QXpress Online Q&A

Filtering Technician Schedule

OnTime Electric — Mon, 06 Sep 2010 17:52:38 GMT

I am wondering if it is possible to filter down our technicians' schedules so they can only see jobs that have certain statuses. For example, when our techs look at the schedule we would like them only to see their schedule and only see jobs that are given the status update "dispatched" which is a status we added recently. We do not want them to see any jobs with the "not started" or "completed" status. How can we set that up?

Method is my only backup

mikeliberatore — Tue, 31 Aug 2010 00:49:06 GMT

Hey guys-

my computer crashed and i had to reinstall everything from the OS on up. Unfortunately, my backup program sucks (Memeo Autobackup) and it purged my backup company file. The last good file i have is from july 11th.

If i perform a complete sync Method --> QB I'm hoping all the same data is there and i can load it back into my qb file. Im worried that Method will delete the newer stuff and make it mirror my july 11th company file. Will it do that? Or will it, as i hope, reupdate my qb file to where it was before my crash. Also, are there any data pieces that will be missing? Im using QB 2008.

Thanks

Customize Templates

JaneJ — Tue, 31 Aug 2010 17:35:32 GMT

Hi There,

I would like to ask some help about customizing the route list report (customize templates).

I would like to add a couple of customized fields (like door codes and notes) from the Customer data to my route list report but I cannot find these fields available when I customized my list report. Please advise.

Thank you so much.

BUG-Edit Series

mossquad — Thu, 01 Jul 2010 15:50:25 GMT

I tried searching the forum for a post that describes my problem; but I didn't have any luck..

This is what is happening:

1. I enter a new work order and I have it to reoccur every three weeks. Everything works fine until I have to edit the entire series. For example a customer called this morning and wanted our guys to remember to bring the key to get into the pond area.

2. I opened QXO and choose All Occurences; Search by last name: Lynch.

3. This brought up all of her work orders.

4. I clicked on Edit Series under her first job listed and added the notes to Work Order Instructions and choose Save & Close.

5. Just to be sure it updated the rest of the work orders, I double checked a few to make sure it was listed and it was.

6. However when I go to print the next work order that hasn't started, the work order comes up without my new notes on it! It still has the old notes listed! I click beside the work order I want to print (Jul-15-2010), choose the Print/Email Tab, I choose Selected Only, then Print Work Orders.

What do I need to do to make sure the new work order instructions print out?

Michelle

User Names--Can they be edited?

Dale — Tue, 31 Aug 2010 17:31:55 GMT

If I assign a recurring work order to a user, say John, and John leaves my employment some time down the road, can I change his user name to whoever the new user is, say Mike, and it will automatically change all of the open recurring work orders to Mike? Or do I have to manually change all of John's open work orders to Mike?

Purchase Orders

Innovative — Wed, 25 Aug 2010 21:17:18 GMT

When I enter a purchase order in the vendor list and check off to be approve and click on save. Is there another tab to click on to approve the purchase order? Where does the purchase go?

Quickbooks hosting

1strate — Wed, 18 Aug 2010 17:36:45 GMT

I seem to recall a post discussing the use of a quickbooks hosting service. Does anyone have the name of the company that hosts Quickbooks and is compatiable with QXPress?

Thanks,

James Stapleton

Screen issue with firefox but looks different in ie expl

Innovative — Mon, 16 Aug 2010 22:11:58 GMT

look at my screen customer list 5

look at it in firefox and notice at the top right corner it has jumbled the fields phone,fax,contact

now look at it in ie?

Please see if this can be corrected

Were changes made to the mobile tab and screens?

1strate — Wed, 18 Aug 2010 04:09:53 GMT

On Tuesday afternoon, my custom mobile tab was working fine. While I was updating a record, the screen locked. I hit refresh and the mobile tab was gone. I logged out and back in and the tab was back but suddently not working. The first thing I noticed was the background was changed to blue--even though my screen was customized and I didn't make any changes. Now the select button on the mobile work order screen stop working.

I changed my mobile workorder tab back to the default QXPress screen and noticed it is now also blue; however, it select link does work.

Did something or someone change that screen or tab yesterday? Could it be responsible for my customer workorder screen suddently changing to blue and breaking the select link?

I put several hours of work into that screen so any suggestions/info would be greatly appreciated.

Regards,

James Stapleton

Another edit series question

ectpscb — Sat, 14 Aug 2010 15:16:16 GMT

I am having difficulty editing/adding work order instructions after setting up a series of recurring work orders. After they are saved, if I go into edit series and type the new info in the work order instructions box, it does not copy to any of the occurances. Please advise how to do this.

Customers getting doubled charged for items

Innovative — Fri, 13 Aug 2010 13:18:14 GMT

There is a customer of the name Jeff or Karen Aversa Invoice # 600-2026. Please look at this work order and tell us why the work orders are being doubled. This has happened one other time but now we are seeing it more. Please let me know what we need to do to correct this problem. Thanks

How to include purchase orders on work orders

Innovative — Tue, 10 Aug 2010 19:39:47 GMT

Is there a way similiar to quickbooks on the work orders that a pop up will appear alerting user customer has purchase orders that need to be included on invoice similiar to ( add time/ cost ) these orders from vendors that are for specific customers

looping thru customer grid

Innovative — Fri, 13 Aug 2010 00:01:09 GMT

I have a button that was created to loop through all my customers and update a field named zone based on the customer's zip code. When I run this, it works fine for a while and then a message appears at the top of the window that says "Processing record 500 of 721" Once that message shows up, it appears to stop processing and the remaining 221 records do not get processed. Is there a limit to the number of records that can be processed at once or is this a bug?

Method support is enabled loot at the tab "tf" look for screen zip code zones

IPad

Innovative — Mon, 16 Aug 2010 00:56:08 GMT

Has anyone tested qxo on ipad yet?

Need help with action button

1strate — Mon, 16 Aug 2010 08:23:51 GMT

Support,

I've created a simple action button that is supposed to add a numberical value to a Chlorine field. It works when using my laptop but it doesn't work using my mobile phone.

So far, all the other mobile screen buttons and actions work (Save button, etc.) with my WM 6.1 phone but this action button doesn't seem to work.

It is on the Mobile Tab, in the Work Orders screen, you can select any work order of James Stapleton, goto the Conditions tab and use the +.5 button.

Also, the +1 and -1 buttons won't work at all. The action sets are nearly identical to the working actions sets. Any advice would be apprecaited.

The support userid is active.

Regards,

James Stapleton

Email Signature Template Problem with Inserting Images

MikeM — Wed, 23 Jun 2010 14:16:02 GMT

Adding a picture to an email signature isn’t working for me and at least one of my franchisees. Here’s the deal: when we go to set up the email template and browse for the image to include in the signature (a logo) it gives us an error message saying there’s a part missing in the path. The problem is that the path that it shows AND the name of the file in the path are completely wrong and non-existent. We've even looked to see if perhapes the MethodData folder shown in the example below is a hidden folder...it is not. Also, the file type that we're trying to insert can be any file type (gif, jpeg, bmp) it doesn't matter, it always gives us an incorrect path in the error message and an incorrect file neme. See below for examples:

Could not find a part of the path 'C:\MethodData\MethodIntegrationWeb\AccountPages\TemplateOnline\Images\bmd0uotm.jpg'.

Could not find a part of the path 'C:\MethodData\MethodIntegrationWeb\AccountPages\TemplateOnline\Images\xqzgcysy.gif'.

Got ideas?

Regards,

Mike

Error; document.getelementbyld("aspxpagecontrol_drpactiveview1026127104")is null.

digger47 — Thu, 05 Aug 2010 07:50:28 GMT

QX Online. Working in my calendar this error showed up above the calendar; document.getelementbyld("aspxpagecontrol_drpactiveview1026127104")is null.

To see this error.

Open, field service all workers

Open, My Calendar

Change settings, like date, then the error shows up at the top of the screen.

I was unable to duplicate this error in any other caleandar.

All the computers I use on the method site have the same error.

Calender colors not working as of today

Innovative — Wed, 11 Aug 2010 02:02:19 GMT

As of today i noticed the colors are not changing from red yellow to green when completed i have lots of calls that are completed yesterday and they didnt change colors it has worked flawlessly until today..............please advise i will enable method support

linking an activity to invoice

Innovative — Tue, 10 Aug 2010 21:40:24 GMT

i am trying to figure out how to add "invoice amount" on my work order list next to " total amount"(which is workorder amount" how or where can i compare them side by side to make sure the amounts are the same?

Unless I'm missing something, there is nothing that links an activity directly to the invoice that was created for it. This would be a good question for the forum.

Customer Discounts

Innovative — Tue, 03 Aug 2010 23:43:17 GMT

Is it possible to add discounts for specific line items in work orders that have a time expiration ie: customer is under contract for a year and gets " preferred pricing"

Custom Report

Innovative — Tue, 03 Aug 2010 23:40:36 GMT

. Is it possible to have a list or custom report filtered by user and date of material added on a work order so we know each day what each tech bills out and we can restock exactly what they use on a daily basis?

Last platform update

Innovative — Wed, 07 Jul 2010 17:00:21 GMT

Since the last platform update our time in time out feature no longer works on our workorder screen?

Error displaying message in loop, and with semi-colon in email address

Clean2Play — Thu, 24 Jun 2010 14:11:51 GMT

I am trying to look through an activity grid to send email notifications to my clients. I loop through the grid and get the customer entity and use that to get a new field I added to my table called "NotificationEmail", I copy this into a local ActionResult and then generate a notification report and put the contents of NotificationEmail ActionResult into the MailTo field. The potential bugs are

1) If there is a semicolon in the email address then I get a 501 error stating that the email address is malformed and the email address it shows starts with the first semicolon in the address and goes to the character before the next semicolon or end. For example, if the email address is: site1@client1.com;manager1@site1.com;other1@site1.com, the error message would show ";other1@site1.co"

2)If I put a message box to display the NotificationEmail to me just before the SendEmail instruction, the email displays correctly, I do not get a 501 error message and the email sends just fine.

3)If I put in a message box inside the loop, the loop only executes one time. It does not reloop and the message does not display for each row in the grid.

Can anyone confirm this behavior and is there a work around. The message box preventing a loop from occuring makes development very difficult. The email address problem makes the system much less useable.

Stephen Gissendaner

Clean2Play, ll

(205) 447-7447

Renewal Process

Marcelo — Wed, 11 Mar 2009 23:59:12 GMT

I was wondering if you can tell me if QXpress Online will be able to make my renewal process a little less confusing.

This is what we do now:

We have a database of approx 600 clients with 6-10 services each, we have every service set to renew automaticly the last day of the year.We decided to do it this way since our renewal rate is about 90%. To have every service to prompt to renew we thought was too much.

At the beginning of January we send the Renewals Letters, giving some incentives to renew before February 28th. When we recieve the letters back, if the client is renewing the same services we just enter the discount, if the client is upgrading or downgrading, we adjust the account.

Everytime we receive a renewal letter back, we highlight the customer's name on a paper list, to keep track of who renews.

Here is where it gets confusing.

Around March 15th, when we start our season, some of the customers who didn't send the letter back, have services active. Would there be a way to make those customers, who didn't renew yet, have their services not show?

Safari problem

Dave Moore — Thu, 22 Jul 2010 20:34:07 GMT

I use the online version on my MacBook Pro with operating system OS 10.5.8. When I click on work order to add a new work order the window pops up but remains blank. What am I doing wrong?

thanks