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Purchase Orders Module

From the iPoint dashboard, clicking on the Purchase Order module gives you three options: Purchase Orders – this button opens up the Purchase Orders screen so you can look at all of your purchase orders in one place Item Receipts – this button opens up…

Purchase Orders FAQ

Purchase Orders Module » Purchase Orders FAQ

See links below for Frequently Asked Purchase Order Questions . Can I allocate stock to a job after it’s ordered? How do you push inventory receipts to QB using a different date than the PO?

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…

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…

Sales Orders

CRM Module » Contact Details » Sales Orders

Sales Orders Section The Sales Orders section presents a list of all sales orders for this customer. At the top of the list is a filter field. Use this field to quickly find a specific sales order, searching Sales Order Name or Salesperson. For each sales order…

Work Orders

CRM Module » Contact Details » Work Orders

Work Orders Section In the Work Orders section, you can view a list of work orders created for this customer. At the top of the list, you’ll find a couple of helpful tools. Do Not Send Work Order Notifications – When a new work order is…

Change Orders

Reports Module » Sales Order Reports » Change Orders

Sales Order Change Order report The Sales Order Change Orders report is a synopsis of the change orders in your system. Note: And yes, clicking on any change order line will open the change order in the associated sales order. Here are the details you’ll find…

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…

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:…

Purchase Order Reports

Reports Module » Purchase Order Reports

Purchase Order reports are used to help analyze purchasing trends throughout iPoint. Available Reports: Line Report – shows a list of individual line items on purchase orders. Summary Report – shows a list of purchase orders. Back Order Report…

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…

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…

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…

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…

Work Orders Reports

Reports Module » Work Orders Reports

Work Order reports are used to provide additional details about work completed on a work order. Work Order Parts Added Report Added Parts This report shows products that have been added to work orders. This is typically done by technicians in the field, but can…

Mobile: Work Orders

Mobile Access » iPoint Mobile » Mobile: Work Orders

While many of the modules in iPoint look the same on computer or iOS device, the Work Orders have a custom layout on mobile devices. We have done our best to optimize the iOS capabilities in order to streamline the use of iPoint by technicians in the field. On the…

Mobile: Sales Orders

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Sales Orders

Mobile: Sales Orders The Sales Order list shows all active sales orders 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 sales order using a wildcard…

Mobile: Work Orders

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Work Orders

Mobile: Work Orders The Work Orders list shows all work orders 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 work order using a wildcard search.…

Work Orders FAQ

Work Orders Module » Work Orders FAQ

Here are answers to Frequently Asked Work Order Questions. . How do you remove an item that has been delivered? How do I add tasks to my Work Order from a Project? How do I enter time manually on a work order? How do I replace items on a work order? Is it…

iPointTech Work Orders

Mobile Access » iPointTech App » iPointTech Work Orders

iPointTech Work Order List Tapping on the Work Order module on the dashboard brings you to the Work Order List. The work orders displayed here are based on options chosen in iPointTech Settings Note: The Work Order module is unavailable in offline mode. However,…

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…

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…

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…

Progressive Billing Change Orders

Sales Orders Module » Billing » Progressive Billing Change Orders

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

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…

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…

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…

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…

Can I link sales orders together?

Sales Orders Module » Sales Order FAQ » Can I link sales orders together?

Yes, you can! . A great example of when you might use linked sales orders is when you’re working with a builder. Say the builder does a base package, and a particular homeowner has requested upgrades to the base package. Two sales orders are created so that…

Can work orders be un-linked?

Work Orders Module » Work Orders FAQ » Can work orders be un-linked?

Un-link WO If you got a Work Order that wants to “break free” from linked up Work Orders, you can now unlink them. Simply open up the Work Order details > go to Options > Advanced (tab) > Unlink Work Order. This will un-link that Work Order from any…

What’s the Difference Between Product Manager and Purchase Request Manager?

Inventory Module » Inventory FAQ » What’s the Difference Between Product Manager and Purchase Request Manager?

Product Manager vs. Purchase Request Manager Both Product Manager and Purchase Request Manager have a list of items that can be selected and placed on a purchase order. However, they both function very differently. The main difference is the Product Manager lives on…

Non-Billable change orders and RFP don’t mix

Sales Orders Module » Sales Order FAQ » Non-Billable change orders and RFP don’t mix

One of the available options in Settings > Module Settings > Proposals > Sales Orders is to Allow Non-Billable Change Orders. This is a great way to track costs on a job that you do not want to pass along to your customers. HOWEVER, this feature will wreak…

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…

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…

Sales Order FAQ

Sales Orders Module » Sales Order FAQ

Sales Order Frequently Asked Questions How do you remove an item that has been delivered on a sales order? How do you add or remove sales order types? How can I track retention on sales orders? Can you show me how to simplify the delivery invoice process? How…

WO Options

Work Orders Module » WO Options

Just like every other module in iPoint, the Options button on the work order provides additional things you can do with the Work Order. Let’s take a look at each of the available choices. Standard tab Persistent – Checking this box makes the…

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…

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…

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…

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…

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,…

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…

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…

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…

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…

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…

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…

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…

PO Details Items List

Purchase Orders Module » PO Details Items List

Purchase Order Items List Item List The main section of the Purchase order is the Items List. The list is where you will see the items on the purchase order. Next, we will go into the process of manually adding items to a PO on the next page. PO Line Filter –…

Item Details

Items Module » Item Details

Item Details An item’s details are the most critical part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…

Line Report

Reports Module » Purchase Order Reports » Line Report

Purchase Order Line Report The Line Report shows a list of individual line items on purchase orders. The report shows: PO Number Item ordered Where the item request came from (Sales Order, Project, Work Order, Invoice, or Stock) The date the PO was created The…

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…

2021 Q3

Welcome » Change-Log » 2021 Q3

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…

Can I Allocate Stock to a Job After it’s Ordered?

Purchase Orders Module » Purchase Orders FAQ » Can I Allocate Stock to a Job After it’s Ordered?

Say you have a Purchase Order (PO) with some stock items on it that have not yet been received. But then you realize that you actually want to use those items for a job. You don’t have to wait until the item is received or remake the PO. You can allocate those stock…

2020 Q1

Welcome » Change-Log » 2020 Q1

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

Summary Report

Reports Module » Purchase Order Reports » Summary Report

Purchase Order Summary Report The Summary shows a list of Purchase Orders. The report shows: PO Number Vendor The date the PO was created The date when the Purchase Order was submitted The date when the PO was marked Received in Full The Total value of the…

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…

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…

2021 Q2

Welcome » Change-Log » 2021 Q2

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…

Using the Product Manager

Sales Orders Module » Product » Product Manager » Using the Product Manager

There are two ways to work with parts: individually and in bulk. Individual Product If you want to work with only one or two items, the individual Stock Options button might be the easiest process. At the end of each line are two buttons. The Stock Options button ( …

2021 Q1

Welcome » Change-Log » 2021 Q1

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

iPoint Transactions to QuickBooks

Syncing to QuickBooks » iPoint Transactions to QuickBooks

This section of the manual is intended to explain how transactions affect QuickBooks when they are synced from iPoint. There are two primary transaction types to consider, the purchase and storing of inventory and the sale and cash receipts for goods and services…

2019 Q2

Welcome » Change-Log » 2019 Q2

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. Key New Feature Updated Feature Bug Squashed …

Receiving a PO

Purchase Orders Module » PO Details Items List » Receiving a PO

Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is time…

Item Stock Summary

Reports Module » Sales Order Reports » Item Stock Summary

Product Manager Stock Report The Item Stock Summary Report, also know as the Product Manager Stock Report shows the status of products with regards to sales orders. The report can also be printed from a Sales Order on the Product Manager > Options > Labels & Reports…

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…

Shipping Speeds

Settings Module » Pop Up Lists » Shipping Speeds

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

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…

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…

Product

Sales Orders Module » Product

Sales Order Product The Product tab of the Sales Order is where you manage the products sold to the customer. This button takes you to the Product Manager, where all the action happens. More details on the Product Manager here. The Product Manager Status is a…

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,…

2019 Q3 & Q4

Welcome » Change-Log » 2019 Q3 & Q4

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. Many of the features have been written about in our…

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…

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 …

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…

Labor Time

Reports Module » Sales Order Reports » Labor Time

Sales Order Labor Time report The Sales Order Labor Time report provides a quick snapshot of the time sold versus the time used on sales orders. This report is a helpful tool for forecasting the technicians’ time needed to complete the sold work. Note: Click…

Sales Order Designer

Sales Orders Module » Sales Order Designer

Sales Order Designer button The Designer button in the top right corner of the Sales Order opens the list of parts and labor sold to your customer. This is the same list created on the Proposal with one significant difference. The parts are locked and can’t be…

Work Order Details

Work Orders Module » Work Order Details

Work Order The Work Order Details screen is where the actual work takes place. From here, we will change statuses, enter technicians’ time, track added parts, and track notes and images for the job. The mobile version of iPoint on an iOS device functions the…

2020 Q4

Welcome » Change-Log » 2020 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…

Grid View

Items Module » Options » Grid View

Item Grid View The Item Grid View is an alternative view of the items in your item database. This is typically used to make bulk edits to your item list. The search criteria on the standard Item Options tab will apply to the list you see here in the grid view. Sort…

2022 Q1

Welcome » Change-Log » 2022 Q1

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. These features are all current as of Version…

Sales Order

Settings Module » Module Settings » Proposals settings » Sales Order

Sales Order Module Options The following options apply specifically to Sales Orders. No Change Order Discount Modifier: Once a proposal is converted to a sales order the modifiers are not adjustable. This restriction applies to change orders as well.…

How do you remove an item that has been delivered on a sales order?

Sales Orders Module » Sales Order FAQ » How do you remove an item that has been delivered on a sales order?

First, you have to un-deliver the part. Open the Sales Order Click the Product tab Click the blue Product Manager button Click the Details button next to the item you want to return and remove On the This Item tab, click the red Return button above the location…

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…

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…

Profitability

Reports Module » Sales Order Reports » Profitability

Sales Order Profitability report The Sales Order Profitability report gives you a quick summary of the profitability of sales orders in iPoint. Clicking on any sales order listed will open it in a new window. Available details include: Design Name – the…

Progress Billing

Reports Module » Sales Order Reports » Progress Billing

Progress Billing report The Progress Billing Report helps determine when to send the subsequent invoice to customers. The report is based on the dates set for each progressive payment due date as defined on the Sales Order > Billing tab. Customer is the name of…

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…

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…

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…

Export to Excel

Items Module » Options » QB Sync List » Sync List Options » Export to Excel

Items List: Excel to Excel To simplify the manipulation of your item list, you can export your items into an Excel spreadsheet. This is useful for doing mass edits, entering manual inventory counts, and other database processes. Once edited in Excel, the data can be…

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…

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…

Product Manager Options

Sales Orders Module » Product » Product Manager » Product Manager Options

Clicking the Options button on the Product Manager presents a number of different options available to you. These options are spread out across four tabs and each tab is described in detail here. Product Options: Transactions Transactions The transaction tab is…