Method Community

Hi Dan A., Have you looked into what's available via the fieldservices app (located under customize-->myaccount)....I'm not sure if it will meet all your needs but it may help get you started. I'm also gonna suggest you contact one of our Method Solution Providers at the following url ...

We’re looking to have someone develop for us an on-line calendar that will integrate with Method CRM so individual applicants will be able to schedule their appointments and our employees will be able to see and use the calendar and have the information available at their fingertips.  The beauty is that Method CRM API software allows ...

Hi GlobalCruiseVacations, Method does have the capability of charging your customers on the dates you want them to charge. Are you using the Proposal App in Method? Is there a specific reason you don't want to use a payment processor? There are ways to achieve this but I wanted to check if there is a reason you don't want to ...

Well... The original report was and still is the sample estimate report.  I changed the logo and added some labeled text.  From that I created (copied/saved as) a new report (Proposal-Sprinkler).  Made additional changes to the text and it still works fine. I then tried to create (save as) the Proposal-Sprinkler report to ...

As per your email, you mentioned that if you go to Proposal list and select the proposal for Fred Flinstones and click the print button, you get error mentioned in above post. You also mentioned that if you try the same thing in Method classic, by going to opportunity list and select the opportunity for Fre flinstone and click the print button, ...

Had a web form that's been working fine.  Suddenly it doesn't.  This is the error I get after this web form has worked for the better part of a year.   Issues are starting to slow us down!  Your client had encountered an error with web form Web-To-Lead-Trials. This may be due to incorrect setup of the web form. The ...

Getting the following error messages via email when a lead submits using the Web-To-Lead form. Looks like everyone has the right permissions so not sure what's going on here: Your client had encountered an error with web form Web-To-Lead. This may be due to incorrect setup of the web form. The error encountered was: Failure. The User account ...

We’re looking to have someone develop for us an on-line calendar that will integrate with Method CRM so individual applicants will be able to schedule their appointments and our employees will be able to see and use the calendar and have the information available at their fingertips.  The beauty is that Method CRM API software allows ...

We provide a couple of different types of Estimates/Proposals to any given customer.  1) A complete remodel proposal; or 2) a more minor "Repair" proposal.  When creating an Estimate, is there are way to be able to select which "Print Template" to use for this particular Estimate? I'm aware that I can change the ...

MisterBill I have never seen anything or been though anything what you have proposed today.  I do know if i send a proposal to a new customer...and i dont hear back from them, then i call or visit them.  When a future customer is thinking about your price its the human touch that could  make the whole sale.  I have clients ...