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
Changes to Mobile iOS

Proposals

The Wild Card Search is now independent between the proposal and sales order modules. Previously, we used the same search for both modules.

Added the ability to Exclude a PDF attachment when generating the eSignature Email. [ Read More ]

Now you can save a proposal as a Template to be cloned for future sales jobs. The template is protected from being used itself, losing the template settings. [ Read More ]

Now when you use filters in Designer to show only packages, the accessories of that package are still displayed. Previously, the filter would hide all accessories and show only the parent package item.

Fixed a bug that kept users from being able to modify phase modifiers in the designer.

We added the ability to customize the Proposal Details or Proposal Details with Grand Summary page of the proposal package with an alternate template. [ Read More ]

Added the ability to filter a proposal to show only or exclude Optional items. [ Read More ]

Sales Orders

Fixed a bug that would report incorrect labor time on reports and in the list if the sales orders were linked to other sales orders.

The printed Delivery Sheet in the Product Manager is now branded with company information and client Purchase Order number.

Added the item color to the Product List report [ Read More ]

Modified the Management Change Order report to include summaries for each change order as well as the grand total of all change orders for the entire job.

Added a Clear All Filters button to the Sales Order list to make clearing applied filters faster. [ Read More ]

Added the ability to create AIA documents for commercial projects. [ Read More ]

When running a Client Combined Sales Order report, you will be prompted whether you would like to Hide or Show Optional items. [ Read More ]

Printing a client Sales Order Report has numerous options for formatting and layout. These options now stick with the proposal/sales order and not the user. So if User A sets up a report in a particular manner it will look the same when User B or User C prints it. Historically, the settings stuck per user instead.

With the introduction of RFP-Liability billing, many of our community members have expressed a preference over the previous RFP-A/R billing model. However, it was extremely difficult to switch from one RFP method to another. But that is a problem no longer. Now when a Sales Order was invoiced under an old RFP method, the software will finish out the billing using the original method even if the default billing method was changed. [ Read More ]

Added the ability to filter the Labor Hours report by Change Order so that you can see how much time was used on change orders alone.

Created a new, simplified way to generate packing slips (also known as a Product Delivery Form) for the product delivered on a Sales Order. [ Read More ]

Scan to Deliver parts on the Product Manager has been enhanced and now provides quick access to the packing slip. [ Read More ]

Projects

Fixed the address on the Project Report so that it displays correctly and populate details for the phone and email contacts.

Expanded the field size for the Task Name on the Project Report so that it displays more. Also realigned the field so it doesn’t conflict with the Completed By name.

Added the ability to enter an item’s serial number on the Project > Parts List window.

When creating an invoice from a project you can now select specific parts and time to add. If you select WO’s you will only see parts and time from those WO’s in the pickers.

Work Orders

Added a trigger so that notifications could be triggered only if there is a memo on the start or stop time entry. [ Read More ]

Added the technician’s initials to the time check-in/check-out window on the Work Order Details tab.

Added the technicians’ initials to the Work Order Time Records view.

If a Related Contact has a main and mobile phone number, they will both now be displayed on an iOS device.

Added the ability to filter Work Orders linked to Sales Orders, Projects, or RMAs. Options include “Show Only,” “Don’t Show,” or “Show All.”

Added the Serial # field to the Add Products screen on an iOS device.

When a new Work Order is created, we now display the CRM Alert Text [ Read More ]

Accounting

Invoices

You can now void an invoice instead of deleting it. This will help you maintain a paper trail on transactions instead of just deleting them. Voiding an invoice in iPoint can also be synced to QuickBooks to void the transaction there as well.

We’ve added the ability to Nest an invoice line item. Nesting causes the item to be indented under the parent (the item directly above it) and then it can be hidden by checking the Hidden checkbox. Hiding a nested item hides the item from printing and rolls the price up into the parent item. To Nest an item, click on the invoice line item number to open the Line Options and then click the Nest button.

iPoint is now capable of selling and tracking Gift Cards and Gift Certificates. [ Read More ]

Payments

Cleaned up the invoice list on payments so that only RFP and Delivery invoices show on an RFP payment. And only Service, Point-of-Sale, and non-RFP invoices show up on a standard payment. [ Read More ]

Modified the Credit Card Processing entry window to be iOS friendly. [ Read More ]

Credit memos

With the introduction of RFP-Liability billing methodology, you can now apply credit memos and payments directly to RFP invoices. You are no longer required to apply the payment or credit memo directly to the RFP invoice itself. Note: This is only for companies using RFP-Liability. If you are using RFP-A/R, you must continue to apply payments and credits directly to the RFP invoice itself.

Assignments

Sorting the list of assignments by assignee now sorts by their last name. [ Read More ]

CRM

The selection pop-over window now gives you the opportunity to view Customers, Deals, and Contacts all in one list by clicking the new All button. [ Read More ]

Added the Partner First name to the fields searched when using a Wild Card Search. [ Read More ]

Added the ability to export a customer address information to a .vcf file for easy import into other email or contact programs. [ Read More ]

When viewing the Related Contacts on a Customer record, the Relationship section will show an ellipsis (…) if there are more than 3 relationship types to a specific contact. [ Read More ]

Items

When adding a package as an accessory to an item, the package is flattened to a simple list of accessories. If the package header itself has an adjustment on it (thus affecting the price of the new package) the package will be checked as a default item on the accessories tab. If the package you’re adding as an accessory does not have an adjustment, then the default checkbox is not marked. [ Read More ]

Added Advanced Replacement as an option to the Item > Stock (tab) > New Stock Transaction > Type.

You can now add default accessories to an item by Category [ Read More ]

Added the ability to sort the Items list by Sub Item, similar to how they are displayed in QuickBooks. [ Read More ]

Added Parts and Labor Cost to the sub-totals on the Items > Accessories tab. [ Read More ]

Added a filter on the Item list to help locate items that have a SPIFF. [ Read More ]

The Package Price of an item is now calculated by the Default Accessories. For example, you have a package called “Home Theater.” Your package consists of three different $100 parts. On the Accessories screen, two of the three parts are marked with a check in the default checkbox while the third does not have the default checkbox marked. The total price of the package will be $200. Keep in mind that if each of the parts has labor included as well, the labor amount will also be included in the package price for the default checked items. [ Read More ]

When a Manual Stock Override is performed on a Sales Order’s Product Manager, the corresponding adjustment on the item will be labeled “Manual Override from SO.” [ Read More ]

Added the ability to filter the Item list for items that Has Spiff and/or Tracking Use Tax [ Read More ]

Added the Barcode field to the Export to Excel file. [ Read More ]

Inventory

Created a new Inventory count module to aid in the completion of physical inventory counts. [ Read More ]

In the Inventory Module, there is a new report (Items in Specific Location) that will let you pick a location and show you just the items that are currently allocated or in stock in that location. No zero values!!!

On the Inventory Transfer Request form, the Details button of each item now shows the entire transaction history of that item.

Added the ability to sort the Purchase Request Manager by Due Date / Part / Line. [ Read More ]

Added Manufacturer to the Stock Request Form view.

Purchase Orders

Added PO approval process for Purchase Orders [ Read More ]

Added the ability to remove the company details from the footer of a printed Purchase Order [ Read More ]

Added a feature to restrict Product Customer Tracking Labels from printing when the required serial number field is empty. [ Read More ]

Added the ability to specify how many labels are printed for each item.

RMA

Added the Transaction Logs to the RMA notifications sent to staff members [ Read More ]

Settings

Permission Sets

Added permission set to restrict access to the Deals Dashboard. [ Read More ]

Added the ability to Edit Cost on items placed on a proposal. [ Read More ]

Added permission to restrict users from changing the date on an invoice. [ Read More ]

Punch Lists

Added the ability to Delete Punch List in Settings > Punch Lists.

Notification Builder

Added a new notification to send an email or text when an invoice has been deleted. [ Read More ]

Added a trigger so that notifications could be triggered only if there is a memo on the start or stop time entry. [ Read More ]

Fixed a bug that caused the criteria filters not to display on the *Lead Status Criteria” notification.

QuickBooks

Added the ability to summarize labor lines on invoices as they are synced to QuickBooks. [ Read More ]

QuickBooks Online now has the capability of tracking work order time. This feature had been available previously in the Desktop version.

Custom Templates

Added the ability to show/hide accessory images on a printed proposal. [ Read More ]

Added the ability to remove/add indented accessory images on a printed proposal. [ Read More ]

Added the ability to do Left / Center / Right justified text on the Footer Overrides in the Custom Temlates. [ Read More ]

Added the ability to hide only the sales rep’s signature when printing a proposal. [ Read More ]

Added the ability to print line numbers on every line of a proposal by checking Show Line #. [ Read More ]

When printing a Picture Book, we now follow the options set for the proposal. So if you hide the model and manufacturer in the proposal, they will be hidden in the Picture Book as well. If both are hidden, we’ll include the first few words of the item’s description.

Added Partner First Name as a merge text field on Custom Templates.

Module Settings

Added the ability to exclude a PDF copy of the proposal on the payment request email. [ Read More ]

Changed the commission calculation so that archived sales orders and invoices will not have their commission rates updated automatically when rates are adjusted. [ Read More ]

Added the ability to customize item description formatting on an invoice. [ Read More ]

Adjusted PO settings so that only one Item Cost option can be selected at a time. [ Read More ]

Added a new “simplified sort” for displaying the Customer list in CRM. [ Read More ]

Added the ability to set a default image for new items. This is so that when new items are created, there is a picture included automatically. [ Read More ]

Added the ability to have multiple sites or stores. This is for companies that have a physical location in multiple cities or locations to aid in tracking inventory at each site. [ Read More ]

Added a feature to restrict Product Customer Tracking Labels from printing when the required serial number field is empty. [ Read More ]

Added the ability to make Custom Fields appear as a pop-up list on the Contacts information screen. This restricts users from entering their own data by mistake. [ Read More ]

Added the ability to include the iPoint user’s email signature on system-generated emails. [ Read More ]

Added the ability to apply non-RFP payments to Delivery Invoices. [ Read More ]

Beta Features

To speed up the way the CRM loads, we added a feature to display a limited number of contacts until you have performed a filter, search, or sort. [ Read More ]

Reports

The Sales Order Summary report no longer includes uncommitted Change Orders from the summary numbers. [ Read More ]

Added Billable and Class filters to the Change Order Report. [ Read More ]

Updated the Change Orders report with the ability to filter the list by the user who created the change order.

All Invoice Reports now include a Customer and Manufacturer filter.

Sales Order reports have had the Archived filter expanded to “Show Only,” “Don’t Show,” and “Show All”

Created a new Proposal Summary Report that, among other things, displays the reason the proposal/deal was lost.

Added a new Customer Activity Report to enable the monitoring and reporting of sales Activities. [ Read More ]

Added a new Customer A/R Report to track the amount your customers owe you. [ Read More ]

A new Progress Billing Report is available to help you know when the next RFP or progressive payment invoice is to be generated. [ Read More ]

Autos

Added the ability to drag a PDF or other file into the Receipt section of the Autos Expense Record. [ Read More ]

Calendar

Enhanced the Wild Card Search on the calendar to include customer, location, work order description, and anything that is in the work order title.

When a user with a limited calendar view (Settings > Users > Settings (tab) > Limited Calendar View) adds an event or work order to the calendar, they will now only see, create and edit their own events. New WO’s will default to themselves and they will not be able to change the WO to another person NOR modify the event schedule of any WO belonging to another user. [ Read More ]

Marketing

Added the ability to duplicate or clone Marketing Templates to tweak an existing design but maintain the original. [ Read More ]

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