Search results by user ID 4598

Report from QExpress to Method

Wilna — Fri, 10 Sep 2010 20:44:01 GMT

Are there reports that can be imported into Method from QExpress for Route List and Work Orders that would have Bed Maintenance, Landscape Projects information already developed on them. Where would I find them and how would I bring them into a clients Method account data file.

Re: Add Different Teams to Field Services with One Licensed User

Wilna — Fri, 03 Sep 2010 19:01:25 GMT

When you are in Field Services and you setup different Teams/Crews that you are working, how do you do that. Right now I have only one User Debby - for HooglandsLandscapeLLC. She has 15 crews that she is assigning Work Orders to for the various work that she needs to have done. She wants to be able to follow these Work Orders.

When she prepares a WorkOrder on her calendar she will assign it to - right now the only user is Debby - Do I setup non licensed users for each one of her crews so that she will have the default crew under that user? That seems like this would work but I need to know what would be the best for the client??

Next how do you setup the projects that last two day in a row. Do you have two Work Orders for each day with the crews that are assigned and what they will be doing??

How do you bill thoses two Work Orders on one Invoice???

Thanks for your help

Re: Add Method sync engine to other workstations in a office

Wilna — Sat, 28 Aug 2010 16:34:27 GMT

I installed my first Method account Thursday and set it up on the computer that it will be on all the time and linked with QBES in the accounting office that can be locked up.

The office manager Debby who wants to get this setup and her using first - they have signed up for a 1 user right now but we should increase this up to 10 by the end of the year. Therefore I have set this up with the knowledge that we will be adding the additional users.

On the main computer I set it up with Debby being the Admin and set it up on this back computer that will be on all the time. I have done the first push and everything has come over. I then went in a setup a role called DebbyMorris and gave her all the roles except for Customize and made it so that when she logs in that the Debby Morris will be the default role that she will see.

I now need to go to her computer and add the Method Engine to her workstation since this will be the computer that she will work at and log into. The Questions is this??

1. Do I go thru the same Method installation that I just did on the initial computer or do I log into Method account that I have now setup and have running and then is there a install that I do on this workstation that will only install the Method Engine since she will have Quickbooks open on her computer as well as having Method open as well.

2. Will she be able to have QBES open under her log in and Method under her log in on her computer if we have the back computer on with QBES open under Admin and Method open under her log in. Or Do you have to have another user for her since she is a user as well as the Admin user for Method???

3. Also we will be setting up her Mobile phone so that she will be able to log into Method from field for Field Services - Do I need to set her up as this second user for this reason as well.

I just need to get these two things clarified.

Add Method sync engine to other workstations in a office

Wilna — Thu, 26 Aug 2010 21:40:53 GMT

I cannot save my workorder time/in and time/out until I give it Job Item ID* but I don't know what this is??? Can someone tell me what this is suppose to be and what table that it is linked to.???

Wilna — Wed, 18 Aug 2010 04:21:13 GMT