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Server Acquisition
Welcome » OnBoarding » Server Acquisition
There are several options when it comes to hosting your iPoint file. If you will be purchasing a new server, we have already done the hard part and found one for you at an affordable price! However, if you already have a server, you will need to ensure it meets or…
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…
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.…
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…
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…
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…
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 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…
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 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…
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…
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…
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,…
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…
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…
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…
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…
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…
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…
Server Configuration
Welcome » OnBoarding » Server Configuration
Now that you have your server, we will need to set up access to it, so our developers can install the iPoint software on your server. All we need at this step from you is a call to our 1-800-535-4101, and visit our sharing website, http://www.ipointsupport.com website…
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…
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
OnBoarding
Welcome » OnBoarding
Welcome to the Community! Our staff truly looks forward to helping you transform your company! As you probably know already, iPoint values the importance of following a process and sticking with a system to optimize workflow. This guide is designed to help you…
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…
iPoint Library
iPoint Library
What Is The iPoint Library? The iPoint Library is a centralized database of over 100,000 items from over 90 vendors. Why Is That Cool? Once you are connected to the Library, you will get automatic price updates from your favorite vendors. Get those latest…
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…
Managing Vendors/Brands
iPoint Library » Managing Vendors/Brands
Access the iPoint Library Options and select Manage Saved Vendors & Submit Price Sheets. If you do not already have saved vendors, iPoint will run a match to the vendors you have in iPoint and what we have in the Library. Then it will show you which ones matched…
Items (tab)
Settings Module » QuickBooks » Items (tab)
Settings - QuickBooks - Items You can import items in your iPoint database in several ways. Manually enter your items directly into the Items module Exporting your item list into a .csv file and sending it to iPoint Support to import Importing items using the…
Feedback
Welcome » Development Roadmap » Feedback
At iPoint, we are committed to being the best business tool to run your Audio Video business. And that means we are continually adding features and functionality. And some of our best new features come from Community Members’ suggestions! Since our…
Welcome
Welcome
Welcome from Winston Welcome to the iPoint Manual My name is Winston, and I’m the iPoint Ninja. I’m glad you found the manual for the most powerful end-to-end business platform you will ever need! My role is to help you conquer chaos and help your…
Getting Started
iPoint Library » Getting Started
You’ve just subscribed to the iPoint Library!!! What are you going to do next? Settings First things first, you’ve got to set up the settings of the iPoint Library. Selecting what fields you sync determines what information will come over from the…
Recurring Payments
Welcome » Change-Log » Beta Settings » Recurring Payments
!BETA FEATURE: Keep in mind that Recurring Payments is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. You are using Recurring Invoices to send…
Support & Training
Welcome » Support & Training
Help us help you! FAQ: Q: What’s the difference between training and support? A: Great question! There is a blurry line that divides them, but the basics are: Something is broken – call or email us! Support Ugh, you’re frustrated and can’t do…
2023 April
Welcome » Change-Log » 2023 April
April Update! Spring is here and we have an update we want to get out with some new security features as well as various bug fixes. Two Factor Authentication iPoint now has the ability for you turn on two factor authentication via email! This is currently a Beta…
Wizard Intro
Welcome » OnBoarding » iPoint Setup » Wizard Intro
Wizard Intro The first step of the Wizard is to watch a short introductory video. In this video, you will get an overview of all of the things that need to be done to set iPoint up. iPoint is a customizable software platform and there are several options available…
QB Step 4: Importing Data
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 4: Importing Data
The final step to integrating QuickBooks into the iPoint process is to populate your customer, vendor, and Items lists. If you are setting up QuickBooks for the first time or are bringing these lists from another piece of software, you can skip this step. !iPoint can…
2024 February
Welcome » Change-Log » 2024 February
February Update! iPoint Online Beta We know you’ve been waiting on this, and we are excited to announce that we are ready to open up beta testing of iPoint Online! iPoint Online is connecting to the same iPoint, just through a web browser instead of using…
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,…
What happens if I have duplicate email addresses?
Marketing Module » Marketing FAQ » What happens if I have duplicate email addresses?
Duplicate emails are handled differently depending on the type of email campaign. . Date Driven campaigns – this is a marketing event like a store sale or a manufacturer’s Labor Day specials The email marketing piece will only be mailed once, regardless…
Revisions
Proposals Module » Revisions
Revisions tab The Revisions tab allows you to edit your proposals while keeping older versions intact. Keeping the original proposal can help you save time if the client decides to go back to the proposal you initially submitted. You can have as many revisions as you…
iPoint Setup
Welcome » OnBoarding » iPoint Setup
When you first launch iPoint, your system administrators will see the iPoint Setup Progress bar at the top of the iPoint dashboard. This guide will walk you through the process of setting up iPoint! Note: This Setup Wizard is only visible to users designated as…
New QuickBooks or Switching from QBO to QBD (or vice versa)
Settings Module » QuickBooks » Registration » New QuickBooks or Switching from QBO to QBD (or vice versa)
From time to time, you might find it necessary to connect iPoint to a different set of QuickBooks. For example: You have been using QuickBooks Online and have decided that the QuickBooks Desktop product might be a better fit for the way you do…
Tier 2 is HERE!
iPoint Library » Tier 2 is HERE!
iPoint Library Tier 2 is ALL about SAVING TIME and making your life easier! . . . . . . . . UPC Barcodes How about instead of you or your warehouse person spending hours adding barcodes manually for each and every item in your database, we do it for you!?? This…
Customers
Settings Module » QuickBooks » Customers
QuickBooks Customer Settings When first setting up iPoint, you have three options to bring in your customer information. You can manually type in all your customers (WOW! That seems like a lot of work!) You can export your customer information from your third-party…
Hide Costs from your Customer with Walkthrough Mode
Proposals Module » Proposals FAQ » Hide Costs from your Customer with Walkthrough Mode
Walkthrough Mode This feature is a Toggle Button – The Enable Walkthrough Mode button hides all cost, margin, markup, and modifier details from the screen. This is extremely useful when building the proposal in front of the customer as they don’t need to…
Vendors
Settings Module » QuickBooks » Vendors
Import Vendors from QuickBooks Vendors are imported from QuickBooks when you first start using iPoint. This is typically done once, but you may be directed to do this process again when working with an iPoint Support Specialist to repair certain sync issues. Importing…
QuickBooks: Desktop vs. Online
Settings Module » QuickBooks » QuickBooks: Desktop vs. Online
iPoint synchronizes with both the Desktop and Online versions of QuickBooks. We have done our best to make sure that data and transactions sync seamlessly to create a simple yet powerful connection. Which of the platforms should you use to interface with iPoint. We…
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…
iPoint Library Vs Portal
iPoint Library » iPoint Library Vs Portal
iPoint Library vs. Portal: Which Product Database is Right for You? iPoint Library and Portal are both product databases that can be used to find product information and receive pricing from all of their suppliers in one place. However, there are some key differences…
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…
How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?
Settings Module » QuickBooks » Items (tab) » How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?
First, let’s look at COGS when syncing items as non-inventory This is how to handle COGS when you are syncing all items to Quickbooks as non-inventory. The process to get accurate monthly COGS is the following: . When purchase orders are entered and received,…
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…
Slack Integration
Settings Module » Integrations » Slack Integration
Slack is a cloud-based set of team collaboration tools and services. iPoint provides Slack integration so that work communication generated from iPoint can be pushed through your companies Slack channels. Slack Integration (V2) We have updated our process for how…
Celero
Settings Module » Integrations » Credit Card Processing Settings » Celero
Celero (previously TransNational) offers credit card processing services at competitive rates to U.S. based iPoint Community members. Here is a brief synopsis of their offerings: Pricing Celero Payments offers Group Leveraged Pricing below traditional costs to…
WebDirect
Mobile Access » WebDirect
iPoint Mobile If you use an Android phone or other non-iOS device, you will be unable to download the FileMaker Go app or the iPointTech app as they are only available in the Apple App Store. But that doesn’t mean you do not have access to iPoint! You need to…
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…
Reports Module
Reports Module
Reports The Reports module houses many reports that you can run to analyze company and job details. Select a report subsection to get more specific details about the reports you choose to run. Employee Records Autos Time Entries Work Orders Commission…
Accounting Module
Accounting Module
Accounting Module The Accounting module is home to customer-facing financial transactions. Estimates are Quick Quotes, typically used in a Point of Sale process where a customer wants the price of one or two items. Think of an Estimate as an Invoice with no payment…
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…
User Settings Module
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…
First Things First…
Welcome » OnBoarding » First Things First…
There are several tasks you can be working on while you are waiting for your server to arrive. So take a look and feel free to call with any questions you have or visit our online scheduling tool to schedule a time for help! Company Logo and Template Examples If…
Multi-Site Inventory
Settings Module » Module Settings » Items settings » Multi-Site Inventory
If your store has multiple locations, you need to turn on the Multi-Site Inventory functionality in iPoint. With Multi-Site Inventory, you can: track inventory in multiple Sites independently of one another. assign users to work only on a specific Site. quickly…
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.…
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…
iPoint University
iPoint Support » iPoint University
University in the iPoint Support module Every user has access to University on the iPoint dashboard under the iPoint Support module. Yes… it’s a lot of videos! In fact, we have over 150 of them! But never fear, you don’t have to watch all of them.…
Gibberish Text . . .
Welcome » Support & Training » Troubleshooting » Gibberish Text . . .
Wingbat Text When the text in iPoint looks like gibberish or symbols – yikes! Did aliens take over my computer!? Not exactly… GREAT NEWS!!! This issue is resolved in FileMaker 19, so if you never want to see Gibberish Text again, remove FileMaker 18…
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…
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…
Syncing to QuickBooks
Syncing to QuickBooks
iPoint is a project management software that runs almost every aspect of your business. From sales and service to purchasing and invoicing to inventory and time tracking, iPoint does it all… almost! While we are experts at project management and job costing,…
Mobile: Recurring Billing
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Recurring Billing
Mobile: Recurring Billing Recurring Billing shows the schedules where invoices are sent to your customer. Often used for quarterly maintenance contracts or monthly security billing, this screen shows what recurrences have been entered for the customer. At the top…
Wizard Data
Welcome » OnBoarding » iPoint Setup » Wizard Data
Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are three…
Cost/Price Changes
iPoint Library » Cost/Price Changes
One of the most powerful features of the iPoint Library is ensuring you are getting the latest pricing updated in your file automatically! Let’s talk about how that happens and what you can do to ensure accurate pricing. Items from Partnered Vendors iPoint has…
Gift Cards Lookup
Accounting Module » Gift Cards Lookup
Gift Cards A gift card, gift certificate, or gift voucher is a prepaid stored-value device used as an alternative to cash for purchases within your business. Most of the time a customer will buy the gift card and then gift it to another person. For that reason, the…
Portal
Settings Module » Integrations » Portal
Portal is a complete, web-based industry-specific product catalog that allows professional installers/dealers to find product information and make wholesale purchases from all of their suppliers in one place. iPoint utilizes Portal to simplify adding items your…
iPointTech App
Mobile Access » iPointTech App
iPointTech App The iPointTech App is a lightweight app designed specifically for technicians. The app allows technicians to perform most of their iPoint processes with or without an internet connection. While the technician’s device is connected to the…
Settings Module » Integrations » Google
The Google integration allows you to send iPoint calendar information directly to your Google calendar. This is ideal for folks who rely on GSuite applications to run their business. Google Integration Screen Click Step 1. : Sign In With Google A Google window…
E-Signature Portal
Web Portal » E-Signature Portal
Email Signature Portal The Email Signature Portal Link is the last stop before sending a proposal or change order to a customer for their approval and signature. Access to this portal is available: Proposal > Docs / Assignments (tab) > E-Signature Options…
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…
QuickBooks
Settings Module » QuickBooks
iPoint tracks nearly every aspect of your business, from sales and service to invoicing and purchasing. However, the software utilizes QuickBooks to track financials, accounts payable, and payroll. iPoint gives you a completely integrated two-way QuickBooks sync,…
Setup QuickBooks
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks
iPoint relies on QuickBooks to do the financial reporting for your company. iPoint seamlessly integrates with QuickBooks Desktop (Pro, Premium, and Enterprise editions) or QuickBooks Online. The purpose of this Quick Start Guide is to get you up and running with…
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…
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…
Mobile: Media
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Media
Mobile: Media You can view a list of pictures and media related to this customer on the Media option. Photos can be added throughout the software and will all be displayed here for this customer no matter who added them or from what module someone added them. At…
Wizard Let’s Go
Welcome » OnBoarding » iPoint Setup » Wizard Let’s Go
Wizard Let's Go Hey, look at you! You have all your setup, settings, and data done in iPoint! Awesome Sauce! Learning iPoint Now it is time to get your team members learning how to use iPoint. Just like you’ve been watching videos to learn how to set 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…