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Assignments Module

Assignments are iPoint’s internal “To-Do’s” for you and your co-workers to track tasks that need to be completed. You can create assignments from many different places within iPoint, such as a Work Order, a Sales Order, or a Project.…

Assignments

CRM Module » Contact Details » Assignments

Assignments Section In the Assignments section, you can view any assignments created for this customer. Assignments are internal “to-dos” that you can create anywhere in iPoint. In addition, iPoint will display assignments assigned to a user on the…

Assignments Settings

Settings Module » Module Settings » Assignments Settings

Assignment Settings Assignments are internal to-dos that can be assigned to various team members throughout the software. There is one setting for this module. Auto Archive Assignment on Completion – Assignments have four statuses: Not Started, In…

Docs / Assignments

Proposals Module » Docs / Assignments

Documents and Assignments There are three main areas of content on this tab. E-Signature Proposal This is where the customer’s signature is stored when a proposal is signed electronically on the iPoint Web Portal. Proposal Window – if the proposal has…

Mobile: Assignments

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Assignments

Mobile: Assignments The Assignments menu option displays assignments created for the customer. You can create assignments in almost every iPoint module. At the top of the window are three icons: Back Arrow takes you back to the customer details…

Assignments List

Assignments Module » Assignments List

Dashboard > Assignments The Assignments Module is used to view, edit and filter assignments in iPoint. This module is permission-based in Settings >Permission Sets. You can view your assignments, along with any assignments assigned to other co-workers. You can access…

Vendors Module

Vendors Module The Vendors module holds information about the companies where you buy services and products to sell to your customers. Click on the Vendors icon on the dashboard to access the list of vendors. Vendors are your suppliers, people, or companies you buy…

Items Module

Items List The Items module is where you will maintain the parts and services you sell to your customers. The Items module is probably the single most important module for data as it houses information for accounting, sales, ordering, engineering, and inventory…

Inventory Module

Inventory Module Selections From the iPoint dashboard, clicking on the Inventory module gives you four options: Inventory Dashboard – this takes you to the inventory dashboard, where you can choose what part of the inventory process you want to work on.…

Settings Module

Dashboard: Settings Module The settings module is where you can make customizations to how the iPoint software platform functions. Here you can set user access, customize iPoint to work the way you do in your business, and turn on various software features you may…

Reports Module

Reports The Reports module houses many reports that you can run to analyze company and job details. Select a report subsection to get more specific details about the reports you choose to run. Employee Records Autos Time Entries Work Orders Commission…

Autos Module

The Autos Module is where you can track mileage, maintenance, and expenses for company vehicles. Navigation This module looks slightly different from other iPoint modules, so we’ll start by looking at the navigation in this window. The virtual shelf across the…

Marketing Module

Marketing Dashboard The Marketing module provides customized email marketing to your customers utilizing the data you have captured in iPoint. For example, you can send automated email messages based on specific triggers or develop customized email marketing…

Proposals Module

A Proposal is a list of goods and services that we suggest a customer buy. This document is easily modified as the conversation with the customer’s modifications due to scope shift, price adjustments, and product changes. This manual section describes the…

Projects Module

Project List In iPoint, a Project represents the labor we provide to our customers. This could be from a Sales Order (for new work sold) or from Service work or Service Contracts. When you first click on the Project module on the dashboard, you are presented with…

Accounting Module

Accounting Module The Accounting module is home to customer-facing financial transactions. Estimates are Quick Quotes, typically used in a Point of Sale process where a customer wants the price of one or two items. Think of an Estimate as an Invoice with no payment…

Module Settings

Settings Module » Module Settings

Module Settings The module settings drive the customization of each iPoint module, allowing you to tweak the software to match the way you do business. To access the settings for each individual module, click the corresponding tab across the top. Proposals…

RMA Module

RMAs List The RMA module is where you track a product that has been returned for repair or replacement. Sort Dropdown The RMA header contains familiar list navigation options if you’ve spent time in any other iPoint modules. Choosing an option displays the…

CRM Module

CRM: Customer Relationship Management The CRM module holds all of the customers and contacts you have entered into iPoint. This is also the place you will go to find documents related to a specific individual or business. If a document is customer-related,…

Purchase Orders Module

From the iPoint dashboard, clicking on the Purchase Order module gives you three options: Purchase Orders – this button opens up the Purchase Orders screen so you can look at all of your purchase orders in one place Item Receipts – this button opens up…

Time Clock Module

Dashboard > Clock In iPoint tracks time in two methods: Time Clock, used for tracking payroll hours, and Job Time, used for tracking time worked on Proposals, Sales Orders, and Work Orders. To read about entering Job Time, visit Work Orders > Details or…

Sales Orders Module

Sales Order List The Sales Order is the hub of all activity for new sales in iPoint. From a sales order you can order and request products, schedule technicians, create change orders, and send invoices to your customers. The sales order list is where you will find…

Work Orders Module

Work Order List Work Orders are the documents that Technicians use to track their time on jobs, get instructions on what parts are used, and schedule tasks. Work Orders are also the vehicle used to track a technician’s time worked. In this section of the…

Autos Module (2023)

The Autos Module is where you can track mileage, maintenance, and expenses for company vehicles. Navigation This module looks slightly different from other iPoint modules, so we’ll start by looking at the navigation in this window. There is a menu on the…

Module Icon Order

Dashboard » Module Icon Order

Edit Module Icons You can display the icons on the dashboard in one of three ways. First, they are defined by iPoint as described on the Dashboard page. Second, the icons can be reorganized by a system administrator to override the iPoint defined order. This is…

User Settings Module

User Settings The User Settings module is where individual users update their information within iPoint. A system administrator can also adjust these details, and a few more, in Settings > Users. There are five primary settings the user can adjust for…

Calendar Module (Schedule Pro 2017)

iPoint Calendar The iPoint calendar is your one-stop shop to view the schedule for your employees. You can see work orders, events/meetings, and assignments with due dates from the calendar. You can also adjust the calendar to see specific dates or find work orders…

Calendar Module (Schedule Simple 2023)

Schedule Simple Calendar Day Map View You asked and we LISTENED! We have made some awesome improvements to our Calendar module. Ever need to see where the Work Order location is on a map? Guess what? Now, you can just select the Map view and there is no need…

What is the best module to invoice from?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?

Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…

Contact Info

Settings Module » Users » Contact Info

User Contact Information The Contact Info tab is where iPoint is configured to send communication to the user. Throughout the software are various triggers that can send information via SMS text, email, or the third party project management tool Slack. Each…

Project Details

Projects Module » Project Details

Project Details Projects are where you manage the labor portion of the work completed in iPoint. From here you will schedule work orders and assign tasks to your employees to ensure that jobs are completed. Projects are used for new sales (work coming from Sales…

Docs/Asgmts/Data (tab)

Sales Orders Module » Docs/Asgmts/Data (tab)

Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…

E-Signature Portal

Settings Module » Module Settings » Proposals settings » Proposal Settings Options » E-Signature Portal

Documents and Assignments With the Electronic Signature Portal, you can collect signatures from your customers for Proposals and Change Orders online. A PDF of the Proposal or Change Order is saved in the iPoint Web Portal with a unique, secure link sent to your…

Dashboard

The dashboard is the home screen for all iPoint activities. Here you will find details for completing your work and navigational tools to help you get to specific information within iPoint. iPoint Dashboard Left menu Navigation At the top of the screen, you will…

2022 Q1

Welcome » Change-Log » 2022 Q1

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

Web Portal

Settings Module » Module Settings » Proposals settings » Web Portal

Web Portal settings The Web Portal is used to capture customer signatures on proposals and change orders. The email sent to a customer, with their proposal attached as a PDF document, includes a link to the online web portal. Here the customer can log in to…

Assignment Status

Settings Module » Pop Up Lists » Assignment Status

Pop Up List: Assignment Status The Assignment Status lets you communicate with other team members where an assignment is in the process of being completed. – New in 10.0708 Set Up Enter the list of the statuses an assignment goes through. For example,…

Purchase Order Details

Purchase Orders Module » Purchase Order Details

Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from the…

Schedule Simple Calendar Filters

Calendar Module (Schedule Simple 2023) » Schedule Simple Calendar Filters

Calendar Sidebar The first viewing option is to decide who and how to view within your Schedule Simple Calendar. If you view to the left of the Calendar, you will notice a Sidebar with several options such as: Filters Applied Calendar Settings User Calendar…

Mobile: Dashboard

Mobile Access » iPoint Mobile » Mobile: Dashboard

Mobile Dashboard Accessing iPoint on your mobile device results in a different dashboard view as compared to the view when accessing iPoint on a computer. Each of the modules is displayed in a list rather than rows of icons. On this page, we’ll describe the…

Scope

Proposals Module » Proposal Reports » Scope

Open the Scope Report The Scope button opens the Scope report, which is a plain English description of the job that was and is entered on the Proposal > Setup > Scope tab. Note: The name of the Scope button, tab, and report can be customized by a system…

Mobile: WO Details

Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: WO Details

Mobile: Work Order Details The main page of the work order gives an overview of many of the details you need to complete work for your customers. Nearly every detail on the work order is editable, assuming you have been granted permission by your system…

Permission Sets

Settings Module » Permission Sets

Permission Sets Users in iPoint can be granted access to various aspects of the software. Access is controlled by Permission Sets, permissions designated by role or title. iPoint comes pre-loaded with three sample Permission Sets, which are visible on the right side…

2021 Q2

Welcome » Change-Log » 2021 Q2

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

Calendar Filters

Calendar Module (Schedule Pro 2017) » Calendar Filters

The gear icon at the top corner of the calendar opens several options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. User Filters…

2021 Q1

Welcome » Change-Log » 2021 Q1

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

iPointTech Work Order Details

Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details

iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…

E-Signature Portal

Web Portal » E-Signature Portal

Email Signature Portal The Email Signature Portal Link is the last stop before sending a proposal or change order to a customer for their approval and signature. Access to this portal is available: Proposal > Docs / Assignments (tab) > E-Signature Options…

2019 Q2

Welcome » Change-Log » 2019 Q2

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. Key New Feature Updated Feature Bug Squashed …

General settings

Settings Module » Module Settings » General settings

General Settings The five buttons displayed allow you to adjust the next document number for: Invoices Proposals Purchase Orders (PO) Projects Work Orders Typically, these buttons set starting numbers when first setting up iPoint. However, sometimes a user…

Options: Reports

Proposals Module » Proposal Reports » Client Proposal » Options: Reports

Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…

Learning iPoint

Welcome » OnBoarding » Learning iPoint

Once iPoint is configured, and your data is loaded, it is time to train the people using the software. We have done our best to provide a wide variety of learning opportunities to match the learning styles of your team. University in the iPoint Support module…

Work Order Details

Work Orders Module » Work Order Details

Work Order The Work Order Details screen is where the actual work takes place. From here, we will change statuses, enter technicians’ time, track added parts, and track notes and images for the job. The mobile version of iPoint on an iOS device functions the…

Beta Settings

Welcome » Change-Log » Beta Settings

Beta Settings In your iPoint system if you navigate to Settings>Module Settings>Beta you’ll see the options currently available for you. You have the option to turn them on if you’d like to try them out. Check the appropriate box to activate the beta…

RFP vs Delivery Invoice Variance

Sales Orders Module » Sales Order FAQ » RFP vs Delivery Invoice Variance

At the end of a job, the RFP balance and the Delivery Invoice balance should match. However, there are times when the two balances do not match, and this is generally due to including actual time or parts directly onto delivery invoices rather than going through the…

Projects settings

Settings Module » Module Settings » Projects settings

Project Module Settings The options on this tab control functionality in the Project Module. Use Color Override on Milestone Done Default SO Docs to be viewable on Projects/WO – Documents can be stored on a Sales Order in the Docs/Asgmts/Data tab. Each…

Morning Coffee

Settings Module » Morning Coffee

Morning Coffee Settings Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. The report is also available to anyone using iPoint in the Reports module. The Only difference…

Payments List

Accounting Module » Payments List

The payment module is where iPoint will track all payments made by customers. Payments module Across the top of the window are your standard sort options: The Payments button indicates that payments are being displayed. Clicking on the button allows the user to…

iPoint Support

Support Module The iPoint Support module is your one-stop shop for everything support-related! Clicking on the module opens a pop-over window with every option you could need for contacting iPoint. Online Manual: You are reading the manual right now! Clicking…

Video Site Map

Welcome » OnBoarding » Learning iPoint » Video Site Map

Throughout the manual, you will see this image. When you do, click on the image to be taken to a training video in the iPoint software that specifically relates to that topic. This list is a summary of all the training videos available in the software. Click the…

Default Contract

Settings Module » Module Settings » Proposals settings » Default Contract

Default Contract The contract for your proposal can be customized to include pre-built text that will auto-generate on each proposal. Legacy Feature: The Default Contract is a legacy feature and most users will find the customization available on the Contracts to…

Print Labels

Purchase Orders Module » PO Details Items List » Print Labels

When items are received for a job, iPoint can generate Product Tracking Labels to help identify products that have been allocated. These labels are completely customizable in Settings > Module Settings > Items. Print these labels during receiving and apply them to…

2021 Q3

Welcome » Change-Log » 2021 Q3

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

2020 Q1

Welcome » Change-Log » 2020 Q1

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

Custom Group Summary

Settings Module » Module Settings » Items settings » Custom Group Summary

Custom Group Summary report A Custom Group Summary (CGS) report is a detailed report of specific item details for each equipment group. This report can be used on its own or added to a proposal package. Each page in the group summary can include a customized image…

2022 Q4

Welcome » Change-Log » 2022 Q4

Merry Christmas!!! We’ve been hard at work getting all of our inventory ducks in a row to make sure that you have the tools you need to start 2023 on the right foot. Here are the major changes we’ve made in addition to various bug fixes. Changes Made…

2021 Q4

Welcome » Change-Log » 2021 Q4

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

CRM settings

Settings Module » Module Settings » CRM settings

The CRM settings tab is how you customize the CRM module for your company and is broken into four distinct sections. Contact Attributes Contact Methods These are the contact fields for your customers. You have eight fields you can customize by choosing a dropdown…

Sales Order

Settings Module » Module Settings » Proposals settings » Sales Order

Sales Order Module Options The following options apply specifically to Sales Orders. No Change Order Discount Modifier: Once a proposal is converted to a sales order the modifiers are not adjustable. This restriction applies to change orders as well.…

Report Setup

Items Module » Item Details » Report Setup

Items: Report Setup The Reports tab controls how items appear on various reports used throughout iPoint Custom Group Summary A Custom Group Summary (CGS) report is a detailed report of specific item details for various equipment groups. This report can be used on…

2023 October

Welcome » Change-Log » 2023 October

October Update! Beta Calendar This new calendar is awesome! Lots of viewing options so every user can fully customize how they see their day, week, month or even year. The Map view is great for scheduling service calls to reduce wasted travel time. Timeline Week…

Notifications

Settings Module » Module Settings » Work Orders settings » Notifications

Work Order Notifications The notifications tab is where you set up how iPoint communicates various Work Order based notices. Scheduling Alerts These notifications help staff members stay on top of work order schedules, like when a technician is late checking…

2019 Q1

Welcome » Change-Log » 2019 Q1

Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …

Payment Schedules

Settings Module » Module Settings » Proposals settings » Payment Schedules

Proposal Payment Schedules Payment Schedules are the way you communicate to your customer what percentage of a job needs to be paid at various stages in the life of a sales order. When creating a proposal or sales order, a user can choose from a dropdown list of…

Default Cover Page

Settings Module » Module Settings » Proposals settings » Default Cover Page

Default Proposal Cover Page The cover page for your proposal can be customized to include pre-built text that will auto-generate on each proposal. *Default Cover Page is a legacy feature and most users will find the customization available on the Custom Templates…

Miscellaneous Accounting FAQs

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs

All of these Frequently Asked Miscellaneous Accounting Questions What if the sales tax rate has been updated since the start of a Sales Order? Does iPoint have the ability to track a warranty fund? How do you handle a returned/bounced check? Can I use a double…

How can I list Unit / MSRP / Labor Price on my Client Proposal

Proposals Module » Proposals FAQ » How can I list Unit / MSRP / Labor Price on my Client Proposal

How can I list a (Unit / MSRP / Labor) price on my client’s Proposal? The two columns of numbers on the client proposal can seem confusing. So, in this section, we’ll take a look at the numbers in the left-hand column: what the number choices are, where…

2019 Q3 & Q4

Welcome » Change-Log » 2019 Q3 & Q4

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. Many of the features have been written about in our…

Cover Page

Proposals Module » Proposal Reports » Cover Page

Edit the Cover Page Report The cover page makes you look pretty (or at least your proposal will!) This page takes information from a couple of different places: Custom Template – this is defined by your system administrator in Settings > Custom…

Profit and Loss

Proposals Module » Proposal Reports » Profit and Loss

Profit & Loss report The Profit & Loss report is available by clicking the Profit & Loss button in the Proposal Reports section. Open the Profit and Loss Report Available in three flavors, the default report shows the Cost, Price, and Margin broken down by parts…

Mobile: Credit Memos

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Credit Memos

Mobile: Credit Memos A customer’s credit memos are available here. At the top of the credit memo window are two icons: Back Arrow takes you back to the customer details screen. Search – the magnifying glass opens a filter field. Enter an…

Stop Points

Settings Module » Pop Up Lists » Stop Points

Pop Up List: Stop Points Stop points are used to define regular destinations for the Autos module. Set Up To create a new stop point, place your cursor in the first empty Item Name and enter the location name. Editing a stop point is done by clicking on an…

Navigation Elements

Dashboard » Navigation Elements

This manual is designed to explain all the buttons, links, and fields available in iPoint. As you use the software, you’ll find elements that are used in multiple modules and windows. In the software world, we call this consistency. Since we don’t…

Commission Reports

Reports Module » Commission Reports

The Commission Reports are run to help you track and pay commissions to your employees. Available Reports: Combined Report – shows all the commissions due to sales staff based on invoiced from sales orders, projects, work orders, and invoices. Commission…

WO Naming

Settings Module » Module Settings » Work Orders settings » WO Naming

Work Order Naming When a new work order is generated, the software creates a default name. BB-2047-Carlisle, Bob-Project: 2018 Service Work This is translated as: Technician’s Initials-WO Number-Customer-Project Name. You can customize the work order…

Time Clock Type

Settings Module » Pop Up Lists » Time Clock Type

Pop Up List: Time Clock Type Time Clock Types are used in the Time Clock module to label various time entries. You might use things like Vacation, Sick Leave, Working, and PTO. Set Up Place your cursor in the first empty Item Name field to enter a new time clock…

Can I use a double window envelope for my invoices?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Can I use a double window envelope for my invoices?

Are you wasting money on return address labels or time on addressing envelopes by hand? Did you know you can set up your invoices to print so you can use them with double-window envelopes? To change the invoice settings to the double-window template, go…

iPoint University

iPoint Support » iPoint University

University in the iPoint Support module Every user has access to University on the iPoint dashboard under the iPoint Support module. Yes… it’s a lot of videos! In fact, we have over 150 of them! But never fear, you don’t have to watch all of them.…

QB Step 2: Chart of Accounts

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts

QuickBooks Chart of Accounts settings To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer…

Calendar settings

Settings Module » Module Settings » Calendar settings

Calendar Settings These settings affect the Calendar Module. Calendar Refresh Minutes – By default, the calendar is a static view of the events and work orders on your schedule. New items added to your calendar are added when the calendar is reloaded manually.…

Profit Analysis

Proposals Module » Proposal Reports » Profit Analysis

Profit Analysis Report The Profit Analysis report shows a detailed breakdown of the profit on the job, broken out by several metrics. On the report, you can see: Parts Base – the sum of the Unit Price for all items on this proposal Discount – any…

Items settings

Settings Module » Module Settings » Items settings

The Items tab consists of options for the Items and Inventory modules. Item Options Options Default No Discount – A check in this box will cause the No Disc. box to be checked on all newly created items. Marking an item as no discount means that users…

RMA Tickets

CRM Module » Contact Details » RMA Tickets

RMA Tickets Section In the RMA Tickets section, you can see a list of RMA tickets that have been made for this customer. Return Material Authorizations are the method used to track a customer’s equipment that is pulled for repair. Filter – enter an…

Estimates

CRM Module » Contact Details » Estimates

Estimates section In the Estimates section, you can see a list of estimates created for this customer. An estimate is an invoice without any payment details. In other words, this is a simple way to quote a price to a customer without building a proposal and…

Credit Memos

CRM Module » Contact Details » Credit Memos

Credit Memos Section In the Credit Memo section, you can see a list of Credit Memos for this customer. Credit memos, just like in QuickBooks, are posting transactions that you can apply to a customer’s invoice as a payment or reduction of future bills. In…

Proposals settings

Settings Module » Module Settings » Proposals settings

Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…

Labor Hours

Proposals Module » Proposal Reports » Labor Hours

Proposal Labor Hours report The Labor Hours report provides a breakdown of hours needed to complete the job. This calculation is based on the number of labor hours assigned to each item on the proposal and any additional standalone time added. Click the Labor…

Invoice Payment

Accounting Module » Invoices List » Invoice Detail » Invoice Payment

The New Payment/Credit button on the invoice opens the Payment Add pop-over. This is where all Payment information is added for a particular invoice. Note that this window will have different information depending on the accounting methodology set up by your system…

Customer Work Order Notification

Settings Module » Module Settings » Work Orders settings » Notifications » Customer Work Order Notification

Customer Work Order Notification Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their…

iPointTech Calendar

Mobile Access » iPointTech App » iPointTech Calendar

iPointTech Calendar The calendar module opens a list of events on the schedule for the technician logged in to iPointTech on this device. Details include: Date – a date header separates each group of work orders. The date shown in red is today’s…