Method Community

Ben, thanks. I'll experiment with the zip option. Though it would be really nice if method supported a TXT option. - Steve

Hello, Is there a way to save into the document storage file types that are not listed?

Jason, We do residential remodeling. Clients use us for additional projects in the future, but the frequency is often years between. In other words, they would not be login into the portal but just the once, or twice if we did the job. Then, by the time they were ready for more work, they pretty much would be starting over again. Admittedly ...

Interesting thought, but would that require them to be a customer first to have access to the portal?  I want a way for a new customer to schedule an appointment and enter their basic information. Basically I want them to be able to complete the Web-to-Lead and schedule appointment at the same time.

Hello, New user here. My name is Steve. We've been a long time QuickBooks user and in finding Method can finally work with QB outside of the office. It's great.  My question is, idoes any body knows of an online appointment scheduling system. I would like to have clients make athier own appointments and enter the basic ...