Method Community

When we create estimates it is not pulling the price levels from QuickBooks based on the price level specified for that customer or lead.

ecoxotic, 

It is possible to utilize price levels in Method, but it does not come preloaded with the software. It must be customized. Depending on the complexity of your project and your comfort with customization, you may need the assistance of a paid in-house consultant or a Method Solution Provider. 

Jason

I am technical so I can do some customizations, but I don't know where to start.  If you can send me some information about how to setup the price levels I can attempt to do it myself and then see if I need technical support.

Thanks

Great! It's a bit of a tricky customization job but this previous post might help to get you going. I would also try a search through our forums as many users have asked about customizing Price Levels in the past. Let me know if you have any trouble or get stuck. 

Jason

I can't find any documentation on customizations. :(

We need 3 price levels 20% off, 30% off and 40% off, how long would that take your team?

ecoxotic,

Click here for some webinars that will help with customization. The customization section is near the bottom of the screen. Also, here is a guide to the screen designer if you're unfamiliar with it.  To get you going, I suggest editing the line item grid and looking into the actions on the Item field. You could add actions to the Text Change event to consider customer price levels in the calculations. Take a look at my screeshots below. A consultant would be able to give you a proper estimate. If you would like to speak to one, you can email me directly and I'll put you in touch, or you can contact us here. 

Jason