How can we help?
Search GreenMethod help or browse common questions.
Choose the area you need.
Account & Access
Login, registration, account and workspace access.
Billing & Documents
Quotes, invoices, PDFs and document design.
Projects & Work
Projects, tasks, Gantt, MyDay and timesheets.
CRM & Clients
Leads, contacts, opportunities and customer records.
Marketplace
Profiles, jobs, applications, messages and engagements.
Settings & Company
Company, branding, team and configuration.
Quick answers to common blockers.
Open a question for the shortest route to the next step.
I can't log in
Use the password reset link on the sign-in page. Confirm you are using the email address registered to your GreenMethod account.
How do I complete my profile?
Open Account from the workspace navigation. Marketplace professionals can complete portfolio and work details in Marketplace Profile.
How do I add a customer?
Open Contacts, select New Customer, complete the customer details and save. Contacts are the shared source used by CRM and commercial documents.
How do I create a quotation?
Open Quotes & Invoices, create a quotation, select the customer and add service lines before previewing or sending it.
How do I change my document design?
Open Settings, then Document Design. Update the shared quotation and invoice defaults there.
Why isn't a task appearing in MyDay?
Check that the task is assigned to you and scheduled for the day or period you are viewing.
Why isn't a task appearing on the Gantt?
Check that the task belongs to the project and has valid start and end dates.
How do I record time?
Open Timesheets, choose the relevant project or task, enter the time and save the entry.
How do I apply for a job?
Open Find Work, choose a published opportunity and use Apply. Track the result in Applications.
How do I publish a job?
Open Marketplace and choose Post a Job. Complete the work description and requirements before publishing.
How do I review applicants?
Open My Jobs, select the published job and review its applications. You can shortlist, message or prepare an offer there.
How do I update company information?
Open Settings and choose Company. Update the shared company details used across your workspace and documents.
Five checks that solve many issues.
- Refresh the page.
- Check that required fields are completed.
- Search the relevant Guide.
- Note which page or action caused the problem.
- Take a screenshot of any error message.