Search results by user ID 4179

Re: Merchant Accounts?

Hamons — Fri, 09 Apr 2010 11:37:09 GMT

I would like to add Google Checkout to to list of companies you ar elooking at -- their api is very complete and their fes are lower that several of the other you mentioned.

Re: System lagging

Hamons — Thu, 08 Apr 2010 13:41:26 GMT

I have noticed for me that regularly method is "significantly" slower from 8 - 11pm Central time and this is true across multiple broswsers and coputers and internet connections.

The process - Questions for the users

Hamons — Thu, 08 Apr 2010 12:13:30 GMT

THis Spring has been a bit of an acid test for my business and using Method. There are definitely some growing pains associated with its complexity.

I have a few questions -- more for the members than for the support team --- since I realize for more details I would need to contact my sales rep

When do you enter someone in as a lead? AFter the initial pone call. This seems ideal -- but. yesterday, for example, I had 27 phone calls for estimates. It would take me over an hour just to put them all in the computer after listening to the messages. In the heat of it I have been only adding those that get past the prospecting stage of looking for work and stick to paper and pencil records until then. How much time does it ake you to enter ina ll the client information?

Do you use MEthod to schedule and track estimates? Do you set it up as activity or a work order? Its hard for me to give up google calendar for this it is so much more powerful and easy to use than the method calendar - but I like the idea of it linked to the inforamtion already in method.

What customizations have you done to screens that has ben the most useful for your company.?

Anyone using the mobile application out in the field yet? I haven't found it slick enough or fast enough to be usable past looking up a contacts phone number.

Maybe user to user we can really help each other out.

Bug - name not populated onto invoice when adding new customer

Hamons — Tue, 30 Mar 2010 05:22:40 GMT

This si a small bug -- but it was enough for me to mess up a couple invoices before I noticed.

When you add a new customer from the invoice screen and then send it via email the name is not populated on the invoice. it will et you create and save and send just fine but if you email or create a pdf -- the sold to area is blank.

If you erase the name and re enter it it will populate the invoice report just fine.

Change Invoice Name

Hamons — Tue, 30 Mar 2010 04:21:36 GMT

Ok -- I have been sending out my invoices via email. is there a way to rename the the pdf that is created? I know I read ina different post that each file name is uniquly generated so that that it can be robust and secure on your site. however, could we take away the prefix SimpleInvoice and make it something more genric such as just Invoice?

Simpleinvoice makes me feel like I'm using some type of free opensource software -- which Method definitely is not - and it does not pass along the message I am trying to send to my customers.

Thanks,

Re: Feild Service application on mobile devices?

Hamons — Tue, 29 Dec 2009 22:43:52 GMT

I am anxiously anticipating this - this is what decides if I stick with qxpress

Re: Feild Service application on mobile devices?

Hamons — Tue, 29 Dec 2009 03:53:30 GMT

Live site refers to the site available to you and me as compared to their internal development site.

Re: Feild Service application on mobile devices?

Hamons — Mon, 28 Dec 2009 18:22:11 GMT

I can't seem to find it on the live site?

Re: Warning: QuickBooks is not open to a company file

Hamons — Mon, 26 Oct 2009 22:44:53 GMT

Figured it out. Reinstall did not work. However, Poking around I found the reset desktop and reset file o[ptions. That worked perfectly -- back and running.

Warning: QuickBooks is not open to a company file

Hamons — Sun, 25 Oct 2009 05:29:50 GMT

Installed Windows 7 on my computer. After reinstalling QuickBooks 2009 and then the method software - i cannot get a sync because of the following error.

Warning: QuickBooks is not open to a company file,

QUickbooks is up and running to the company file.