Method Community

Hi DavidD You can email the screenshot to support@method.me and we can have a look at it. I've had a bit of a play with customizing the Invoice screen and think I might know the cause. In the Invoice Line Item grid do you still have the % column? If this column isn't present it doesn't treat the value as a percentage ...

Hi InstaDRY The Work Orders are assigned to the Customer rather than the Contact so these two fields won't be any help to you (it caught me out for a while too). If you add a linked field to the Activity table using Entity as below you should be able to get the Customer's Email onto your route sheet. Here's how I got it to ...

Hi Flyfisher Yes, you are correct changing the master admin's username will transfer all of the old admin's activities to the new username. This Help Centre article describes the master admin user and changing it.  As for your question, unfortunately when you update the master admin's username it is ...

Hi Ivana 1) Method not showing invoice numbers There are a couple of things that might be happening here. Can you please follow the two steps below and let me know if either of these solves your problem? - Go to the Quickbooks tab and check there are no conflicts under 'Resolve Conflicts'. If your invoices are here have a look at ...