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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 ...

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. - ...

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 

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 ...

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

Hi Mahlon, Were you able to write down any of the times which this has occurred? Let me know, it might help us to narrow down the issue. Also, have you tried with a different browser? - Justin

Hi Kerry, Access to Beta is granted on a per-account basis. I've put in a request to add this account to Beta, however I don't have an ETA on when it will be actioned. For anyone else reading this post, please contact your account manager or email support@method.me to request Beta access for any accounts. - Justin

Hi v.cameron, I've created a support case for this issue, a member of the team will reach out. - Justin