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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…

Vendors

Settings Module » QuickBooks » Vendors

Import Vendors from QuickBooks Vendors are imported from QuickBooks when you first start using iPoint. This is typically done once, but you may be directed to do this process again when working with an iPoint Support Specialist to repair certain sync issues. Importing…

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…

Partnered Vendors

iPoint Library » Partnered Vendors

Below are the vendors we have partnered with to automatically receive updated item information and pricing. Plus, any vendors we are currently working towards building partnerships. Partnered Vendors Sending us Pricing: Autonomic Controls Lutron Sonance / James…

Managing Vendors/Brands

iPoint Library » Managing Vendors/Brands

Access the iPoint Library Options and select Manage Saved Vendors & Submit Price Sheets. If you do not already have saved vendors, iPoint will run a match to the vendors you have in iPoint and what we have in the Library. Then it will show you which ones matched…

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…

SO Info

Sales Orders Module » SO Info

Sales Order: Info tab You can access a sales order from the Sales Order module by clicking on a Sales Order name in the list. Alternatively, you can open a sales order from the CRM module by opening a Customer record and selecting a record from the Sales Order…

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…

How do you process finance charges deducted by a finance company?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you process finance charges deducted by a finance company?

Accounting Finance Fees If you use a financing company that pays you directly for purchases made by your customer, chances are they will short-pay the invoice, withholding the finance charges. So how do you deal with that in iPoint? Finance charges are an expense,…

Product Manager

Sales Orders Module » Product » Product Manager

Product Manager The Product Manager is where all of the items sold on a sales order are requested for purchase, placed on purchase orders, allocated, or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…

Project Details

Projects Module » Project Details

Project Details Projects are where you manage the labor portion of the work completed in iPoint. From here you will schedule work orders and assign tasks to your employees to ensure that jobs are completed. Projects are used for new sales (work coming from Sales…

Accounting FAQ

Accounting Module » Accounting FAQ

Here are answers to Frequently Asked Accounting Questions broken down into subtopics. RFP FAQs QB FAQs Miscellaneous Accounting FAQs

Vendor Details

Vendors Module » Vendor Details

Vendor Details Screen The Vendor Details screen shows a lot of information about the vendor. Let’s start in the middle of the screen. Company Info This is the primary details for your vendor. Company Name – enter the name as it appears on the…

iPoint Data to QuickBooks

Syncing to QuickBooks » iPoint Data to QuickBooks

Data are the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks. QuickBooks: Edit Customer window Customer Data The following chart shows the CRM…

iPoint Library

What Is The iPoint Library? The iPoint Library is a centralized database of over 100,000 items from over 90 vendors. Why Is That Cool? Once you are connected to the Library, you will get automatic price updates from your favorite vendors. Get those latest…

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…

Wizard Data

Welcome » OnBoarding » iPoint Setup » Wizard Data

Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are three…

Purchase Order Details

Purchase Orders Module » Purchase Order Details

Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from 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…

Custom Invoice Header

Accounting Module » Invoices List » Invoice Detail » Custom Invoice Header

Standard Invoice Header There are three ways to customize the header of your invoice. The invoice samples on this page are the same invoice. This is because we’ve just printed it using one of three methods. Standard Invoice Out of the box, the invoice…

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…

QuickBooks Lists

Settings Module » QuickBooks » QuickBooks Lists

QuickBooks Lists Several items need to be pulled from QuickBooks into iPoint for transactions to sync. We’ve already set up a chart of accounts, customers, vendors, and items. This tab pulls in some of the behind the scenes information QuickBooks…

Cost/Price Changes

iPoint Library » Cost/Price Changes

One of the most powerful features of the iPoint Library is ensuring you are getting the latest pricing updated in your file automatically! Let’s talk about how that happens and what you can do to ensure accurate pricing. Items from Partnered Vendors iPoint has…

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,…

QB Step 4: Importing Data

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 4: Importing Data

The final step to integrating QuickBooks into the iPoint process is to populate your customer, vendor, and Items lists. If you are setting up QuickBooks for the first time or are bringing these lists from another piece of software, you can skip this step. !iPoint can…

Getting Started

iPoint Library » Getting Started

You’ve just subscribed to the iPoint Library!!! What are you going to do next? Settings First things first, you’ve got to set up the settings of the iPoint Library. Selecting what fields you sync determines what information will come over from the…

Alternate Vendor(s)

Items Module » Items FAQ » Alternate Vendor(s)

Did you know you can choose an Alternate Vendor for your product? It’s all about where you create the PO. Once you have followed the steps below – iPoint will do the heavy lifting and change the part number for you. Choose Default Vendor Choose…

How do iPoint transactions impact Quickbooks financials?

Accounting Module » Accounting FAQ » QB FAQs » How do iPoint transactions impact Quickbooks financials?

For the most part, every transaction you sync from iPoint to QuickBooks deals with either inventory or accounts receivable. Obviously, if you are taking payments from customers, you can also directly affect the cash accounts. Transactional entries are typically…

What Data Do We Sync

iPoint Library » What Data Do We Sync

One of the many nifty features the iPoint Library does is; sync. It automatically syncs to 6 different data points to align your price changes. Sync List Cost – This is your hard cost (what you pay), specific to your vendor Price – The retail…

Mobile: QuickBooks Data

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: QuickBooks Data

Mobile: QuickBooks Data In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. At the top of the window, the Back Arrow takes you back to the customer details screen. The left-hand column…

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…

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…

New QuickBooks or Switching from QBO to QBD (or vice versa)

Settings Module » QuickBooks » Registration » New QuickBooks or Switching from QBO to QBD (or vice versa)

From time to time, you might find it necessary to connect iPoint to a different set of QuickBooks. For example: You have been using QuickBooks Online and have decided that the QuickBooks Desktop product might be a better fit for the way you do…

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…

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…

Syncing to QuickBooks

iPoint is a project management software that runs almost every aspect of your business. From sales and service to purchasing and invoicing to inventory and time tracking, iPoint does it all… almost! While we are experts at project management and job costing,…

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…

First Things First…

Welcome » OnBoarding » First Things First…

There are several tasks you can be working on while you are waiting for your server to arrive. So take a look and feel free to call with any questions you have or visit our online scheduling tool to schedule a time for help! Company Logo and Template Examples If…

Mobile: Deals

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Deals

Mobile: Deals Deals are the mechanism iPoint uses to track prospective work. Some people may call this a lead. Others might call it a pipeline. The list of Deals indicates what a customer might spend to do a job. Each of the customer’s deals is displayed in…

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:…

Autos Module

The Autos Module is where you can track mileage, maintenance, and expenses for company vehicles. Navigation This module looks slightly different from other iPoint modules, so we’ll start by looking at the navigation in this window. The virtual shelf across the…

Items FAQ

Items Module » Items FAQ

See links below for Frequently Asked Item Questions How do you change an Inventory Type? Custom Items Barcode Scanning for Items Alternate Vendors Multiple Labor Phases for Items

Can I use a Job Site Address on a Proposal

Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal

Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…

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…

Contact Details

CRM Module » Contact Details

Contact Details Since CRM is the hub of the iPoint process, there are many details stored on an individual contact’s record. This page will provide specific information about each section on the Contact Details screen. Contact Overview In the top left…

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…

Emails

CRM Module » Contact Details » Emails

Customer Emails On the Emails tab, you can see details about the history of this customer’s interactions, including what Marketing Campaign messages they’ve received, which links they’ve clicked, and any other Connection info that has been…

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…

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…

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…

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…

Stock

Items Module » Item Details » Stock

Items: Stock The Stock tab is where you will find details about stock transactions and inventory history. The stock tab is only available on items with an Inventory Type of Inventory and is hidden on all other inventory types since we do not track inventory…

Sales Order Billing Status

Settings Module » Pop Up Lists » Sales Order Billing Status

Pop Up List: Sales Order Billing Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Billing Status is particularly designed for the accounting portion of the workflow. The billing…

How do you Push Inventory Receipts to QB Using a Different Date than the PO?

Purchase Orders Module » Purchase Orders FAQ » How do you Push Inventory Receipts to QB Using a Different Date than the PO?

If you create a purchase order on Sept 23 and sync it to QuickBooks, the QB PO is also dated Sept 23. But if you receive items on the purchase order on Sept 28, the synced item receipts still show up in QuickBooks as being received on Sept 23, the date of the Purchase…

iPoint Library Vs Portal

iPoint Library » iPoint Library Vs Portal

iPoint Library vs. Portal: Which Product Database is Right for You? iPoint Library and Portal are both product databases that can be used to find product information and receive pricing from all of their suppliers in one place. However, there are some key differences…

Mobile: Emails

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Emails

Mobile: Email The Emails list shows a history of the email marketing campaigns sent to the customer. At the top of the window, the Back Arrow takes you back to the customer details screen. The email list shows: The email campaign name The email subject The…

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…

Work Orders Module

Work Order List Work Orders are the documents that Technicians use to track their time on jobs, get instructions on what parts are used, and schedule tasks. Work Orders are also the vehicle used to track a technician’s time worked. In this section of the…

Autos Module (2023)

The Autos Module is where you can track mileage, maintenance, and expenses for company vehicles. Navigation This module looks slightly different from other iPoint modules, so we’ll start by looking at the navigation in this window. There is a menu on the…

Credit Card Processing

Accounting Module » Payments List » Credit Card Processing

The Credit Card/eCheck Payment window is where customer payments are entered into iPoint from either the Accounting Payment module or the Invoice New Payment/Credit button. Accepting a payment in both locations opens the same pop-over window. Once you have arrived on…

Autos Reports

Reports Module » Autos Reports

The Autos Reports are used in conjunction with the Autos module, where you can capture expenses used to maintain company vehicles, track service, and mileage records. Available Reports: Cash Bag Journal – provides a list of purchases made for a…

What happens when I sync stuff to Quickbooks?

Accounting Module » Accounting FAQ » QB FAQs » What happens when I sync stuff to Quickbooks?

The iPoint software is, among other things, a project management tool, and as such, there is limited financial reporting that takes place in the program. The majority of the reports run in iPoint deal with Project Accounting, telling you about the financial health of…

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…

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’…

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…

AIA Progressive Billing

Sales Orders Module » Billing » AIA Progressive Billing

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 that are to be billed for the current period. The (sub)contractor submits these charges…

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…

When should delivery invoices be generated?

Accounting Module » Accounting FAQ » RFP FAQs » When should delivery invoices be generated?

First, it is helpful to understand exactly what a delivery invoice does. Pushing a delivery invoice to QuickBooks Adjusts inventory Recognizes revenue Relieves (uses) customer deposits Calculates sales tax liability So the answer to the question becomes,…

Miscellaneous Accounting FAQs

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs

All of these Frequently Asked Miscellaneous Accounting Questions What if the sales tax rate has been updated since the start of a Sales Order? Does iPoint have the ability to track a warranty fund? How do you handle a returned/bounced check? Can I use a double…

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…

How do you add or remove sales order types?

Sales Orders Module » Sales Order FAQ » How do you add or remove sales order types?

The Sales Order Type field on the Sales Order Info (tab) is a self-populating list, accumulating types that are entered by various users. To add a new Sales Order Type, manually type a new “type” in the Sales Order Type field. Once entered, it will be…

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…

Purchase Request Manager

Inventory Module » Purchase Request Manager

Inventory Dashboard: PRM The Inventory Dashboard: Purchase Request Manager displays a list of parts that have been requested from various locations in iPoint. The requests could come from Sales Orders, Projects, Work Orders, or Invoices. You’ll see the:…

Additional Services

Welcome » Additional Services

Support of the iPoint software is included in the monthly maintenance fees. But sometimes you need some additional assistance outside of the scope of our standard Terms of Service. Custom Development You see the incredible software we’ve created using…

Items Module

Items List The Items module is where you will maintain the parts and services you sell to your customers. The Items module is probably the single most important module for data as it houses information for accounting, sales, ordering, engineering, and inventory…

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…

Payment Details

Accounting Module » Payments List » Payment Details

Payment Details window The payment details window is where all the information about each payment is stored. There are four major sections to this window. Details Payment Info Invoice List Control . . . . . Details The five buttons across the top of…

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…

Portal

Items Module » Portal

Portal is a third-party, online tool used to streamline order processing, among other things. iPoint has partnered with the good folks at Portal to make their vendor item database available for you to import into iPoint. And if you send your dealer agreements to…

Email

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…

Registration

Settings Module » QuickBooks » Registration

QuickBooks Registration Note: The QuickBooks Registration tab is only used if you are using QuickBooks Desktop. If your company uses QuickBooks Online, please refer to the Integration settings: Settings > Integrations > QuickBooks Online In order to sync…

Service Records

Reports Module » Autos Reports » Service Records

Auto Service Records The Service Records report shows maintenance that has been completed on your company vehicles. These entries are made in the Autos module on the Service tab. Using the settings at the top of the report, select: Vehicle – chose a company…

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…

Sales Orders Module

Sales Order List The Sales Order is the hub of all activity for new sales in iPoint. From a sales order you can order and request products, schedule technicians, create change orders, and send invoices to your customers. The sales order list is where you will find…

Proposal Designer

Proposals Module » Proposal Designer

Proposal Designer The Designer is where the details of the items proposed to your customer are displayed. Here you can modify information on each item and view the profitability of the job. The designer is broken into three primary sections, and we’ll address…

QuickBooks Data

CRM Module » Contact Details » QuickBooks Data

QuickBooks Data Section In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. The left-hand column displays the information last synced to QuickBooks. The right-hand column displays the…

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…

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.…

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…

Learning iPoint

Welcome » OnBoarding » Learning iPoint

Once iPoint is configured, and your data is loaded, it is time to train the people using the software. We have done our best to provide a wide variety of learning opportunities to match the learning styles of your team. University in the iPoint Support module…

Permission Sets

Settings Module » Permission Sets

Permission Sets Users in iPoint can be granted access to various aspects of the software. Access is controlled by Permission Sets, permissions designated by role or title. iPoint comes pre-loaded with three sample Permission Sets, which are visible on the right side…

Tier 2 New Options and Features

iPoint Library » Tier 2 New Options and Features

These are some highly requested features and options that we know you’ll really like. Whether you’re purchasing for the first time or upgrading from Tier 1, you’ll need to purchase Tier 2 to access the options below. If you’re purchasing for…

Pictures I took with my iOS aren’t viewable in iPoint

Work Orders Module » Work Orders FAQ » Pictures I took with my iOS aren’t viewable in iPoint

Turn Off High Efficiency Photos The latest iOS update introduced a new image format called High-Efficiency photos. These images are not compatible with most Windows devices. As a result, High-Efficiency photos entered into iPoint will not show up on all devices in…

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…

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…

Contact

Work Orders Module » Contact

The center column of the Work Order contains contact information about the Work Order, including: Work Order Details Technician – This drop-down list is where the technician for the work order is specified. You can change the Technician name simply by…

2024 February

Welcome » Change-Log » 2024 February

February Update! iPoint Online Beta We know you’ve been waiting on this, and we are excited to announce that we are ready to open up beta testing of iPoint Online! iPoint Online is connecting to the same iPoint, just through a web browser instead of using…

Mobile: WO Details

Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: WO Details

Mobile: Work Order Details The main page of the work order gives an overview of many of the details you need to complete work for your customers. Nearly every detail on the work order is editable, assuming you have been granted permission by your system…

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…