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iPointTech Dashboard
Mobile Access » iPointTech App » iPointTech Dashboard
iPointTech Dashboard When you first launch the iPointTech app. And a number of things happen (You need to be connected to the internet for this to work): The app checks to be sure you are running the most current version Your personal credentials and permissions…
iPointTech Settings
Mobile Access » iPointTech App » iPointTech Settings
iPointTech Settings The Settings screen defines how much data is available offline and some display settings for the App. These settings are user-specific and only affect the user on the device where they are set. Work Orders Records Per Page – enter a…
iPointTech Calendar
Mobile Access » iPointTech App » iPointTech Calendar
iPointTech Calendar The calendar module opens a list of events on the schedule for the technician logged in to iPointTech on this device. Details include: Date – a date header separates each group of work orders. The date shown in red is today’s…
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…
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,…
iPointTech Time Clock
Mobile Access » iPointTech App » iPointTech Time Clock
iPointTech Time Clock The time clock module shows all of the time entries for the current user on this device. These time entries are general entries for the day. Think of them as payroll time that your HR team will use to process your paycheck. These entries are…
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…
iPointTech Task Detail
Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Task List » iPointTech Task Detail
iPointTech Task Details From the Work Order Task List, tap or click on any individual task to open additional details about that task. Fields highlighted in gray are available for viewing only and are not editable. Available details include: Task Info Task…
iPointTech Work Order Details
Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details
iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…
Mobile Access
Mobile Access
iPoint Mobile iPoint offers a number of different ways to access your data while using a mobile phone or tablet. Depending on the method you are using, iPoint will look and react a little bit differently, so this section of the manual will focus on those…
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…
2021 Q1
Welcome » Change-Log » 2021 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…
2019 Q3 & Q4
Welcome » Change-Log » 2019 Q3 & Q4
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. Many of the features have been written about in our…
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…
Users
Settings Module » Users
Settings - Users Each user in iPoint has custom settings that affect how they interact with the software. The User Settings is where you can create new users or modify details about existing users. This screen contains two tabs, the first is a list of all Users in…
Notification Triggers
Settings Module » Notification Builder » Notification Triggers
This page defines all the Notification triggers available, including: Trigger name Fires when – a description of the action in iPoint that will create and send the notification Criteria possibilities – a list of the choices available Operator – a…