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Greetings,
Say i have some items in a estaimate and i create a field called Show, it would be a yes or no. Would it be possible in a printed estimate to only show the items that are marked yes and be able to add up all those hidden items?
Thanks!
John M
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Thanks,
There is no hurry on this issue, I did not mean for this to get where it is. I do have a report that is kicking up the man hour reports It would be great to get those hours in a grid. When you look at the series, and it has a service item, it would be great to get that in a grid, Whats interesting is i cant find that ...
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C and Matt,
Ok here is what i dont understand. If Method is not saving future work orders, why is it when i change the estimated man hours in the series midway though the contract, the new changes does not reflect the future work orders. I would assume that becasue Method is putting future work orders and the items together when it ...
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So the only way to get the activties and lineitems data together is to invoke a report or start the time. Got it
Thanks!
John M
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The est vs act man hour report in field services does have the info that im looking for....but i guess it cant look in the future. When you do set up a work order for the first time...its called a series. Where is that series information stored? In the Activties table i would beleive.
Thanks
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Greetings,
I want to create a grid to find out my future estimated man hours.
Field services>Work order list> Work order
When your in a work order, there is a field for est hours. I want to look into the future and see what all my est hours will be for a month from now in a grid. I created a grid based on ...
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Greetings,
I cant seem to find any info on this. What happends when Quickbooks Home>Bill. and i enter a expense or Item and enter the customer and make it billable. What happens when i make it billable?
Thanks!
John M
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Greetings,
When i create a work order from a case i put in the comment section a brief note about the nature of the work order. When i go into field services work order list, that brief note or job name, its a space down so its hard to see.
Thanks!
John M
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Greetings,
Home>Quickbook reports
I am looking for a Budget VS Actual report but i dont see it in Method. Its in quickbooks. Is it possible to make a new report?
Thanks
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Greetings
Method CRM Pro>Customer>Contracts>update contacts screen
right now, if you check the op out of invoices, method will not send a estimate by email. How about one more check mark for opting out of estimates? Having three choices some people will get the estimate but dont want the invoice becasue it goes to a ...
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