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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. Assignments can be created from many different places within iPoint, such as a Work Order, a Sales Order, or a Project.…

Assignments

Settings » Module Settings » Assignments

Assignment Settings Assignments are internal to-dos that can be assigned to various team members throughout the software. There is one setting for this module.   Auto Archive Assignment on Completion – Assignments have four statuses: Not Started, In…

Assignments

CRM » Contact Details » Assignments

Assignments Section In the Assignments section, you can view any assignments created for this customer. Assignments are internal “to dos” that can be created anywhere in iPoint. Assignments assigned to a user will display in the user’s dashboard. View the…

Mobile: Assignments

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Assignments

Mobile: Assignments The Assignments menu option displays assignments created for the customer. Assignments can be entered in almost every iPoint module. At the top of the window are three icons: Back Arrow takes you back to the customer details…

Assignments List

Assignments Module » Assignments List

Dashboard > Assignments The Assignments Module is used to view, edit and filter assignments in iPoint. This module is permission-based in Settings >Permission Sets. You can view your assignments, along with any assignments assigned to other co-workers. The Assignments…

Docs / Assignments

Proposals » 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…

Module Settings

Settings » 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…

Module Icon Order

Dashboard » Module Icon Order

Edit Module Icons The icons on the dashboard can be displayed 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…

Projects

Projects

Project List In iPoint, a Project represents the labor we provide to our customers. This could be from a Sales Order (for new work sold) or from Service work or Service Contracts. When you first click on the Project module on the dashboard, you are presented with…

Contact Info

Settings » Users » Contact Info

User Contact Information The Contact Info tab is where iPoint is configured to send communication to the user. Throughout the software are various triggers that can send information via SMS text, email, or the third party project management tool Slack. Each…

Project Details

Projects » 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…

Docs/Asgmts/Data (tab)

Sales Orders » 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…

E-Signature Portal

Settings » 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…

Dashboard

Dashboard

The dashboard is the home screen for all iPoint activities. Here you will find a number of informational details for completing your work as well as navigational tools to help you get to specific details within iPoint. iPoint Dashboard Left menu Navigation At the…

2021 Beta

Welcome » Change-Log » 2021 Beta

iPoint Deployment Cycle Explained Once an official release is finalized, it is automagically released so that everyone is on the current version. However, development continues after an official release is created and the code can change based on a couple of…

iPoint University

iPoint Support » iPoint University

University in the iPoint Support module How to Navigate iPoint University! Every user has access to University on the iPoint dashboard under the iPoint Support module. Yes… it’s a lot of videos! How do you know where to start so you can learn iPoint…

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…

RMA

RMA

RMAs List The RMA module is where you track product that is or has been returned for repair or replacement. Header If you’ve spent time in any other iPoint modules, the RMA header contains familiar list navigation options. Sort – the first dropdown…

Purchase Order Details

Purchase Orders » 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 top…

Scope

Proposals » Reports (tab) » Scope

Open the Scope Report The Scope button opens the Scope report, which is a plain English description of the job that was and is entered on the Proposal > Setup > Scope tab. Note: The name of the Scope button, tab, and report can be customized by a system…

Permission Sets

Settings » Permission Sets

Permission Sets Users in iPoint can be granted access to various aspects of the software. Access is controlled by Permission Sets, groupings of permissions designated by role or title. iPoint comes pre-loaded with three sample Permission Sets, which are visible on…

Calendar Filters

Calendar » Calendar Filters

The gear icon at the top corner of the calendar opens a number of options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. User…

Calendar

Calendar

iPoint Calendar The iPoint calendar is your one-stop shop to view the schedule for your employees. From the calendar you can see work orders, events/meetings, and assignments with due dates. You are also able to adjust the calendar to see specific time periods or…

Mobile: WO Details

Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: WO Details

Mobile: Work Order Details The main page of the work order gives an overview to 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…

2021 Q1

Welcome » Change-Log » 2021 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…

Options: Reports

Proposals » Reports (tab) » 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…

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…

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…

Email Marketing

Settings » Module Settings » Beta Settings » Email Marketing

!BETA FEATURE: Keep in mind that Email Marketing 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. Marketing Module The Marketing module allows…

Settings

Settings

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 features of the software you…

Morning Coffee

Settings » Morning Coffee

Morning Coffee Settings Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. The report is also available to anyone using iPoint in the Reports module. The Only difference…

General (tab)

Settings » Module Settings » General (tab)

General Settings The five buttons displayed allow you to adjust the next document number for: Invoices Proposals Purchase Orders (PO) Projects Work Orders Typically, these buttons are used to set starting numbers when first setting up iPoint. However,…

Learning iPoint

Welcome » OnBoarding » Learning iPoint

Once iPoint is configured and your data is loaded, it is time to train the people who will be using the software. We have done our best to provide a wide variety of learning opportunities to match the learning styles of your team. University in the iPoint Support…

Invoices

CRM » Contact Details » Invoices

Invoices Section In the Invoices section, you can view a list of invoices created for this customer. At the top of the screen, you can see the customer’s current Invoice Balance Due as well as any Available Credit, which includes both unused credit memos and…

Stop Points

Settings » Pop Up Lists » Stop Points

Pop Up List: Stop Points Stop points are used to define regular destinations for the Autos module. Set Up To create a new stop point, place your cursor in the first empty Item Name and enter the location name. Editing a stop point is done by clicking on an…

Profit and Loss

Proposals » Reports (tab) » Profit and Loss

Profit & Loss report The Profit & Loss report is available by clicking the Profit & Loss button in the Proposal Reports section. Open the Profit and Loss Report Available in three flavors, the default report shows the Cost, Price, and Margin broken down by parts,…

RMA Tickets

CRM » Contact Details » RMA Tickets

RMA Tickets Section In the RMA Tickets section, you can see a list of RMA tickets that have been made for this customer. Return Material Authorizations are the method used to track customer’s equipment that is pulled for repair. Filter – enter an…

Time Clock Type

Settings » Pop Up Lists » Time Clock Type

Pop Up List: Time Clock Type Time Clock Types are used in the Time Clock module to label various time entries. You might use things like Vacation, Sick Leave, Working, and PTO. Set Up Place your cursor in the first empty Item Name field to enter a new time clock…

Marketing

Marketing

Marketing Dashboard The Marketing module provides customized email marketing to your customers utilizing the data you have captured in iPoint. You can send automated email messages based on certain triggers, or develop customized email marketing campaigns to promote…

Mobile: Credit Memos

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Credit Memos

Mobile: Credit Memos A customer’s credit memos are available here. At the top of the credit memo window are two icons: Back Arrow takes you back to the customer details screen. Search – the magnifying glass opens a filter field. Enter an…

Welcome

Welcome

Welcome to the iPoint Manual In this manual, you will find instructions and tutorials on how to use the iPoint Control software for your Audio Video business. And while we’re not clinging by the tips of our fingers to an iffy-looking rebar structure, we are hard at…

Commission Reports

Reports » Commission Reports

The Commission Reports are run to help you track and pay commissions to your employees. Available Reports: Combined Report – shows all the commissions due to sales staff based on invoiced from sales orders, projects, work orders, and invoices. Commission…

Engineering (tab)

Items » Item Details » Engineering (tab)

Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module that is currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how…

Cover Page

Proposals » Reports (tab) » Cover Page

Edit the Cover Page Report The cover page makes you look pretty (or at least your proposal will!) This page takes information from a couple of different places: Custom Template – this is defined by your system administrator in Settings > Custom…

Estimates

CRM » 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…

Credit Memos

CRM » Contact Details » Credit Memos

Credit Memos Section In the Credit Memo section, you can see a list of Credit Memos for this customer. Credit memos, just like in QuickBooks, are a posting transaction which can be applied to a customer’s invoice as a payment or reduction of future bills. You can…

Accounting

Accounting

Accounting Module The Accounting module is home to customer-facing financial transactions. Estimates are Quick Quotes, typically used in a Point of Sale process where a customer just wants the price of one or two items. Think of an Estimate as an Invoice with no…

Retention setup

Settings » Module Settings » Proposals settings » Accounting » Accounting Options » Retention setup

Setup Retention Make sure there is an asset account in QuickBooks for retention. This is usually an “Other Current Asset” account. Verify that the account has been synced to iPoint in Settings > QuickBooks > Chart of Accounts. If not, sync the…

Work Order Details

Work Orders » 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…

Autos

Reports » Autos

Autos Reports The Autos Reports are used in conjunction with the Autos module where you can capture expenses used to maintain company vehicles, track service, and mileage records. Available Reports: Cash Bag Journal – provides a list of purchases made for a…

Payments

CRM » Contact Details » Payments

Payments Section In this section, you can view a list of payments the customer has made. You can see the customer’s Total Paid amount and Available Credit amount at the top of the screen. Payments List For each payment in the list, you can see: Payment: The…

Mobile: CRM

Mobile Access » iPoint Mobile » Mobile: CRM

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. So, iPoint has a mobile version of CRM that you can enable for your iOS devices. To turn on this Beta feature,…

Setup QuickBooks

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks

iPoint relies on QuickBooks to do the financial reporting for your company. iPoint seamlessly integrates with QuickBooks Desktop (Pro, Premium, and Enterprise editions) or QuickBooks Online. The purpose of this Quick Start Guide is to get you up and running with…

Service Records

Reports » Autos » Service Records

Auto Service Records The Service Records report shows maintenance that has been completed on your company vehicles. These entries are made in the Autos module on the Service tab. Using the settings at the top of the report select: Vehicle – chose a company…

Project Custom 1 & 2

Settings » Pop Up Lists » Project Custom 1 & 2

Pop Up List: Project Custom Fields Each Project has two customizable drop-down fields to track information that iPoint might not have a preset field for. There is a Project Custom 1 and Project Custom 2 field available. Since both custom fields work the same way, we…

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 – each group of work orders is separated by a date header. The date shown in red is today’s…

Reports

Reports

Reports The Reports module houses a number of reports that can be run to provide analysis on a variety of company aspects. Click the subsection to the left to get more specific details about the reports you choose to run. Employee Records Autos Time Entries Work…

2020 Q1

Welcome » Change-Log » 2020 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…

Cash Bag Journal

Reports » Autos » Cash Bag Journal

Cash Bag Journal The Cash Bag Journal report is designed for companies that provide cash for their vehicle drivers to purchase goods during the course of their job. These purchases are recorded in the Autos module on the Expense tab. Using the settings at the top…

Navigation Elements

Dashboard » Navigation Elements

This manual is designed to provide detailed explanations about 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…

QB Step 2: Chart of Accounts

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts

QuickBooks Chart of Accounts settings To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer…

Item Manufacturer

Settings » Pop Up Lists » Item Manufacturer

Pop Up List: Item Manufacturer The Item Manufacturer is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. Set Up Place your cursor in the first empty…

Payments List

Accounting » Payments List

The payment module is where iPoint will track all payments made by customers. Payments module Across the top of the window are your standard sort options: The Payments button indicates that payments are being displayed. Clicking on the button allows the user to…

Labor Hours

Proposals » Reports (tab) » Labor Hours

Proposal Labor Hours report The Labor Hours report provides a breakdown of hours needed to complete the job. This calculation is based on the number of labor hours assigned to each item on the proposal as well as any additional standalone time added. Click the…

Mobile: Invoices

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Invoices

Mobile: Invoices The Invoices list displays invoices created for the customer. At the top of the invoices window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass is used to search for specific invoices using a wildcard…

Recurring Billing

CRM » Contact Details » Recurring Billing

Recurring Billing In the Recurring Billing section, you can see a list of recurring transactions created for your customer. A recurring invoice is an invoice that is automatically generated by iPoint based on a frequency pattern and duration you set up. Recurring…

Customer Bad/Bounced Emails Report

Reports » Customer Reports » Customer Bad/Bounced Emails Report

Bounced/Invalid Email Addresses This simple report is populated when a marketing campaign returns invalid or bounced emails. The report details: Customer Name – the iPoint customer associated with the bad email address Bad Email – the email that was…

Sales Orders

CRM » Contact Details » Sales Orders

Sales Orders Section The Sales Orders section presents a list of all sales orders for this customer. At the top of the list is a filter field. Use this field to quickly find a specific sales order, searching Sales Order Name or Salesperson. For each sales order…

Invoice Payment

Accounting » Invoices List » Invoice Detail » Invoice Payment

The New Payment/Credit button on the invoice opens the Payment Add pop-over. This is where all Payment information is added for a particular invoice. Note that this window will have different information depending on the accounting methodology set up by your system…

Service Contracts

Projects » Service Contracts

A service contract is basically a service job that is tied to a recurring invoice that is 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…

Proposals

CRM » Contact Details » Proposals

Proposals Section In the Proposal section, you can see a list of proposals created for this customer. View the Proposals List For each proposal in the list, you can see: Reference id number and proposal name Total: Total amount of the proposal Rep: Sales rep…

Sending Lists

Marketing » Sending Lists

Marketing Sending Lists The first step to creating a successful email campaign is to define who you are sending the email to. This is a Sending List. There are two basic types of Lists: “fixed” and “dynamic.” A fixed list has specific members and only…

Web Portal

Settings » 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…

Campaigns

CRM » Contact Details » Campaigns

Customer Email Campaigns The Campaigns tab shows information about the Marketing that has taken place for the customer. Email Campaigns/Lists Under Email Campaigns/Lists, there are checkboxes that show if the Customer has Opted In or Out of the two main types of…

Invoice Commissions (Legacy)

Reports » Commission Reports » Invoice Commissions (Legacy)

The Invoice 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, the…

2019 Q1

Welcome » Change-Log » 2019 Q1

Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …

Mobile: RMA Tickets

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: RMA Tickets

Mobile: RMA Tickets The RMA Tickets list shows all Return Materials Authorizations for the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass lets you search the list of RMAs using an…

Report Setup

Items » 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…

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 …

Work Orders

CRM » 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…

Sales Order Status

Settings » 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.…

Chart of Accounts

Settings » QuickBooks » Chart of Accounts

QuickBooks Chart of Accounts settings The Chart of Accounts tab is where you tell iPoint how to push transactions utilizing your QuickBooks financial accounts. This process is typically completed during the initial setup of iPoint. But sometimes you will make…

Wire Prefix

Settings » Pop Up Lists » Wire Prefix

Pop Up List: Wire Prefix Wire Prefixes are part of the future Design and Engineering module. So, while these are being utilized yet, we are documenting them here. Set Up Click in the last empty line to enter a new Wire Prefix. You can also click on any existing…

Proposal Status

Settings » 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…

Projects (tab)

Settings » Module Settings » Projects (tab)

Project Module Settings The options on this tab control functionality in the Project Module. Use Color Override on Milestone Done Default SO Docs to be viewable on Projects/WO – Documents can be stored on a Sales Order in the Docs/Asgmts/Data tab. Each…

Mobile: Delivery Invoices

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Delivery Invoices

Mobile: Delivery Invoices The Delivery Invoices list is visible when using the RFP (Request for Payment) invoicing procedure. Delivery invoices are internal documents and are not intended to be sent to customers. The

Gift Cards Lookup

Accounting » Gift Cards Lookup

Gift Cards A gift card, gift certificate, or gift voucher is a prepaid stored-value device used as an alternative to cash for purchases within your business. Most of the time a customer will buy the gift card and then gift it to another person. For that reason, the…

Customer Reports

Reports » Customer Reports

Customer Reports provide specific details about customer activity throughout iPoint. Note: Click on the report name to see a sample of the report and the options available. Click the module reference after the description to see where the data comes…

Retail By Product

Proposals » Reports (tab) » Retail By Product

Retail By Product Report The Retail By Product Report is similar to the Profit by Product Report, though instead of showing your profits, it shows the retail prices. On the report you can see: Model: The item name, part number Description: A description of the…

Commission

Settings » Users » Commission

Settings - Users - Commissions Commissions can calculate commissions on a customized sliding scale or a flat percentage. Commissions are set up in Settings > Module Settings > Commissions Schedule For each User, you can choose a commission template (defined in…

Work Order Custom 1 & 2

Settings » 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…

Mobile: Sales Orders

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Sales Orders

Mobile: Sales Orders The Sales Order list shows all active sales 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 is used to search for a specific sales order using a…

Tags

Settings » Pop Up Lists » Tags

Pop Up List: Tags Tags are used on customers in the CRM module to provide an additional way of classifying individuals. Think of them as a hashtag on your social media posts. Creating a list of default tags will help your staff to be consistent in the labels they…

Mobile: Estimates

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Estimates

Mobile: Estimates The Estimates list shows estimates for the customer. Remember, an estimate is a simplified proposal… more like an invoice with no inventory or payment options. At the top of the Estimates window are three icons: Back Arrow takes you back…

iPoint Support

iPoint Support

Support Module The iPoint Support module is your one-stop-shop for everything support related! Clicking on the module opens a pop-over window with every option you could need for contacting iPoint. Online Manual: You are reading the manual right now! Clicking…

Mobile: Projects

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Projects

Mobile: Projects The Projects list shows all active projects for the customer. Remember a project is the labor portion of work, so the list might include stand-alone Service projects as well as the labor for Sales Orders. At the top of the window are three…

Customer Bill To Address Names

Settings » Pop Up Lists » Customer Bill To Address Names

Pop Up List: Customer Bill To Address Names The Customer Bill To Address Name is used on the customer record in the CRM to differentiate between various addresses. For example, the customer might have a separate Billing address from the Job Site address. Or a…

Mobile: Payments

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Payments

Mobile: Payments The list of Payments shows money received from the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass opens a filter window where you can search for a specific phrase or…

Task Manager

Projects » Task Manager

Task Manager The Task Manager is your one-stop shop to look at every task in the iPoint system. Typically used by Project Managers, this screen gives you a quick synopsis of the tasks that your technicians need to complete. Header The Header of the window has…

Print Labels

Purchase Orders » PO Details Items List » Print Labels

When items are received for a job, iPoint can generate Product Tracking Labels to help identify products that have been allocated. These labels are completely customizable in Settings > Module Settings > Items. Print these labels during receiving and apply them to…