Method Community

Hello,     We don't have specific videos on Job Costing.  We do have walkthroughs for Field Services (which is the same as Scheduling & Invoicing) with videos that include Work Order that have the job costing ablilities.   Take a look at the subsection Using Job Costing Reports.  It may help you out. ...

Hi Marcelo, The main difference is that when you delete a work order, it removes it from the system. Cancelling it leaves a record of it on the system. Deleted work orders are typically if you create a work order by mistake -- cancel is useful if, for instance, you have to cancel some day's work because of something business related, and need ...

Hi: I am new to method CRM. How do I use my existing work order layout, to print the same way when I print out a work order with method. If there is a manual that explans how to go about doing this please send me a link. Thanks Guy

I'm running into an issue with one of my dropdown fields in a grid.  In my Work Order Activities it has an option for Customer Equipment.  It will not filter the choices to just the current customer.  Instead its showing the entire table of equipment. When I go into the screen and review the grid, the dropdown will not allow a ...

Is there any differnce between deleting a work order vs changing the status to cancelled???

Great...thank you!

Hello Shelley,      You most likely took off a field on the screen that an action needed, either on OnScreenLoad or a button.  You can either go through the actions on your screen checking for fields that they require or you can add back any fields you took off the screen. - Greg

Do you have any info that I can read or any video on Job Costing

Thanks, Mark, I will be contacting you offline to get some details and quotes. Mahlon

Hi Kurt, There actually is no way in Method to change the ContactType value, this is a field in QuickBooks that we can read but not modify/edit in Method.  If this is for QuickBooks Desktop version, I can tell you that we sync with the main QuickBooks contact, which shows up as the "Primary Contact" in QuickBooks, which when ...