About Dave Maurer

Dave is the Director of Training and Support for iPoint. For nearly a decade, he was a member of Lewis Audio Video’s management team in Portland, Oregon. He lives with his wife in Salem, Oregon and enjoys playing trumpet, bike riding, and exploring the great Northwest.

Optional Related Customer on Sales Order

By |2018-10-22T17:59:10+00:00January 11th, 2018|Blog, News, Tips & Tricks|

You’ve probably been through this scenario. You are doing work with a contractor building a new home. And now that the new construction is done, the house gets sold and you are now doing work for the new homeowner. How [...]

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Bulk Import Images into Work Order

By |2018-10-22T17:59:19+00:00January 11th, 2018|Blog, News, Tips & Tricks|

The media section of a work order is a great place to store pictures documenting the work completed for a customer. As you take pictures on your iPhone, you can upload them to iPoint so everyone in the company can [...]

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Fast Acting Relief – when Adding Parts to Proposals

By |2018-10-22T17:59:38+00:00November 13th, 2017|Blog, News, Tips & Tricks|

When adding parts to your proposal, you are no doubt familiar with the pop-over screen where you can search your parts database by Manufacturer, Category, and Type. You have also used the Wild Card search to quickly narrow down the [...]

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Tying the Knot – Linking Sales Orders

By |2018-10-22T17:59:44+00:00November 13th, 2017|Blog, News, Tips & Tricks|

iPoint gives you the ability to tie multiple sales orders together so you can manage the ordering of product and project tasks all in one place. Why would you want to do this? Maybe you have a customer that has [...]

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Help! iPoint stopped talking to Google Calendar

By |2018-10-22T17:59:58+00:00November 1st, 2017|Blog, News, Tips & Tricks|

If you are using the Google Calendar integration with iPoint to display your iPoint generated Work Orders and Events, we have an important tip for you today. Google requires you to reauthorize your integration with iPoint every 6 months. Google [...]

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