Search
Related topics are listed below.
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…
iPointTech Work Order Details
Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details
iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…
Work Order Status
Settings Module » Pop Up Lists » Work Order Status
Work Order Status Pop Up List Work Order Status is used to track the various stages of a work order as scheduled, worked on, and completed. Setup Navigate to Settings > Pop Up Lists and pick Tags from the dropdown menu. To add a status, type the status name in…
Work Order Type
Settings Module » Pop Up Lists » Work Order Type
Pop Up Lists: Work Order Type The Work Order Type allows users to track different kinds of work orders. You might want to sort by service calls versus sales jobs, for example. Or maybe you would like to track the difference between In-Warranty and Out-of-Warranty…
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…
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…
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…
Work Order Custom 1 & 2
Settings Module » Pop Up Lists » Work Order Custom 1 & 2
Pop Up List Work Order Custom You may have information you want to track for your Work Order, but there isn’t a predefined field to capture the details you want. These two Custom Fields provide the ability to track any additional information you want on a Work…
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…
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…
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…
Can I switch labor phases on a work order?
Work Orders Module » Work Orders FAQ » Can I switch labor phases on a work order?
Switch Labor Phase Phone When you Check-In for a Work Order, you first choose your Labor Phase such as travel, install, service, trim out, etc. But did you know you can switch to a different labor phase without checking out first then checking back in? This is…
How do I replace parts on a work order?
Work Orders Module » Work Orders FAQ » How do I replace parts on a work order?
Add a Replacement Part to the Work Order We’re here to help you take the guesswork out of some of the technology troubles you may encounter. In this edition of “Help! Robots are taking over the world,” we bring you the fol-low-ing: How to Replace Parts on a…
Work Orders Module
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…
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 I enter time manually on a work order?
Work Orders Module » Work Orders FAQ » How do I enter time manually on a work order?
Manual Entry on iOS From a work order, tap the time icon at the bottom right Tap the Manual Entry button Choose a user from the Resource dropdown list Choose Labor Phase from the Labor Phase dropdown list Type in any relevant notes in the Memo field…
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 » FileMaker Go Mobile Access » 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: Work Orders
Mobile Access » FileMaker Go Mobile Access » 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,…
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…
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…
Payment Details
Accounting Module » Payments List » Payment Details
Payment Details window The payment details window is where all the information about each payment is stored. There are four major sections to this window. Details Payment Info Invoice List Control . . . . . Details The five buttons across the top of…
Project Details
Projects Module » Project Details
Project Details Projects are where you manage the labor portion of the work completed in iPoint. From here you will schedule work orders and assign tasks to your employees to ensure that jobs are completed. Projects are used for new sales (work coming from Sales…
Commission Details
Reports Module » Commission Reports » Commission Details
Commission Details As you navigate through iPoint, you will see users listed as sales staff, project managers, and technical designers on various documents. A commission indicator will be displayed next to their name: – a green icon indicates commission has…
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…
Sales Order Reports
Reports Module » Sales Order Reports
Winston Delivers The Sales Order reports provide details about various aspects of the sales order process in iPoint and are used to evaluate billing and review delivery of parts, among other things. Available Reports: Summary – this report provides a quick look…
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…
Change Order Status
Settings Module » Pop Up Lists » Change Order Status
Pop Up List: Change Order Status The Change Order Status helps users understand what is happening with a specific Change Order on a Sales Order. Set Up Enter the list of the stages a change order goes through in your organization. For example, Not Started, In…
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…
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…
Sales Order Status
Settings Module » Pop Up Lists » Sales Order Status
Pop Up List: Sales Order Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Sales Order Status is particularly designed for the sales and project manager portion of the workflow.…
Back Order Report
Reports Module » Purchase Order Reports » Back Order Report
With the logistics challenges of 2020-2021, we have had several requests for a detailed back order report. While we do not yet have a pre-built backorder report, you can create one on your own if you have Export permissions. Open the Inventory Module Click the…
Module Icon Order
Dashboard » Module Icon Order
Edit Module Icons You can display the icons on the dashboard in one of three ways. First, they are defined by iPoint as described on the Dashboard page. Second, the icons can be reorganized by a system administrator to override the iPoint defined order. This is…
Sales Order Snapshot
Reports Module » Sales Order Reports » Sales Order Snapshot
sales Order Snap Shot report The Sales Order Snap Shot report provides a quick financial overview of the sales orders generated in the system in a quick, simple to read view. Here you’ll find: Customer – the name of the ( Bill To ) customer Ref#…
How do I add tasks to my Work Order from a Project?
Work Orders Module » Work Orders FAQ » How do I add tasks to my Work Order from a Project?
If you have a task attached to a project, and want to insert it into a specific work order – Guess what? You totally can! New Task from Project in a Work Order To create a new task inside a Work Order that is already in the Project: Inside the Work Order simply…
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…
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…
Product Details Popover
Proposals Module » Proposal Designer » Product Details Popover
Product Details While the list of items on the designer contain many details, you can view and edit even more information about a product by clicking the product name to open the Product Details popover menu. In the Product Details popover menu, you will see 8 tabs:…
Mobile: WO Details
Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: WO Details
Mobile: Work Order Details The main page of the work order gives an overview of many of the details you need to complete work for your customers. Nearly every detail on the work order is editable, assuming you have been granted permission by your system…
Mobile: Customer Details
Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: Customer Details
Mobile Customer: Details Customer details are available in two places on the mobile work order. Customer Field Tap the Customer field in the Work Order Details section of the work order. This provides all the details about the customer,…
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…
Sales Order Billing Status
Settings Module » Pop Up Lists » Sales Order Billing Status
Pop Up List: Sales Order Billing Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Billing Status is particularly designed for the accounting portion of the workflow. The billing…
Sales Order Commissions (Legacy)
Reports Module » Commission Reports » Sales Order Commissions (Legacy)
The Sales Order Commission Report displays commissions calculated under the old, legacy version of commissions. These commissions were decommissioned in version 9.0416, but we leave these instructions here as some companies continue to utilize them. Note: By default,…
Inventory Re-Order List
CRM Module » Contact Details » Deals » Inventory Re-Order List
Inventory Dashboard: Re-Order The Inventory Re-Order dashboard displays any items that have fallen below their inventory minimums. If an item has been archived, it will not appear on this list, even if the min/max levels have not been removed from 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 –…
Sales Order Product Manager Status
Settings Module » Pop Up Lists » Sales Order Product Manager Status
Pop Up List: Sales Order Product Manager Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Product Manager Status is particularly designed for the inventory portion of 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…
Where does Barcode Scanning Work for Items?
Items Module » Items FAQ » Where does Barcode Scanning Work for Items?
Having the ability to scan products in iPoint to receive, transfer, allocate and deliver is a real time saver! Wouldn’t it be awesome to have all of the scanning capabilities in one spot? Well, you’re in luck. Please see the table below to review…
How do I delete a Sales Order?
Sales Orders Module » Sales Order FAQ » How do I delete a Sales Order?
The first step in deleting a sales order is to revert it to a proposal. Once you have reverted the sales order to a proposal, then you can delete it. Complete the following steps to delete a sales order. . Step 1. Revert the sales order to a proposal Delete any…
How do you add or remove sales order types?
Sales Orders Module » Sales Order FAQ » How do you add or remove sales order types?
The Sales Order Type field on the Sales Order Info (tab) is a self-populating list, accumulating types that are entered by various users. To add a new Sales Order Type, manually type a new “type” in the Sales Order Type field. Once entered, it will be…
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…
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…
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 Box button on the line of the item you want to return and remove Click on Delivered, then select the location to return the…
How can I remove an item on a change order and keep the associated labor?
Sales Orders Module » Sales Order FAQ » How can I remove an item on a change order and keep the associated labor?
Items that have associated labor will get removed with that item on change orders. So how do you separate the two if you want to charge your customer for the labor but no longer want to charge for the item? And you don’t want the Change Order to read a new…
OnBoarding
Welcome » OnBoarding
Welcome to the Community! Our staff truly looks forward to helping you transform your company! As you probably know already, iPoint values the importance of following a process and sticking with a system to optimize workflow. This guide is designed to help you…
What if the sales tax rate has been updated since the start of a Sales Order?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What if the sales tax rate has been updated since the start of a Sales Order?
When a tax rate changes on a Sales Order, it will cause the RFP totals to change. If you have already received your final RFP payments, this will cause your RFP balance not to match the funds needed for your Delivery Invoices. . Adjust the Tax Rate on the Sales…
Proposals Module
Proposals Module
A Proposal is a list of goods and services that we suggest a customer buy. This document is easily modified as the conversation with the customer’s modifications due to scope shift, price adjustments, and product changes. This manual section describes the…
Mobile: Parts
Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: Parts
Mobile Work Order Parts List The parts list provides a list of all the parts scheduled to be delivered and installed on this work order. At the end of this page we’ll also look at: Parts Details Delivering Parts Item List Each item has the following…
How do you Create Custom Items?
Items Module » Items FAQ » How do you Create Custom Items?
How can you create and use a custom item? . If you do not want to add multiple items to your Item database (ie: shades), but want to add the item to a proposal/work order/project, then request and track that product through installation, you may want to create an item…
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:…
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…
Documents
CRM Module » Contact Details » Documents
Documents Section In the Documents section, you can view documents that have been added to this customer’s record, such as contracts, signed proposals, etc. View the Documents List At the top of the Documents window are three valuable tools. Use the…
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…
Project
Sales Orders Module » Project
Sales Order: Project tab The project tab of a sales order is where the labor portion of a job is tracked and is comprised of 4 sections. Project Name The first section links to the associated project. The blue Go to Project button will open the corresponding…
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…
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…
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…
Mileage Records
Reports Module » Autos Reports » Mileage Records
Mileage Report The Mileage report details the number of miles and time company vehicles are driven while doing work. Entries can either be made in the Autos module on the Mileage tab or through a link on the Autos tab of a work order. Using the settings at the top…
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…
iPointTech Settings
Mobile Access » iPointTech App » iPointTech Settings
iPointTech Settings The Settings screen defines how much data is available offline and some display settings for the App. These settings are user-specific and only affect the user on the device where they are set. Work Orders Records Per Page – enter a…
Autos Module (2023)
Autos Module (2023)
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. There is a menu on 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…
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…
Notifications
Settings Module » Module Settings » Work Orders settings » Notifications
Work Order Notifications The notifications tab is where you set up how iPoint communicates various Work Order based notices. Scheduling Alerts These notifications help staff members stay on top of work order schedules, like when a technician is late checking…
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…
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…
Mobile: WO Detail Windows
Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: WO Details » Mobile: WO Detail Windows
Status Mobile Work Order Status The Status of the work order identifies what is happening on the job in one quick visual queue. Some of these statuses are set automatically (like clocking into the work order will automatically set the status to Working. Some…
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…
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…
What is the best module to invoice from?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?
Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…
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.…
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…
Navigation Elements
Dashboard » Navigation Elements
This manual is designed to explain all the buttons, links, and fields available in iPoint. As you use the software, you’ll find elements that are used in multiple modules and windows. In the software world, we call this consistency. Since we don’t…
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…
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…
Invoicing From a Project
Accounting Module » Invoicing From a Project
There are multiple places to create invoices in iPoint: Sales Order – this is where you will conduct the majority of sales-related invoicing. With multiple invoicing methodologies, you should be able to create the perfect invoice for your sales transactions.…
Users
Settings Module » Users
Settings - Users Each user in iPoint has custom settings that affect how they interact with the software. The User Settings is where you can create new users or modify details about existing users. This screen contains two tabs, the first is a list of all Users in…
Mobile: Task List
Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: Task List
Mobile Work Order Task Lists The task list is a list of things that need to be accomplished in this work order. Many of the tasks will be associated with parts since parts can’t “install themselves.” The task is the process of installing that part.…
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…
Projects
CRM Module » Contact Details » Projects
Projects Section Projects represent the labor performed for a customer. The project is used to schedule work orders for technicians to complete. The project is also the place where service work is entered and billed. The menu on the left side of the CRM screen…
Can I use a Job Site Address on a Proposal
Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal
Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…
Time Desc
Settings Module » Module Settings » Work Orders settings » Time Desc
Work Order Time Descriptions The Time Description tab is where you can customize how a technician’s work order entry appears on an invoice. This is typically used for service invoicing generated from a Project or Work Order directly. By default, the line item…
Tips & Tricks
Welcome » Support & Training » Tips & Tricks
Tips & Tricks Learn all the tips, tricks, and general shout-outs in this section! . . . . . . . . . . . . 1. Estimate, Project, or Proposal? Which one should I create for my new job? Different jobs require different levels of complexity, and not all jobs need to…
iPointTech Calendar
Mobile Access » iPointTech App » iPointTech Calendar
iPointTech Calendar The calendar module opens a list of events on the schedule for the technician logged in to iPointTech on this device. Details include: Date – a date header separates each group of work orders. The date shown in red is today’s…
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…
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…