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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…
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…
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…
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…
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…
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…
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…
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…
Proposals settings
Settings Module » Module Settings » Proposals settings
Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…
Mobile: Proposals
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Proposals
Mobile: Proposals The Proposal list shows all active proposals for the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass searches for a specific proposal using a wildcard search. Enter…
Proposals FAQ
Proposals Module » Proposals FAQ
See links below for Frequently Asked Proposal Questions Walkthrough Mode Show Unit / MSRP / Labor Price Job Site Address Jump to added items in a proposal Grand Total Summary Edit my Contract / Custom Template
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…
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…
Main Image
Settings Module » Custom Templates » Cover Page (tab) » Main Image
Cover Page: Main Image Clicking the Main Image tab shows only the graphics portion of the cover page. There are three options in the Image Selection drop-down. Half on Top – positions the graphic or picture on the top half of the cover page Half on Bottom…
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…
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…
Invoices (tab)
Settings Module » QuickBooks » Invoices (tab)
QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…
Options (tab)
Settings Module » Custom Templates » Options (tab)
Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…
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…
Error Logs (tab)
Settings Module » QuickBooks » Error Logs (tab)
QuickBooks Error Logs The Error Logs tab is utilized by iPoint Support to help troubleshoot transactions and information that is not pushing correctly to QuickBooks. Most users will find this information to be foreign and not understandable. However, if you have…
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…
Report Setup
Items Module » Item Details » Report Setup
Items: Report Setup The Reports tab controls how items appear on various reports used throughout iPoint Custom Group Summary A Custom Group Summary (CGS) report is a detailed report of specific item details for various equipment groups. This report can be used on…
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…
Wizard Setup
Welcome » OnBoarding » iPoint Setup » Wizard Setup
The Setup tab is where you define your company. Required University Videos For a deeper explanation of each of these settings, we present some videos for you to watch. Once any member of your team has viewed a video, you’ll see the date the video was watched…
Retention setup
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » Retention setup
Retention is a billing tool used by General Contractors (GC) to ensure that their Sub-Contractors finish the work they have billed for and is typically used in commercial or government projects. When a subcontractor invoices the GC for work completed, the GC will…
Docs/Asgmts/Data (tab)
Sales Orders Module » Docs/Asgmts/Data (tab)
Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…
Retention
Sales Orders Module » Billing » Retention
Retention is a percentage of a billed job that is withheld from payment on invoices generally until the job is complete or meets specific milestones. Mostly used in commercial construction projects, retention is generally a contractual obligation. In order for…
E-Signature Portal
Settings Module » Module Settings » Proposals settings » Proposal Settings Options » E-Signature Portal
Documents and Assignments With the Electronic Signature Portal, you can collect signatures from your customers for Proposals and Change Orders online. A PDF of the Proposal or Change Order is saved in the iPoint Web Portal with a unique, secure link sent to your…
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…
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…
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…
Options: Reports
Proposals Module » Proposal Reports » Client Proposal » Options: Reports
Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Footer
Proposals Module » Proposal Designer » Footer
Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…
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…
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…
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…
Proposal Status
Settings Module » Pop Up Lists » Proposal Status
Pop Up List: Proposal Status Proposals have a status field that helps users understand what part of the sales process the job is in. These status are customizable and help when sorting and filtering proposals and generating notifications to team members. The proposal…
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…
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…
Proposal Settings Options
Settings Module » Module Settings » Proposals settings » Proposal Settings Options
Proposal Options The following options apply specifically to Proposals: Column 1 Prevent Window Refresh on Add: When a part is added to a proposal, iPoint connects to the server and adds the information before presenting the newly added part to the…
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…
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…
Picture Book
Proposals Module » Proposal Reports » Picture Book
Picture Book Report 11x17 Version The Picture Book displays the items you are selling to the client in picture format. The photos of your items are listed by location and are displayed in two columns. You can have up to 5 items showing per location. The quantity of…
Client Proposal
Proposals Module » Proposal Reports » Client Proposal
Client Proposal The Client Proposal report is the document you will present to your customer with all the products and labor you put together in the Designer. The proposal has many options to help you customize the details you want your customers to see. When the…
History
Items Module » Item Details » History
Items: History The History tab will help you find documents where the item was sold or purchased. Proposals This tab shows all active and archived proposals where this part has been used. Reference = Proposal ID # Date = the Date and Time the proposal was…
SO Reports
Sales Orders Module » SO Reports
Sales Order Reports The Reports tab houses a variety of customer-facing reports and some Job Costing reports designed for management use. Standard Options Nearly every report described on this page has an Options button where you can sort and filter the report to…
Goals
Settings Module » Users » Goals
User Goals The Goals tab is where a user’s activity quotas and sales goals are individually set. Quotas Quotas are targets for sales activities that can be set on an individual basis for each sales staff member. Quota items are set up in Settings > Pop Up…
Best Practice: CRM
CRM Module » Best Practice: CRM
This page lists Best Practices that iPoint recommends when using the software. . . . . . Should I enter the job as a Customer or a Job? In general, create one customer record for each customer. This record is the primary address, and any work done at that…
Proposal Reports
Proposals Module » Proposal Reports
Proposal Reports The Proposal Reports tab houses three primary sections. Client Reports These are the documents you will send to your customer to show them what goods and services they will be purchasing from you. Client Proposal – customize the entire…
Design & Engineering
Proposals Module » Design & Engineering
The Design & Engineering feature is where the items added in Proposal Designer can be overlaid on to a building schematic or blueprint for a visual representation of a proposal. Design & Engineering is located in the bottom right corner of the Proposal Info tab.…
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…
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.…
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…
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…
Docs / Assignments
Proposals Module » Docs / Assignments
Documents and Assignments There are three main areas of content on this tab. E-Signature Proposal This is where the customer’s signature is stored when a proposal is signed electronically on the iPoint Web Portal. Proposal Window – if the proposal has…
Merge Fields
Settings Module » Module Settings » Proposals settings » Merge Fields
Throughout settings, you will find a list of Merge Fields that you can use to personalize various system-generated documents. Primarily used in customer proposal areas, merge fields take information from a customer record and input them into documents. These merge…
Labor Phases
Settings Module » Labor Phases
Labor Phases provide several functions throughout the software. First, we’ll discuss their various uses. Then we’ll look at setting them up. Use Labor on Items: Each item can have an associated labor phase and time set up on the Item Master. Let’s…
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…
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…
Proposal Info
Proposals Module » Proposal Info
Proposal Info Tab The Proposal Info tab contains primary customer and job details. Customer Name The first section is the customer details describing the customer receiving the bill for the work being completed. Enter the Customer Name – there are a few…
Can I merge duplicate Customers?
CRM Module » CRM FAQ » Can I merge duplicate Customers?
I’ve got two customer records for one individual. How do I merge the two customers into one? As you search through your customers, are you seeing multiples? “Hey! Aren’t Rob Marks and Robert Marks the same person? Wait a minute… did someone add…
Engineering
Items Module » Item Details » Engineering
Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how much…
Chart of Accounts
Settings Module » QuickBooks » Chart of Accounts
QuickBooks Chart of Accounts settings The Chart of Accounts tab is where you tell iPoint how to push transactions utilizing your QuickBooks financial accounts. This process is typically completed during the initial setup of iPoint. But sometimes, you will make…
Wizard Learn 1
Welcome » OnBoarding » iPoint Setup » Wizard Learn 1
Now that your team has watched their training videos, it is time to start using iPoint! Just like a job progresses through various parts of your company, the Wizard is going to track various parts of the iPoint process separately. We’re going to make sure…
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…
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…
Item Additional Settings
Items Module » Item Details » Item Additional Settings
Item Details: Additional Settings The Additional Settings tab provides granular details about an item, in many cases overriding standard functionality in the software. This doesn’t print anywhere. It is simply used here as a note pad. Memo The memo field is…
PDF cannot be created on disk
Welcome » Support & Training » Troubleshooting » PDF cannot be created on disk
Error: PDF Cannot be Created on Disk This error is typically displayed when trying to create a PDF proposal. This error means that something went wrong when saving the PDF to your computer. Here are the common troubleshooting options for this error. . Windows…
SO Options
Sales Orders Module » SO Options
Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This option is rarely used as…
Time
Sales Orders Module » Time
Time on Sales Order The Time tab displays all of the sales and administrative time that has been logged against the job. This list also displays any entries created while this Sales Order was still a Proposal. This portal functions similarly to the Project Time…
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…
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…
AIA Progressive Billing
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » AIA Progressive Billing
AIA Billing is a billing method typically used in commercial construction projects. The American Institute of Architects has defined methods and processes used to bill for projects progressively. In short, the (sub)contractor identifies all charges in a project…
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…
Development Roadmap
Welcome » Development Roadmap
Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Then, check back here to see what those developers are working on and what you may see coming down the road to your iPoint! Released Summer…
General
Settings Module » Users » General
User Settings The General (tab) adds granular user functionality and affects how the user appears in various modules. Job Roles System Administrator Checking this box will enable a user to access the Settings Module. If you leave this box cleared, they…
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…
Change Orders
Sales Orders Module » Change Orders
Change Order tab Once a sales order is created (converted from a Proposal), it becomes locked, and changes must be completed through a formal change order process. This best practice is designed to protect you from customers who make changes but never pay for their…
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,…
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…
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…
QB Step 3: Lists
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 3: Lists
QuickBooks Setup: Lists There are several items that iPoint uses for transactions that are created in QuickBooks and pulled into iPoint. Go to the Lists tab, and press the blue buttons corresponding to each of the following: Payment Methods are used to signify…
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…
Morning Coffee Reports
Reports Module » Morning Coffee Reports
Morning Coffee Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. How to get started Name the Report Click the New Morning Coffee Report button In the edit screen on the…
Payment Schedules
Settings Module » Module Settings » Proposals settings » Payment Schedules
Proposal Payment Schedules Payment Schedules are the way you communicate to your customer what percentage of a job needs to be paid at various stages in the life of a sales order. When creating a proposal or sales order, a user can choose from a dropdown list of…
Proposal Options
Proposals Module » Proposal Options
Click the Options button at the top of Proposal Details to open the Options popover window. Archive Proposal – check this box to archive a proposal (or uncheck it to unarchive the proposal). There are four tabs in the Options popover window. Each is…
Pop Up Lists
Settings Module » Pop Up Lists
Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…
Time Clock Module
Time Clock Module
Dashboard > Clock In iPoint tracks time in two methods: Time Clock, used for tracking payroll hours, and Job Time, used for tracking time worked on Proposals, Sales Orders, and Work Orders. To read about entering Job Time, visit Work Orders > Details or…
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#…