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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…

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…

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…

Service Contracts

Projects » Service Contracts

A service contract is basically a service job that is tied to a recurring invoice that is sent to your customer. We have created this video to explain how to: Setup up a Service Contract Project Creating Recurring Invoices (Accounting > Recurring Invoices) Track…

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…

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…

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…

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…

AIA Progressive Billing

Sales Orders » Billing (tab) » AIA Progressive Billing

The American Institute of Architects has defined methods and processes used to progressively bill for projects. In short, the (sub)contractor identifies all charges in a project that are to be billed for the current period. The (sub)contractor submits these charges…

Stop Points

Settings » Pop Up Lists » Stop Points

Pop Up List: Stop Points Stop points are used to define regular destinations for the Autos module. Set Up To create a new stop point, place your cursor in the first empty Item Name and enter the location name. Editing a stop point is done by clicking on an…

Shortcuts Menu

Tips & Tricks » Shortcuts Menu

Shortcuts Most of ya’ll probably know at least a few general keyboard shortcuts, but did you know that there’s a handy dandy Shortcuts Menu inside iPoint? These can help you zip through your job inside Designer and other parts inside iPoint. When in iPoint,…

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…

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. …

Recurring Billing

CRM » 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…

Deals

Settings » Module Settings » Beta (tab) » Deals

Deals are the building blocks of the sales pipeline process in iPoint. 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…

Development Roadmap

F.A.Q. » Development Roadmap

Hey – what’s that coming down the road? Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Check back here to see what those developers are working on and what you may see coming…

Tags

Settings » 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…

Project Custom 1 & 2

Settings » Pop Up Lists » Project Custom 1 & 2

Pop Up List: Project Custom Fields Each Project has two customizable drop-down fields to track information that iPoint might not have a preset field for. There is a Project Custom 1 and Project Custom 2 field available. Since both custom fields work the same way, we…

WebDirect

Mobile Access » WebDirect

iPoint Mobile If you use an Android phone or other non-iOS device, you will be unable to download the FileMaker Go app or the iPointTech app as they are only available in the Apple App Store. But that doesn’t mean you do not have access to iPoint! You need to…

Legacy Custom Pages (tab)

Settings » Custom Templates » Legacy Custom Pages (tab)

Custom Templates Custom Pages There may be information you want to present on your customers’ proposals that is not setup to present in iPoint. You might want to describe your Extended Service Warranty. Maybe you’d like to include a security contract to…

Picture Book Class

Settings » Pop Up Lists » Picture Book Class

Pop Up List: Picture Book Class The Picture Book is a graphical report showing the top products in each location on a proposal. This list is how you define which types of equipment are going to be displayed and in what order. Set Up Enter product classes by…

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…

Recurring Invoices List

Accounting » Recurring Invoices List

Recurring invoices enable you to send an invoice to your customer on a prescribed schedule. You would typically use this for things like monthly security monitoring or quarterly service contract billing. To activate recurring invoices, go to Settings > Module Settings…

Change Orders (tab)

Sales Orders » Change Orders (tab)

Change Order tab Once a sales order is created (converted from a Proposal) it becomes locked and changes must be completed through a formal change order process. This best practice is designed to protect you from customers who make changes but then never pay for the…

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…

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…

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…

Email Templates

Marketing » Email Templates

Email Templates The second step to creating a marketing campaign is to create the email itself. This is the Email Template and contains the pictures and text you want to send to your contacts. Template List The list of existing Email Templates shows: Template…

Line Item/Summary

Sales Orders » Billing (tab) » Line Item/Summary

This page defines the Line Item / Summary billing process. Click here if you are using RFP- Liability billing. Click here if you are using RFP- A/R billing. Sales Order: Billing Line Item/Summary Billing tab The main body of the billing tab shows you the payment…

Terms of Service

Settings » Terms of Service

iPoint MASTER AGREEMENT THIS AGREEMENT GOVERNS YOUR ACQUISITION AND USE OF THE IPOINT CONTROL SOFTWARE AND SERVICES AND SHALL SUPERSEDE ALL PRIOR TERMS OR AGREEMENTS BETWEEN THE CUSTOMER AND iPoint LLC dba iPoint CONTROL (“iPoint CONTROL”). BY USING THIS SOFTWARE…

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…

Mobile: Time Clock

Mobile Access » iPoint Mobile » Mobile: Time Clock

Mobile Time Clock While many of the modules in iPoint look the same on computer or iOS device, the Time Clock module has a custom layout on mobile devices. We have done our best to optimize the iOS capabilities in order to streamline the use of iPoint by technicians…

Navigating Events

Calendar » Navigating Events

Events appear on your calendar as colored boxes. Each event has details inside the colored box showing: Time – the starting time of the event Details – the Event Title and Description Event Details Event Details Clicking on an event opens the…

RFP Liability

Sales Orders » Billing (tab) » RFP Liability

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

Pages (tab)

Settings » Document Builder » Pages (tab)

Document Builder - Pages To get started, iPoint has several prebuilt templates available for use. Using the iPoint Templates drop-down menu, select one of the following options: Show Only will display iPoint curated pages Don’t Show displays only the page…

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 is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust a number of…

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…

Payments Received Report

Reports » Customer Reports » Payments Received Report

Payments Received report The Payments Received report is where you can show all the money that has come in from your customers. Use this report as a reconciliation report with QuickBooks to make sure that the payments entered in iPoint have been pushed to QB. 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…

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…

Invoice Options

Accounting » Invoices List » Invoice Detail » Invoice Options

Standard Archive – a check in this box removes the invoice from the standard list view. You can always see it later by choosing to show archived. View PDF of Invoice button – this button generates a PDF of the invoice and displays it onscreen Email to…

Mobile: Activities

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Activities

Mobile: Activities In the Activities tab, you can view a list of activities related to this 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 activity…

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…

Estimates List

Accounting » Estimates List

Estimate List An estimate looks and acts just like an invoice with a couple of major exceptions. Estimates don’t affect inventory. Estimates don’t have any financial impact. In fact, you can’t push them to QuickBooks. You can’t take…

Main Graphics (tab)

Settings » Custom Templates » Main Graphics (tab)

Custom Templates Main Graphics The main graphics tab affords you the opportunity to customize the visual look of the proposal itself. Graphics There are four graphical elements to every template. Header – this will appear at the top of every page Divider…

2019 Q1

Welcome » Change-Log » 2019 Q1

Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …

Activities

CRM » 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 are making a certain number of sales calls. Sales Managers can set…

Import Tool

Items » Options » Import Tool

You have just signed up with a new vendor who has a new product line you need to pull into iPoint. Or maybe the new product year reveals a batch of new items you want to import. With the Import Tool, you can quickly pull in data directly into iPoint in a batch, rather…

2020 Q1

Welcome » Change-Log » 2020 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…

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…

iPointTech (FileMaker Go)

Mobile Access » iPointTech (FileMaker Go)

iPointTech What It Is Fast field access for Work Order Data. What it Can Do Fast login to iPoint Clock in/Out Complete Tasks Add Notes/Media Can’t Do Yet (Coming later) Inventory (delivering parts) Add Parts Introduction iPointTech offers a…

Project Details

Projects » Project Details

Project Details Projects are where you manage the labor portion of the work completed in iPoint. From here you will schedule work orders and assign tasks to your employees to ensure that jobs are completed. Projects are used for new sales (work coming from Sales…

Invoice List Options

Accounting » Invoices List » Invoice List Options

Accounting List Options The invoice list can display a large number of invoices making it difficult to find the exact transaction desired. Clicking the Options button provides a number of methods to perform global invoice processes as well as restrict the list to a…

Add Products

Proposals » Proposal Designer » Add Products

Add Products Adding products to the Designer is done by clicking on the blue Add Products button at the top right corner of the designer. This opens a pop-up window where you choose a product to be added to specific locations in your design. Product Selection The…

CRM (tab)

Settings » Module Settings » CRM (tab)

The Contact Module Settings is how you customize the CRM module for your company and is broken into four distinct sections. Contact Attributes Attributes These are the contact fields for your customers. You have eight fields you can customize by choosing a dropdown…

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…

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…

Vendor Details

Vendors » Vendor Details

Vendor Details Screen The Vendor Details screen shows a lot of information about the vendor. Let’s start in the middle of the screen. Company Info This is the primary details for your vendor. Company Name – enter the name as it appears on the…

Commissions (tab)

Settings » Module Settings » Commissions (tab)

iPoint is capable of tracking complex commission calculations based on a number of different criteria. Setting up Commissions is a two-pronged process Set up commission schedules (completed here in Module Settings) Assign commission tiers to sales staff (completed…

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…

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…

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…

iPointTech Work Order Details

Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details

iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…

Purchase Order Details

Purchase Orders » Purchase Order Details

Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from the top…

Mobile: Task List

Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Task List

Mobile Work Order Task Lists The task list is a list of things that need to be accomplished on this work order. Many of the tasks will be associated with parts since parts can’t “install themselves.” The task is the process of installing that part.…

Details

Work Orders » Details

Work Order The Work Order Details screen is where the actual work takes place. From here we will change statuses, enter technicians’ time, track added parts, and track notes and images for the job. The mobile version of iPoint on an iOS device functions the…

Morning Coffee

Reports » Morning Coffee

Morning Coffee Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. How to get started Name the Report Click the New Morning Coffee Report button In the edit screen on the…

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…

Invoice Detail

Accounting » Invoices List » Invoice Detail

Invoice Detail Header The top of the invoice shows the basic customer details, including: Customer Name – The name of the customer entered here. To enter a customer name, start typing in the field to have a list of customers automatically populate based on…