Method Community

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?

Hi S_Shipper, Based off what you provided in your post, it is a little difficult for us to pinpoint the issue here.  It sounds like this error is likely occuring from some customization done on this screen, so I can't say for sure where this is coming from exactly.  My advice would be to first figure out where this error message you ...

I need all customer contact names & all phone numbers to appear/print on all work orders & route sheets.   How do I do that?

Hello Meghan, This is a good question especially with all the work you have been putting into customizing your Method Screens.  As you have likely figured out, there isn't really any way for you to backup/download the screens to be saved offline, you can only work with them directly through Method.  I really haven't heard of any ...

We are having issues with the synchronization of customer contacts in Method and Quick Books. We have the main connect  but we cannot get any additional contact entered in method to sync with Quick Books , If we add a new contact for the customer in quick books when synchronized with Method the contact is ...