Method Community

Has anyone done any customizing in Method to calculate the profitability of your Work Orders?  Have you designed any P&L management reports in Method?  Would be curious to hear about your approach & solutions.

How do I set a default for a drop down field?  i.e. when the screen loads I want the drop down field to default to the same selection each time, similar to how Invoice Type in Work Orders always defaults to To be invoiced.

We have 3 types of Work Orders - one that we use most often (currently set as the Default template and 2 others that we use occasionally.  I would like to keep the default as is but add 2 more buttons that print the 2 other Work Order reports.  That's why I want to omit the default actions.  Please let me know if I can do this.

If we use Method's document managment but down the road decide it's taking up too much space and want to start using Smart Vault, would it be recommended that we migrate everything to Smart Vault or could we keep documents in 2 places?

That worked great.  Thank you.  However, I want to omit the actions where it looks to the Default Work Order Template.  Can you tell me which actions to delete?

I would like to add a button to the Work Order List, Print/Email tab that will generate a report I've designed in the Report Designer.  I would like it to run similar to the Print Work Orders button.  Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?

I am trying to add an item to the Invoice type drop down list but I don't see a screen named ActivityInvoiceType.  How do I add an Invoice type?

We have just added the Field Services specialized app and notice that the Estimate tab link in Field Service Center is different from the Estimates tab link in Customers.  Do these have different functions?

I see that you can now access the report designer through the More Actions button in Estimates & Invoices.  Is this the recommended way to access the designer now?  It has been almost a year since I've used the report designer.  Has anything changed about how you use it?

Using Customer Jobs in QuickBooks it is a nice way to track multiple jobs for one customer.  QuickBooks also provides various reports to help analyze the statistics and profitability of a particular job.  We notice that if we use Customer Jobs in QB, for instance a planting job for Customer Smith and a paving job for Customer ...