Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Then, check back here to see what those developers are working on and what you may see coming down the road to your iPoint!
Released 2024
- One Link to Rule them All
- After a Client accepts an E-Sig Proposal it will guide them right to pay the deposit invoice
- Learn More Here
- Expiration dates for Electronic Signatures
- Sort Designer
- By Manufacturer
- By Item Name
- By Price
- Learn More Here
- Duplicate Selected in Designer
- Easily Duplicate a Location worth of products
- Learn More Here
- iPoint Tech Pro Apps
- Native iOS and Android Technician apps
- Learn More Here
- iPoint Online
- Enhanced web version of iPoint
- Goal is to have 95% of users able to use iPoint Online solely for their work
- iPoint Online has significant performance increases for remote users
- Learn More Here
- Smackdab CRM Beta
- Check it out at smackdab.ai
- Join the Smackdab community for all of the latest news and update on it
Actively Developing
Planned for Second December Update
- Improved Analytics
- Web Based Analytics Engine
- Ability to automatically send reports on a schedule
- Predefined Dashboards to get you started
- This is in Internal Testing, bug fixing, and private Beta – estimated to be released November 2024
- We are also working on creating the predefined dashboards – feel free to email support@ipointsolutions.net any example dashboards you currently use!
- More Intuitive Custom Template Builder
- Edit template from a Proposal
- Permission to allow non-admins to edit template
- Year-End Inventory Enhancements
- Ability to re-open and un-commit a physical inventory count
- Ability to Manually Adjust historical FIFO costs
- Enhanced Options on Asset Report and Stock Levels by Location Report
Next on our plate
- Client Statements
- Send your clients a link where they can see all their outstanding invoices
- Client able to pay off multiple invoices with one payment
- Automated Credit Card Fees
- Have iPoint auto-charge your clients a credit card fee and add it to the invoice without needing a change order
Smackdab Development
Smackdab is absolutely where we see our future!
See the latest updates in the Smackdab Community
community.smackdab.ai
- CRM
- Open beta is now available
- Sign up for free at smackdab.ai
- Open beta is now available
- Ticketing System
- Estimating development to begin Q1 of 2025
- This is a feature that has long been requested of iPoint
- Cloud CRM paves the ground work for the majority of features ticketing needs (i.e. email integration), so we expect the development of Ticketing to go pretty speedily
- Smackdab Proposals
- Estimating Development to begin early 2025
- This is where we plan to handle the bulk of major Proposal Feature Requests
- Flat Dollar Modifiers
- Unlimited Customizable Modifiers
- Able to turn on and off modifier per item or CO
- Set cost and taxability per modifier
- Have modifier be based on item cost instead of price
- Revision Comparison Report
- Enhanced Reporting Options for Optional Items
- Allow client to client to select what items they want in the online proposal
- AI Generated Proposals
- Smackdab Invoicing
- Estimating Development to begin 2025
Last modified:
5 Dec 2024