Method Community

Good morning. I've done up a test estimate to make sure I know what I'm doing! How can I make it so that only the description of the service item shows up, not the cost breakdown? The only cost I want on there is a total for all items, HST amount and then final total. Background: I have a maid service business and don't want to show ...

Hi again Errol. Thanks so much for your help so far! After some playing around I figured out how to create the new drop down and even get it to populate with the Team name info. I hope this is my last question....how do I get the employee names to auto populate into the employee/vendor fields using the info from the new drop down box (New drop ...

Thank you for your response! I see now what I was doing wrong. As a follow up question, can a team leader be assigned to multiple teams? For example on Monday Rosy and Lou are scheduled to clean 3 homes together and Debbie and Linda are scheduled to clean 2 together. Both teams have Alaina as their team leader (User). I would like to be able to ...

Is it best for me to just call in? 

I'm a new user, trying out Method to see if it will be a good fit for my company. I've been watching the webinars and trying out the different things they're talking about. My concern right now is that I can't figure out how to actually USE the teams I have set up. I have 3 set up right now, assigned to different users. How do I ...