hello, I have made modifications to our New Case form. I thought it was working fine, but when we go to add a new lead as part of the new case, we receive an Action Sequence 26 error, saying a text box is missing from the screen. I did remove the M.I. text box, and perhaps the Pager box. Are these required for the screen to work? If so, that ...

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 ...