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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…
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…
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…
Options
Items Module » Options
The Options button gives you the ability to search your list of parts for specific items using search criteria. Click here for a description of all the options available. The Options button will be orange if search criteria are applied. If the button is tan colored,…
Work Orders Module
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…
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…
Projects Options
Projects Module » Projects Options
Projects Options button The Options button reveals a number of ways to filter and process the list visible list of projects. Filters tab Use the available fields to define search details to restrict the number of projects displayed on the Projects list. You can…
iPointTech Work Orders
Mobile Access » iPointTech App » iPointTech Work Orders
iPointTech Work Order List Tapping on the Work Order module on the dashboard brings you to the Work Order List. The work orders displayed here are based on options chosen in iPointTech Settings Note: The Work Order module is unavailable in offline mode. However,…
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…
Viewing Options
Calendar Module (Schedule Simple 2023) » Viewing Options
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…
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…
Invoice List Options
Accounting Module » Invoices List » Invoice List Options
Accounting List Options The invoice list can display a large number of invoices making it difficult to find the exact transaction desired. Clicking the Options button provides a number of methods to perform global invoice processes as well as restrict the list to a…
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…
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…
Purchase Orders Module
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…
Tasks/Parts
Projects Module » Project Details » Tasks/Parts
Project Tasks / Parts The Tasks and Parts window is where you can see all of the things that need to be done and the items that need to be delivered to your job. Keep in mind that every part sold to your customer will have a related task that goes with it. That is…
Calendar Module (Schedule Simple 2023)
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…
Portal Proposals
Settings Module » Integrations » Portal » Portal Proposals
So you are considering integrating with Portal or have finished the integration within your settings. However, what about all the Proposals you have stored in Portal you have worked so hard on? Good news! We can import your Proposals from Portal into iPoint! Note: In…
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…
Item Manufacturer
Settings Module » Pop Up Lists » Item Manufacturer
Pop Up List: Item Manufacturer The Item Manufacturer is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. Set Up Place your cursor in the first empty…
Line Report
Reports Module » Purchase Order Reports » Line Report
Purchase Order Line Report The Line Report shows a list of individual line items on purchase orders. The report shows: PO Number Item ordered Where the item request came from (Sales Order, Project, Work Order, Invoice, or Stock) The date the PO was created The…
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.…
Calendar Module (Schedule Pro 2017)
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…
Tasks/Parts Lists
Work Orders Module » Tasks/Parts Lists
Work Order Tasks/Parts The list of tasks to complete and parts to deliver on a given work order is available by clicking the Tasks/Parts button at the top right corner of the work order. This is a toggle button that turns to Work Order Details when you are viewing…
Customer Notes Report
Reports Module » Customer Reports » Customer Notes Report
Customer Notes Report The Customer Notes Report prints all of the notes that have been entered into iPoint for a specific customer. These are the customer notes visible by going to CRM > Customer > Notes and come from: Work Order Notes Work Order Check Out…
Mobile: CRM
Mobile Access » iPoint Mobile » Mobile: CRM
CRM Mobile selection The standard screen layout is great on a computer. But some people find the icon dashboard and modules challenging to use on a smaller iPhone or iPad screen. Choose a list When you choose the CRM view from an iOS device, you will be prompted…
Progress Billing Paid Dates
Reports Module » Sales Order Reports » Progress Billing Paid Dates
Progress Billing Paid Report The Progress Billing Report provides information about when various progress billing invoices were paid. The report is based on the dates that payments were paid against progress billing invoices. Description is the Sales Order Number…
Progress Billing
Reports Module » Sales Order Reports » Progress Billing
Progress Billing report The Progress Billing Report helps determine when to send the subsequent invoice to customers. The report is based on the dates set for each progressive payment due date as defined on the Sales Order > Billing tab. Customer is the name of…
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…
Item Type
Settings Module » Pop Up Lists » Item Type
Pop Up List: Item Type The Item Type is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. For example, you might choose a category of Speaker and a type of…
Portal
Items Module » Portal
Portal is a third-party, online tool used to streamline order processing, among other things. iPoint has partnered with the good folks at Portal to make their vendor item database available for you to import into iPoint. And if you send your dealer agreements to…
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…
Item Category
Settings Module » Pop Up Lists » Item Category
Pop Up List: Item Category Item Category is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. For example, you might choose a category of Speaker and a type…
Invoice Commissions (Legacy)
Reports Module » Commission Reports » Invoice Commissions (Legacy)
The Invoice Commission Report displays commissions calculated under the old, legacy version of commissions. These commissions were decommissioned in version 9.0416, but we leave these instructions here as some companies continue to utilize them. Note: By default, the…
Options: Customization
Proposals Module » Proposal Reports » Client Proposal » Options: Customization
Proposal Options: Customization The Customizations section is where you can modify the actual text displayed on the proposal. The various options are broken into five sections. Click on the header to go to the appropriate section of this manual page for details on…
How do you change an Inventory Type?
Items Module » Items FAQ » How do you change an Inventory Type?
How can you change an items inventory type? While it is simple in iPoint to change an inventory type (you simply change the dropdown item) it is not so easy when it comes to QuickBooks. QuickBooks will not let you change the inventory type of an item after it has been…
Sales Order Commissions (Legacy)
Reports Module » Commission Reports » Sales Order Commissions (Legacy)
The Sales Order Commission Report displays commissions calculated under the old, legacy version of commissions. These commissions were decommissioned in version 9.0416, but we leave these instructions here as some companies continue to utilize them. Note: By default,…
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…
Task Report
Reports Module » Projects Reports » Task Report
Projects Task report Tasks are the things that need to be accomplished on work orders. For service work, these tasks describe the specific requests from your customer. On new sales work, tasks are tied to specific parts that need to be installed. Regardless of where…
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…
Sales Order Snapshot
Reports Module » Sales Order Reports » Sales Order Snapshot
sales Order Snap Shot report The Sales Order Snap Shot report provides a quick financial overview of the sales orders generated in the system in a quick, simple to read view. Here you’ll find: Customer – the name of the ( Bill To ) customer Ref#…
Item Stock Summary
Reports Module » Sales Order Reports » Item Stock Summary
Product Manager Stock Report The Item Stock Summary Report, also know as the Product Manager Stock Report shows the status of products with regards to sales orders. The report can also be printed from a Sales Order on the Product Manager > Options > Labels & Reports…
Proposal Snap Shot
Reports Module » Proposal Reports » Proposal Snap Shot
Proposal Snap Shot report The Proposal Snap Shot report provides a quick financial overview of the proposals generated in the system in a quick, simple to read view. This report also includes proposals that have been converted to sales orders. Here you’ll…
Invoice Item Summary
Reports Module » Invoices Reports » Invoice Item Summary
Invoice Item Summary report The Invoice Item Summary report is a highly customizable report providing details on items that have been sold through your organization. Remember, a sale occurs when the item is placed on an invoice. So whether the sale was from a sales…
Sales Orders Module
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…
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…
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…
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…
Add Products
Proposals Module » Proposal Designer » Add Products
Add Products Adding products to the Designer is done by clicking on the blue Add Products button at the top right corner of the designer. This opens a pop-up window where you choose a product to be added to specific locations in your design. Product Selection The…
Proposals Module
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…
Using the Product Manager
Sales Orders Module » Product » Product Manager » Using the Product Manager
There are two ways to work with parts: individually and in bulk. Individual Product If you want to work with only one or two items, the individual Stock Options button might be the easiest process. At the end of each line are two buttons. The Stock Options button ( …
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…
Proposal Reports
Reports Module » Proposal Reports
Proposal Reports The Proposal reports pertain specifically to proposals. I know that is hard to believe, based on the reports’ names. There are two available reports: Proposal Summary – provides highlights of the proposals in your system Mix Analysis…
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 …
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…
Invoices List
Accounting Module » Invoices List
The Invoice module is where iPoint will track all customer-facing invoices created in iPoint. Invoice List Header Across the top of the window are your standard sort options: The Invoices button indicates that invoices are being displayed. Clicking on the button…
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…
Profitability
Reports Module » Sales Order Reports » Profitability
Sales Order Profitability report The Sales Order Profitability report gives you a quick summary of the profitability of sales orders in iPoint. Clicking on any sales order listed will open it in a new window. Available details include: Design Name – 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…
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 …
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…
Estimates List
Accounting Module » Estimates List
Estimate List An estimate looks and acts just like an invoice with a couple of significant exceptions. Estimates don’t affect inventory. Estimates don’t have any financial impact. You can’t push them to QuickBooks. You can’t take payments…
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…
Mix Analysis
Reports Module » Sales Order Reports » Mix Analysis
Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time sold. iPoint developed this report in conjunction with the Vital Management Group, an audio-video business process coach. Here are the details…
Production
Reports Module » Sales Order Reports » Production
Sales Order Production report The Sales Order Production report is ideal for companies using the RFP billing process as it lets you see the value of goods and services that have been delivered to the customer. You’d use this to determine if additional funds…
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…
Designer Options
Proposals Module » Proposal Designer » Designer Options
The Options button on the Designer helps manipulate the details in the design in a number of different ways There are multiple tabs that provide different functionality. We’ll take a look at each tab separately here on this page. To quickly navigate to that…
Change Orders
Reports Module » Sales Order Reports » Change Orders
Sales Order Change Order report The Sales Order Change Orders report is a synopsis of the change orders in your system. Note: And yes, clicking on any change order line will open the change order in the associated sales order. Here are the details you’ll find…
Sync List Options
Items Module » Options » QB Sync List » Sync List Options
Most of the real transactional processes on the QuickBooks Sync List are handled in the Options button. Each of the tabs is detailed below. QB Sync Options: QuickBooks QuickBooks tab Show Items Not Synced – this button will cause the list to display only…
Payments Applied
Reports Module » Invoices Reports » Payments Applied
Invoice Payments Applied report The Invoices Payments Applied report is your view of payments received and the invoices to which those payments are applied. Once the report is opened, you can click on any Invoice to open it for more detailed viewing. Opening the…
Documents (tab)
Settings Module » Document Builder » Documents (tab)
Document Builder - Documents The documents tab of the Document Builder is where multiple pages, created on the Pages, are combined to make one cohesive document. For example, a customer payment letter might combine a cover letter, payment terms, and payment…
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…
2020 Q4
Welcome » Change-Log » 2020 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…
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:…
Accessories
Items Module » Item Details » Accessories
Items: Accessories The accessories tab is designed to help speed the addition of parts to proposals. You can add accessories (either items or labor) to a part so that when it is added to the proposal the accessories are automatically added as well. In some cases,…
Invoice Summary
Reports Module » Invoices Reports » Invoice Summary
Invoice Summary report The Invoice Summary Report is your quickest view of the invoices generated and their status. By default, this report will show the previous 30 days’ worth of invoices. But that can always be adjusted by using the Options button. When…
Item Details
Items Module » Item Details
Item Details An item’s details are the most critical part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…
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…
Proposal Designer
Proposals Module » Proposal Designer
Proposal Designer The Designer is where the details of the items proposed to your customer are displayed. Here you can modify information on each item and view the profitability of the job. The designer is broken into three primary sections, and we’ll address…
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…
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…
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…
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…