Re: Multiple Properties for One Customer in Field Services

TrustyCare — Wed, 11 Mar 2015 01:12:47 GMT

Hi Justin,

I tried two locations following your suggestion. I created and completed sample work orders for each location. However, when I invoiced the sample work orders, Method created TWO invoices and shows the balance under each "location" instead of under the PARENT. I don't want SEVENTY invoices at the end of the month for my seventy locations, I only want ONE invoice showing the seventy locations.

Did I make a mistake or miss something?

Multiple Properties for One Customer in Field Services

TrustyCare — Tue, 10 Mar 2015 20:36:48 GMT

How do I setup Multiple Properties for One Customer in Field Services? This is a pretty common situation in field services, for example, one customer owns multiple gas stations, hotels, etc. I can't figure out how to set this up in Method Field Services for routing, etc. What I've done so far is just set up multiple work orders for ONE customer - this works fine, but I can't use the routing feature this way. I have one customer that has 70 locations. So right now, I have 70 work orders with the address/name in the job description.

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Re: Multiple Properties for One Customer in Field Services

Multiple Properties for One Customer in Field Services