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 10.0405.
Many of the features have been written about in our manual. The “Read More” link takes you to the manual page for all the documented details while the “Watch Video” link opens iPoint University where you can see the training video. Note: You must be logged in to iPoint for the University videos to work.
Your customers can now store and manage their credit card information securely so that their online payments can be made quickly. This is perfect for customers that have recurring invoices for security monitoring or service contracts that get paid every month. Note: You must use TransNational as your credit card processor for Recurring Payments to function.
The new iPointTech App is here. Now your technicians can work on iPoint without a live internet connection. This standalone app allows your team to download their job details in the morning and then work offline. Once they have an internet connection, their work will be synced back to the server.
There are two significant enhancements to the calendar in this release. First, the calendar is speedy… dare we say snappier! Interacting with events and work orders takes much less time. And we’ve also added an unlimited horizon view timeline. Previously, you were limited to 20 events.
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Key
New Feature
Updated Feature
Bug Squashed
Changes to Mobile iOS
New in 10.0123: New features are highlighted in the manual text in green along with the version number where the feature first appeared.
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Proposals
Proposals The Head End list is now pre-populated with the locations as defined in the Proposal. But you can still add your own Head End Location manually.
If the original item was marked as optional then the new replacement item will also be marked as Optional.
The list of Locations on the Proposal and Sales Order Designer can now be sorted alphabetically at the click of a button.
Documents on the Doc/Assignments (tab) can now be deleted.
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Sales Orders
Sales Orders Squashed a bug in the Change Order process that would reveal incorrect numbers when a part was removed without its associated accessories.
A new Bulk Archive button is available to archive multiple Sales Orders simultaneously.
The Sales Order Profit Analysis report can now calculate profit based on labor hours sold or actual labor hours.
The document restriction available in CRM is now available on documents in the Sales Order > Documents portal.
Commission can now be included as a cost on the Profit Analysis report.
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Projects
Projects We added a Print Parts List button to the Parts List tab on a project. This is so you can quickly generate a paper copy of all the parts used in a project.
While looking at a list of work orders on a project, Un-assigned and work orders without a date are listed at the top of the Work Order History.
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Accounting
Accounting Invoices
The Invoice List can now be sorted by the name of the user who created the invoice.
Printed and PDF’d invoices now only show the total at the bottom of the last page, instead of on every page like it used to be.
Payments
You can now have iPoint automatically charge your customer’s credit card for recurring payments (like a security monitoring invoice.) Note: This is a Beta Feature.
Recurring Invoices
We have done some major enhancements to the Recurring Invoice function making it easier to create invoices on a schedule for things like Security Monitoring or Service contracts.
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CRM
CRM Added the ability to clear all Tags for a specific contact with the new Clear Tags button.
You can now pin a project or work order to the top of the CRM list using the Favorite Icon
The CRM Excel Export now includes birthday and anniversary dates.
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Items
Items The purchase order history on an Item now shows the total quantity received.
Add Minimum Price (MAP) to the Item Import Tool.
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Settings
Settings Notification Builder
Added two new search criteria to the Invoice New Notification Trigger, (Recurring invoice and RFP / Delivery / Standard)
Added $$Class as a trigger to 13 different Notification triggers.
QuickBooks
When you import your customer list from QuickBooks and you already have customers in iPoint, there is a new button that automates the sync of these two contacts.
When you import your vendor list from QuickBooks and you already have vendors in iPoint, there is a new button that automates the sync of these two contacts.
When you import your items list from QuickBooks and you already have items in iPoint, there is a new button that automates the sync of these two item lists.
Module Settings
Proposals
The tab order for details on an item in the designer has been adjusted to speed up iPoint. The adjustment removed the markup field from the tab order. If you want to keep the markup field as part of the tab order, we have a new setting for that!
By default, the original proposal is considered to be Revision 0. We’ve added an option that makes the original proposal to be considered Revision 1 instead.
Work Orders
We added a new setting to save time completing work orders. Now you can Go Home on Work Order Check-Out which takes the technician back to the iPoint dashboard when they finish a work order.
Invoices
You can now create separate default emails and invoice footer text for RFP invoices.
Beta
The following Beta options have graduated to full features and are available for all Community Members.
TransNational CCP
Proposal / Designer Speed Boost
Enable New User Details Layouts
Enable tool to fetch item details from QBO via Invoice Interface
Enable Marketing Module
These Beta settings have also graduated to part of the standard iPoint program! But you have the option to use them or not.
Enable Deal Views – has been moved to Settings > Module Settings > CRM
CRM Deal / Opportunities Label – has been moved to Settings > Module Settings > CRM
Enable Proposal Package PDF on Server – has been moved to Settings > Module Settings > Proposals > Options
CCP: Settings – have been moved to Settings > Integrations > CCP > Settings
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Reports
Reports The Sales Order Delivered Not Invoiced report can now be summarized by Design (Name of the Sales Order)
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Time Clock
Time Clock When running the Time Clock report for all users, you are now prompted to optionally include inactive users.