Field Services
Documentation for the upcoming Field Services offering
37 articles
Field Services in MethodHow the Work Orders and Field Crew apps work together in Field Services.
Time Tracking AppThis app syncs your time tracking entries with QuickBooks.
Using the Portal to View AppointmentsHow a customer can use their portal to view their appointment visit from a work order.
Method Jobs
One centralized view of all Method job-related info
About the Method Jobs appOne centralized view of all Method job-related info — from the first customer call through to invoicing.
Create a Method JobHow Method jobs are created.
About the Schedule AppManage visits linked to Method jobs.
View your Method JobsThe Method Jobs list screen and viewing a Method Job.
Scheduling Visits in the Schedule AppScheduling Estimate visits and Work Orders.
Converting Work Orders to Invoices in Method JobsInvoicing Work Orders using Invoice Summary in Method Jobs.
Customer Feedback from a Method JobCustomer Satisfaction (CSAT) Experience via the Customer Portal
Managing Method Job TypesJob Types allow you to categorize Jobs. Learn how to add your own.
Customer Portal Interaction with VisitsUpcoming visits to the customer can be viewed in their portal.
About the Work Orders app in Method:Field ServicesManage one-time and recurring work orders in Method:Field Services
Work Orders App PreferencesAn overview of the Work Orders App preferences.
Find Work OrdersHow to search and filter the work order list.
Create a Work Order for a One-Time JobHow to create a one-time work order in the Work Orders app.
Create a Work Order for a Recurring JobHow to create a recurring work order in the Work Orders app.
View a Recurring Work OrderUnderstanding how recurring work orders work.
Scheduling Work OrdersZone-based scheduling and using the calendar and waitlists to create work orders.
Invoice a Work OrderHow to convert Work Orders into Invoices
Work Orders - Share ActionsEmail and print work orders and route lists.
Work Orders - Viewing Internal NotesCommunicating with your field crew about a work order.
Batch Actions - Update Work OrdersHow to make edits to multiple work orders at once
Batch Actions - Create an Optimized Route for Work OrdersHow to create an optimized route list
Batch Actions - Invoice Multiple Work OrdersHow to invoice multiple work orders.
Work Order ReportsVisualize and track your work orders.
Creating Work Orders using the Method:Sidebar for GmailHow to list and create work orders while using Gmail.
Creating Work Orders using the Outlook Email GadgetHow to list and create work orders while using Outlook
Field Services PricingHow the pricing is calculated for the dispatcher and for those in the field.
About the Field Crew app in Method:Field ServicesComplete work orders and track time from the field - Method:Field Services
Field Crew PreferencesAn overview of the Field Crew App preferences.
Invite Field Crew UsersHow to invite field crew users and apply the discount for them.
Set Up a Field Crew User For Time TrackingHow to enable it for a Field Crew user to track time in work orders
Find Work Orders in Field Crew AppHow to search and filter the work order list on Field Crew App.
View a Work Order in the FieldHow to view and edit a work order in the Field Crew app
Complete a Work Order in the FieldHow to complete a work order on a mobile device (without Tracking Time)
Track Time on Work Orders in the FieldHow to track time for services on Work Orders in the Field Crew App