Method Community

We create a lot of estimates and invoices that have multiple line items, sometimes two pages worth. It is a big pain for us that there is no way to insert a line in an invoice in between two existing lines. Currently, if you want to add an item to an estimate or invoice after you already have several in there, you just have to add it at the ...

I would like this ability as well!

[quote user="Method_Valbon"]We can certainly understand the pain in having to select the same users (or other filter options) each and every time you log in. Having a ‘default’ or ‘save last view’ preference could help out. Great ideas we’ll be sure to bring up in our meetings and keep you posted along the ...

[quote user="Method_Valbon"]If you’re set on emailing the PDF attachment, it’s easy!  You would just use a Generate Report action, immediately followed by a Send Email action to send the PDF.  If you have Method Full Blown Edition, you can reverse engineer how Work Orders are emailed in Method Field Services to see ...

I think this is going to be beyond my comfort zone with Method, the actions on that screen are too complex. Can you get me in touch with a paid consultant to create the screen for me?

FieldService_CopyWorkOrder is exactly what I am looking for, but for Estimates instead of work orders. Is that possible?

I would like to create a button that could copy or duplicate an existing invoice/estimate into a new invoice/estimate with the same items, pricing, and description. After the copy/duplication, I would want to put in a new customer and save the invoice. Is this possible?

My plan was to create 5-10 separate screens. One for each pre-filled estimate.

When I say "template" that might be the wrong term. I don't mean the templates for estimates that are used to print them out, I have no problem customizing those. What I would like to do is save a pre-filled selection of job items and descriptions into an estimate, so that I would not have to recreate a similar estimate over ...

[quote user="Anonymous"] Essentially what you have to do is first create a drop down in a customized screen based on the "Estimate" screen, that pulls values from the ReportMethod (list of reports) table with a filter that only shows those values with the word "estimate" in it. Lastly you would create a ...