Method Community

Hi Angelo, Thanks for coming back to me with those details and questions.  In reponse to the questions posted in your most recent reply: 1 - Just a reference/link.  Though I do need to be able to report on these relationships well.  No scheduling or additional functions needed. 2 - I would like them to be in QuickBooks as well if ...

Angelo, The company is a home inspection business.  The field service module is where we primarily live.  There is only 1 customer per work order when the company is hired; however, there are several specific relationships that need to be tracked for each job/work order, including: Buyer (the customer, can be a person or an ...

Hi. I am in need of the ability to link existing contacts to any customer within the field service module, and was hoping I could get some help from this forum.   Currently you must create the customer and then create the estimate/work order and if needed create contacts under the current customer; in my use-case I am going to have the ...