Tips & Tricks

/Tips & Tricks

Hello, it’s me. Calling Clients from the iOS WO Screen

By |2018-08-01T14:43:25+00:00August 1st, 2018|Blog, Tips & Tricks|

It couldn’t be simpler to get in touch with a client directly from a work order on iOS. Need the gate code? Hit a traffic slow down? Call the client with the touch of a button. From the iPoint dashboard [...]

P-push it Real Good: Push Multiple Receipts per PO

By |2018-08-01T15:58:08+00:00August 1st, 2018|Blog, Tips & Tricks|

Purchase Orders are often broken into multiple shipments. And when the vendor does this, they will usually send multiple invoices. This trick will help your accounting staff match those invoices to the actual items received, which makes them happy campers. [...]

Crush Your Workday: Add Tasks From a Project to an Existing WO

By |2018-07-18T15:58:54+00:00July 18th, 2018|Blog, Tips & Tricks|

Come on down to the Silverdome for a thrill-show spectacular! Sunday! Sunday! Sund— Er.. where were we? Right, tasks! Ahem. Increase your productivity and crush your workday with this helpful tip. New From Project Button To add tasks [...]

Batteries are Forever. A Battery Backup for Your Server is Essential

By |2018-08-14T18:41:54+00:00July 3rd, 2018|Blog, Tips & Tricks|

You don’t have to be James Bond to secure your business data, though you might feel like a badass when you protect your data from a space laser made out of diamonds controlled by an evil tycoon data corruption. Installing a [...]

Do Work, Get Paid. Removing an Item but Keeping the Labor in a CO

By |2018-07-03T15:54:08+00:00July 3rd, 2018|Blog, Tips & Tricks|

Getting paid is always a hot topic. How to get paid for your labor costs, even when an item gets returned, is a very important question—and one we hear a lot. Keeping the Labor for a Removed Item Enter [...]

Sign Up for iPoint User Groups — Just Swipe Right

By |2018-06-20T10:57:05+00:00June 20th, 2018|Blog, Tips & Tricks|

Ok, so technically, you can’t swipe right to sign up for the new iPoint User Groups… but it IS a quick and easy process to register. Furthermore, we guarantee you’ll love our new user groups (sadly, we cannot promise similar results [...]

A PSA for RFP Companies: Don’t Use Non-Billable Change Orders

By |2018-06-20T18:01:21+00:00June 20th, 2018|Blog, Tips & Tricks|

For those of you who do RFP billing, we strongly recommend that you don’t use the non-billable change order option in iPoint. "Why?", you ask. Because doing so will make your delivery invoices not match your RFPs—which may cause unnecessary [...]

Show Me the Money!!! Tracking Expenses in iPoint

By |2018-06-06T13:42:55+00:00June 6th, 2018|Blog, Tips & Tricks|

Add an Expense From a Desktop Computer iPoint makes it easy to track expenses incurred while working with customers in the field. You can also quickly and painlessly pass those charges on to the customer when appropriate. Step [...]