Method Community

To anyone else reading this, Clearview and I discussed this over the phone.

Hello Mike,      I'm not sure the techincalities of the database structure.  My thoughts were that the 'view' prefix is for a temporary table holding the fields for the view and the 'acc' prefix denotes the actual tables. - Greg

Hi Adrian, Unfortunately, Quickbooks Online doesn't allow for multiple contacts, so all but the original contact are only shown on Method. Quickbooks Desktop allows you to have one other alternate contact, but that's it.

I need a Sub-Status field on work orders witha drop down list (things like pending approval, confirmation call needed, call ahead, time sensitive, re-work etc.)  How do I do that? Once created I need it to print on all work orders & route sheets.  How do I do that? I also need a way to indicate the sub-status on the calendar ...

If I come on board with Method I'll be giving up the "Routing Assistant" feature in Service CEO online edition.  It works like this:  Clicking the Routing Assitant for a particular technician will plot out all of their jobs for that day on Google Maps.  Each job will have a number (or letter) so you can see how ...

Hi CST-Land Care Inc, I think you might find this link helpful, this is a scoping example for a fake Customer.  This shows an example of how a Business might use Method, and goes through the flow from creating a lead, to eventually making them into a Customer and invoicing them.  Additionally we also have overviews of each of ...

If I come on board with Method I'll be giving up the "Scheduling Assistant" feature in Service CEO online edition.  It's like this:  When you are scheduling a job (new or existing) you can click the Scheduling Assistant & see jobs plotted out on Google Maps near the one you are booking.  You can also ...

How do I add a location specific note field? How do I get that field to print on all work orders for that location?

Hey Clearview, Unfortunately we can't do that on our calendars. I could submit a feature request, but can't really offer an ETA on that -- the only way I could think of accomplishing this is designing a makeshift calendar using a grid and a lot of actions, but that seems like quite a bit of work for the results.

Can I make the calendar show in 15 minute increments instead of 30?  How?