iPoint version 5.08.20

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iPoint version 5.08.20

Welcome to the August 2016 iPoint update. We are excited to bring more than 30 enhancements to your desktops and tablets this month. Here is a breakdown of each of the enhancements by module along with some tutorial videos to provide more detail.


dashboard_proposals Proposals

LOCATIONS / GROUPS IN DESIGNER – When you add a part to a proposal or change order, you will notice an expanded parts tab which simplifies the process of selecting what Location and Group you want to put the part. No more drop down lists… it is all right there on the pop-over.

DEFAULT LOCATION ON CUSTOMER – When setting up your customer, you can create a default list of rooms / locations to be used on any new proposal you create. This streamlines the setup of new proposals for your existing customers.

ITEM COLOR DETAILS – When you add a part to your proposal, you can now adjust the color of the item on the item details pop-over without changing the master item characteristics. And the adjusted color will also push through to the purchase order.

dashboard_salesorders Sales Orders

MULTIPLE CHANGE ORDERS – Your sales orders can now have multiple ongoing change orders. You don’t have to finalize one before starting another. Much like proposal revisions, only one change order can be active at a given time. But the ability exists to bounce between change orders. This feature must be enabled on settings.

          Go to: Settings > Module Settings > Proposals > Options > Check “Require Change Order Approval”

VIEW REVISIONS FROM SALES ORDERS – Proposal Revisions are now visible from the Sales Order on the Reports Tab. This is for reference purposes so you can see the history of proposal revisions that got us to the current Sales Order.

dashboard_projects Projects  & dashboard_workorders Work Orders

WORK ORDER AGING – Next time you look at your work orders, you’ll notice a new sort option by Aging. This will let you quickly find old work orders that are not getting addressed by displaying the list in the order the work orders were created.

PARTS REQUEST – Hey technicians, have you ever wanted to request a part to be ordered for the job you are working on? Now you can! Parts can be sent to the Purchase Request Manager from Projects and Work Orders as well as the Sales Order.

MANUAL TIME ENTRY – If you don’t have cell coverage on your job, or maybe you just forgot to check in and out of a job, you can now manually enter your time on the job with a convenient Manual Time Entry.

WORK ORDER TIMES – When you clock out of one work order and into another, iPoint will automatically fill in the few minutes of space it takes to push the appropriate buttons. This cleans up our time card functionality. This cleans up our time card functionality when pushing time to QuickBooks for payroll.

dashboard_accounting Accounting

ESTIMATES – Sometimes a proposal is more detailed then you need to present a customer. Now you can generate a quick estimate for a couple of products. This isn’t a replacement for the Proposal process, but will help streamline some of the simple quotes you create.

JOB MARKUP – Invoices can now display the total markup, both as a dollar and percent value. This does not print on your customer’s invoice, but displays on the invoice screen unless the option is selected in settings to hide the markup.

          Go to: Settings > Module Settings > Invoices: check “Hide the Markup Field on invoice layout”

ITEM COSTS – With the correct permissions, you can now edit the cost of an item directly on the invoice.

dashboard_contacts Contacts

NEW CONTACTS – You will notice a new option under Contacts. In addition to customers, you can create contacts. Now you can enter an electrician, builder, or an individual and tie them to multiple Customers. This is part of our upcoming CRM enhancements.

CUSTOMER ITEMS – You now have more control over the items you see in a customer’s Items list. Edit the installation date, location name, serial numbers, and manufacturer. You can even hide the items if you no longer want them to display in the list. This is available on the Customer’s “Items” tab > click on the pencil icon of the part your want to edit.

DEFAULT LOCATIONS ON CUSTOMER – When setting up your customer, you can create a default list of rooms / locations to be used on any new proposal you create. This streamlines the setup of new proposals for your existing customers.

A NEW PINK DOT – In the customer list, any customer that didn’t sync with QuickBooks during a bulk sync will be marked with a pink dot (instead of the green dot). This makes it easier for you to quickly find problems with customer sync issues.


ENHANCED ITEM ALLOCATIONS – the Allocations tab for item stock now shows if the product was allocated requested from an invoice, work order or project, in addition to the sales order. This also speeds up navigation to the associated record. On an Item click the “Stock” tab and select the “Allocations” tab at the top of the items used list.



IMPROVED RE-ORDER LIST – We have enhanced the ability to request store stock from the Inventory Re-Order List to make it easier for you to pick and choose what you want to request.

dashboard_pos Purchase Orders

PURCHASE ORDERS have been enhanced to provide direct links to the documents where a part was requested. Jump right to the Sales Order, Invoice, or Work Order with the click of a single button. We also indicate if the item was requested for Store Stock.

PACKING SLIPS – If you have vendors drop ship product to your customers, you can now create a packing slip for your vendor to include in the shipment. This will help create branding for the product you have shipped on your behalf. This can be found on a Purchase Order under Options > Advanced: press the “Packing Slip” button.

ITEM UPDATES – Now you can quickly update an item’s information from the Purchase Order. If a price or description changes, we will prompt you to update the item master, so all your details will stay current and up-to-date.

PURCHASE ORDER SYNC ICON – If you receive your purchase item receipts in QuickBooks rather than iPoint, we now have an option for you to change the orange QB Sync dot to green. This option disables the item push receipt function. This is the Override Item Push checkbox in the QuickBooks pop-over of a Purchase Order.

dashboard_settings Settings

CUSTOM TEMPLATES – You now have greater control over merge fields on the cover page and custom headers of your templates. In addition to changing what data fields you include on your custom reports, you can now justify text left, centered, or right.

We’ve enhanced our payment notification – If your customer pays three invoices with one check, the sales person on each invoice can receive notice of the payment.

          Go to: Module Settings > Notification Builder: Notification Trigger is “Invoice Payment Received”

We’ve added support for Canadian Tax Codes and Canadian QuickBooks.

          Go to: Settings > Module Settings > QuickBooks > Registration: check “Canada”

You now have control over the size of text in Snippets.

          Go to: Settings > Module Settings > Proposals > Additional Options (at the bottom): check “Override Snippet Font Size”

Invoices can now print for Single or Double window envelopes

          Go to: Settings > Module Settings > Invoices: choose Single Window or Double Window (at the bottom of the screen)

You can now choose whether to make the Technical Designer as the Invoice Rep 2 or not.

          Go to: Settings > Module Settings > Proposals > Additional Options (at the bottom): check “Use Tech Designer as Invoice Sales Rep 2”

dashboard_reports Reports

COMMISSION REPORT ENHANCEMENTS – We’ve added two enhancements to the commission reports. You’ve always been able to run the commission report based on profit or sales, but now you can pay your labor commission based on profit and your parts commission based on sales (or vice versa). And if you are using the RFP invoice process, the SO report now includes RFP payments in the percentage paid calculation (before it just included payments applied to delivery invoices).

dashboard_calendar Calendar

GOOGLE CALENDARS – iPoint can now interface with your Google Calendar for added visibility to your schedules. With a little setup, your Google Calendar can display your work orders and events directly from iPoint.

EVENT ENHANCEMENTS – Creating a multi-resource, multi person event on the calendar has gotten easier! Now you can quickly choose multiple people as you create your event and it will automatically be placed on all the individual’s calendars. And if your meeting is cancelled, deleting one event will remove all the linked events on everyone’s calendar. (Note: This does not work with Work Orders and this feature doesn’t sync with Google calendars.)

dashboard_dashboard Dashboard

CURRENT CHECK IN – iOS users will now see what work order they are currently checked into on the iPoint dashboard. This is a feature that was previously only available on the desktop PCs.

dashboard_quickbooks QuickBooks

SYNC WITH QUICKBOOKS – We’ve streamlined the process to sync multiple documents at one time to QuickBooks. With a quick sort, you can sync all your un-synced Purchase Orders, Invoices, Customers, or Vendors from their respective lists in Options.

That’s the list for this release. We know there are LOTS of changes. It is our desire to make iPoint solve the issues you face with your business.

Remember, we are here if you need us.
Call our support line, Monday – Friday 8am – 6pm Central time for live support: 1-800-535-4101
You can also email us any time: support@ipointsolutions.net.

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