Search results by user ID 5115

Attn: Method Field Services Users - Calculating Profitability

JKM@SA — Fri, 13 Jul 2012 16:36:43 GMT

Has anyone done any customizing in Method to calculate the profitability of your Work Orders? Have you designed any P&L management reports in Method? Would be curious to hear about your approach & solutions.

Setting a default for a drop down field

JKM@SA — Wed, 13 Jun 2012 13:28:40 GMT

How do I set a default for a drop down field? i.e. when the screen loads I want the drop down field to default to the same selection each time, similar to how Invoice Type in Work Orders always defaults to To be invoiced.

Re: Adding a button that generates a report

JKM@SA — Thu, 07 Jun 2012 17:49:31 GMT

We have 3 types of Work Orders - one that we use most often (currently set as the Default template and 2 others that we use occasionally. I would like to keep the default as is but add 2 more buttons that print the 2 other Work Order reports. That's why I want to omit the default actions. Please let me know if I can do this.

Document Management & Smart Vault

JKM@SA — Thu, 07 Jun 2012 14:19:24 GMT

If we use Method's document managment but down the road decide it's taking up too much space and want to start using Smart Vault, would it be recommended that we migrate everything to Smart Vault or could we keep documents in 2 places?

Re: Adding a button that generates a report

JKM@SA — Thu, 07 Jun 2012 14:11:46 GMT

That worked great. Thank you. However, I want to omit the actions where it looks to the Default Work Order Template. Can you tell me which actions to delete?

Adding a button that generates a report

JKM@SA — Mon, 04 Jun 2012 17:46:35 GMT

I would like to add a button to the Work Order List, Print/Email tab that will generate a report I've designed in the Report Designer. I would like it to run similar to the Print Work Orders button. Is there a way to copy that button, or all the actions associated with it, and just change the report name reference?

Invoice type

JKM@SA — Fri, 01 Jun 2012 21:39:39 GMT

I am trying to add an item to the Invoice type drop down list but I don't see a screen named ActivityInvoiceType. How do I add an Invoice type?

Estimate screen - CRM vs. Field Services

JKM@SA — Mon, 21 May 2012 15:30:55 GMT

We have just added the Field Services specialized app and notice that the Estimate tab link in Field Service Center is different from the Estimates tab link in Customers. Do these have different functions?

Method Report Designer

JKM@SA — Thu, 17 May 2012 14:48:23 GMT

I see that you can now access the report designer through the More Actions button in Estimates & Invoices. Is this the recommended way to access the designer now? It has been almost a year since I've used the report designer. Has anything changed about how you use it?

Does Method have an alternative to using Customer Jobs in QuickBooks?

JKM@SA — Fri, 11 May 2012 18:06:58 GMT

Using Customer Jobs in QuickBooks it is a nice way to track multiple jobs for one customer. QuickBooks also provides various reports to help analyze the statistics and profitability of a particular job.

We notice that if we use Customer Jobs in QB, for instance a planting job for Customer Smith and a paving job for Customer Smith, it creates 2 different customers in Method.

Does Method offer an alternative to tracking and reporting jobs so that we don’t have these duplicate customer names?