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One company, multiple locations

Last post 06-04-2010 2:17 PM by Anonymous. 2 replies.
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  • 06-04-2010 10:50 AM

    One company, multiple locations

     New to Method and probably simple anwser.  I hope!

     

    I need to know how to put in estimates where billing address will show as the main office but the service location where work to actually be done will be shown on the estimate also.

  • 06-04-2010 1:53 PM In reply to

    Re: One company, multiple locations

     Hey Bill,

    It sounds like you want to add a few more fields to display the address of the job site. To do this add some fields to the Estimates Table and then customize your Estimates Screen to include those new fields.

    You should check out our webinar on Tables & Fields for more help.

    Let us know how it goes!

  • 06-04-2010 2:17 PM In reply to

    Re: One company, multiple locations

     Hey Bill,

    Just a quick addition, if you are currently not using the "Ship To" portion of the address section, you can manually fill this in with the Job Location information.

    If you are using those fields already, then you would need to customize the screen with new fields.

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