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Customer Site Address Names

Settings » 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…

Proposal

Reports » Proposal

Proposal Reports The Proposal reports pertain specifically to proposals. I know that is hard to believe, based on the reports’ names. There are two available reports: Proposal Summary – provides highlights of the proposals in your system Mix Analysis…

Proposal Groups

Settings » Pop Up Lists » Proposal Groups

Pop Up List: Proposal Groups Proposal Groups are used to add details to customers’ proposal regarding specific subsets of equipment. Each equipment group can have a unique graphic header along with a narrative to help explain the work to be accomplished. For…

Proposal Designer

Proposals » Proposal Designer

Proposal Designer The Designer is where the details of the items being proposed to your customer are displayed. Here you can modify details about each item as well as view the profitability of the job. The designer is broken into three primary sections, and…

Client Proposal

Proposals » Reports (tab) » Client Proposal

Client Proposal The Client Proposal report is the document you will present to your customer with all of the products and labor you put together in the Designer. The proposal has a number of options to help you customize the details you want your customers to…

Proposal Options

Proposals » Proposal Options

Click the Options button at the top of Proposal Details to open the Options popover window. Archive Proposal – check this box to archive a proposal (or uncheck it to unarchive the proposal). There are four tabs in the Options popover window. Each is…

Proposal Info

Proposals » Proposal Info

Proposal Info Tab The Proposal Info tab contains basic customer and job details. Customer Name The first section is the customer details. This is the customer who will be receiving the bill for the work being completed. Enter the Customer Name – there are a…

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…

Proposal Snap Shot

Reports » Proposal » Proposal Snap Shot

Proposal Snap Shot report The Proposal Snap Shot report provides a quick financial overview of the proposals generated in the system in a quick, simple to read view. This report also includes proposals that have been converted to sales orders. Here you’ll…

Proposal Merge Fields

Settings » Module Settings » Proposals (tab) » Proposal 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…

Proposal Lost Reasons

Settings » Pop Up Lists » Proposal Lost Reasons

Pop Up List: Proposal Lost When a user marks a proposal as lost or declined, they will be prompted to specify why the deal was lost. On the pop-up window, they will be able to select a reason, as specified here, as well as enter a more detailed description. Set…

Proposal Settings Options

Settings » Module Settings » Proposals (tab) » Proposal Settings Options

Proposal Options The following options apply specifically to Proposals: Column 1   Prevent Window Refresh on Add: When a part is added to a proposal, iPoint connects to the server and adds the information there before presenting the newly added part on the…

Proposal / Designer Speed Boost

Settings » Module Settings » Beta (tab) » Proposal / Designer Speed Boost

New Speed Boost Features We have rewritten the way iPoint ads items to the designer in both Proposals and Sales Orders. This new process cuts the wait time to add new parts by 50% or more. Previously, adding a part with several accessories to multiple rooms could…

Estimate, Project or Proposal?

Tips & Tricks » 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 go through the Sales Order process. Let’s look at it from the ground up…. 1. Simple – One Day, In and Out, “Hang and…

Best Practice: CRM

CRM » Best Practice: CRM

This is a list of Best Practices that iPoint recommends when using the software. . . . . . . . . . Should I enter the job as a Customer or a Job? In general, create one customer record for each of your customers. This is the primary address and any work done at…

Use Tax

Settings » Module Settings » Proposals (tab) » Accounting » Accounting Options » Use Tax

Explanation Use tax is one of the most complicated and PITA policies many states have implemented. Use tax is a tax that applies to contractors and contractor – retailers. Instead of charging sales tax to the customer, you must pay the sales tax based on your…

Installing iPoint on a Computer

Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Computer

Desktop Requirements The FileMaker Pro desktop application will run on a variety of computer operating systems, including: macOS 10.13 High Sierra macOS 10.14 Mojave macOS 10.15 Catalina Microsoft Windows 7 Service Pack 1 Windows 8.1 Windows 10 This…

Multi-Site Inventory

Settings » Module Settings » Items » Multi-Site Inventory

If your store has multiple locations, you need to turn on the Multi-Site Inventory functionality in iPoint. With Multi-Site Inventory you can: track inventory in multiple Sites independently of one another. assign users to work only in a specific Site. easily…

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…

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…

Customer Job Lead Source

Settings » 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.…

Customer Job Sales Status

Settings » 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…

Proposals

Proposals

A Proposal is a list of goods and services that we are suggesting 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 section of the manual…

Pop Up Lists

Settings » Pop Up Lists

Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…

Installing iPoint on iOS Devices

Welcome » OnBoarding » iPoint Setup » Installing iPoint on iOS Devices

Mobile Device Requirements Remote access to iPoint is available using an Apple iPhone or iPad. The FileMaker Go application is only available for iOS devices. Devices need to be running iOS 12.2 or higher in order to access iPoint Update: We are testing new…

Work Orders on the Calendar

Calendar » Work Orders on the Calendar

Any work order created in iPoint appears on the calendar as colored boxes. 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 Settings >…

Item Additional Settings

Items » Item Details » Item Additional Settings

Item Details: Additional Settings The Additional Settings tab provides granular details about an item, in many cases overriding standard functionality in the software. This doesn’t print anywhere. It is simply used here as a note pad. Memo The memo field is…

RFP A/R

Sales Orders » Billing (tab) » RFP A/R

This page defines the RFP-Accounts Receivable billing process. Click here if you are using RFP- Liability billing. Click here if you are using standard line item & summary billing. Sales Order: Billing RFP A/R Billing tab The main body of the billing tab shows you…

Receiving a PO

Purchase Orders » PO Details Items List » Receiving a PO

Yay!! It’s delivery day! The UPS man has delivered your goodies and it’s time to start checking in those orders. Check the packing slip – often times you will see your PO printed right on it and a list of what was delivered. Now it is time to…

Completing a Deal

CRM » Contact Details » Deals » Completing a Deal

Deal Carousel The Deal Carousel is the primary mechanism for working with deals in the iPoint pipeline. Starting the Deal Enter the Source, Estimated Value, and Expected Close date for the deal into the carousel. Create one or more proposals, just like you…

Custom Templates

Settings » Custom Templates

Proposal Cover Page Custom Templates are the backbone of your printed proposals and sales orders. Think of a template as the skeleton that holds the details of your proposal. The meat of the proposal is the information you provide on the proposal itself. You might…

E-Signature Portal

Proposals » Docs / Assignments (tab) » 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…

Invoicing From a Project

Accounting » 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.…

General

Settings » Users » General

User Settings The General (tab) adds granular user functionality and affects how the user appears in various modules. Job Roles System Administrator Checking this box will enable a user to access the Settings Module. If you leave this box cleared, they cannot…

Overrides (tab)

Settings » Custom Templates » Overrides (tab)

The Over Rides tab gives you control over various template settings to customize even further. Contract Text Custom Template: Contract Text Override There are three places to place contracts for your customers. Module Settings > Proposals (tab) > Default Contract…

Add items to a PO

Purchase Orders » PO Details Items List » Add items to a PO

You can add items to a Purchase Order one of three ways: From a Sales Order [ Read More ] From the Purchase Manager [ Read More ] Directly on the Purchase Order To add a part, click in the empty Select an Item field. This will be the first line on a new PO, or…

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…

Setup (tab)

Proposals » 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…

Adding Multiple Labor Phases to a Single Item

Items » Items FAQ » Adding Multiple Labor Phases to a Single Item

Jack of All Trades Multiple Labor Phases on an Item In the American frontier, many occupations required you to be a jack of all trades and perhaps king among them was the pioneer doctor. Pioneer doctors were regularly tasked with being general physician, dentist,…

Accounting Options

Settings » Module Settings » Proposals (tab) » 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…

RFP

Settings » Module Settings » Proposals (tab) » Accounting » RFP

Proposal Accounting Options Request for Payment (RFP) Accounting is a two-step invoicing method. An RFP Invoice is sent to the customer asking them to provide payments. Payments are then captured as deposits and are available to be applied to delivery…

Product Manager

Sales Orders » Product (tab) » Product Manager

Product Manager The Product Manager is where all of the items sold on a sales ordered are requested for purchase, placed on a purchase order, allocated or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…

Proposals FAQ

Proposals » Proposals FAQ

Here are answers to Frequently Asked Proposal Questions.                   How can I list a (Unit / MSPR / Labor) price on my client’s Proposal? The two columns of numbers on the client proposal can seem…

Mobile: Deals

Mobile Access » iPoint Mobile » 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 is the indicator of what a customer might spend to do a job. Each of the customer’s deals is…

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,…

Options (button)

Sales Orders » Options (button)

Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard (tab) In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This is a rarely used option…

Default Cover Page

Settings » Module Settings » Proposals (tab) » Default Cover Page

Default Proposal Cover Page The cover page for your proposal can be customized to include pre-built text that will auto-generate on each proposal. *Default Cover Page is a legacy feature and most users will find the customization available on the Custom Templates…

Email

Settings » Module Settings » Proposals (tab) » Email

When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…

Info (tab)

Sales Orders » Info (tab)

Sales Order: Info tab You can access a sales order from the Sales Order module by clicking on a Sales Order name in the list. Alternatively, you can open a sales order from the CRM module by opening a Customer record and selecting a record from the Sales Order…

Items

Settings » Module Settings » Items

The Items tab consists of options for the Items and Inventory modules. Item Options Options   Default No Discount – A check in this box will cause the No Disc. box to be checked on all newly created items. Marking an item as no discount means that users…

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…

Profit Analysis

Proposals » Reports (tab) » Profit Analysis

Profit Analysis Report The Profit Analysis report shows a detailed breakdown of the profit on the job, broken out by a number of metrics. On the report you can see: Parts Base – the sum of the Unit Price for all items on this proposal Discount – any…

Footer

Proposals » Proposal Designer » Footer

Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…

Profit By Product

Proposals » Reports (tab) » Profit By Product

Profit By Product Report The Profit By Product Report breaks down your profit for each item in the proposal. On the report you can see: Model: The item name, part number, and description of the item Qty: How many you sold Cost: The cost per item Price: The…

Product List

Proposals » Reports (tab) » Product List

Product List Report The Product List Report shows all of the products on the proposal in a printable format. One of the main advantages of this report is that it totals up how much of each item is on the proposal. For example, if you sort by manufacturer, you can see…

Mobile: Proposals

Mobile Access » iPoint Mobile » 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 is used to search for a specific proposal using a wildcard…

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…

Contact Details

CRM » Contact Details

The Contact Details screen is composed of the following areas (areas are listed from the top-right corner; each is outlined in a different color in the image to the right): Contact Details Screen Outlined by Section Options [outlined in yellow]: Options menu and…

Accounting FAQ

Accounting » Accounting FAQ

Here are answers to Frequently Asked Accounting Questions. . . . . . Can I Switch from RFP A/R to RFP Liability? Yes, you can! First a little background. When the Request for Payment system was first developed, we built it using the Accounts Receivable model. As…

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…

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…

Payment Schedules

Settings » Module Settings » Proposals (tab) » Payment Schedules

Proposal Payment Schedules Payment Schedules are the way you communicate to your customer what percentage of a job needs to be paid at various stages in the life of a sales order. When creating a proposal or sales order, a user can choose from a dropdown list of…

Sales Order Snapshot

Reports » Sales Order » 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#…

2019 Q3 & Q4

Welcome » Change-Log » 2019 Q3 & Q4

This page represents the features and updates made to iPoint since our last release. While this list isn’t comprehensive, it does list the majority of the changes and upgrades we’ve made to iPoint. Many of the features have been written about in our…

Reports (tab)

Proposals » Reports (tab)

Proposal Reports The Proposal Reports tab houses three basic sections. Client Reports These are the documents you will send to your customer to show them what goods and services they will be purchasing from you. Client Proposal – customize the entire…

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…

Default Contract

Settings » Module Settings » Proposals (tab) » Default Contract

Default Contract The contract for your proposal can be customized to include pre-built text that will auto-generate on each proposal. *Default Contract is a legacy feature and most users will find the customization available on the Contracts to be more useful than…

History (tab)

Items » Item Details » History (tab)

Items: History The History tab will help you find documents where the item was sold or purchased. Proposals This tab shows all active and archived proposals where this part has been used. Reference = Proposal ID # Date = the Date and Time the proposal was…

Test FAQ

Troubleshooting » Test FAQ

Here are some of our frequently asked questions. Click on the topic to expand the answer. This is the Sales Order FAQ. I’ve added some images that don’t make sense to the question, but just so we can see how the images show up. Note that when you open…

Options: Template and Sorting

Proposals » Reports (tab) » Client Proposal » Options: Template and Sorting

Proposal Options: Template & Sorting The first section of the Proposal Options is where you define how the proposal will look graphically as well as in what order the items on the proposal are presented. . . Template Use the template dropdown menu to select…

CRM

CRM

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,…

Designer Options

Proposals » Proposal Designer » Designer Options

The Options button on the Designer helps manipulate the details in the design in a number of different ways There are multiple tabs that provide different functionality. We’ll take a look at each tab separately here on this page. To quickly navigate to that…

Mix Analysis

Reports » Sales Order » Mix Analysis

Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time since jobs were sold. This report was developed in conjunction with the Vital Management Group, an audio-video business process coach. Note:…

Contact

Work Orders » 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…

Sales Order FAQ

Sales Orders » Sales Order FAQ

Sales Order Frequently Asked Questions . . . . . How do you remove an item that has been delivered? First, you have to un-deliver the part. Open the Sales Order Click the Product tab Click the blue Product Manager button Click the Details button next to…

Documents (tab)

Settings » Document Builder » Documents (tab)

Document Builder - Documents The documents tab of the Document Builder is where multiple pages, created on the Pages, are combined to make one cohesive document. For example, a customer payment letter might combine a cover letter, payment terms, and payment…

WO Naming

Settings » Module Settings » Work Orders (tab) » WO Naming

Work Order Naming When a new work order is generated, the software creates a default name. BB-2047-Carlisle, Bob-Project: 2018 Service Work You can customize the work order naming convention by entering texts and Merge Fields in the Custom Work Order Naming…

Glossary of Terms

Welcome » Glossary of Terms

As you navigate the iPoint User Manual, you will see us use some of the following terms. Credit Memo: A document that details items, parts, and charges that are refunded to the customer. A credit memo can be applied to an invoice or used to refund a customer payment…

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…

Executive Summary (tab)

Settings » Custom Templates » Options (tab) » Executive Summary (tab)

Custom Template Executive Summary Options When printing a proposal, sales order, or change order, you have the option to include a summary page showing prices broken down by: Group Summary – equipment is categorized by groups (as defined on the item field in…

Picture Book (tab)

Settings » Custom Templates » Picture Book (tab)

Picture Book The Picture Book is a unique report that displays the items you are going to sell your client in picture format. The report is broken out by location with up to five items per location. When printing a customer proposal or contracted sales order report…

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…

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,…

Options (tab)

Settings » Custom Templates » Options (tab)

Custom Templates Options Checking this box means even if you’re not showing modified prices, the Parts % modifier and Margin will always be shown in extended price. The options tab provides multiple customization opportunities for your proposal template. …

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…

Reports (tab)

Sales Orders » Reports (tab)

Sales Order Reports The Reports tab houses a variety of customer-facing reports as well as 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…

Web Portal

Settings » Module Settings » Proposals (tab) » 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…

Time (tab)

Sales Orders » Time (tab)

Time on Sales Order The Time tab displays all of the sales and administrative time that has been logged against the job. This list also displays any entries created while this Sales Order was still a Proposal. This portal functions similarly to the Project Time…

Mobile: WO Detail Windows

Mobile Access » iPoint Mobile » 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…

Print Options (tab)

Settings » Custom Templates » Options (tab) » Print Options (tab)

Custom Template Print Options When a proposal is printed, it can contain a number of pages to provide customers with just the information to make an informed buying decision. By default, each salesperson can choose what pages they want to include in a proposal…

Options: Customization

Proposals » Reports (tab) » Client Proposal » Options: Customization

Proposal Options: Customization The Customizations section is where you can modify the actual text that is displayed on the proposal. The various options are broken into five sections. Click on the header to go to the appropriate section of this manual page for…

Proposals (tab)

Settings » Module Settings » Proposals (tab)

Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…

Contracts

Settings » Module Settings » Proposals (tab) » Contracts

Proposal Default Contracts The Contracts tab is the place to store multiple contracts used in your company. For example, you might have a separate contract for commercial work as opposed to residential work. Or, maybe you have a specific city that requires unique…

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 …

Deals

CRM » 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. !BETA FEATURE: Keep in mind that Deals…

Report Settings (tab)

Settings » Custom Templates » Options (tab) » Report Settings (tab)

Custom Template Report Settings Every proposal has a number of user-defined options that can be set to show and hide specific information. Each logged-in user can set their own preferences and print their proposals the way they see fit. However, sometimes a company…

Main Image (tab)

Settings » Custom Templates » Cover Page (tab) » Main Image (tab)

Cover Page: Main Image Clicking the Main Image tab shows only the graphics portion of the cover page. There are three options in the Image Selection drop-down. Half on Top – positions the graphic or picture on the top half of the cover page Half on Bottom…

Custom Group Summary

Settings » Module Settings » Items » Custom Group Summary

Custom Group Summary report A Custom Group Summary (CGS) report is a detailed report of specific item details for each equipment group. This report can be used on its own or added to a proposal package. Each page in the group summary can include a customized image…

Time Desc

Settings » Module Settings » Work Orders (tab) » 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…

Room Names

Settings » Pop Up Lists » Room Names

Pop Up List: Room Names Room Names are used to group equipment together on a proposal. Also called Locations, this default list can help speed the creation of proposals by assigning standard room names to a proposal. Set Up Place your mouse in the first empty…