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Deals

CRM Module » Contact Details » Deals

The sales Pipeline helps management and sales staff to understand the likelihood of future business. The Pipeline is comprised of Deals or potential jobs. Deals are ranked based on the probability of that job coming to fruition. How Deals Work Once a Deal is…

Mobile: Deals

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Deals

Mobile: Deals Deals are the mechanism iPoint uses to track prospective work. Some people may call this a lead. Others might call it a pipeline. The list of Deals indicates what a customer might spend to do a job. Each of the customer’s deals is displayed in…

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…

STX Proposals (Beta)

Settings Module » Integrations » STX Proposals (Beta)

So you already use STX proposals? You’ve set up the integration within your settings to get connected. Good news! We can import your Proposals from STX into iPoint! How to view your STX Proposals within iPoint Select the Proposal Module within your iPoint…

Beta Version for Calendar

Welcome » Support & Training » FileMaker Updates » Beta Version for Calendar

If you are on a Windows machine, you need to update to at least FileMaker Pro 19.5.4 for the calendar to function. Here are the steps: Uninstall FileMaker from Control Panels > Programs and Features Download FileMaker Pro 19.5.4 here Once you’ve got…

Cover Page Editor (Beta)

Settings Module » Custom Templates » Cover Page Editor (Beta)

The Cover Page of each Custom Template can be modified in a number of different ways using this new Cover Page Editor (Beta). The designer is simplified and consists of four key areas that will help you to quickly and easily design your template cover page. It…

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,…

Deal Reports

CRM Module » Contact Details » Deals » Deal Reports

CRM Options: Deal Dash The purpose of Deal’s in iPoint is to help track the sales pipeline for your company. Click on the CRM module and choose the Deal Dash option to access the pipeline reports. This button opens a new window that can display several…

Goals

Settings Module » Users » Goals

User Goals The Goals tab is where a user’s activity quotas and sales goals are individually set. Quotas Quotas are targets for sales activities that can be set on an individual basis for each sales staff member. Quota items are set up in Settings > Pop Up…

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…

Recurring Payments

Welcome » Change-Log » Beta Settings » Recurring Payments

!BETA FEATURE: Keep in mind that Recurring Payments is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. You are using Recurring Invoices to send…

2023 April

Welcome » Change-Log » 2023 April

April Update! Spring is here and we have an update we want to get out with some new security features as well as various bug fixes. Two Factor Authentication iPoint now has the ability for you turn on two factor authentication via email! This is currently a Beta…

iPoint Online

iPoint Online is where you can access iPoint from a web browser instead of using FileMaker Pro. You can access it via any web browser from a computer, tablet, iPhone, Android device, or anything that has a web browser. The big benefit of iPoint Online is that…

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…

Proposal / Designer Speed Boost

Welcome » Change-Log » 2020 Q1 » Proposal / Designer Speed Boost

New Speed Boost Features *This beta feature was integrated into the full version of iPoint and is now turned on by default. As a result, this page is here for reference only. We have rewritten the way iPoint ads items to the designer in both Proposals and Sales…

Mobile Access

iPoint Mobile iPoint offers a number of different ways to access your data while using a mobile phone or tablet. Depending on the method you are using, iPoint will look and react a little bit differently, so this section of the manual will focus on those…

Development Roadmap

Welcome » Development Roadmap

Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Then, check back here to see what those developers are working on and what you may see coming down the road to your iPoint! Released Summer…

2024 February

Welcome » Change-Log » 2024 February

February Update! iPoint Online Beta We know you’ve been waiting on this, and we are excited to announce that we are ready to open up beta testing of iPoint Online! iPoint Online is connecting to the same iPoint, just through a web browser instead of using…

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…

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…

Contact List Options

CRM Module » Contact List Options

Contact List Options The Options button on the contact list opens a popover window to perform several actions and filter the displayed list of contacts. Note: If the Options button is blue, that indicates that filters have been applied to the displayed list of…

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…

Recurring Billing

CRM Module » Contact Details » Recurring Billing

Recurring Billing In the Recurring Billing section, you can see a list of recurring transactions created for your customer. A recurring invoice is an invoice that is automatically generated by iPoint based on a frequency pattern and duration you set up. Recurring…

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…

Proposal Status

Settings Module » Pop Up Lists » Proposal Status

Pop Up List: Proposal Status Proposals have a status field that helps users understand what part of the sales process the job is in. These status are customizable and help when sorting and filtering proposals and generating notifications to team members. The proposal…

Design & Engineering

Proposals Module » Design & Engineering

The Design & Engineering feature is where the items added in Proposal Designer can be overlaid on to a building schematic or blueprint for a visual representation of a proposal. Design & Engineering is located in the bottom right corner of the Proposal Info tab.…

2023 December

Welcome » Change-Log » 2023 December

December Update! Tier 2 iPoint Library Have you ever wanted to see how your estimated labor stacks up against others in the industry? Want to use barcode scanning to do your year end inventory without scanning in UPCs for every item? Now you can out with the Tier 2…

Security Features and Controls

Welcome » Support & Training » Security Features and Controls

To help you maintain control over your users and accessability, iPoint offers several security features. Permission Sets – This area allows you to contol the access each user has within the various modules. You can provide access to view a proposal or sales…

Installing iPoint on iOS Devices

Welcome » OnBoarding » iPoint Setup » Installing iPoint on iOS Devices

Mobile Device Requirements Remote access to iPoint is available using an Apple iPhone or iPad. The FileMaker Go application is only available for iOS devices. Devices need to be running on the latest iOS to access iPoint. Update: We are testing new WebDirect…

iPointTech Task List

Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Task List

iPointTech Task List The Task List is a list of things to accomplish on a work order. Each task on the list define the following details: Task name – the name of the task will come from one of two places Part Name – as parts are added to a work…

iPoint Library Vs Portal

iPoint Library » iPoint Library Vs Portal

iPoint Library vs. Portal: Which Product Database is Right for You? iPoint Library and Portal are both product databases that can be used to find product information and receive pricing from all of their suppliers in one place. However, there are some key differences…

Completing a Deal

CRM Module » Contact Details » Deals » Completing a Deal

Deal Carousel The Deal Carousel is the primary mechanism for dealing with iPoint pipeline deals. Starting the Deal Enter the Source, Estimated Value, and Expected Close date for the deal into the carousel. Create one or more proposals, just like you would for a…

Web Services

Settings Module » Web Services

iPoint Web Services are a number of functions we run out of our data center to relieve the load on your internal server. Many of these services are email-related and housing them on our web server relieves you from needing to set up and maintain a web server to…

How do iPoint transactions impact Quickbooks financials?

Accounting Module » Accounting FAQ » QB FAQs » How do iPoint transactions impact Quickbooks financials?

For the most part, every transaction you sync from iPoint to QuickBooks deals with either inventory or accounts receivable. Obviously, if you are taking payments from customers, you can also directly affect the cash accounts. Transactional entries are typically…

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…

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…

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…

Recurring Invoices

Accounting Module » Recurring Invoices

Recurring invoices enable you to send an invoice to your customer on a prescribed schedule. You would typically use this for things like monthly security monitoring or quarterly service contract billing. To activate recurring invoices, go to Settings > Module Settings…

Morning Coffee Reports

Reports Module » Morning Coffee Reports

Morning Coffee Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. How to get started Name the Report Click the New Morning Coffee Report button In the edit screen on the…

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 …

Import Tool

Items Module » Options » Import Tool

You have just signed up with a new vendor who has a new product line you need to pull into iPoint. Or maybe the new product year reveals a batch of new items you want to import. With the Import Tool, you can quickly pull in data directly into iPoint in a batch, rather…

Delivery Invoices List

Accounting Module » Delivery Invoices List

Delivery Invoice List Delivery Invoices are only created from Sales Orders when utilizing one of the RFP (Request For Payment) billing methods. Delivery invoices are internal invoices and are not intended to send to customers. That is the reason there is a separate…

Change Orders

Sales Orders Module » Change Orders

Change Order tab Once a sales order is created (converted from a Proposal), it becomes locked, and changes must be completed through a formal change order process. This best practice is designed to protect you from customers who make changes but never pay for their…

Invoices settings

Settings Module » Module Settings » Invoices settings

Settings - Invoices The Invoices tab is where you define how various invoicing processes work in iPoint. These settings are broken into three basic sections. You can click on an option to go to that topic on this page. Invoice Emails Invoice Options Recurring…

Purchase Request Manager

Inventory Module » Purchase Request Manager

Inventory Dashboard: PRM The Inventory Dashboard: Purchase Request Manager displays a list of parts that have been requested from various locations in iPoint. The requests could come from Sales Orders, Projects, Work Orders, or Invoices. You’ll see the:…

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…

Product Manager Options

Sales Orders Module » Product » Product Manager » Product Manager Options

Clicking the Options button on the Product Manager presents a number of different options available to you. These options are spread out across four tabs and each tab is described in detail here. Product Options: Transactions Transactions The transaction tab is…

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…

Invoice Detail

Accounting Module » Invoices List » Invoice Detail

Invoice Detail Header The top of the invoice shows the basic customer details, including: Customer Name – The name of the customer entered here. To enter a customer name, start typing in the field to automatically populate a list of customers based on the…

Commissions settings

Settings Module » Module Settings » Commissions settings

Module Settings: Commissions iPoint is capable of tracking complex commission calculations based on several different criteria. Setting up Commissions is a two-pronged process Set up commission schedules (completed here in Module Settings) Assign commission…

Proposal Settings Options

Settings Module » Module Settings » Proposals settings » Proposal Settings Options

Proposal Options The following options apply specifically to Proposals: Column 1 Prevent Window Refresh on Add: When a part is added to a proposal, iPoint connects to the server and adds the information before presenting the newly added part to the…

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…

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 …

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…