Search results by user ID 5943

Sorting not printing in order in Field Services

KUpham — Sat, 26 Dec 2015 18:46:04 GMT

I am having trouble getting a route list to print in the proper sort order.

I have assigned each work order its own sort value (1-20) and it apoears in order on screen, but not when I print a Route List.

It prints in correct order when mapping, just not when I print a route list.

thanks!

Re: Method Time Entries Are 3 Hrs Off In QuickBooks

KUpham — Tue, 23 Apr 2013 21:22:33 GMT

OK, thank you. I am eager to get an answer on this. I'm currently too busy to spend the time needed to figure out the report designer and try and come up with a solution on my own. Also, what is the best way to learn the ins and outs of the Report Designer.?

Re: Method Time Entries Are 3 Hrs Off In QuickBooks

KUpham — Tue, 23 Apr 2013 13:23:54 GMT

Thanks Adam,

Is there a Method report I can access that will produce a weekly payroll/time report?

We like to give our employees a record of the job sites that they were at for the week showing the hours they worked there.

Method Time Entries Are 3 Hrs Off In QuickBooks

KUpham — Sat, 20 Apr 2013 11:45:46 GMT

After we enter times and complete jobs in Method Scheduling & Invoicing we like to run a report in Quickbooks to verify our entries.

The times entered on the Method side come in as Pacific Time (3 hours back-we are east coast) in Quickbooks. My computers clock is correct.

Help!

Re: Scheduling & Invoicing

KUpham — Wed, 17 Apr 2013 20:08:09 GMT

Thanks again Adam. It's a bit confusing because you have two areas where you can enter time, but only one screen allows materials/product entry. That weas the missing piece.

Keith

Re: Scheduling & Invoicing

KUpham — Wed, 17 Apr 2013 10:45:24 GMT

Thanks Adam.

Yes, I am aware of the check box to keep the items from showing on invoices, thanks.

In your example, you are showing service items. What about products. How/where do I enter actual product usage?

Do I have to marke the p[roduct as an inventory item in QB?

I just don't see anywhere to add actual product usage and cost...

Keith

Scheduling & Invoicing

KUpham — Tue, 16 Apr 2013 12:06:10 GMT

Hello,

I've only been using Method for about a month, I'm a former QXpress user. I have figured out how to enter employee times for job costing work orders and generating Job Summary Reports. Up until now our jobs have been labor only (ie: Spring Clean Up; Gutter Cleaning etc.). Now we are beginning jobs that have materials. We bill a flat, contracted rate for our services that is inclusive of all labor, materials and subs. I can not figure out how to job cost materials and still have the entire cost of the job on line one of the job items. Here is what I mean...

First line Item: Spring Clean Up/Mulching/Spring Color $1500.00 (needs to show on invoice)

Second: Pine Bark Mulch (do not want to show on invoice - but need to enter actual costs)

Third: Mixed Pansies (do not want to show on invoice - but need to enter actual costs)