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Main Text

Settings Module » Custom Templates » Cover Page (tab) » Main Text

Cover Page: Main Text Clicking the Main Text tab shows only the text portion of the cover page. This is the text that is displayed when the Custom text selection is made on the Cover Page Main screen. Note: There are actually two Text Windows, one for Main Text…

Body Text

Settings Module » Custom Templates » Cover Page (tab) » Body Text

Cover Page: Body Text Sometimes the information presented on the cover page is too long to fit on a single page. For example, you may want to provide details about your companies history or the services you offer. You can include additional details and information…

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…

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…

POs settings

Settings Module » Module Settings » POs settings

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

Overrides

Settings Module » Custom Templates » Overrides

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

Invoices settings

Settings Module » Module Settings » Invoices settings

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

Cover Page (tab)

Settings Module » Custom Templates » Cover Page (tab)

Cover Page Designer The Cover Page of each Custom Template can be modified in a number of different ways using this Cover Page Designer. The designer consists of seven separate tabs, each of which can be edited individually. The Main Windows shows all layers…

Legacy Custom Pages

Settings Module » Custom Templates » Legacy Custom Pages

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

Web Portal

Settings Module » Module Settings » Proposals settings » Web Portal

Web Portal settings The Web Portal is used to capture customer signatures on proposals and change orders. The email sent to a customer, with their proposal attached as a PDF document, includes a link to the online web portal. Here the customer can log in to…

Default Contract

Settings Module » Module Settings » Proposals settings » Default Contract

Default Contract The contract for your proposal can be customized to include pre-built text that will auto-generate on each proposal. Legacy Feature: The Default Contract is a legacy feature and most users will find the customization available on the Contracts to…

Default Cover Page

Settings Module » Module Settings » Proposals settings » Default Cover Page

Default Proposal Cover Page The cover page for your proposal can be customized to include pre-built text that will auto-generate on each proposal. *Default Cover Page is a legacy feature and most users will find the customization available on the Custom Templates…

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…

Executive Summary

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

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

Pages

Settings Module » Document Builder » Pages

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

Main Graphics

Settings Module » Custom Templates » Main Graphics

Custom Templates Main Graphics The main graphics tab affords you the opportunity to customize the visual look of the proposal itself. Graphics There are four graphical elements to every template. Header – this will appear at the top of every page Divider…

Contracts

Settings Module » Module Settings » Proposals settings » Contracts

Proposal Default Contracts The Contracts tab is the place to store multiple contracts used in your company. For example, you might have a separate contract for commercial work as opposed to residential work. Or, maybe you have a specific city that requires unique…

Page 2 Image

Settings Module » Custom Templates » Cover Page (tab) » Page 2 Image

Sometimes the information presented on the cover page is too long to fit on a single page. For example, you may want to provide details about your companies history or the services you offer. You can include additional details and information on page 2 of the Cover…

Calendar settings

Settings Module » Module Settings » Calendar settings

Calendar Settings These settings affect the Calendar Module. Calendar Refresh Minutes – By default, the calendar is a static view of the events and work orders on your schedule. New items added to your calendar are added when the calendar is reloaded manually.…

Proposal Email Settings

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

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

Notification Methods

Settings Module » Notification Methods

Notification Methods iPoint can create email or text notifications to your staff members based on various criteria. These notifications are especially useful as a reminder for certain job processes. Or as a cue or reminder to the next person responsible for a…

Project Phase

Settings Module » Pop Up Lists » Project Phase

Pop Up List: Project Phase The Project Phase is used to differentiate between various Projects. For example, you might have installation, service, and warranty projects. Or you may want to signify when a project is entering various phases of the job like prewire,…

Picture Book Settings

Settings Module » Custom Templates » Picture Book Settings

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

Contact Info

Settings Module » Users » Contact Info

User Contact Information The Contact Info tab is where iPoint is configured to send communication to the user. Throughout the software are various triggers that can send information via SMS text, email, or the third party project management tool Slack. Each…

Cover Page

Proposals Module » Proposal Reports » Cover Page

Edit the Cover Page Report The cover page makes you look pretty (or at least your proposal will!) This page takes information from a couple of different places: Custom Template – this is defined by your system administrator in Settings > Custom…

Bio

Settings Module » Users » Bio

User Biography Settings iPoint allows you to notify your customers when you schedule a work order for them. The customer can then confirm, cancel, or reschedule the work order. The customer email will provide a picture and biography of the technician(s) being…

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…

Progressive Billing Change Orders

Sales Orders Module » Billing » Progressive Billing Change Orders

Change Order Progressive Billing When a change order is added to a job, you will typically create a single invoice for the entire change order. You might even group two or three change orders together on one invoice. But sometimes, you may want to provide a…

Email Templates

Marketing Module » Email Templates

Email Templates The second step to creating a marketing campaign is to make the email itself. This is the Email Template and contains the pictures and text you want to send to your contacts. Template List The list of existing Email Templates shows: Template Name…

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…

Project Custom 1 & 2

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

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

Wire Prefix

Settings Module » Pop Up Lists » Wire Prefix

Pop Up List: Wire Prefix Wire Prefixes are part of the future Design and Engineering module. So, while these are being utilized yet, we are documenting them here. Set Up Click in the last empty line to enter a new Wire Prefix. You can also click on any existing…

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…

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…

Legacy Data

CRM Module » Contact Details » Legacy Data

Legacy Data Section The Legacy Data section houses customer details previously used in iPoint, but is no longer used. This legacy data was entered on customers before the software update, where we switched to the current Contact Methods layout. iPoint Version:…

Document Builder

Settings Module » Document Builder

Document Builder - Documents Document Builder is a tool used to create reports used in various places throughout iPoint. Initially, these documents are for the Proposal/Sales Order Package Builder and Payment Receipts, but we have plans to expand their uses in many…

Customer Job Lead Source

Settings Module » Pop Up Lists » Customer Job Lead Source

Pop Up List: Customer Job Lead Source The Customer Job Lead Source helps you mark where customer leads came from. Maybe you sent a mass-market email campaign. Or the customer could have called you because of an advertisement you run in a local builders magazine.…

Calendar

Settings Module » Users » Calendar

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

Proposal Groups

Settings Module » Pop Up Lists » Proposal Groups

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

Deal Reports

CRM Module » Contact Details » Deals » Deal Reports

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

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…

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,…

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…

Web Credit Card Payments

Accounting Module » Payments List » Web Credit Card Payments

One of the features of the iPoint Credit Card payment processing is the ability for customers to pay their invoices online without having to send a physical check or call the office with a credit card payment. To take a credit card payment on the web, follow these…

Work Order Status

Settings Module » Pop Up Lists » Work Order Status

Work Order Status Pop Up List Work Order Status is used to track the various stages of a work order as scheduled, worked on, and completed. Setup Navigate to Settings > Pop Up Lists and pick Tags from the dropdown menu. To add a status, type the status name in…

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…

Priority

Settings Module » Pop Up Lists » Priority

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

Stop Points

Settings Module » Pop Up Lists » Stop Points

Pop Up List: Stop Points Stop points are used to define regular destinations for the Autos module. Set Up To create a new stop point, place your cursor in the first empty Item Name and enter the location name. Editing a stop point is done by clicking on an…

Picture Book Class

Settings Module » Pop Up Lists » Picture Book Class

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

Group Summary

Proposals Module » Proposal Reports » Group Summary

Custom Group Summary Report The Custom Group Summary Report focuses your client’s attention on proposal items by a predetermined group. The Custom Group Summary Report: summarizes specific items in the proposal by summarizing them by predetermined groups.…

Setup (tab)

Proposals Module » Setup (tab)

The proposal Setup tab provides the skeleton of the proposal. These details are generally entered when the proposal is initially set up and drive how the proposal and subsequent sales order function. Custom Data List Custom Data List The Custom Data List gives you…

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…

Contact Relations

Settings Module » Pop Up Lists » Contact Relations

Pop Up List: Contact Relations Contact Relations are used in the Related Contacts section of a customer’s CRM record. A customer can have multiple individuals associated with the account like contractors, family members, maintenance contacts, building…

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…

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…

Mobile: Legacy Data

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Legacy Data

Mobile: Legacy Data The Legacy Data section is for existing iPoint customers. This is the repository of old customer data, such as additional phone numbers and other attributes, that used to exist in iPoint before we switched to the current Contact Methods…

Account Detailed Type

Settings Module » Pop Up Lists » Account Detailed Type

Under Construction Under Construction We are constantly working to improve iPoint. So occasionally, you might find something in the system that isn’t quite ready for primetime. But to develop a new feature, we have to activate it. This is one of those…

Custom Group Summary

Settings Module » Module Settings » Items settings » Custom Group Summary

Custom Group Summary report A Custom Group Summary (CGS) report is a detailed report of specific item details for each equipment group. This report can be used on its own or added to a proposal package. Each page in the group summary can include a customized image…

Assignments Settings

Settings Module » Module Settings » Assignments Settings

Assignment Settings Assignments are internal to-dos that can be assigned to various team members throughout the software. There is one setting for this module. Auto Archive Assignment on Completion – Assignments have four statuses: Not Started, In…

Troubleshooting

Welcome » Support & Training » Troubleshooting

Here are links to fixes for some issues that pop up from time to time. Cache is damaged . . . Gibberish Text . . . Why is my calendar blank? Email: Server Busy error when sending email through Outlook Low on Disk Space – Purging! PDF cannot be created on…

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…

Estimates

CRM Module » Contact Details » Estimates

Estimates section In the Estimates section, you can see a list of estimates created for this customer. An estimate is an invoice without any payment details. In other words, this is a simple way to quote a price to a customer without building a proposal and…

Subscriptions

CRM Module » Contact Details » Subscriptions

Subscriptions Section In the Subscriptions section, you can see account information for customers’ subscriptions to services such as Netflix and Comcast. Capturing customer’s account details here is helpful when working on site. Additionally, your…

Credit Memo Status

Settings Module » Pop Up Lists » Credit Memo Status

Pop Up List: Credit Memo Status The Credit Memo Status, much like the Invoice Status, helps users know the status of a credit memo. Pretty tricky, huh? For example, you might include a status of Submitted so that iPoint users know that the credit memo has been…

Customer Site Address Names

Settings Module » Pop Up Lists » Customer Site Address Names

Pop Up List: Customer Site Address Names The Customer Site Address Name functions similarly to the Customer Bill To Address Name and is used on the customer record in the CRM to differentiate between various job site addresses. For example, the customer might have a…

Customer Bill To Address Names

Settings Module » Pop Up Lists » Customer Bill To Address Names

Pop Up List: Customer Bill To Address Names The Customer Bill To Address Name is used on the customer record in the CRM to differentiate between various addresses. For example, the customer might have a separate Billing address from the Job Site address. Or a…

Assignment Status

Settings Module » Pop Up Lists » Assignment Status

Pop Up List: Assignment Status The Assignment Status lets you communicate with other team members where an assignment is in the process of being completed. – New in 10.0708 Set Up Enter the list of the statuses an assignment goes through. For example,…

Proposals

CRM Module » Contact Details » Proposals

Proposals Section In the Proposal section, you can see a list of proposals created for this customer. View the Proposals List For each proposal in the list, you can see: Reference id number and proposal name Total: Total amount of the proposal Rep: Sales rep…

Scope

Proposals Module » Proposal Reports » Scope

Open the Scope Report The Scope button opens the Scope report, which is a plain English description of the job that was and is entered on the Proposal > Setup > Scope tab. Note: The name of the Scope button, tab, and report can be customized by a system…

Why is my calendar blank?

Welcome » Support & Training » Troubleshooting » Why is my calendar blank?

Projects as Resources Make sure you don’t have Projects as Resources set. If your calendar looks blank, you may want to check this quick setting. Inside the Calendar > Gear Icon > Settings (tab) inside the pop-up menu > under Resource Settings > Projects…

Work Order Custom 1 & 2

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

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

Work Order Type

Settings Module » Pop Up Lists » Work Order Type

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

Shipping Speeds

Settings Module » Pop Up Lists » Shipping Speeds

Pop Up List: Shipping Speeds Shipping speeds are used on Purchase Order to designate the type of shipping being requested. Once a shipping speed is selected, iPoint will calculate the expected receive date on the PO. Set Up Click in the first empty Item Name…

Proposal Lost Reasons

Settings Module » Pop Up Lists » Proposal Lost Reasons

Pop Up List: Proposal Lost When a user marks a proposal as lost or declined, they will be prompted to specify why the deal was lost. On the pop-up window, they will be able to select a reason, as specified here, as well as enter a more detailed description. Set…

Print Options

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

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

Mobile: Activities

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

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

Drawing

Settings Module » Module Settings » Drawing

Drawing is a depreciated Legacy function that is no longer under maintenance. This page intentionally left blank. iPoint Version: 8.0219

Vendors Module

Vendors Module The Vendors module holds information about the companies where you buy services and products to sell to your customers. Click on the Vendors icon on the dashboard to access the list of vendors. Vendors are your suppliers, people, or companies you buy…

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…

Sites

Settings Module » QuickBooks » Sites

QuickBooks Site Settings Companies that use QuickBooks Desktop Enterprise have an option to add Advanced Inventory functionality. With that Intuit add-on, QuickBooks can track inventory through multiple sites. Note: If you do not have Advanced Inventory activated in…

Results

Marketing Module » Results

Marketing Results The Results section is the final analysis for your marketing campaigns and gives you the big picture of how all your marketing work is going. The graph in the center of the screen shows the results of all your campaigns. Hover over a colored…

Morning Coffee

Settings Module » Morning Coffee

Morning Coffee Settings Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. The report is also available to anyone using iPoint in the Reports module. The Only difference…

Activity Types

Settings Module » Pop Up Lists » Activity Types

Pop Up List: Activity Types Activity Types are used to track sales quota in the sales process. Each user can have goals set for various sales activities, which are tracked on the iPoint dashboard and set independently for each user in Settings > Users >…

Times

Settings Module » Pop Up Lists » Times

Pop Up List: Times Times is a legacy feature that was previously used but not currently. However, Times is being resurrected for a couple of Feature Requests that are currently in development. So we’re leaving this page here for documentation. Set Up To…

Related Contacts

CRM Module » Contact Details » Related Contacts

Related Contacts Section Related Contacts are links to other contacts in the iPoint database. A related contact could be the contractor responsible for the work being completed or a property manager who takes care of a facility. Adding an individual or entity to a…

Assets Reports

Reports Module » Assets Reports

Asset Tracking Report The Asset Tracking report is where you can track company tools, resources, and other high-value assets. For example, maybe you have a wire toner that is shared among all the technicians. Who has it today? What is the value of that 800’…

Change Order Status

Settings Module » Pop Up Lists » Change Order Status

Pop Up List: Change Order Status The Change Order Status helps users understand what is happening with a specific Change Order on a Sales Order. Set Up Enter the list of the stages a change order goes through in your organization. For example, Not Started, In…

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…

Task Names

Settings Module » Pop Up Lists » Task Names

Pop Up List: Task Names Tasks are used to direct technicians on what things need to be done for a customer. For new sales, tasks are typically created from the items sold on a sales order. But for service work, tasks are created on the fly as projects and work…

Room Names

Settings Module » Pop Up Lists » Room Names

Pop Up List: Room Names Room Names are used to group equipment together on a proposal. Also called Locations, this default list can help speed the creation of proposals by assigning standard room names to a proposal. Set Up Place your mouse in the first empty…

Gift Cards Sold

Reports Module » Items Reports » Gift Cards Sold

Gift Card report The Gift Card Report shows details about gift cards sold through iPoint. Available details include: Gift Card – the unique ID of the gift card Invoice – the invoice number where you sold the gift card Card Amount – the…

Devices

Settings Module » Users » Devices

User Devices Users can log into iPoint from anywhere on any device, as long as they have an active user name and password. However, system administrators may decide they don’t want someone logging in on a particular device. For example, maybe you decide that…

RMA Module

RMAs List The RMA module is where you track a product that has been returned for repair or replacement. Sort Dropdown The RMA header contains familiar list navigation options if you’ve spent time in any other iPoint modules. Choosing an option displays the…

Activities

CRM Module » Contact Details » Activities

Activities are trackable tasks designed to aid employees in achieving a specific number of actionable activities during a specified time frame. Sales personnel might rely on activities to ensure they make a certain number of sales calls. Sales Managers can set…

Documents

CRM Module » Contact Details » Documents

Documents Section In the Documents section, you can view documents that have been added to this customer’s record, such as contracts, signed proposals, etc. View the Documents List At the top of the Documents window are three valuable tools. Use the…

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…

Custom Templates

Settings Module » Custom Templates

Proposal Cover Page Custom Templates are the backbone of your printed proposals and sales orders. Think of a template as the skeleton that holds the details of your proposal. The meat of the proposal is the information you provide on the proposal itself. You might…

What is the best module to invoice from?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?

Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…

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…