Method Community

Hello Mike,    We have the ability to send an email when you create the appointment (which is considered an activity in Method).  On the new activities screen, you can check Send an Email?.  From here you can select a template and send the client a reminder when the appointment is saved.  Unfortunately, Method does not ...

Hello Gregg,      There is the ability to sync with a Google Calendar and Outlook calendar to see where meeting conflict with other appointments.  Both work in similar ways.  Users can sign into their Method account with their Google OpenID.  Method will then create a Method calendar in your Google ...

I am responding to Greg's questions below in blue -- thanks Greg, for responding and I look forward to dialog about this:  This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. >>>To ...

I'm in the process of migrating from Quickbooks desktop to QBO.  Now that I've created my new Method for QBO account, I'm discovering various features that are available in the desktop version that seem to be unavailable in the QBO version. I'm used to the ability to update the customer payment information ...

Hello Mike,    I can use FieldServices_JobSummaryV2 as an example.  I'm going to make an assumption that you have been abel to get the report open in the Report Designer and go from there.     The good news it is simple to add a field to a report.  With the report open, find the field you need in the Field ...

I am using Method APIv2 to upload data using an Excel Application that I created.This requires Microsoft Office XP Web Services Toolkit 2.0 be installed and it is working just fine on Windows 7, however the IT companies that support one of my clients does not want to install this Toolkit since Microsoft states on the download page that it is not ...

Hello Mike,     The user who sent the invoice and the main admin user in Method get copies of the invoice emailed out. The administrator of the Method account is the User with the (admin) beside their name in the Users menu.  I believe you can turn it off with some customization.  Usually people create filters in their ...

Hello Gregg,    This is a great questionsand I'm hoping we do get some ideas from the community.  I want to make sure I have the correct idea.  The idea is to send an meeting activity to an employee. The employee can click on a link to accept the meeting. Unfortunately, I've not seen this available in Method ...

Is there a function that sends an email out to my client to remind them of their scheduled ppointment? I'd like to be able to book the job on my calander and have an email go out AT LEAST the day before the scheduled appointment and possibly even an email that goes out right after we book the job in our calander. Can you also please tell me if ...

I am trying to customize my "print work order" template so that it includes the customers phone number. I use the stock work order form and when it prints it doesn't include the customers phone#, only the job site address. Please guide me on how to add this field becuse no matter how much I try I'm not havig success.