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  • Possible to treat Invoice 'Service Date' as Work Order 'Date Start'

    Hi there, Researching to simplify from using multiple work orders in Field Services. Is it possible to tie Invoice 'Service Date' actions to create events on a Field Services calendar (like a Work Order 'Date Start' does)? Thanks, Garrett
    Posted to Forum by bcr_garrett on 04-20-2012

  • Field Services - Create Work Orders by Line Item

    Are we able to create different work orders by specifiying certain line items from an Estimate? Does this functionality exist but I'm just missing it? When we create Estimates, we commonly need to create different work orders by type of work - deliveries, service work, spray applications, etc. It...
    Posted to Forum by Blake C on 10-07-2011

  • Calendar view to schedule Human Ressources

    Hello ! I have a client that would like to use a calendar to schedule his Human Ressources Agency. I am thinking of recommending Method Field Service. I have a few questions... Is it possible to show the employees on the Calendar? Right now the WO on the calendar show the customer name, job name, status...
    Posted to Forum by Formation QB on 05-02-2011

  • Outlook plug-in and Field Services App

    Is it possible to sync Outlook with the scheduling calendar in the Field services app? Is it possible to sync a google calendar with Field services? Thanks, Tiffany
    Posted to Forum by t.breitkreutz on 01-18-2011

  • Bill To: fields do not display after creating Invoice from Work Order

    Hi there, I am trying to create an Invoice from a Work Order in Field Service Center , and the resulting invoice has no BILL TO or SHIP TO addresses. I am using the Method Screens , so I am not sure if I am doing something wrong, or if I am supposed to customize the FieldService_CreateInvoices screen...
    Posted to Forum by acldemac on 01-13-2011
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