iPoint Control
Table of Contents
iPoint Control
Welcome
Accessing iPoint
OnBoarding
Server Acquisition
Server Configuration
First Things First…
iPoint Setup
Installing iPoint on a Computer
Installing iPoint on iOS Devices
Setup QuickBooks
QB Step 1: Integration
QB Step 2: Chart of Accounts
QB Step 3: Lists
QB Step 4: Importing Data
Wizard Intro
Wizard Setup
Wizard Settings
Wizard Data
Wizard Let’s Go
Wizard Learn 1
Wizard Learn 2
Wizard Learn 3
Wizard Ninja
Learning iPoint
Video Site Map
Using iPoint
Support & Training
FileMaker Updates
Beta Version for Calendar
Tips & Tricks
Troubleshooting
Cache is damaged . . .
Gibberish Text . . .
Why is my calendar blank?
Email: Server Busy error when sending email through Outlook
Low on Disk Space – Purging!
PDF cannot be created on disk
Custom Fonts not working on PDFs
Security Features and Controls
Development Roadmap
Feedback
Additional Services
Glossary of Terms
Change-Log
2023 October
2023 April
2022 Q4
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q1
Proposal / Designer Speed Boost
2019 Q3 & Q4
2019 Q2
2019 Q1
Beta Settings
Recurring Payments
Dashboard
Navigation Elements
Module Icon Order
Exporting
Accounting Module
Estimates List
Estimate
Estimate Options
Invoices List
Invoice List Options
Invoice Detail
Invoice Options
Invoice Payment
Custom Invoice Header
Payments List
Payment Details
Credit Card Processing
Web Credit Card Payments
Credit Memos List
Delivery Invoices List
Gift Cards Lookup
Recurring Invoices
Invoicing From a Project
Accounting FAQ
RFP FAQs
Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
Can I switch from RFP A/R to RFP Liability?
When should delivery invoices be generated?
Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?
QB FAQs
Discount in Quickbooks is showing an incorrect tax amount
How do iPoint transactions impact Quickbooks financials?
What happens when I sync stuff to Quickbooks?
Accounting Process FAQs
How do you take payments?
Refunds
Miscellaneous Accounting FAQs
What if the sales tax rate has been updated since the start of a Sales Order?
Does iPoint have the ability to track a Warranty Fund?
How do you handle a returned/bounced check in iPoint?
Can I use a double window envelope for my invoices?
What is the best module to invoice from?
How do you process finance charges deducted by a finance company?
How do you handle an over payment on an invoice?
How do you remove an item that has been delivered on a Standard Invoice?
Autos Module
Autos Module (2023)
Assignments Module
Assignments List
Calendar Module (Schedule Pro 2017)
Viewing Options
Navigating Events
Work Orders on the Calendar
Calendar Settings
Calendar Filters
User Settings
Calendar Module (Schedule Simple 2023)
Viewing Options
Navigating Events
Work Orders
Schedule Simple Calendar Settings
Schedule Simple Calendar Filters
User Settings
CRM Module
Contact List Options
Contact Details
Related Contacts
Notes
Activities
Media
Assignments
Documents
Custom Lists
Subscriptions
Deals
Completing a Deal
Deal Reports
Proposals
Sales Orders
Projects
Work Orders
RMA Tickets
Estimates
Invoices
Delivery Invoices
Recurring Billing
Credit Memos
Payments
Items List
Emails
CRM Campaigns
QuickBooks Data
Legacy Data
Best Practice: CRM
CRM FAQ
Should I enter the job as a Customer or a Job?
Can I merge duplicate Customers?
Inventory Module
Purchase Request Manager
Inventory Re-Order List
Transfer Request
Inventory Reports
Physical Inventory
Year End Inventory
Stock Options Window
Physical Stock Count
Inventory FAQ
How do I push Inventory to QBO?
How do I make Inventory Counts in QB match iPoint?
What’s the Difference Between Product Manager and Purchase Request Manager?
iPoint Support
iPoint University
iPoint Library
Getting Started
Managing Vendors/Brands
Adding Items to iPoint from the Library
Cost/Price Changes
Reviewing and Reverting Changes
Partnered Vendors
What Data Do We Sync
Items Module
Options
QB Sync List
Sync List Options
Export to Excel
Import Tool
Grid View
Item Details
Item Detail Options
Accessories
Item Additional Settings
Extras
Engineering
History
Used By
Report Setup
Stock
Portal
Items FAQ
How do you change an Inventory Type?
How do you Create Custom Items?
Where does Barcode Scanning Work for Items?
Alternate Vendor(s)
Can an Item have multiple Labor Phases?
Marketing Module
Sending Lists
Email Templates
Campaigns
Results
Marketing FAQ
What happens if I have duplicate email addresses?
Projects Module
Projects Options
Project Details
Tasks/Parts
Create Work Order
Task Manager
Service Contracts
Projects FAQ
The Serial Number Field is an Open Text Field
Tracking Prevailing Wage
Proposals Module
Proposal Info
Setup (tab)
Revisions
Proposal Reports
Client Proposal
Options: Template and Sorting
Options: Customization
Options: Reports
Cover Page
Scope
Picture Book
Group Summary
Labor Hours
Profit and Loss
Product List
Profit By Product
Retail By Product
Profit Analysis
Docs / Assignments
Proposal Time
Proposal Options
Proposal Designer
Designer Options
Add Products
Product Details Popover
Footer
Design & Engineering
Items
Types of Drawings
Proposals FAQ
Hide Costs from your Customer with Walkthrough Mode
How can I list Unit / MSRP / Labor Price on my Client Proposal
Can I use a Job Site Address on a Proposal
Jump to Added Items in a Proposal
How do you show Discounts and Modifiers in the Grand Total Summary
How do I Edit my Contract/Custom Template
Purchase Orders Module
Purchase Order Details
PO Details Items List
Add items to a PO
Receiving a PO
Receiving a PO with Item Receipts
Item Receipts
Print Labels
Purchase Orders FAQ
Can I Allocate Stock to a Job After it’s Ordered?
How do you Push Inventory Receipts to QB Using a Different Date than the PO?
Reports Module
Employee Records
Autos Reports
Cash Bag Journal
Service Records
Mileage Records
Time Entries Reports
Work Orders Reports
Commission Reports
Combined Report
Commission Payments
Sales Order Commissions (Legacy)
Invoice Commissions (Legacy)
Commission Details
Using the Commission Report
Customer Reports
Customer Notes Report
Payments Received Report
Customer Activity Report
Customer Current AR Report
Customer Bad/Bounced Emails Report
Sales Order Reports
Summary
Profitability
Production
Labor Time
Delivered Not Invoiced
Funds Available / Needed
Item Stock Summary
Change Orders
Mix Analysis
Progress Billing
Progress Billing Paid Dates
Sales Order Snapshot
Invoices Reports
Invoice Summary
Payments Applied
Invoice Item Summary
Projects Reports
Expense Report
Task Report
Assets Reports
Goals Reports
Proposal Reports
Proposal Snap Shot
Purchase Order Reports
Line Report
Summary Report
Back Order Report
Items Reports
Items Allocated
Items Sold
Gift Cards Sold
Morning Coffee Reports
RMA Module
RMA FAQ
How do you handle defective inventory?
Sales Orders Module
SO Info
SO Reports
Change Orders
Product
Product Manager
Product Manager Options
Using the Product Manager
Billing
RFP Liability
RFP A/R
Line Item/Summary
AIA Progressive Billing
Retention
Progressive Billing Change Orders
Project
Docs/Asgmts/Data (tab)
Time
SO Options
Sales Order Designer
Sales Order FAQ
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 order jobs?
How do I delete a sales order?
Can I link sales orders together?
I have a big job for both a builder and their customer. How do I enter that into iPoint?
How can I remove an item on a change order and keep the associated labor?
Non-Billable change orders and RFP don’t mix
RFP vs Delivery Invoice Variance
How do I simplify the delivery invoice process?
Settings Module
Company Info
Users
Login
Contact Info
General
Calendar
Email
Bio
Goals
Commission
Devices
Permission Sets
Pop Up Lists
Account Detailed Type
Activity Types
Assignment Status
Change Order Status
Contact Relations
Credit Memo Status
Customer Bill To Address Names
Customer Job Lead Source
Customer Job Sales Status
Customer Site Address Names
Invoice Status
Item Category
Item Manufacturer
Item Type
PO Status
Picture Book Class
Priority
Project Custom 1 & 2
Project Phase
Proposal Groups
Proposal Lost Reasons
Proposal Status
RMA Status
Room Names
Sales Order Billing Status
Sales Order Product Manager Status
Sales Order Status
Shipping Speeds
Stop Points
Tags
Task Names
Task Status
Time Clock Type
Times
Wire Prefix
Work Order Custom 1 & 2
Work Order Status
Work Order Type
Punch Lists
Notification Methods
Notification Builder
Notification Triggers
Labor Phases
QuickBooks
Chart of Accounts
Customers
Vendors
Items (tab)
How is QB Desktop impacted if we sync items as Inventory or Non-Inventory?
Time (tab)
Invoices (tab)
QuickBooks Lists
Error Logs (tab)
Registration
New QuickBooks or Switching from QBO to QBD (or vice versa)
QuickBooks: Desktop vs. Online
Sites
Custom Templates
Main Graphics
Options (tab)
Executive Summary
Report Settings
Print Options
Cover Page (tab)
Main Image
Main Text
Page 2 Image
Body Text
Cover Page Editor (Beta)
Legacy Custom Pages
Picture Book Settings
Overrides
Document Builder
Pages
Documents (tab)
Print Preview
Module Settings
Proposals settings
Proposal Settings Options
E-Signature Portal
Sales Order
Default Cover Page
Default Contract
Proposal Email Settings
Custom List Settings
Accounting
Deferred Revenue Settings
Using a Credit Memo to Balance Delivery Invoices
Accounting Options
Retention setup
AIA Progressive Billing
Use Tax
Payment Schedules
Contracts
Web Portal
Merge Fields
CRM settings
Projects settings
Work Orders settings
Notifications
Customer Work Order Notification
Time Desc
WO Naming
Invoices settings
Calendar settings
Items settings
Custom Group Summary
Multi-Site Inventory
POs settings
Assignments Settings
General settings
Drawing
Commissions settings
Integrations
Google
QuickBooks Online
Portal
Portal Proposals
Credit Card Processing Settings
Celero
Slack Integration
STX Proposals (Beta)
Terms of Service
Morning Coffee
Web Services
Settings FAQ
Gmail Issues?
Time Clock Module
User Settings Module
Vendors Module
Vendor Details
Work Orders Module
Work Order Details
WO Options
Tasks/Parts Lists
Contact
Work Orders FAQ
How do you remove an item that has been delivered?
How do I add tasks to my Work Order from a Project?
Can I switch labor phases on a work order?
How do I enter time manually on a work order?
How do I replace parts on a work order?
Is it possible to duplicate a work order?
Can work orders be un-linked?
Pictures I took with my iOS aren’t viewable in iPoint
Technicians are not showing up in dropdown lists
Syncing to QuickBooks
iPoint Data to QuickBooks
iPoint Transactions to QuickBooks
Web Portal
Web Invoices
E-Signature Portal
Mobile Access
iPoint Mobile
Mobile: Dashboard
Mobile: CRM
Mobile: Related Contacts
Mobile: Notes
Mobile: Activities
Mobile: Media
Mobile: Assignments
Mobile: Documents
Mobile: Custom Lists
Mobile: Subscriptions
Mobile: Deals
Mobile: Proposals
Mobile: Sales Orders
Mobile: Projects
Mobile: Work Orders
Mobile: RMA Tickets
Mobile: Estimates
Mobile: Invoices
Mobile: Delivery Invoices
Mobile: Recurring Billing
Mobile: Credit Memos
Mobile: Payments
Mobile: Items
Mobile: Emails
Mobile: Campaigns
Mobile: QuickBooks Data
Mobile: Legacy Data
Mobile: Work Orders
Mobile: WO Details
Mobile: WO Detail Windows
Mobile: Parts
Mobile: Add & Request Parts
Mobile: Customer Details
Mobile: Task List
Mobile: Check In/Check Out
Mobile: Time Clock
iPointTech App
iPointTech Dashboard
iPointTech Work Orders
iPointTech Work Order Details
iPointTech Task List
iPointTech Task Detail
iPointTech Settings
iPointTech Time Clock
iPointTech Calendar
WebDirect
Mobile Access FAQ
Can technicians share an iOS device?
Accounting FAQ
Here are answers to Frequently Asked
Accounting
Questions broken down into subtopics.
RFP
FAQ
s
QB
FAQ
s
Miscellaneous Accounting
FAQ
s
Last modified:
23 Oct 2023
Invoicing From a Project
RFP FAQs
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