Search
Related topics are listed below.
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…
Web Services
Settings Module » Web Services
iPoint Web Services are a number of functions we run out of our data center to relieve the load on your internal server. Many of these services are email-related and housing them on our web server relieves you from needing to set up and maintain a web server to…
Web Portal
Web Portal
The Web Portal is where your customers will interact with various iPoint elements. Currently, your customers can perform the following actions here: Web Invoices – with the appropriate link, your customer can pay online and payment will automatically appear in…
Web Invoices
Web Portal » Web Invoices
Web Portal Invoice When an invoice is emailed to your customer with the To Pay Link option selected they will receive a link to the Web Portal where they can view and pay their invoice. The Portal displays the following invoice details Your Company name Invoice…
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…
Web Credit Card Payments
Accounting Module » Payments List » Web Credit Card Payments
One of the features of the iPoint Credit Card payment processing is the ability for customers to pay their invoices online without having to send a physical check or call the office with a credit card payment. To take a credit card payment on the web, follow these…
E-Signature Portal
Web Portal » E-Signature Portal
Email Signature Portal The Email Signature Portal Link is the last stop before sending a proposal or change order to a customer for their approval and signature. Access to this portal is available: Proposal > Docs / Assignments (tab) > E-Signature Options…
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…
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…
Inventory FAQ
Inventory Module » Inventory FAQ
See links below for Frequently Asked Inventory Questions How to push Inventory to QBO Match Inventory Counts between QB & iPoint Product Manager vs. Purchase Request ;Manager
Proposal Status
Settings Module » Pop Up Lists » Proposal Status
Pop Up List: Proposal Status Proposals have a status field that helps users understand what part of the sales process the job is in. These status are customizable and help when sorting and filtering proposals and generating notifications to team members. The proposal…
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…
Extras
Items Module » Item Details » Extras
Items: Extras The Extras tab is a Document repository where you can store PDFs or other documents related to this part. This is a great place to store cut sheets or owner manuals so you don’t have to go hunting for them. Add a document by dragging it to the…
How do I make Inventory Counts in QB match iPoint?
Inventory Module » Inventory FAQ » How do I make Inventory Counts in QB match iPoint?
Making Inventory Counts in QB match iPoint Update QuickBooks Stock Levels Inventory is reduced in QuickBooks every time you push a Delivery or Standard invoice. Similarly, when you push a Purchase Order Item Receipt, the inventory quantities in QuickBooks are…
How do you take payments?
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs » How do you take payments?
There are several ways to take a payment from your client! Add a payment to an invoice – find out how to here What if I took a payment in QB on an invoice I had sync’d there? Can I pull that payment back to iPoint? Yes! Credit Card Processing…
Engineering
Items Module » Item Details » Engineering
Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how much…
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…
Invoices
CRM Module » Contact Details » Invoices
Invoices Section In the Invoices section, you can view a list of invoices and Requests for Payment created for this customer. Delivery Invoices and Recurring Billing invoices are displayed in their own sections. The customer’s open invoice balance and available…
Report Setup
Items Module » Item Details » Report Setup
Items: Report Setup The Reports tab controls how items appear on various reports used throughout iPoint Custom Group Summary A Custom Group Summary (CGS) report is a detailed report of specific item details for various equipment groups. This report can be used on…
Customer Work Order Notification
Settings Module » Module Settings » Work Orders settings » Notifications » Customer Work Order Notification
Customer Work Order Notification Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their…
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…
Credit Card Processing Settings
Settings Module » Integrations » Credit Card Processing Settings
Set Up Credit Card Processing The CCP tab is where you integrate iPoint to Transnational for your credit card processing. Important: iPoint does not store any credit card information. We are simply a conduit to one of the four credit card processors. Customer credit…
Settings Module » Integrations » Google
The Google integration allows you to send iPoint calendar information directly to your Google calendar. This is ideal for folks who rely on GSuite applications to run their business. Google Integration Screen Click Step 1. : Sign In With Google A Google window…
Proposal Email Settings
Settings Module » Module Settings » Proposals settings » Proposal Email Settings
When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…
Docs / Assignments
Proposals Module » Docs / Assignments
Documents and Assignments There are three main areas of content on this tab. E-Signature Proposal This is where the customer’s signature is stored when a proposal is signed electronically on the iPoint Web Portal. Proposal Window – if the proposal has…
Video Site Map
Welcome » OnBoarding » Learning iPoint » Video Site Map
Throughout the manual, you will see this image. When you do, click on the image to be taken to a training video in the iPoint software that specifically relates to that topic. This list is a summary of all the training videos available in the software. Click the…
Campaigns
Marketing Module » Campaigns
Marketing Campaigns The third step in creating an email campaign is to match the Sending List with an Email Template and define when the emails are to be sent. You make that match here on the Campaigns screen. On the left side of the campaign screen, you will see a…
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…
Media
CRM Module » Contact Details » Media
Media Section The Media section of the CRM is where you view a list of media files added to this customer’s record or any of the customer’s work orders or projects. In addition, the Media section is where iPoint automatically saves any photos taken by…
iPoint Online
iPoint Online
iPoint Online is where you can access iPoint from a web browser instead of using FileMaker Pro. You can access it via any web browser from a computer, tablet, iPhone, Android device, or anything that has a web browser. The big benefit of iPoint Online is that…
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…
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…
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…
Time Clock Module
Time Clock Module
Dashboard > Clock In iPoint tracks time in two methods: Time Clock, used for tracking payroll hours, and Job Time, used for tracking time worked on Proposals, Sales Orders, and Work Orders. To read about entering Job Time, visit Work Orders > Details or…
Mix Analysis
Reports Module » Sales Order Reports » Mix Analysis
Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time sold. iPoint developed this report in conjunction with the Vital Management Group, an audio-video business process coach. Here are the details…
Development Roadmap
Welcome » Development Roadmap
Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Then, check back here to see what those developers are working on and what you may see coming down the road to your iPoint! Released Summer…
Gmail Issues?
Settings Module » Settings FAQ » Gmail Issues?
Gmail API for users Most of the errors around sending iPoint through a Gmail account are issues with your Google account. Recently, Gmail has announced to no longer support “less secure apps”, but you can still use Google integration by setting up an App…
Options: Reports
Proposals Module » Proposal Reports » Client Proposal » Options: Reports
Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…
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…
Support & Training
Welcome » Support & Training
Help us help you! FAQ: Q: What’s the difference between training and support? A: Great question! There is a blurry line that divides them, but the basics are: Something is broken – call or email us! Support Ugh, you’re frustrated and can’t do…
Recurring Payments
Welcome » Change-Log » Beta Settings » Recurring Payments
!BETA FEATURE: Keep in mind that Recurring Payments is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. You are using Recurring Invoices to send…
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…
WebDirect
Mobile Access » WebDirect
iPoint Mobile If you use an Android phone or other non-iOS device, you will be unable to download the FileMaker Go app or the iPointTech app as they are only available in the Apple App Store. But that doesn’t mean you do not have access to iPoint! You need to…
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…
Invoice Options
Accounting Module » Invoices List » Invoice Detail » Invoice Options
Invoice Options: Standard Standard Archive – a check in this box removes the invoice from the standard list view. You can always see it later by choosing to show archived. View PDF of Invoice button – this button generates a PDF of the invoice and…
Settings Module
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…
Adding Items to iPoint from the Library
iPoint Library » Adding Items to iPoint from the Library
Ready to add items? Let’s do it! Browse the iPoint Library Wildcard search if you know what you’re looking for. Utilize the drop down menu to narrow what fields you’re searching by (Vendor, Item, etc.). Toggle to show only those that are…
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…
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…
Service Contracts
Projects Module » Service Contracts
A service contract is basically a service job tied to a recurring invoice sent to your customer. We have created this video to explain how to: Setup up a Service Contract Project Creating Recurring Invoices (Accounting > Recurring Invoices) Track the time and…
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…
Invoice List Options
Accounting Module » Invoices List » Invoice List Options
Accounting List Options The invoice list can display a large number of invoices making it difficult to find the exact transaction desired. Clicking the Options button provides a number of methods to perform global invoice processes as well as restrict the list to a…
Invoices settings
Settings Module » Module Settings » Invoices settings
Settings - Invoices The Invoices tab is where you define how various invoicing processes work in iPoint. These settings are broken into three basic sections. You can click on an option to go to that topic on this page. Invoice Emails Invoice Options Recurring…
Accessories
Items Module » Item Details » Accessories
Items: Accessories The accessories tab is designed to help speed the addition of parts to proposals. You can add accessories (either items or labor) to a part so that when it is added to the proposal the accessories are automatically added as well. In some cases,…
Proposals settings
Settings Module » Module Settings » Proposals settings
Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…
Portal
Settings Module » Integrations » Portal
Portal is a complete, web-based industry-specific product catalog that allows professional installers/dealers to find product information and make wholesale purchases from all of their suppliers in one place. iPoint utilizes Portal to simplify adding items your…
2022 Q4
Welcome » Change-Log » 2022 Q4
Merry Christmas!!! We’ve been hard at work getting all of our inventory ducks in a row to make sure that you have the tools you need to start 2023 on the right foot. Here are the major changes we’ve made in addition to various bug fixes. Changes Made…
Contact List Options
CRM Module » Contact List Options
Contact List Options The Options button on the contact list opens a popover window to perform several actions and filter the displayed list of contacts. Note: If the Options button is blue, that indicates that filters have been applied to the displayed list of…
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…
Cache is damaged . . .
Welcome » Support & Training » Troubleshooting » Cache is damaged . . .
Settings Table may be Corrupt Warning You are minding your own business, working along in iPoint, and suddenly you get a pop-up error that says Cache is Damaged. You feel the panic beginning to settle in. “What am I supposed to do now!” you…
Mobile: CRM
Mobile Access » iPoint Mobile » Mobile: CRM
CRM Mobile selection The standard screen layout is great on a computer. But some people find the icon dashboard and modules challenging to use on a smaller iPhone or iPad screen. Choose a list When you choose the CRM view from an iOS device, you will be prompted…
Beta Settings
Welcome » Change-Log » Beta Settings
Beta Settings In your iPoint system if you navigate to Settings>Module Settings>Beta you’ll see the options currently available for you. You have the option to turn them on if you’d like to try them out. Check the appropriate box to activate the beta…
Autos Module
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…
Document Builder
Settings Module » Document Builder
Document Builder - Documents Document Builder is a tool used to create reports used in various places throughout iPoint. Initially, these documents are for the Proposal/Sales Order Package Builder and Payment Receipts, but we have plans to expand their uses in many…
Create Work Order
Projects Module » Project Details » Create Work Order
Create Work Order window At the top of the Project Details and Tasks/Parts windows, you will see a Create Work Order button, which will open the Create Work Order window. This window looks very similar to the Tasks/Parts window in that it displays all the tasks…
Syncing to QuickBooks
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,…
I have a big job for both a builder and their customer. How do I enter that into iPoint?
Sales Orders Module » Sales Order FAQ » I have a big job for both a builder and their customer. How do I enter that into iPoint?
Scenario: A builder has hired you to install the low voltage for a new home they are building. They have been working with the new homeowner to specify equipment and build options. The infrastructure on the proposal you’ve provided will be paid for by the…
iPoint University
iPoint Support » iPoint University
University in the iPoint Support module Every user has access to University on the iPoint dashboard under the iPoint Support module. Yes… it’s a lot of videos! In fact, we have over 150 of them! But never fear, you don’t have to watch all of them.…
Recurring Invoices
Accounting Module » Recurring Invoices
Recurring invoices enable you to send an invoice to your customer on a prescribed schedule. You would typically use this for things like monthly security monitoring or quarterly service contract billing. To activate recurring invoices, go to Settings > Module Settings…
Refunds
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs » Refunds
Refunds When a customer has a credit memo, and you want to refund the customer their payment, there are two processes depending on whether you are using QuickBooks Online or QuickBooks Desktop. You can also apply the credit to an open invoice or refund their credit…
Reviewing and Reverting Changes
iPoint Library » Reviewing and Reverting Changes
Hands down, one of the coolest features of the iPoint Library has to do with the control you have over pricing updates. Q: What can you control? A: All the things! When would you like your pricing changes to take effect? You decide! We default to the effective…
Feedback
Welcome » Development Roadmap » Feedback
At iPoint, we are committed to being the best business tool to run your Audio Video business. And that means we are continually adding features and functionality. And some of our best new features come from Community Members’ suggestions! Since our…
Pages
Settings Module » Document Builder » Pages
Document Builder - Pages To get started, iPoint has several prebuilt templates available for use. Using the iPoint Templates drop-down menu, select one of the following options: Show Only will display iPoint curated pages Don’t Show displays only the page…
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…
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…
Is it possible to duplicate a work order?
Work Orders Module » Work Orders FAQ » Is it possible to duplicate a work order?
Duplicate a WO You may be able to duplicate a WO in less than half the time it takes currently! The secret? When duplicating a Work Order all you need to do is select a technician. There is no need to fill in the rest of the fields; they will automatically fill in…
QB Step 1: Integration
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 1: Integration
The first step is to get iPoint talking to your QuickBooks file. There are two methods, depending on which version of QuickBooks you are using. Setup QuickBooks Desktop QuickBooks Desktop Open iPoint Make sure that QuickBooks is open on the same computer iPoint…
2023 October
Welcome » Change-Log » 2023 October
October Update! Beta Calendar This new calendar is awesome! Lots of viewing options so every user can fully customize how they see their day, week, month or even year. The Map view is great for scheduling service calls to reduce wasted travel time. Timeline Week…
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…
Custom Templates
Settings Module » Custom Templates
Proposal Cover Page Custom Templates are the backbone of your printed proposals and sales orders. Think of a template as the skeleton that holds the details of your proposal. The meat of the proposal is the information you provide on the proposal itself. You might…
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…
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…
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…
Items List
CRM Module » Contact Details » Items List
Items Section In the Items section, you can see a list of all the items that have been sold to this customer. These parts come from sales orders and invoices as they are generated in the system. Items List For each item in the list, you can see: The…
Assignments Module
Assignments Module
Assignments are iPoint’s internal “To-Do’s” for you and your co-workers to track tasks that need to be completed. You can create assignments from many different places within iPoint, such as a Work Order, a Sales Order, or a Project.…
Estimates
CRM Module » Contact Details » Estimates
Estimates section In the Estimates section, you can see a list of estimates created for this customer. An estimate is an invoice without any payment details. In other words, this is a simple way to quote a price to a customer without building a proposal and…
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 …
Using iPoint
Welcome » OnBoarding » Using iPoint
"Post" training After your extensive training and setup of iPoint, the Onboarding crew will continue to check with you. This is your opportunity to bring up issues or concerns regarding the way iPoint is working for your team. Remember, we are an extension of your…
Navigating Events
Calendar Module (Schedule Pro 2017) » Navigating Events
Events appear on your calendar as colored boxes. Each event has details inside the colored box showing: Time – the starting time of the event Details – the Event Title and Description Event Details Event Details Clicking on an event opens the…
Navigating Events
Calendar Module (Schedule Simple 2023) » Navigating Events
Events appear on your calendar as colored boxes. Each event has details inside the colored box showing: Time – the starting time of the event Details – the Event Title and Description Event Details Event Details Clicking on an event opens the…
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…
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…
How do you remove an item that has been delivered?
Work Orders Module » Work Orders FAQ » How do you remove an item that has been delivered?
Work Order Parts Options Open the Work Order Click the Tasks/Parts button in the top right corner of the screen Make sure the Parts List tab is active Click on the delivered part you want to remove – this moves the part details into the center section of…
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…
Related Contacts
CRM Module » Contact Details » Related Contacts
Related Contacts Section Related Contacts are links to other contacts in the iPoint database. A related contact could be the contractor responsible for the work being completed or a property manager who takes care of a facility. Adding an individual or entity to a…
iPoint Online Features FAQ
iPoint Online » iPoint Online Features FAQ
Unfortunately, there are some things in iPoint Online that don’t work. Some are things iPoint is actively working to improve/build. Some of these elements are FileMaker limitations that iPoint doesn’t have control over. Some are elements that iPoint may…
Delivery Invoices
CRM Module » Contact Details » Delivery Invoices
Delivery Invoices In the Delivery Invoices section, you can view a list of internal invoices used in the Deferred Revenue billing process to track product deliveries. Remember, delivery invoices are used to offset the deposits paid by customers and track the…
Customers
Settings Module » QuickBooks » Customers
QuickBooks Customer Settings When first setting up iPoint, you have three options to bring in your customer information. You can manually type in all your customers (WOW! That seems like a lot of work!) You can export your customer information from your third-party…
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…
Assignments
CRM Module » Contact Details » Assignments
Assignments Section In the Assignments section, you can view any assignments created for this customer. Assignments are internal “to-dos” that you can create anywhere in iPoint. In addition, iPoint will display assignments assigned to a user on the…