Method Community

How do I make the email body bigger in any screen, so I dont have to scroll down so much?

I want to create a screen to set defaults for my services, can anyone guide me in the right direction? For example,we have a service called WEEKLY MAINTENANCE, it is a recurring service, to be invoiced type, starts april 15th, ends november 15th, renews every year, ect. I want to set all this info only once, so everytime I schelude this for a ...

I am a new user, and I want to slowly to convert from the software that I use now to method. I have been reading about tags, and I am not sure if I should use tags or create a new field in the customer screen to divide the customers in different types (commercial, residential,etc). What is better in this case? The customer types will be use ...

Lets say I have two types of customers, commercial and residential. The software I use now (QXpress) allows you to filter the residential customers, create a list and memorize it. Then I can use the memorized list to filter anything I want like invoices, estimsates, reports, emails, letter etc.

Can you memorized lists and the use them as a filter?

How do you filter reports?

But this way all six applications will have the same job name, and they will have an exact date. Ideally, should be each application with a different name and should be on a waiting list, since we do not know the exact date of the application

How would you go about scheludeing a six application lawn treatment program?

I have to create an estimate with 3 services. weekly maintenance (recurring), Spring clean-up (waiting list) and Lawn treatment program (6 steps). If I put all this in the same estimate, how would I change them to work orders when the customer approves the work? Will I have to create 3 different estimates? How should I approach this?

If I want fields from the work order table to show in the service item table. How do I do that?