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CRM settings
Settings Module » Module Settings » CRM settings
The CRM settings tab is how you customize the CRM module for your company and is broken into four distinct sections. Contact Attributes Contact Methods These are the contact fields for your customers. You have eight fields you can customize by choosing a dropdown…
CRM Campaigns
CRM Module » Contact Details » CRM 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, checkboxes show if the customer has Opted In or Out of the two main types of Campaigns. You…
Mobile: CRM
Mobile Access » FileMaker Go Mobile Access » 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…
CRM FAQ
CRM Module » CRM FAQ
See links below for Frequently Asked CRM Questions Should I enter the job as a Customer or a Job? Can I merge dupllicate Customers?
CRM Module
CRM Module
CRM: Customer Relationship Management The CRM module holds all of the customers and contacts you have entered into iPoint. This is also the place you will go to find documents related to a specific individual or business. If a document is customer-related,…
Reporting Best Practices for Deferred Revenue
Accounting Module » Reporting Best Practices for Deferred Revenue
Reporting Best Practices Wondering how to know where you are in the process? Need to see the data at specific points to ensure you’re on track. Great! Below are the recommened reports from iPoint and VITAL along with a description of what they are typically…
The Deferred Revenue Process & Best Practices
Accounting Module » The Deferred Revenue Process & Best Practices
The Process & Best Practices Now that you have decided how you want things to be done, we can take a look at how and when to create RFPs, Apply Payments, Delivery Invoices and sync them to QB. Ways to create RFPs & Apply Payments The first thing you need is to…
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…
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…
Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
Accounting Module » Accounting FAQ » RFP FAQs » Negative RFP or RFP Credit Memo: What is the best way to issue a refund when using RFP?
The job is done and paid! You got everything closed out, and now it’s time to move onto the next… But WAIT! Your customer wants to return that last wing-a-ding and get a refund for it. What is the best way to issue this refund inside iPoint when using RFP…
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…
Custom Lists
CRM Module » Contact Details » Custom Lists
Custom Lists Section iPoint tracks a LOT of information. But despite our best efforts, there may be something you want to document about your customers that we haven’t included. Want to know if the customer has pets? When does their extended warranty expire? A…
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…
Can I merge duplicate Customers?
CRM Module » CRM FAQ » Can I merge duplicate Customers?
I’ve got two customer records for one individual. How do I merge the two customers into one? As you search through your customers, are you seeing multiples? “Hey! Aren’t Rob Marks and Robert Marks the same person? Wait a minute… did someone add…
When should delivery invoices be generated?
Accounting Module » Accounting FAQ » RFP FAQs » When should delivery invoices be generated?
First, it is helpful to understand exactly what a delivery invoice does. Pushing a delivery invoice to QuickBooks Adjusts inventory Recognizes revenue Relieves (uses) customer deposits Calculates sales tax liability So the answer to the question becomes,…
Customer Job Lead Source
Settings Module » Pop Up Lists » Customer Job Lead Source
Pop Up List: Customer Job Lead Source The Customer Job Lead Source helps you mark where customer leads came from. Maybe you sent a mass-market email campaign. Or the customer could have called you because of an advertisement you run in a local builders magazine.…
Deals
CRM Module » Contact Details » Deals
The sales Pipeline helps management and sales staff to understand the likelihood of future business. The Pipeline is comprised of Deals or potential jobs. Deals are ranked based on the probability of that job coming to fruition. How Deals Work Once a Deal is…
Customer Job Sales Status
Settings Module » Pop Up Lists » Customer Job Sales Status
Pop Up List: Customer Job Sales Status The Customer Job Sales Status (or Lead Status) is a setting that can be used to help track a customer through the sales process of a job. Track your leads through the various communication and sales stages of your company. Set…
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…
Subscriptions
CRM Module » Contact Details » Subscriptions
Subscriptions Section In the Subscriptions section, you can see account information for customers’ subscriptions to services such as Netflix and Comcast. Capturing customer’s account details here is helpful when working on site. Additionally, your…
Proposals
CRM Module » 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…
Activities
CRM Module » Contact Details » Activities
Activities are trackable tasks designed to aid employees in achieving a specific number of actionable activities during a specified time frame. Sales personnel might rely on activities to ensure they make a certain number of sales calls. Sales Managers can set…
Mobile: Recurring Billing
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Recurring Billing
Mobile: Recurring Billing Recurring Billing shows the schedules where invoices are sent to your customer. Often used for quarterly maintenance contracts or monthly security billing, this screen shows what recurrences have been entered for the customer. At the top…
Tags
Settings Module » 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…
Legacy Data
CRM Module » Contact Details » Legacy Data
Legacy Data Section The Legacy Data section houses customer details previously used in iPoint, but is no longer used. This legacy data was entered on customers before the software update, where we switched to the current Contact Methods layout. iPoint Version:…
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…
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…
Mobile: Subscriptions
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Subscriptions
Mobile: Subscriptions In the Subscriptions section, you can see account information for customers’ subscriptions to services such as Netflix, Comcast, etc. For example, you might need to access when installing equipment. Subscriptions entered here are also…
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…
Mobile: Campaigns
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Campaigns
The Campaigns section shows the marketing status of the contact. There are two types of marketing campaigns available in iPoint. A Marketing campaign is designed to be sent to a specific subset of contacts. When the campaign is built contacts are selected to receive…
Payments
CRM Module » Contact Details » Payments
Payments Section In this section, you can view a list of payments the customer has made. In addition, 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:…
Mobile: Custom Lists
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Custom Lists
Mobile: Custom Lists You may have customer information you want to track, but iPoint doesn’t have a space for those details. Custom Lists give you the ability to capture those details. The Back Arrow at the top of the screen takes you back to the customer…
Contact Relations
Settings Module » Pop Up Lists » Contact Relations
Pop Up List: Contact Relations Contact Relations are used in the Related Contacts section of a customer’s CRM record. A customer can have multiple individuals associated with the account like contractors, family members, maintenance contacts, building…
Mobile: Legacy Data
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Legacy Data
Mobile: Legacy Data The Legacy Data section is for existing iPoint customers. This is the repository of old customer data, such as additional phone numbers and other attributes, that used to exist in iPoint before we switched to the current Contact Methods…
Sending Lists
Marketing Module » Sending Lists
Marketing Sending Lists The first step to creating a successful email campaign is to define to whom you are sending the email. This is a Sending List. There are two basic types of Lists: “fixed” and “dynamic.” A fixed list has specific…
Mobile: Related Contacts
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Related Contacts
Mobile: Related Contacts Related Contacts are customers or contacts in the iPoint database that are associated with a particular customer. For example, they might be contractors, building managers, or family members. Tapping on the Related Contact link opens a…
Mobile: Assignments
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Assignments
Mobile: Assignments The Assignments menu option displays assignments created for the customer. You can create assignments in almost every iPoint module. At the top of the window are three icons: Back Arrow takes you back to the customer details…
Mobile: Items
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Items
Mobile: Items The Item list shows all the products the customer has purchased. Items are added on Sales Orders, Change Orders, Projects, Work Orders, and Invoices. The Back Arrow takes you back to the customer details screen. The Magnifying Glass opens a filter…
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…
Mobile: Deals
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Deals
Mobile: Deals Deals are the mechanism iPoint uses to track prospective work. Some people may call this a lead. Others might call it a pipeline. The list of Deals indicates what a customer might spend to do a job. Each of the customer’s deals is displayed in…
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…
Mobile: Media
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Media
Mobile: Media You can view a list of pictures and media related to this customer on the Media option. Photos can be added throughout the software and will all be displayed here for this customer no matter who added them or from what module someone added them. At…
Customer Bad/Bounced Emails Report
Reports Module » 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 insufficient email address Bad Email – the email…
Merge Fields
Settings Module » Module Settings » Proposals settings » Merge Fields
Throughout settings, you will find a list of Merge Fields that you can use to personalize various system-generated documents. Primarily used in customer proposal areas, merge fields take information from a customer record and input them into documents. These merge…
QuickBooks Data
CRM Module » Contact Details » QuickBooks Data
QuickBooks Data Section In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. The left-hand column displays the information last synced to QuickBooks. The right-hand column displays the…
Mobile: Delivery Invoices
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Delivery Invoices
Mobile: Delivery Invoices The Delivery Invoices list is visible when using the Deferred Revenue ( aka Request for Payment) invoicing procedure. Delivery invoices are internal documents and are not intended to be sent to customers. The
Mobile: Emails
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Emails
Mobile: Email The Emails list shows a history of the email marketing campaigns sent to the customer. At the top of the window, the Back Arrow takes you back to the customer details screen. The email list shows: The email campaign name The email subject The…
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…
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…
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…
Recurring Billing
CRM Module » 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…
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…
Mobile: Sales Orders
Mobile Access » FileMaker Go Mobile Access » 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 searches for a specific sales order using a wildcard…
Mobile: RMA Tickets
Mobile Access » FileMaker Go Mobile Access » 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…
Mobile: Estimates
Mobile Access » FileMaker Go Mobile Access » 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 to the…
Mobile: Payments
Mobile Access » FileMaker Go Mobile Access » 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…
Mobile: QuickBooks Data
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: QuickBooks Data
Mobile: QuickBooks Data In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. At the top of the window, the Back Arrow takes you back to the customer details screen. The left-hand column…
Mobile: Notes
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Notes
Mobile: Notes The Notes menu option displays all of the notes captured for the customer no matter where someone entered them. Notes can be entered at the customer record or on work orders, for example. At the top of the window are three icons: Back Arrow takes…
Mobile: Documents
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Documents
Mobile: Documents In the Documents section, you can view documents that have been added to this customer’s record, such as contracts, signed proposals, etc. At the top of the window are three icons: Back Arrow takes you back to the customer details…
Customer Reports
Reports Module » 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…
Mobile: Projects
Mobile Access » FileMaker Go Mobile Access » 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…
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.…
Mobile: Credit Memos
Mobile Access » FileMaker Go Mobile Access » 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…
FileMaker Go Mobile Access
Mobile Access » FileMaker Go Mobile Access
iPoint Mobile One way to access iPoint using your mobile phone is by downloading FileMaker Go from the Apple App Store. Once configured, you can access iPoint just as you would from a computer. You will have the same permissions and same access that you normally…
Mobile: Proposals
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Proposals
Mobile: Proposals The Proposal list shows all active proposals 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 proposal using a wildcard search. Enter…
Setting Up Deferred Revenue
Accounting Module » Setting Up Deferred Revenue
Setting Up Deferred Revenue When it comes to utilizing the Deferred Revenue Process for Sales Orders in iPoint, we have a lot of options available, which can be GREAT; but, it can also be overwhelming. This guide is designed to explain the options we have, and to…
RMA Tickets
CRM Module » 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 a customer’s equipment that is pulled for repair. Filter – enter an…
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…
Credit Memos
CRM Module » 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 posting transactions that you can apply to a customer’s invoice as a payment or reduction of future bills. In…
Customer Site Address Names
Settings Module » Pop Up Lists » Customer Site Address Names
Pop Up List: Customer Site Address Names The Customer Site Address Name functions similarly to the Customer Bill To Address Name and is used on the customer record in the CRM to differentiate between various job site addresses. For example, the customer might have a…
Customer Bill To Address Names
Settings Module » 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…
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…
Notes
CRM Module » Contact Details » Notes
Notes Section (with default Show List View) In the Notes section, you can view a list of any notes added to this customer, as well as any notes added to the customer’s work orders or projects. Notes List For each note in the list, you can see: Click the Edit…
Mobile Access
Mobile Access
iPoint offers a number of different ways to access your data while using a mobile phone or tablet. Depending on the method you are using, iPoint will look and react a little bit differently, so this section of the manual will focus on those differences. First,…
Deal Reports
CRM Module » Contact Details » Deals » Deal Reports
CRM Options: Deal Dash The purpose of Deal’s in iPoint is to help track the sales pipeline for your company. Click on the CRM module and choose the Deal Dash option to access the pipeline reports. This button opens a new window that can display several…
RFP vs Delivery Invoice Variance
Sales Orders Module » Sales Order FAQ » RFP vs Delivery Invoice Variance
At the end of a job, the RFP balance and the Delivery Invoice balance should match. . However, there are times when the two balances do not match, and this is generally due to including actual time or parts directly onto delivery invoices rather than going through the…
Sales Orders
CRM Module » 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…
Mobile: Invoices
Mobile Access » FileMaker Go Mobile Access » 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 searches for specific invoices using a wildcard search.…
Mobile: Activities
Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Activities
Mobile: Activities Activities are trackable tasks designed to aid employees in achieving a specific number of actionable contacts during a specified time frame. Sales personnel might rely on activities to ensure they are making a certain number of sales…
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…
Customer Activity Report
Reports Module » Customer Reports » Customer Activity Report
Customer Activity Report This report shows all of the sales Activities completed by various staff members within your company. Activities are defined in Settings > Pop Up Lists > Activity Types Assigned in Settings > Users > Goals Tracked in CRM > Customers >…
iPoint Development Roadmap
Welcome » iPoint 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…
2021 Q4
Welcome » Change-Log » 2021 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…
2021 Q3
Welcome » Change-Log » 2021 Q3
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…
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…
Mobile: Dashboard
Mobile Access » FileMaker Go Mobile Access » Mobile: Dashboard
Mobile Dashboard Accessing iPoint on your mobile device results in a different dashboard view as compared to the view when accessing iPoint on a computer. Each of the modules is displayed in a list rather than rows of icons. On this page, we’ll describe the…
STX Proposals (Beta)
Settings Module » Integrations » STX Proposals (Beta)
So you already use STX proposals? You’ve set up the integration within your settings to get connected. Good news! We can import your Proposals from STX into iPoint! How to view your STX Proposals within iPoint Select the Proposal Module within your iPoint…
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…
Portal Proposals
Settings Module » Integrations » Portal » Portal Proposals
So you are considering integrating with Portal or have finished the integration within your settings. However, what about all the Proposals you have stored in Portal you have worked so hard on? Good news! We can import your Proposals from Portal into iPoint! Note: In…
What happens when I sync stuff to Quickbooks?
Accounting Module » Accounting FAQ » QB FAQs » What happens when I sync stuff to Quickbooks?
The iPoint software is, among other things, a project management tool, and as such, there is limited financial reporting that takes place in the program. The majority of the reports run in iPoint deal with Project Accounting, telling you about the financial health of…
Which Mobile Version Should I Use?
Mobile Access » Mobile Access FAQ » Which Mobile Version Should I Use?
We have 4 different ways to connect to iPoint from your mobile device – which is best for you? You use an Android Device You are a tech who just needs access to time clock and work orders The iPoint Tech Pro app is for you!!! You need to use…
Installing iPoint on a Mobile Device
Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Mobile Device
There are 4 different ways to connect to iPoint using a mobile device. Each method offers its own benefits. Here is a breakdown of those methods so you can pick the one best suited for you! Ways to Use iPoint on a Mobile Device 1) iPoint Tech Pro App This app is…
Proposal Info
Proposals Module » Proposal Info
Proposal Info Tab The Proposal Info tab contains primary customer and job details. Customer Name The first section is the customer details describing the customer receiving the bill for the work being completed. Enter the Customer Name – there are a few…
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…
Login
Settings Module » Users » Login
User Login Information The Login tab is where you create or edit an individual user’s information. Name Enter the user’s First Name, Middle Initial, and Last Name. These will be used to identify the user throughout the iPoint software for tracking,…
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…
Accounting Options
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options
We’re all in business to make money. And there is nothing more fun than counting the money you’ve made at the end of the day. But it is never really that simple, is it? Accounting is more than just zeros and ones. There are many ways to account for things…
New QuickBooks or Switching from QBO to QBD (or vice versa)
Settings Module » QuickBooks » Registration » New QuickBooks or Switching from QBO to QBD (or vice versa)
From time to time, you might find it necessary to connect iPoint to a different set of QuickBooks. For example: You have been using QuickBooks Online and have decided that the QuickBooks Desktop product might be a better fit for the way you do…
Wizard Settings
Welcome » OnBoarding » iPoint Setup » Wizard Settings
Wizard Settings In the Settings tab, you will get an overview of the settings available in iPoint. This tab is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust several…
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…