Search - iPoint Control

Used By

Items Module » Item Details » Used By

Items: Used By The Used By tab shows you every Item that uses this part as an accessory. The list on the right side displays: Used By = the parent or package that uses this item as an accessory Qty Used = the number of these items used on the parent item. …

Profit By Product

Proposals Module » Proposal Reports » Profit By Product

Profit By Product Report The Profit By Product Report breaks down your profit for each item in the proposal. On the report, you can see: Model: The item name, part number, and description of the item Qty: How many you sold Cost: The cost per item Price: The…

Retail By Product

Proposals Module » Proposal Reports » Retail By Product

Retail By Product Report The Retail By Product Report is similar to the Profit by Product Report, though instead of showing your profits, it shows the retail prices. On the report, you can see: Model: The item name, part number Description: A description of the…

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…

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.…

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…

POs settings

Settings Module » Module Settings » POs settings

Purchase Order Options These settings adjust how the Purchase Orders module functions. Default Text Purchase Order Title Override for PDF – You can manually change the title of the printed PO by entering it here. Note that changing formatting, like color or…

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…

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…

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…

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…

Calendar Settings

Calendar Module (Schedule Pro 2017) » Calendar Settings

The gear icon at the top corner of the calendar opens many 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. And once you have…

User Settings

Calendar Module (Schedule Pro 2017) » User Settings

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 Settings The…

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…

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…

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…

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…

Report Settings

Settings Module » Custom Templates » Options (tab) » Report Settings

Custom Template Report Settings Every proposal has a number of user-defined options that can be set to show and hide specific information. Each logged-in user can set their own preferences and print their proposals the way they see fit. However, sometimes a company…

Wizard Settings

Welcome » OnBoarding » iPoint Setup » Wizard Settings

Wizard Settings In the Settings tab, you will get an overview of the settings available in iPoint. This tab is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust several…

Settings FAQ

Settings Module » Settings FAQ

Frequently Asked Questions about Settings . . GMail Issues?

User Settings

Calendar Module (Schedule Simple 2023) » User Settings

Calendar User Preferences User Preferences User Preferences allows you to fine tune how your calendar behaves as you view modify and navigate through your events. Once you apply your User Preferences, simply select “Save Settings” for these changes to…

iPointTech Settings

Mobile Access » iPointTech App » iPointTech Settings

iPointTech Settings The Settings screen defines how much data is available offline and some display settings for the App. These settings are user-specific and only affect the user on the device where they are set. Work Orders Records Per Page – enter a…

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…

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…

Proposal Email Settings

Settings Module » Module Settings » Proposals settings » Proposal Email Settings

When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…

Custom List Settings

Settings Module » Module Settings » Proposals settings » Custom List Settings

Proposal Custom List The Custom List portion of the proposal allows you to track information that doesn’t have an existing field available in iPoint. The image to the right displays the settings portion, on the top in black, and how the Custom List looks on a…

Deferred Revenue Settings

Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings

Proposal Accounting Options Deferred Revenue Accounting is a two-step invoicing method. A Request For Payment (RFP) is sent to the customer, asking them to provide payments. Payments are then captured as deposits and can be applied to delivery invoices. A…

Work Orders settings

Settings Module » Module Settings » Work Orders settings

The Work Orders tab is where you customize how the Work Orders work in iPoint. Module Settings: Work Orders Default Labor Item – Select the Labor Phase from the drop-down corresponding to your service work. These labor phases are defined in Settings > Labor…

Picture Book Settings

Settings Module » Custom Templates » Picture Book Settings

Picture Book The Picture Book is a unique report that displays the items you are going to sell your client in picture format. The report is broken out by location with up to five items per location. When printing a customer proposal or contracted sales order report…

Item Additional Settings

Items Module » Item Details » Item Additional Settings

Item Details: Additional Settings The Additional Settings tab provides granular details about an item, in many cases overriding standard functionality in the software. This doesn’t print anywhere. It is simply used here as a note pad. Memo The memo field 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…

Credit Card Processing Settings

Settings Module » Integrations » Credit Card Processing Settings

Set Up Credit Card Processing The CCP tab is where you integrate iPoint to Transnational for your credit card processing. Important: iPoint does not store any credit card information. We are simply a conduit to one of the four credit card processors. Customer credit…

Schedule Simple Calendar Settings

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

Calendar Settings Calendar Settings In this section of the Schedule Simple Calendar sidebar, you are able to set defaults for your events as you create them in the calendar. This includes an Event Notification Default Settings and the Default Permission…

Accounting

Settings Module » Module Settings » Proposals settings » Accounting

Proposal Accounting Options The Accounting tab of the Proposal Module Settings defines how your company will generate invoices. While many setting options define how iPoint functions, the accounting settings also define how information is passed to QuickBooks and…

How do you process finance charges deducted by a finance company?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you process finance charges deducted by a finance company?

Accounting Finance Fees If you use a financing company that pays you directly for purchases made by your customer, chances are they will short-pay the invoice, withholding the finance charges. So how do you deal with that in iPoint? Finance charges are an expense,…

Calendar

Settings Module » Users » Calendar

User Calendar Settings This window defines how various calendar functions apply to the user. iPoint Calendar The iPoint calendar is a powerful tool capable of showing every users’ events, work orders, and milestones. With so many details from multiple…

Login

Settings Module » Users » Login

User Login Information The Login tab is where you create or edit an individual user’s information. Name Enter the user’s First Name, Middle Initial, and Last Name. These will be used to identify the user throughout the iPoint software for tracking,…

Email

Settings Module » Users » Email

User Email Settings The Email tab is where you tell iPoint how to send an email on a user’s behalf. iPoint can send proposals, sales orders, and invoices to customers. And purchase orders can be emailed to vendors. There are four sub-tabs where you can enter…

Invoices (tab)

Settings Module » QuickBooks » Invoices (tab)

QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…

Chart of Accounts

Settings Module » QuickBooks » Chart of Accounts

QuickBooks Chart of Accounts settings The Chart of Accounts tab is where you tell iPoint how to push transactions utilizing your QuickBooks financial accounts. This process is typically completed during the initial setup of iPoint. But sometimes, you will make…

General

Settings Module » Users » General

User Settings The General (tab) adds granular user functionality and affects how the user appears in various modules. Job Roles System Administrator Checking this box will enable a user to access the Settings Module. If you leave this box cleared, they…

Cache is damaged . . .

Welcome » Support & Training » Troubleshooting » Cache is damaged . . .

Settings Table may be Corrupt Warning You are minding your own business, working along in iPoint, and suddenly you get a pop-up error that says Cache is Damaged. You feel the panic beginning to settle in. “What am I supposed to do now!” you…

Users

Settings Module » Users

Settings - Users Each user in iPoint has custom settings that affect how they interact with the software. The User Settings is where you can create new users or modify details about existing users. This screen contains two tabs, the first is a list of all Users in…

Legacy Custom Pages

Settings Module » Custom Templates » Legacy Custom Pages

Custom Templates Custom Pages You may want to present information on your customers’ proposals that is not set up in iPoint. For example, you might want to describe your Extended Service Warranty. Maybe you’d like to include a security contract for…

Footer

Proposals Module » Proposal Designer » Footer

Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…

Sending Lists

Marketing Module » Sending Lists

Marketing Sending Lists The first step to creating a successful email campaign is to define to whom you are sending the email. This is a Sending List. There are two basic types of Lists: “fixed” and “dynamic.” A fixed list has specific…

Customer Bad/Bounced Emails Report

Reports Module » Customer Reports » Customer Bad/Bounced Emails Report

Bounced/Invalid Email Addresses This simple report is populated when a marketing campaign returns invalid or bounced emails. The report details: Customer Name – the iPoint customer associated with the insufficient email address Bad Email – the email…

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…

Contact

Work Orders Module » Contact

The center column of the Work Order contains contact information about the Work Order, including: Work Order Details Technician – This drop-down list is where the technician for the work order is specified. You can change the Technician name simply by…

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…

QuickBooks Online

Settings Module » Integrations » QuickBooks Online

iPoint synchronizes information to QuickBooks for financial reporting and accounts payable. If you utilize the online version of QuickBooks, you set up the connection to your QuickBooks Online file here in Integrations. *If you use QuickBooks desktop you will set up…

Commission

Settings Module » Users » Commission

Settings - Users - Commissions This is the screen where you define how iPoint calculates commissions for each of your users. Before you get started here, though, be sure you have set up default commission schedules in Settings > Module Settings > Commissions.…

Credit Card Processing

Accounting Module » Payments List » Credit Card Processing

The Credit Card/eCheck Payment window is where customer payments are entered into iPoint from either the Accounting Payment module or the Invoice New Payment/Credit button. Accepting a payment in both locations opens the same pop-over window. Once you have arrived on…

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…

Combined Report

Reports Module » Commission Reports » Combined Report

Reports Combined Commissions The Combined Report provides details for the commissions you owe the staff in your company. Commissions are defined in Settings > Module Settings > Commissions Commissions are assigned using the green commission icon to the right of…

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…

Summary

Reports Module » Sales Order Reports » Summary

Sales Order Summary report The Sales Order Summary report gives you a quick look at the sales orders in your system. Clicking on any sales order line will open the sales order in a new window. Here are the details you’ll find on this report: Design Name…

Pop Up Lists

Settings Module » Pop Up Lists

Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…

Funds Available / Needed

Reports Module » Sales Order Reports » Funds Available / Needed

Sales Orders Funds Needed/Available report The Sales Order Funds Available / Needed report is used to verify that RFP payments are covering the work completed and delivered on a sales order. Note: Clicking on any sales order line will open the sales order in a new…

Print Options

Settings Module » Custom Templates » Options (tab) » Print Options

Custom Template Print Options When a proposal is printed, it can contain a number of pages to provide customers with just the information to make an informed buying decision. By default, each salesperson can choose what pages they want to include in a proposal…

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…

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…

Viewing Options

Calendar Module (Schedule Pro 2017) » Viewing Options

Calendar Ninja The first viewing option is to decide who to view. Use the Calendar Group dropdown to choose a calendar group which will be comprised of specific individuals. For example, you might have a Sales group comprised of sales staff and their assistants.…

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…

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…

Overrides

Settings Module » Custom Templates » Overrides

The Over Rides tab gives you control over various template settings to customize even further. Contract Text Custom Template: Contract Text Override There are three places to place contracts for your customers. Module Settings > Proposals > Default Contract: A…

Work Orders on the Calendar

Calendar Module (Schedule Pro 2017) » Work Orders on the Calendar

Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…

Work Orders

Calendar Module (Schedule Simple 2023) » Work Orders

Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…

Notes

CRM Module » Contact Details » Notes

Notes Section (with default Show List View) In the Notes section, you can view a list of any notes added to this customer, as well as any notes added to the customer’s work orders or projects. Notes List For each note in the list, you can see: Click the Edit…

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…

Pages

Settings Module » Document Builder » Pages

Document Builder - Pages To get started, iPoint has several prebuilt templates available for use. Using the iPoint Templates drop-down menu, select one of the following options: Show Only will display iPoint curated pages Don’t Show displays only the page…

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 …

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…

Terms of Service

Settings Module » Terms of Service

iPoint MASTER AGREEMENT THIS AGREEMENT GOVERNS YOUR ACQUISITION AND USE OF THE IPOINT CONTROL SOFTWARE AND SERVICES AND SHALL SUPERSEDE ALL PRIOR TERMS OR AGREEMENTS BETWEEN THE CUSTOMER AND iPoint LLC dba iPoint CONTROL (“iPoint CONTROL”). BY USING THIS SOFTWARE…

SO Reports

Sales Orders Module » SO Reports

Sales Order Reports The Reports tab houses a variety of customer-facing reports and some Job Costing reports designed for management use. Standard Options Nearly every report described on this page has an Options button where you can sort and filter the report to…

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…

Payments Received Report

Reports Module » Customer Reports » Payments Received Report

Payments Received report The Payments Received report is where you can show all the money that has come in from your customers. Use this report as a reconciliation report with QuickBooks to make sure that the payments entered in iPoint have been pushed to QB. The…

Mobile: Activities

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Activities

Mobile: Activities Activities are trackable tasks designed to aid employees in achieving a specific number of actionable contacts during a specified time frame. Sales personnel might rely on activities to ensure they are making a certain number of sales…

Delivered Not Invoiced

Reports Module » Sales Order Reports » Delivered Not Invoiced

Sales Order Delivered Not Invoiced Report The Sales Order Delivered Not Invoiced report shows parts and labor that have been sold to the customer but not yet delivered. This is useful for triggering Delivery Invoices and making sure that the product is delivered on…

Project Custom 1 & 2

Settings Module » Pop Up Lists » Project Custom 1 & 2

Pop Up List: Project Custom Fields Each Project has two customizable drop-down fields to track information that iPoint might not have a preset field for. There is a Project Custom 1 and Project Custom 2 field available. Since both custom fields work the same way, we…

iPoint Data to QuickBooks

Syncing to QuickBooks » iPoint Data to QuickBooks

Data are the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks. QuickBooks: Edit Customer window Customer Data The following chart shows the CRM…

Work Order Type

Settings Module » Pop Up Lists » Work Order Type

Pop Up Lists: Work Order Type The Work Order Type allows users to track different kinds of work orders. You might want to sort by service calls versus sales jobs, for example. Or maybe you would like to track the difference between In-Warranty and Out-of-Warranty…

Wizard Setup

Welcome » OnBoarding » iPoint Setup » Wizard Setup

The Setup tab is where you define your company. Required University Videos For a deeper explanation of each of these settings, we present some videos for you to watch. Once any member of your team has viewed a video, you’ll see the date the video was watched…

Executive Summary

Settings Module » Custom Templates » Options (tab) » Executive Summary

Custom Template Executive Summary Options When printing a proposal, sales order, or change order, you have the option to include a summary page showing prices broken down by: Group Summary – equipment is categorized by groups (as defined on the item field in…

Campaigns

Marketing Module » Campaigns

Marketing Campaigns The third step in creating an email campaign is to match the Sending List with an Email Template and define when the emails are to be sent. You make that match here on the Campaigns screen. On the left side of the campaign screen, you will see a…

Work Order Custom 1 & 2

Settings Module » Pop Up Lists » Work Order Custom 1 & 2

Pop Up List Work Order Custom You may have information you want to track for your Work Order, but there isn’t a predefined field to capture the details you want. These two Custom Fields provide the ability to track any additional information you want on a Work…

Tips & Tricks

Welcome » Support & Training » Tips & Tricks

Tips & Tricks Learn all the tips, tricks, and general shout-outs in this section! . . . . . . . . . . . . 1. Estimate, Project, or Proposal? Which one should I create for my new job? Different jobs require different levels of complexity, and not all jobs need to…

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…

Proposal Groups

Settings Module » Pop Up Lists » Proposal Groups

Pop Up List: Proposal Groups Proposal Groups are used to add details to customers’ proposals regarding specific subsets of equipment. Each equipment group can have a unique graphic header along with a narrative to help explain the work to be accomplished. For…

Priority

Settings Module » Pop Up Lists » Priority

Pop Up List: Priority The Priority field is assigned to elements in iPoint to prioritize data elements. For example, you may want to create a list of tasks on a work order with specific tasks marked as a higher priority for completion than other tasks. Set…

Picture Book Class

Settings Module » Pop Up Lists » Picture Book Class

Pop Up List: Picture Book Class The Picture Book is a graphical report showing the top products in each location on a proposal. This list is how you define which types of equipment are going to be displayed and in what order. Set Up Enter product classes by…

Options (tab)

Settings Module » Custom Templates » Options (tab)

Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…

How do you add or remove sales order types?

Sales Orders Module » Sales Order FAQ » How do you add or remove sales order types?

The Sales Order Type field on the Sales Order Info (tab) is a self-populating list, accumulating types that are entered by various users. To add a new Sales Order Type, manually type a new “type” in the Sales Order Type field. Once entered, it will be…

Customer Activity Report

Reports Module » Customer Reports » Customer Activity Report

Customer Activity Report This report shows all of the sales Activities completed by various staff members within your company. Activities are defined in Settings > Pop Up Lists > Activity Types Assigned in Settings > Users > Goals Tracked in CRM > Customers >…

Alternate Vendor(s)

Items Module » Items FAQ » Alternate Vendor(s)

Did you know you can choose an Alternate Vendor for your product? It’s all about where you create the PO. Once you have followed the steps below – iPoint will do the heavy lifting and change the part number for you. Choose Default Vendor Choose…

Tracking Prevailing Wage

Projects Module » Projects FAQ » Tracking Prevailing Wage

In government contracting, a prevailing wage is defined as the hourly wage, usual benefits, and overtime paid to the majority of workers, laborers, and mechanics within a particular area. To track a prevailing wage in iPoint requires a bit of setup. In QuickBooks,…

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…

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…

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.…

Time (tab)

Settings Module » QuickBooks » Time (tab)

QuickBooks Work Order Time Sync The QuickBooks Time tab is used when calculating payroll in QuickBooks Desktop using the time a technician enters onto Work Orders. Note: iPoint does not currently support syncing work order time to QuickBooks Online. *If you utilize…