Method Community

Hi there, So I love the ability of customers to be able to view all of their estimates/invoices/payments etc. though the portal screens, however sometimes this can be an overcomplicated process. I am in the service (lawncare/landscaping) industry, and the key to selling to customers is to get them their estimates as quickly as possible. I have ...

Thanks! It's a great Android/iOS based credit card processing system that more and more small business/contractors are beginning to use. I suggest you check it out if you haven't already. One of the great features of it is it allows a credit card signature capture using your phone. I use a Galaxy Note which has a stylus. On this note, do ...

Is there any chance of adding Square as a payment gateway in the future? It's a great easy system to use in the field and is gaining in popularity. I've even seen the card readers being sold in a shoppers drug mart!  It would be great to use it within Method, if possible.

Was looking into this further, could the problem be because I can't set the default Screen for New Records and Screen for Viewing Records to my custom screen? Whenever I try to change them, it tells me that only the app publisher can change these settings.

I built a custom app using errol's videos (which I loved, by the way!) I added a few fields and customizations, but nothing spectacular. Now, seemingly randomly, I get the Oops error. When I click more info on the error, I get Error Reference 7629-1390-0125. Is this a general error, or does this number mean something? Thanks!

Hi there, I tried customizing the Customer Form, however now have a problem. When test driving the form, all works well. The problem is notw the public link doesn't work (miurl) with the customized screen.  Assuming this is a bug, in the mean time is there any way I can derive the URL of the form from the test drive ...

Hey all, I'm using a script to create a list of fields, based on checkboxes beside them. If the checkbox is checked, the corresponding price will be listed. I am using the following script example for each line: + Microsoft.VisualBasic.Interaction.IIf(GetCurrentColumnValue("IncludeEssentialsQuote")= -1 ,sNewLine + ...

Hello, I'd like to add some fields to a customer profile (such as property size, etc.) and have them able to be filled out/updated in an estimate form. I've noticed that the default estimate pages are QBO_Global_Estimate. I've added some fields in the Customer table, but these aren't available when I'm editing the ...

I've been looking to ditch my desktop QB in favor of the online version. Is there a way we can migrate our Method account from the QB Desktop to the QB Online version? Also, does Method for QB Online support the Canadian version yet? I remember reading somewhere that it only supports the US version. Thanks, Greg

Hey Method, Have a few questions regarding release timing: When you expect (approximately) Beta to be rolled out officially?  When do you expect something similar to Field Services will be added? This is something I'd really like to use as soon as possible. How long will you continue to offer the old version of Method after the new ...