How Long Does It Take?

You should be up and running with iPoint in just 2 weeks. To help you achieve that goal, we’ve created the following timeline describing the things you need to do every day.

But don’t worry, you don’t have to go it alone! We have a number of tools to help you follow this schedule.

    • We have an onboard wizard that will guide you through setup steps.
    • We have videos that teach every step you need to take.
    • And if all that isn’t enough, our manual and support staff are available, too!

 

With this plan, you can indeed go from Zero to Hero in 2 weeks.

Day 1

This is the day you turn on your server and get it connected to the internet. Once connected, the iPoint team will deploy the software and ensure that everything is running as it should.

Day 2

Once iPoint is installed, you will start configuring the software for your company by entering company details, adding users and customizing software settings. Today you’ll also get iPoint installed on your users’ devices so they can start learning how to use iPoint.

Day 3

It is time to start entering your data! Today you will learn how to pull data from QuickBooks and start learning how to groom your data to match the added functionality iPoint brings. If you are pulling data from another software, today is the day you’ll send that information to support where we’ll import it for you.

Day 4-5

For the next two days, you and your team will focus on grooming your item database. There are several data elements iPoint uses that may be different from your past software experience. This added information will help streamline how jobs are done by your staff.

Week 2

iPoint is set up! Now it is time to get your team learning how to use the new software. Each of your employees has a series of videos to watch teaching them how to do their respective job role in iPoint. So this week, carve out 60 – 90 minutes for each team member to learn how to do their job functions in your new software.

And if you aren’t quite done grooming your item database, you’ll have time to finish that up, too!