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.
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.
Squashed a bug in the Change Order process that would reveal incorrect numbers when a part was removed without its associated accessories.
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.
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!
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.
The following Beta options have graduated to full features and are available for all Community Members.
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