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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…
Goals Reports
Reports Module » Goals Reports
The Goals report is where you can track users’ productivity based on metrics you set up for them. For example, you may want to track the number of phone calls and face-to-face meetings your sales staff has with clients. Or maybe you’d like to track 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…
Settings Module
Settings Module
Dashboard: Settings Module The settings module is where you can make customizations to how the iPoint software platform functions. Here you can set user access, customize iPoint to work the way you do in your business, and turn on various software features you may…
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.…
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…
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…
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…
General settings
Settings Module » Module Settings » General settings
General Settings The five buttons displayed allow you to adjust the next document number for: Invoices Proposals Purchase Orders (PO) Projects Work Orders Typically, these buttons set starting numbers when first setting up iPoint. However, sometimes a user…
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…
Beta Settings
Welcome » Change-Log » Beta Settings
Beta Settings In your iPoint system if you navigate to Settings>Module Settings>Beta you’ll see the options currently available for you. You have the option to turn them on if you’d like to try them out. Check the appropriate box to activate the beta…
Calendar Settings
Calendar Module (Schedule Pro 2017) » Calendar Settings
The gear icon at the top corner of the calendar opens many options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. And once you have…
User Settings
Calendar Module (Schedule Pro 2017) » User Settings
The gear icon at the top corner of the calendar opens several options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. User Settings 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…
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…
CRM settings
Settings Module » Module Settings » CRM settings
The CRM settings tab is how you customize the CRM module for your company and is broken into four distinct sections. Contact Attributes Contact Methods These are the contact fields for your customers. You have eight fields you can customize by choosing a dropdown…
Projects settings
Settings Module » Module Settings » Projects settings
Project Module Settings The options on this tab control functionality in the Project Module. Use Color Override on Milestone Done Default SO Docs to be viewable on Projects/WO – Documents can be stored on a Sales Order in the Docs/Asgmts/Data tab. Each…
Report Settings
Settings Module » Custom Templates » Options (tab) » Report Settings
Custom Template Report Settings Every proposal has a number of user-defined options that can be set to show and hide specific information. Each logged-in user can set their own preferences and print their proposals the way they see fit. However, sometimes a company…
Wizard Settings
Welcome » OnBoarding » iPoint Setup » Wizard Settings
Wizard Settings In the Settings tab, you will get an overview of the settings available in iPoint. This tab is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust several…
Settings FAQ
Settings Module » Settings FAQ
Frequently Asked Questions about Settings . . GMail Issues?
User Settings
Calendar Module (Schedule Simple 2023) » User Settings
Calendar User Preferences User Preferences User Preferences allows you to fine tune how your calendar behaves as you view modify and navigate through your events. Once you apply your User Preferences, simply select “Save Settings” for these changes to…
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…
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…
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…
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…
Custom List Settings
Settings Module » Module Settings » Proposals settings » Custom List Settings
Proposal Custom List The Custom List portion of the proposal allows you to track information that doesn’t have an existing field available in iPoint. The image to the right displays the settings portion, on the top in black, and how the Custom List looks on a…
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…
Work Orders settings
Settings Module » Module Settings » Work Orders settings
The Work Orders tab is where you customize how the Work Orders work in iPoint. Module Settings: Work Orders Default Labor Item – Select the Labor Phase from the drop-down corresponding to your service work. These labor phases are defined in Settings > Labor…
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…
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…
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…
Credit Card Processing Settings
Settings Module » Integrations » Credit Card Processing Settings
Set Up Credit Card Processing The CCP tab is where you integrate iPoint to Transnational for your credit card processing. Important: iPoint does not store any credit card information. We are simply a conduit to one of the four credit card processors. Customer credit…
Schedule Simple Calendar Settings
Calendar Module (Schedule Simple 2023) » Schedule Simple Calendar Settings
Calendar Settings Calendar Settings In this section of the Schedule Simple Calendar sidebar, you are able to set defaults for your events as you create them in the calendar. This includes an Event Notification Default Settings and the Default Permission…
Accounting
Settings Module » Module Settings » Proposals settings » Accounting
Proposal Accounting Options The Accounting tab of the Proposal Module Settings defines how your company will generate invoices. While many setting options define how iPoint functions, the accounting settings also define how information is passed to QuickBooks and…
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…
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…
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…
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…
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…
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 >…
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…
Customer Activity Report
Reports Module » Customer Reports » Customer Activity Report
Customer Activity Report This report shows all of the sales Activities completed by various staff members within your company. Activities are defined in Settings > Pop Up Lists > Activity Types Assigned in Settings > Users > Goals Tracked in CRM > Customers >…
Dashboard
Dashboard
The dashboard is the home screen for all iPoint activities. Here you will find details for completing your work and navigational tools to help you get to specific information within iPoint. iPoint Dashboard Left menu Navigation At the top of the screen, you will…
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…
Wizard Learn 2
Welcome » OnBoarding » iPoint Setup » Wizard Learn 2
We’ve moved to the process where we’re looking at Purchasing and Invoicing. Again, this is using the goals you set up back in the Setup phase of the Wizard. And yes, we are looking for your team to complete 50% of your goal while getting their feet wet. The…
Wizard Learn 3
Welcome » OnBoarding » iPoint Setup » Wizard Learn 3
Wizard Learn 3 The third phase of Learning is just to make sure your entire team is completing their tasks in iPoint. This is simply your opportunity to compare the goals you set earlier in the Wizard to the progress your team is making. You will notice that each of…
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…
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…
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…
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 Ninja
Welcome » OnBoarding » iPoint Setup » Wizard Ninja
Wizard Ninja You did it!!! Congratulations! You have successfully set up iPoint for you and your company! You are definitely an iPoint Ninja just like Winston! For the next few months, Winston, the iPoint Ninja, will drop you an email just to let you know we are…
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.…
Security Features and Controls
Welcome » Support & Training » Security Features and Controls
To help you maintain control over your users and accessability, iPoint offers several security features. Permission Sets – This area allows you to contol the access each user has within the various modules. You can provide access to view a proposal or sales…
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…
Gmail Issues?
Settings Module » Settings FAQ » Gmail Issues?
Gmail API for users Most of the errors around sending iPoint through a Gmail account are issues with your Google account. Recently, Gmail has announced to no longer support “less secure apps”, but you can still use Google integration by setting up an App…
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…
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…
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…
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…
Print Preview
Settings Module » Document Builder » Print Preview
Document Builder Print Preview The print preview window allows users to see exactly what the printed page will look like when fully rendered. The preview is comprised of a preview screen and an options pain. Changing settings in the options will affect what is being…
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…
iPoint Online
iPoint Online
iPoint Online is where you can access iPoint from a web browser instead of using FileMaker Pro. You can access it via any web browser from a computer, tablet, iPhone, Android device, or anything that has a web browser. The big benefit of iPoint Online is that…
Company Info
Settings Module » Company Info
Company Information Settings The Company Information tab provides default settings for a number of different aspects of the iPoint software. Company Name: Enter the name of your company here. This field is utilized on numerous reports. Website: Enter the web…
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…
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…
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…
Invoice Status
Settings Module » Pop Up Lists » Invoice Status
Pop Up List: Invoice Status The Invoice Status helps iPoint users know what has happened to a specific invoice in the accounting module. The invoice can be marked as “submitted” indicating that the customer has received the invoice. Or maybe all invoices…
RMA Status
Settings Module » Pop Up Lists » RMA Status
Pop Up List: RMA Status The RMA Status helps staff members understand how a Return Materials Authorization is progressing through the return/replacement process. Set Up Click in the first empty Item Name to create a new status. Or click in an existing item name…
Login
Settings Module » Users » Login
User Login Information The Login tab is where you create or edit an individual user’s information. Name Enter the user’s First Name, Middle Initial, and Last Name. These will be used to identify the user throughout the iPoint software for tracking,…
Calendar Module (Schedule Pro 2017)
Calendar Module (Schedule Pro 2017)
iPoint Calendar The iPoint calendar is your one-stop shop to view the schedule for your employees. You can see work orders, events/meetings, and assignments with due dates from the calendar. You can also adjust the calendar to see specific dates or find work orders…
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…
PO Status
Settings Module » Pop Up Lists » PO Status
Pop Up List: PO Status The Purchase Order Status helps iPoint users know what is happening with POs in the system. Change the status of a PO as it flows through your company’s process. For example, you might have an approval process for POs by a manager. Or…
Module Icon Order
Dashboard » Module Icon Order
Edit Module Icons You can display the icons on the dashboard in one of three ways. First, they are defined by iPoint as described on the Dashboard page. Second, the icons can be reorganized by a system administrator to override the iPoint defined order. This is…
Commission Reports
Reports Module » Commission Reports
The Commission Reports are run to help you track and pay commissions to your employees. Available Reports: Combined Report – shows all the commissions due to sales staff based on invoiced from sales orders, projects, work orders, and invoices. Commission…
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…
Calendar Filters
Calendar Module (Schedule Pro 2017) » Calendar Filters
The gear icon at the top corner of the calendar opens several options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. User Filters…
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…
Viewing Options
Calendar Module (Schedule Simple 2023) » Viewing Options
Calendar Sidebar The first viewing option is to decide who and how to view within your Schedule Simple Calendar. If you view to the left of the Calendar, you will notice a Sidebar with several options such as: Filters Applied Calendar Settings User Calendar…
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…
Customer Work Order Notification
Settings Module » Module Settings » Work Orders settings » Notifications » Customer Work Order Notification
Customer Work Order Notification Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their…
Schedule Simple Calendar Filters
Calendar Module (Schedule Simple 2023) » Schedule Simple Calendar Filters
Calendar Sidebar The first viewing option is to decide who and how to view within your Schedule Simple Calendar. If you view to the left of the Calendar, you will notice a Sidebar with several options such as: Filters Applied Calendar Settings User Calendar…
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 Orders on the Calendar
Calendar Module (Schedule Pro 2017) » Work Orders on the Calendar
Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…
Work Orders
Calendar Module (Schedule Simple 2023) » Work Orders
Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…
2019 Q1
Welcome » Change-Log » 2019 Q1
Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …
Technicians are not showing up in dropdown lists
Work Orders Module » Work Orders FAQ » Technicians are not showing up in dropdown lists
Calendar Group for Tech Selection When trying to assign a technician on a work order, no names are populating in the drop-down option or the wrong names are populating. This drop-down field is populated by the calendar group selected in Options on the work order.…
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…
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…
Mobile: Dashboard
Mobile Access » iPoint Mobile » Mobile: Dashboard
Mobile Dashboard Accessing iPoint on your mobile device results in a different dashboard view as compared to the view when accessing iPoint on a computer. Each of the modules is displayed in a list rather than rows of icons. On this page, we’ll describe the…
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…
2021 Q4
Welcome » Change-Log » 2021 Q4
This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…
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,…
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…
Item Type
Settings Module » Pop Up Lists » Item Type
Pop Up List: Item Type The Item Type is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. For example, you might choose a category of Speaker and a type of…
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…
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…
Notifications
Settings Module » Module Settings » Work Orders settings » Notifications
Work Order Notifications The notifications tab is where you set up how iPoint communicates various Work Order based notices. Scheduling Alerts These notifications help staff members stay on top of work order schedules, like when a technician is late checking…
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…
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…