Search results by user ID 7090

Method Scheduling & Invoicing for Quickbooks Online - Method New Integration

bigshotpromos — Fri, 04 Dec 2015 20:16:53 GMT

In Method Classic, I installed the "Method Scheduling & Invoicing for Quickbooks Online" app in order to create work orders for my field service reps. I cannot, however, find any way to display this app in Method New. Is there any way to bring this app addon over to Method New? The reason I ask is because I am currently developing an Android mobile app for my employees that will (in app) weblink them to the various apps within Method New. I currently have it setup to link to each Method New app that I need with the exception of the Scheduling & Invoicing addon...and of course this is the most important app that my employees need access to.

Any help or insight into this would be greatly appreciated.

Work Order & Task (Activity) List

bigshotpromos — Fri, 04 Dec 2015 20:07:35 GMT

I created a screen SchedInv_WorkOrderList(2) as a template for what I am trying to achieve, but it isn’t quite functioning the way I’d like it to. Here is what I am trying to do…

The Activities (renamed as Tasks) and Work Orders need to show together on one screen. The main purpose of this unified screen is to be able to gain an overview of all scheduled work orders and tasks while seeing the job & task descriptions, who they are assigned to, what the status is for each, and what the due dates are. This is also important for our mobile users to have a unified work order and task list that displays everything they have to do each day while in the field.

Just like the Work Order & Task Calendar (from another post I created), we need to be able to filter by employee name(s), Billing State/Prov, & Status. Ideally, I want to be able to look at an employees work order & task list, see the status, go in and edit or update the work order or task, and also switch to an "Employee Name or Billing State" view in order to see how many are left to accomplish in each market. or for each employee.

Currently, clicking on the Customer Name in either the Work Order List or the Activity List does not do anything.

The standard view on this screen needs to default to an “ALL Work Orders & Tasks” view.

Any guided help on this would be greatly appreciated.

Work Order & Task (Activity) Calendar

bigshotpromos — Fri, 04 Dec 2015 20:00:24 GMT

Due to the nature of our business, I am trying to find a working solution to combine all Work Orders and Task (Activity) Calendars into one unified calendar. The main purpose of this unified calendar is to be able to gain an overview of all scheduled work orders and tasks at once, and to be able to drag and drop scheduled work orders and tasks on different dates as needed. Switching back and forth between the work order calendar, the activity calendar, and changing filters/views is much more tedious than we need it to be.

The current filters (Assigned To & Status) are perfect. We would like to add an additional calendar filter to filter by Billing State / Prov if possible.

The standard view needs to default to a “monthly” calendar view. However, it would be extremely helpful to have a 2 month view (as opposed to one) as this will make it easier to drag and drop items from one month to the next.

The work orders & tasks simply need to display the Company Name on the calendar because any work order or task will be assigned to a company name.

Any help on this would be greatly appreciated.

Open & Overdue Balances

bigshotpromos — Fri, 04 Dec 2015 19:53:36 GMT

In QB's, I am able to view Open Invoices and Overdue Invoices (which is great for our collections rep). However, I have been unable to find a solution to separate and display the invoice data in Method. Here is my issue:

Open - The “Open” field (standard name “Balance”) is populating the combined totals from the “Open” and “Overdue” data from QB and needs to only show the “Open” balances from QB.

Overdue – This field was renamed as “Overdue” from the standard “Total Balance” field name and does not populate any data at all. It needs to pull the QB's “Overdue” balances into this field. Any invoice still open 15 days after the original invoice date is considered “Overdue” as our QB billing terms are set as “Net 15.”

Both the Open & Overdue fields need to populate on the Customer List screen as well as within each Edit Customer screen. Essentially, I want to be able to sort by Open and/or Overdue balances on the Customer list screen, and when clicking on the "Edit Customer" link from this screen, I need to see this data here as well.

Any guided help would be greatly appreciated as Method is essentially useless for us until I can get this working correctly.

Search results by user ID 7090

Method Scheduling & Invoicing for Quickbooks Online﻿ - Method New Integration

Work Order & Task (Activity) List

Work Order & Task (Activity) Calendar

Open & Overdue Balances

Method Scheduling & Invoicing for Quickbooks Online - Method New Integration