Method Community

I was able to resolve the problem of estimates not syching to quickbooks by unchecking the box to have the estimate numbers created in Method.

Hi taurusgardening, Try checking the time zone on the computer you're using to sign in to Method, that's where will pull the time zone information from. On Windows, right-click the time on the Windows taskbar in the bottom-right corner of your screen and select Adjust date/time. In the Window that appears click Change time zone.... On ...

Ok, thanks Ben I'll repost once I notice it working. Rolf

Hello BVS, Here's my answer. You can definitely do that by using List Builder feature to easily generate a list of customers based on your criteria, and then send an email template with the appropriate information. But in order to use List Bulider, I would suggest that you use TAGS for the customer you  would like to ...

Hi BVS, You can accomplish this by using Tags from within Method. First, take note of the customers that you would like to email. Then go to the Customers > Customers and Contacts List screen, search for each of the customers, and click the Go To... link to the left of their name. When in the Edit Customer screen, scroll to the bottom ...

Hello Cheryl, Here's my answer. Work orders does not sync with quickbooks, you have to create an invoice of the work order in order to sync them with quickbooks. In regards to Estimates make sure that the Wait for Sync Approval is unchecked on the Field Service Center -> Estimate -> Add/Edit Estimate Screen, this will ensure that ...

Hello Vince, Thanks for your feedback, we are aware of the error that occurs when you try to click on the number of posts., there is a bug because of that its not returning the proper action but it is not affecting any other part of the forums. You can post your questions on forums without any trouble. In order to search for the post ...

Hi  For some time now, all my devices are showing the local time onthe Field Service calendar in 'Morocco Standard Time'.  I've treid resetting the browser and celaring cache etc but to no avail.  I should be seeing GMT British Summer time or similar being in Scotland... anyone else getting this? - it seems to be ...

Hello Aaronseal, Here's my asnwer. To set up you email in Method,  In Method CRM, go to Customize > My Account. Click view / edit... beside Default Email Preferences. Enter your SMTP mail server settings. If you are unsure what your settings are, you may have to ask the person at your company who setup your ...

Hi Appletonator, Tags are stored in the TagList field, separate by commas, with no spaces. The first and last tag are wrapped with a comma. So, if you had a contact you were importing that was a friend and a partner, you could import them with this format: ",Friend,Partner,". NOTE: at this time, importing a new tag into a field ...