Search results by user ID 5887

Too much info on Estimate

ElginMaid — Mon, 18 Mar 2013 15:04:51 GMT

Good morning. I've done up a test estimate to make sure I know what I'm doing! How can I make it so that only the description of the service item shows up, not the cost breakdown? The only cost I want on there is a total for all items, HST amount and then final total.

Background: I have a maid service business and don't want to show the breakdown of how much the kitchen, bathroom and laundry room are individually, just the total cost for the home.

Thanks!

Heather

Re: Using Teams

ElginMaid — Thu, 07 Mar 2013 17:25:49 GMT

Hi again Errol. Thanks so much for your help so far! After some playing around I figured out how to create the new drop down and even get it to populate with the Team name info.

I hope this is my last question....how do I get the employee names to auto populate into the employee/vendor fields using the info from the new drop down box (New drop down lets you select a team, I want the 2 teammembers to show up in the employee/vendor field)?

Heather

Re: Using Teams

ElginMaid — Thu, 07 Mar 2013 15:15:37 GMT

Thank you for your response! I see now what I was doing wrong. As a follow up question, can a team leader be assigned to multiple teams?

For example on Monday Rosy and Lou are scheduled to clean 3 homes together and Debbie and Linda are scheduled to clean 2 together. Both teams have Alaina as their team leader (User). I would like to be able to easily choose which team to be prefilled. I know how to set up multiple teams but not how to choose which team is assaigned. On Tuesday it may be Linda and Rosy working together, yet another team...

I hope that makes sense.

Heather

Re: Using Teams

ElginMaid — Thu, 07 Mar 2013 14:46:57 GMT

Is it best for me to just call in?

Using Teams

ElginMaid — Wed, 06 Mar 2013 22:28:10 GMT

I'm a new user, trying out Method to see if it will be a good fit for my company. I've been watching the webinars and trying out the different things they're talking about. My concern right now is that I can't figure out how to actually USE the teams I have set up. I have 3 set up right now, assigned to different users.

How do I use the teams on the work orders? How do I get the enter time portion to fill out automatically. When all is said and done we will have a ton of teams assigned to 2 team leaders (users). I have 12 employees at the moment that all work with each other on different jobs, 2 at a time. I'm fine with having all of the teams but want to be able to choose which team under which User will show up in the enter time section. I don't have a "use default" button on my enter time form.

I hope this is making sense to you, I'm just really frustrated that I can't figure this out and it will be imperative that I have this function to use Method within our company.