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WO Options
Work Orders Module » WO Options
Just like every other module in iPoint, the Options button on the work order provides additional things you can do with the Work Order. Let’s take a look at each of the available choices. Standard tab Persistent – Checking this box makes the…
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…
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…
Time
Sales Orders Module » Time
Time on Sales Order The Time tab displays all of the sales and administrative time that has been logged against the job. This list also displays any entries created while this Sales Order was still a Proposal. This portal functions similarly to the Project Time…
Mobile: WO Detail Windows
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: WO Details » Mobile: WO Detail Windows
Status Mobile Work Order Status The Status of the work order identifies what is happening on the job in one quick visual queue. Some of these statuses are set automatically (like clocking into the work order will automatically set the status to Working. Some…
Proposals FAQ
Proposals Module » Proposals FAQ
See links below for Frequently Asked Proposal Questions Walkthrough Mode Show Unit / MSRP / Labor Price Job Site Address Jump to added items in a proposal Grand Total Summary Edit my Contract / Custom Template
CRM FAQ
CRM Module » CRM FAQ
See links below for Frequently Asked CRM Questions Should I enter the job as a Customer or a Job? Can I merge dupllicate Customers?
Projects FAQ
Projects Module » Projects FAQ
See links below for Frequently Asked Project Questions Serial Number Prevailing Wage
Accounting FAQ
Accounting Module » Accounting FAQ
Here are answers to Frequently Asked Accounting Questions broken down into subtopics. RFP FAQs QB FAQs Miscellaneous Accounting FAQs
Items FAQ
Items Module » Items FAQ
See links below for Frequently Asked Item Questions How do you change an Inventory Type? Custom Items Barcode Scanning for Items Alternate Vendors Multiple Labor Phases for Items
Inventory FAQ
Inventory Module » Inventory FAQ
See links below for Frequently Asked Inventory Questions How to push Inventory to QBO Match Inventory Counts between QB & iPoint Product Manager vs. Purchase Request ;Manager
Settings FAQ
Settings Module » Settings FAQ
Frequently Asked Questions about Settings . . GMail Issues?
RMA FAQ
RMA Module » RMA FAQ
Here are answers to Frequently Asked RMA Questions. . . How do you handle defective inventory?
Marketing FAQ
Marketing Module » Marketing FAQ
See links below for Frequently Asked Marketing Questions . What happens if I have duplicate email addresses?
How do I enter time manually on a work order?
Work Orders Module » Work Orders FAQ » How do I enter time manually on a work order?
Manual Entry on iOS From a work order, tap the time icon at the bottom right Tap the Manual Entry button Choose a user from the Resource dropdown list Choose Labor Phase from the Labor Phase dropdown list Type in any relevant notes in the Memo field…
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…
Proposal Time
Proposals Module » Proposal Time
Proposal Time Tab The Time tab shows time entered on the proposal during the creation of the proposal. Some companies choose to track the time employees spend building customer proposals. This is where you will see that time. Time List Total Design Time –…
Time Desc
Settings Module » Module Settings » Work Orders settings » Time Desc
Work Order Time Descriptions The Time Description tab is where you can customize how a technician’s work order entry appears on an invoice. This is typically used for service invoicing generated from a Project or Work Order directly. By default, the line item…
Labor Time
Reports Module » Sales Order Reports » Labor Time
Sales Order Labor Time report The Sales Order Labor Time report provides a quick snapshot of the time sold versus the time used on sales orders. This report is a helpful tool for forecasting the technicians’ time needed to complete the sold work. Note: Click…
Sales Order FAQ
Sales Orders Module » Sales Order FAQ
Sales Order Frequently Asked Questions How do you remove an item that has been delivered on a sales order? How do you add or remove sales order types? How can I track retention on sales orders? Can you show me how to simplify the delivery invoice process? How…
Purchase Orders FAQ
Purchase Orders Module » Purchase Orders FAQ
See links below for Frequently Asked Purchase Order Questions . Can I allocate stock to a job after it’s ordered? How do you push inventory receipts to QB using a different date than the PO?
Work Orders FAQ
Work Orders Module » Work Orders FAQ
Here are answers to Frequently Asked Work Order Questions. . How do you remove an item that has been delivered? How do I add tasks to my Work Order from a Project? How do I enter time manually on a work order? How do I replace items on a work order? Is it…
Mobile Access FAQ
Mobile Access » Mobile Access FAQ
Here are answers to Frequently Asked Mobile Access Questions. . . Can technicians share an iOS device?
Installing iPoint on a Computer
Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Computer
Desktop Requirements The FileMaker Pro desktop application will run on a variety of computer operating systems, including: macOS 10.15 Catalina macOS Big Sur 11.0 macOS Monterey 12.0 macOS Ventura 13.0 Windows 10 Windows 11 Note: Microsoft Surface Pro X…
iPoint Online Features FAQ
iPoint Online » iPoint Online Features FAQ
Unfortunately, there are some things in iPoint Online that don’t work. Some are things iPoint is actively working to improve/build. Some of these elements are FileMaker limitations that iPoint doesn’t have control over. Some are elements that iPoint may…
Time Clock Module
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…
Time Entries Reports
Reports Module » Time Entries Reports
Time Summary Report Time Summary (e.g. WO Time) The Time Summary report tracks time entered directly on Work Orders. Typically this is for work completed on customer’s jobs. But many companies will create a persistent company work order where they track…
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…
Mobile: Time Clock
Mobile Access » iPoint Mobile » Mobile: Time Clock
Mobile Time Clock While many of the modules in iPoint look the same on computer or iOS device, the Time Clock module has a custom layout on mobile devices. We have done our best to optimize the iOS capabilities in order to streamline the use of iPoint by technicians…
iPointTech Time Clock
Mobile Access » iPointTech App » iPointTech Time Clock
iPointTech Time Clock The time clock module shows all of the time entries for the current user on this device. These time entries are general entries for the day. Think of them as payroll time that your HR team will use to process your paycheck. These entries are…
Can I use a Job Site Address on a Proposal
Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal
Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…
Can I switch labor phases on a work order?
Work Orders Module » Work Orders FAQ » Can I switch labor phases on a work order?
Switch Labor Phase Phone When you Check-In for a Work Order, you first choose your Labor Phase such as travel, install, service, trim out, etc. But did you know you can switch to a different labor phase without checking out first then checking back in? This is…
How do I replace parts on a work order?
Work Orders Module » Work Orders FAQ » How do I replace parts on a work order?
Add a Replacement Part to the Work Order We’re here to help you take the guesswork out of some of the technology troubles you may encounter. In this edition of “Help! Robots are taking over the world,” we bring you the fol-low-ing: How to Replace Parts on 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…
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…
Low on Disk Space – Purging!
Welcome » Support & Training » Troubleshooting » Low on Disk Space – Purging!
The “Low Disk Space” error occurs when your computer has less than 8GB of free hard drive space. This error can typically be solved quickly by permanently deleting your trash or emptying your download folder. If those options don’t work, you might…
PDF cannot be created on disk
Welcome » Support & Training » Troubleshooting » PDF cannot be created on disk
Error: PDF Cannot be Created on Disk This error is typically displayed when trying to create a PDF proposal. This error means that something went wrong when saving the PDF to your computer. Here are the common troubleshooting options for this error. . Windows…
Custom Fonts not working on PDFs
Welcome » Support & Training » Troubleshooting » Custom Fonts not working on PDFs
Make sure the font that was installed is NOT a variable weight font (meaning it contains bold, light, medium all in one font). Instead, install each version of the font separately. Also, make sure to install TrueType fonts on Windows machines (.ttf). Mac can use…
How do you remove an item that has been delivered on a sales order?
Sales Orders Module » Sales Order FAQ » How do you remove an item that has been delivered on a sales order?
First, you have to un-deliver the part. Open the Sales Order Click the Product tab Click the blue Product Manager button Click the Details button next to the item you want to return and remove On the This Item tab, click the red Return button above the location…
How do you remove an item that has been delivered on a Standard Invoice?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you remove an item that has been delivered on a Standard Invoice?
Follow these steps: Open the invoice and find the delivered item you want to delete. Click the Delivered box that shows the quantity delivered. This opens a Transaction window. Click on the Delivered line that shows the quantity Select an inventory location to…
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…
Receiving a PO
Purchase Orders Module » PO Details Items List » Receiving a PO
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is time…
RFP A/R
Sales Orders Module » Billing » RFP A/R
This page defines the RFP-Accounts Receivable billing process. Click here if you are using RFP- Liability billing. Click here if you are using standard line item & summary billing. Sales Order: Billing RFP A/R Billing tab The main body of the billing tab shows you…
How can I remove an item on a change order and keep the associated labor?
Sales Orders Module » Sales Order FAQ » How can I remove an item on a change order and keep the associated labor?
Items that have associated labor will get removed with that item on change orders. So how do you separate the two if you want to charge your customer for the labor but no longer want to charge for the item? And you don’t want the Change Order to read a new…
Invoicing From a Project
Accounting Module » Invoicing From a Project
There are multiple places to create invoices in iPoint: Sales Order – this is where you will conduct the majority of sales-related invoicing. With multiple invoicing methodologies, you should be able to create the perfect invoice for your sales transactions.…
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…
How can I track retention on sales order jobs?
Sales Orders Module » Sales Order FAQ » How can I track retention on sales order jobs?
Retainage (often called retention) is a percentage of the amount certified as due to the contractor on an interim invoice and is deducted from the amount due and retained by the client. Primarily used for commercial contractors, the purpose of retainage is to…
Should I enter the job as a Customer or a Job?
CRM Module » CRM FAQ » Should I enter the job as a Customer or a Job?
In general, create one customer record for each customer. This record is the primary address, and any work done at that primary address will be entered here (proposals, sales orders, work orders, etc.) If the customer has a second home or location, say a vacation home…
Add items to a PO
Purchase Orders Module » PO Details Items List » Add items to a PO
You can add items to a Purchase Order one of three ways: From a Sales Order From the Purchase Manager Directly on the Purchase Order To add a part, click in the empty Select an Item field. This will be the first line on a new PO or the last line on an…
How do you handle an over payment on an invoice?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you handle an over payment on an invoice?
When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…
Receiving a PO with Item Receipts
Purchase Orders Module » PO Details Items List » Receiving a PO with Item Receipts
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is…
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…
How do I delete a sales order?
Sales Orders Module » Sales Order FAQ » How do I delete a sales order?
The first step in deleting a sales order is to revert it to a proposal. Once you have reverted the sales order to a proposal, then you can delete it. Complete the following steps to delete a sales order. . Step 1. Revert the sales order to a proposal Delete any…
Jump to Added Items in a Proposal
Proposals Module » Proposals FAQ » Jump to Added Items in a Proposal
Jump to added items in a proposal. When designing a large proposal, the designer page will refresh to the top of the page each time a new item is added. But, you can jump to the room you are adding to, so you can keep track of those items added as you go. This may…
Using a Credit Memo to Balance Delivery Invoices
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » Using a Credit Memo to Balance Delivery Invoices
In a world where your clients pay timely, this options would never be needed. You would always have more money from your clients than the goods and services you’ve delivered to them. In this scenario, when you create the delivery invoice, there are funds to pay…
Is it possible to duplicate a work order?
Work Orders Module » Work Orders FAQ » Is it possible to duplicate a work order?
Duplicate a WO You may be able to duplicate a WO in less than half the time it takes currently! The secret? When duplicating a Work Order all you need to do is select a technician. There is no need to fill in the rest of the fields; they will automatically fill in…
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…
I have a big job for both a builder and their customer. How do I enter that into iPoint?
Sales Orders Module » Sales Order FAQ » I have a big job for both a builder and their customer. How do I enter that into iPoint?
Scenario: A builder has hired you to install the low voltage for a new home they are building. They have been working with the new homeowner to specify equipment and build options. The infrastructure on the proposal you’ve provided will be paid for by the…
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…
How do you handle a returned/bounced check in iPoint?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you handle a returned/bounced check in iPoint?
We do not currently have a returned check function in iPoint. But here is how you process a bounced check: . Use the returned check feature in Quick Books:…
Does iPoint have the ability to track a Warranty Fund?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Does iPoint have the ability to track a Warranty Fund?
Some companies utilize a Warranty Fund to deposit funds (from overages or actual charges to customers). Then, as warranty work is completed, they draw on that fund to help pay for warranty work. Here is how you would track those transactions in iPoint. . Setup Start…
Can I switch from RFP A/R to RFP Liability?
Accounting Module » Accounting FAQ » RFP FAQs » Can I switch from RFP A/R to RFP Liability?
Yes, you can! First, a little background. When we first developed the Request for Payment system, we built it using the Accounts Receivable model. As we started working with Community Members, we realized we could build an even better mousetrap and viola! RFP Liability…
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…
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,…
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…
How do I add tasks to my Work Order from a Project?
Work Orders Module » Work Orders FAQ » How do I add tasks to my Work Order from a Project?
If you have a task attached to a project, and want to insert it into a specific work order – Guess what? You totally can! New Task from Project in a Work Order To create a new task inside a Work Order that is already in the Project: Inside the Work Order simply…
Can I Allocate Stock to a Job After it’s Ordered?
Purchase Orders Module » Purchase Orders FAQ » Can I Allocate Stock to a Job After it’s Ordered?
Say you have a Purchase Order (PO) with some stock items on it that have not yet been received. But then you realize that you actually want to use those items for a job. You don’t have to wait until the item is received or remake the PO. You can allocate those stock…
What’s next? What can I expect as a new community member?
Welcome » What’s next? What can I expect as a new community member?
What to Expect as a new Community Member Wondering what’s next? We want you to know what steps we’ll be taking to get you started, acclimated and using iPoint. We will call you to see if you need help with installation and logging in Give you a brief…
Project
Sales Orders Module » Project
Sales Order: Project tab The project tab of a sales order is where the labor portion of a job is tracked and is comprised of 4 sections. Project Name The first section links to the associated project. The blue Go to Project button will open the corresponding…
How do you Push Inventory Receipts to QB Using a Different Date than the PO?
Purchase Orders Module » Purchase Orders FAQ » How do you Push Inventory Receipts to QB Using a Different Date than the PO?
If you create a purchase order on Sept 23 and sync it to QuickBooks, the QB PO is also dated Sept 23. But if you receive items on the purchase order on Sept 28, the synced item receipts still show up in QuickBooks as being received on Sept 23, the date of the Purchase…
Product Manager
Sales Orders Module » Product » Product Manager
Product Manager The Product Manager is where all of the items sold on a sales order are requested for purchase, placed on purchase orders, allocated, or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…
What if the sales tax rate has been updated since the start of a Sales Order?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What if the sales tax rate has been updated since the start of a Sales Order?
When a tax rate changes on a Sales Order, it will cause the RFP totals to change. If you have already received your final RFP payments, this will cause your RFP balance not to match the funds needed for your Delivery Invoices. . Adjust the Tax Rate on the Sales…
Mobile: Check In/Check Out
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Check In/Check Out
Mobile Time Entry The clock icon on the Quick Links bar is used to track the time worked on the work order. Besides tracking time, you can use work order time to bill customers for time and material jobs. You can also use it for syncing time to QuickBooks for…
Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
Accounting Module » Accounting FAQ » RFP FAQs » Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
The job is done and paid! You got everything closed out, and now it’s time to move onto the next… But WAIT! Your customer wants to return that last wing-a-ding and get a refund for it. What is the best way to issue this refund inside iPoint when using RFP…
The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?
Accounting Module » Accounting FAQ » RFP FAQs » The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?
When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…
SO Options
Sales Orders Module » SO Options
Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This option is rarely used as…
Can work orders be un-linked?
Work Orders Module » Work Orders FAQ » Can work orders be un-linked?
Un-link WO If you got a Work Order that wants to “break free” from linked up Work Orders, you can now unlink them. Simply open up the Work Order details > go to Options > Advanced (tab) > Unlink Work Order. This will un-link that Work Order from any…
The Serial Number Field is an Open Text Field
Projects Module » Projects FAQ » The Serial Number Field is an Open Text Field
The Serial Number field is an open text field where you can enter a serial number, MAC address, or even general notes. If you want to enter a MAC address, enter “MAC: MA-CA-DD-RE-SS-01” (or “MAC: MA:CA:DD:RE:SS:02”, depending on the format…
Accounting Options
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options
We’re all in business to make money. And there is nothing more fun than counting the money you’ve made at the end of the day. But it is never really that simple, is it? Accounting is more than just zeros and ones. There are many ways to account for things…
Mobile: Customer Details
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Customer Details
Mobile Customer: Details Customer details are available in two places on the mobile work order. Customer Field Tap the Customer field in the Work Order Details section of the work order. This provides all the details about the customer,…
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…
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…
Create Work Order
Projects Module » Project Details » Create Work Order
Create Work Order window At the top of the Project Details and Tasks/Parts windows, you will see a Create Work Order button, which will open the Create Work Order window. This window looks very similar to the Tasks/Parts window in that it displays all the tasks…
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…
Mobile: Task List
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Task List
Mobile Work Order Task Lists The task list is a list of things that need to be accomplished in this work order. Many of the tasks will be associated with parts since parts can’t “install themselves.” The task is the process of installing that part.…
Can I merge duplicate Customers?
CRM Module » CRM FAQ » Can I merge duplicate Customers?
I’ve got two customer records for one individual. How do I merge the two customers into one? As you search through your customers, are you seeing multiples? “Hey! Aren’t Rob Marks and Robert Marks the same person? Wait a minute… did someone add…
Can an Item have multiple Labor Phases?
Items Module » Items FAQ » Can an Item have multiple Labor Phases?
Can an Item have multiple labor phases? Multiple Labor Phases on an Item In the American frontier, many occupations required you to be a jack of all trades and perhaps king among them was the pioneer doctor. Pioneer doctors were regularly tasked with being general…
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…
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…
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…
Best Practice: CRM
CRM Module » Best Practice: CRM
This page lists Best Practices that iPoint recommends when using the software. . . . . . Should I enter the job as a Customer or a Job? In general, create one customer record for each customer. This record is the primary address, and any work done at that…
How do I simplify the delivery invoice process?
Sales Orders Module » Sales Order FAQ » How do I simplify the delivery invoice process?
Create All Delivery Invoices Create, sync, and apply RFP credits to delivery invoices in no time. No need to do each step for each individual Sales Order – you can check this off your list in just a few steps. 1. Create All Delivery Invoices From the Sales…
Can I link sales orders together?
Sales Orders Module » Sales Order FAQ » Can I link sales orders together?
Yes, you can! . A great example of when you might use linked sales orders is when you’re working with a builder. Say the builder does a base package, and a particular homeowner has requested upgrades to the base package. Two sales orders are created so that…
Mobile: Add & Request Parts
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Add & Request Parts
Invariably, there will be a part missing in your work order, some part that you need to finish the customer’s job. No worries! You can add parts that you pull out of your van so we can track the inventory and charge the customer correctly. Or maybe, you…
Mobile: Parts
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Parts
Mobile Work Order Parts List The parts list provides a list of all the parts scheduled to be delivered and installed on this work order. At the end of this page we’ll also look at: Parts Details Delivering Parts Item List Each item has the following…
FileMaker Updates
Welcome » Support & Training » FileMaker Updates
Wondering if you should update your FileMaker? Always check back here for all the latest and greatest information and links! When it comes to updates, we’ve noticed a few different… let’s say “personality types.” Has the need to update…
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…
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…
Year End Inventory
Inventory Module » Year End Inventory
It is your favorite time of year, time to complete year-end inventory! It doesn’t matter if you are using a physical calendar year or a fiscal calendar year, iPoint will help you make sure inventory counts are accurate in both iPoint and QuickBooks! Let’s take…
How do I Edit my Contract/Custom Template
Proposals Module » Proposals FAQ » How do I Edit my Contract/Custom Template
How do I edit my contract? There are a few ways to edit your proposal contract. Is this for a current proposal or just future proposals? Do you want one contract or multiple? In order to not get lost in the options, follow this handy guide! How Do I Edit My Contract…