Method Community

Hi: I am new to method CRM. How do I use my existing work order layout, to print the same way when I print out a work order with method. If there is a manual that explans how to go about doing this please send me a link. Thanks Guy

Hi Guy,

Out of curiosity, where do you have your current Work Order Template, is this in QuickBooks, or do you have a template in Microsoft Word or something?

The only way to replicate your existing report, regardless of where it is coming from (outside of Method), would be able to recreate it in Method using the Method Report Designer.  I have provided you with a link here, which will give you some additional information on this.  This Help Center article explains what the Report Designer does, it provides a download link for the Report Designer (only available for Windows OS), and there are 3 extensive videos explaining how to actually use the Report Designer.  I hope this helps.

-Ben