iPoint version 6.02.04

The focus of our first update in 2017 is Technician’s usability in the field. Our most frequent user requests are to improve the functionality for service staff members and we have dedicated the past two months developing better solutions. With this release we are introducing New and Improved Sync as well as new Mobile Friendly Layouts!

Work Orders

Improved Offline Sync – Field technicians often work in areas with no cellular data or wifi internet connection. With the newly enhanced sync capabilities, that is no longer a problem. After a one-time setup process, users can switch to an offline mode which will allow a technician to check in to a work order, deliver parts, complete tasks, and document work. Then when you are have an internet connection again, you can quickly reconnect and sync your data. This will work on laptops and iOS tablets & phones.

Mobile Friendly Layouts – The iPoint layout has often been a challenge on iPhones due to the small screen size. But we fix that in this release with all new, mobile friendly layouts. Currently available for the home screen and the work order module, these layouts make it easier to navigate and simplify the process to complete a work order.

There are plans to create mobile layouts for other modules in the future.

Sales Orders

Remove product Requests in the Product Manager – We have simplified the removal of a product request in the product manager. Now you can simply clear the requested column check box to “un-request” an item from the purchasing department.

Accounting

Dynamic Line Move – When you invoice is generated by iPoint, sometimes you would like to rearrange the order of the lines. iPoint now gives you two options to change the display order of lines on an invoice.

Items

Master Packs – If you purchase items from your vendor in bulk, you will find Master Packs helpful. If your vendor has a SKU for one bag of fittings, for example, you can now receive that one bag as individual pieces. So a PO line item for 1 bag of 250 inserts will be received as 250 inserts… not one bag.

Settings

Custom Work Order names – You now have complete control over the name of your work orders. Don’t like the default name? Simply modify it to your liking.

Additional Features Change Log

Notification for Parts request from Work Order/Project
Permission for Proposal to Sales Order – limits / gives access to convert proposal to sales order
New hovers on invoice footer fields
Permission: Proposal view only assigned – restricts a user to only view their proposals
Permission: Work Order Add Parts Price override – allows user to edit price when you are adding parts on a WO/Project
Module Settings:
- Work Order Default all service type as billable
- Require a project for a Work Order
- Default “Check In” alert and Default “Check Out” alert (different from the work order specific alert)
- Purchase Order: omit shipping instructions in the subject of a PO email
Can delete all the times=an item is an accessory on other items

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.

Thanks for your support!

iPoint Mission Statement: We create perceptive solutions to solve everyday problems and offer procedural wisdom to help businesses increase profitability and reduce chaos through organized workflow, processes, communication, and documentation.