November 2017

Fast Acting Relief – when Adding Parts to Proposals

By | 2017-11-13T12:30:25+00:00 November 13th, 2017|Blog, 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 [...]

Help! iPoint stopped talking to Google Calendar

By | 2017-11-02T11:53:31+00:00 November 1st, 2017|Tips & Tricks, What's New|

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 [...]

FileMaker and Anti-Virus: These kids don’t play well together

By | 2017-11-01T15:45:38+00:00 November 1st, 2017|Tips & Tricks, What's New|

Some of our community members have called in saying that iPoint has decided to turn the text into gibberish. The menu items and various texts have been converted and are unreadable! The primary cause of this font change is the [...]

October 2017

September 2017

Progressive Change Order Billing Can’t Decide? Change Your Mind All You Want with Progressive Change Orders

By | 2017-09-22T17:15:14+00:00 September 22nd, 2017|What's New|

Sometimes, you might have the need to progress bill a change order. This is typically done on larger contracts where your change order can be rather large itself! iPoint now has the ability to create Progressive Change Order invoices.

Will That Be Cash, Check or Dances with MarySue? Flexible Payment Options

By | 2017-09-22T17:05:56+00:00 September 21st, 2017|What's New|

iPoint gives you the ability to have multiple payment schedules and contracts for your customers. You may have a different payment schedule for residential versus commercial customers, for example. Or you might require a different contract for new construction as [...]

August 2017