Search results by user ID 6455

Sales Tax on work order invoices

Dylan R — Thu, 26 Jun 2014 20:03:24 GMT

So, when generating an invoice from line items put into a work order, the sales tax does not populate. Even when I note that an item should have Tax by checking the box, it doesnt' calculate it and just keeps the original price. I currently have to then open the same estimate in quickbooks, and add sales tax to the items in order to get it to populate. (Note: I'm using an ipad)

Is there some setting to make this work? What am I doing wrong here?

Creating invoices on mobile login

Dylan R — Thu, 26 Jun 2014 19:01:31 GMT

So I currently have a situation where my technicians are scheduled wth blank work orders via the scheduling and invoicing add on. Because they do not know the extent of the job before they go to it to assess it, they need to be able to enter the estimate items into the work order, then generate an invoice from the same, so that they can collect a payment right then and there.

I spent an hour and a half on the phone with support this afternoon trying to solve this problem, only to be told in the end that this was not possible and that I would have to have my technicians log out of the mobile login on their ipads, log into the main version, generate an estimate there. As far as im concerned, this makes the mobile version basically useless. I'm not that concerned with my technicians in-out times, and to have them log in to log out just to create an invoice, then log into another program to collect a payment is absurd.

Has anyone found a workaround for this?

thanks

Scheduling and Invoicing: Vacations etc

Dylan R — Mon, 23 Jun 2014 20:32:40 GMT

So, I'm pretty new to method but I did some searches and have gotten no hits for how to mark a technician or employee off as unavailable for certain days or periods of time. Typically we only need to mark whole days off, but I need to have an easy way to see whether my techs are on vacation that day or I'm liable to end up making some serios scheduling mistakes. Does anybody have a solution for this?