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Proposals FAQ
Proposals Module » Proposals FAQ
See links below for Frequently Asked Proposal Questions Walkthrough Mode Show Unit / MSRP / Labor Price Job Site Address Jump to added items in a proposal Grand Total Summary Edit my Contract / Custom Template
CRM FAQ
CRM Module » CRM FAQ
See links below for Frequently Asked CRM Questions Should I enter the job as a Customer or a Job? Can I merge dupllicate Customers?
Projects FAQ
Projects Module » Projects FAQ
See links below for Frequently Asked Project Questions Serial Number Prevailing Wage
Accounting FAQ
Accounting Module » Accounting FAQ
Here are answers to Frequently Asked Accounting Questions broken down into subtopics. RFP FAQs QB FAQs Miscellaneous Accounting FAQs
Items FAQ
Items Module » Items FAQ
See links below for Frequently Asked Item Questions How do you change an Inventory Type? Custom Items Barcode Scanning for Items Alternate Vendors Multiple Labor Phases for Items
Inventory FAQ
Inventory Module » Inventory FAQ
See links below for Frequently Asked Inventory Questions How to push Inventory to QBO Match Inventory Counts between QB & iPoint Product Manager vs. Purchase Request ;Manager
Settings FAQ
Settings Module » Settings FAQ
Frequently Asked Questions about Settings . . GMail Issues?
RMA FAQ
RMA Module » RMA FAQ
Here are answers to Frequently Asked RMA Questions. . . How do you handle defective inventory?
Marketing FAQ
Marketing Module » Marketing FAQ
See links below for Frequently Asked Marketing Questions . What happens if I have duplicate email addresses?
Sales Order FAQ
Sales Orders Module » Sales Order FAQ
Sales Order Frequently Asked Questions How do you remove an item that has been delivered on a sales order? How do you add or remove sales order types? How can I track retention on sales orders? Can you show me how to simplify the delivery invoice process? How…
Purchase Orders FAQ
Purchase Orders Module » Purchase Orders FAQ
See links below for Frequently Asked Purchase Order Questions . Can I allocate stock to a job after it’s ordered? How do you push inventory receipts to QB using a different date than the PO?
Work Orders FAQ
Work Orders Module » Work Orders FAQ
Here are answers to Frequently Asked Work Order Questions. . How do you remove an item that has been delivered? How do I add tasks to my Work Order from a Project? How do I enter time manually on a work order? How do I replace items on a work order? Is it…
Mobile Access FAQ
Mobile Access » Mobile Access FAQ
Here are answers to Frequently Asked Mobile Access Questions. . . Can technicians share an iOS device?
iPoint Online Features FAQ
iPoint Online » iPoint Online Features FAQ
Unfortunately, there are some things in iPoint Online that don’t work. Some are things iPoint is actively working to improve/build. Some of these elements are FileMaker limitations that iPoint doesn’t have control over. Some are elements that iPoint may…
Pictures I took with my iOS aren’t viewable in iPoint
Work Orders Module » Work Orders FAQ » Pictures I took with my iOS aren’t viewable in iPoint
Turn Off High Efficiency Photos The latest iOS update introduced a new image format called High-Efficiency photos. These images are not compatible with most Windows devices. As a result, High-Efficiency photos entered into iPoint will not show up on all devices in…
How can I list Unit / MSRP / Labor Price on my Client Proposal
Proposals Module » Proposals FAQ » How can I list Unit / MSRP / Labor Price on my Client Proposal
How can I list a (Unit / MSRP / Labor) price on my client’s Proposal? The two columns of numbers on the client proposal can seem confusing. So, in this section, we’ll take a look at the numbers in the left-hand column: what the number choices are, where…
How do I enter time manually on a work order?
Work Orders Module » Work Orders FAQ » How do I enter time manually on a work order?
Manual Entry on iOS From a work order, tap the time icon at the bottom right Tap the Manual Entry button Choose a user from the Resource dropdown list Choose Labor Phase from the Labor Phase dropdown list Type in any relevant notes in the Memo field…
Can I link sales orders together?
Sales Orders Module » Sales Order FAQ » Can I link sales orders together?
Yes, you can! . A great example of when you might use linked sales orders is when you’re working with a builder. Say the builder does a base package, and a particular homeowner has requested upgrades to the base package. Two sales orders are created so that…
Can I use a double window envelope for my invoices?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Can I use a double window envelope for my invoices?
Are you wasting money on return address labels or time on addressing envelopes by hand? Did you know you can set up your invoices to print so you can use them with double-window envelopes? To change the invoice settings to the double-window template, go…
Can an Item have multiple Labor Phases?
Items Module » Items FAQ » Can an Item have multiple Labor Phases?
Can an Item have multiple labor phases? Multiple Labor Phases on an Item In the American frontier, many occupations required you to be a jack of all trades and perhaps king among them was the pioneer doctor. Pioneer doctors were regularly tasked with being general…
How do I replace parts on a work order?
Work Orders Module » Work Orders FAQ » How do I replace parts on a work order?
Add a Replacement Part to the Work Order We’re here to help you take the guesswork out of some of the technology troubles you may encounter. In this edition of “Help! Robots are taking over the world,” we bring you the fol-low-ing: How to Replace Parts on a…
The Serial Number Field is an Open Text Field
Projects Module » Projects FAQ » The Serial Number Field is an Open Text Field
The Serial Number field is an open text field where you can enter a serial number, MAC address, or even general notes. If you want to enter a MAC address, enter “MAC: MA-CA-DD-RE-SS-01” (or “MAC: MA:CA:DD:RE:SS:02”, depending on the format…
How do I simplify the delivery invoice process?
Sales Orders Module » Sales Order FAQ » How do I simplify the delivery invoice process?
Create All Delivery Invoices Create, sync, and apply RFP credits to delivery invoices in no time. No need to do each step for each individual Sales Order – you can check this off your list in just a few steps. 1. Create All Delivery Invoices From the Sales…
Can I switch labor phases on a work order?
Work Orders Module » Work Orders FAQ » Can I switch labor phases on a work order?
Switch Labor Phase Phone When you Check-In for a Work Order, you first choose your Labor Phase such as travel, install, service, trim out, etc. But did you know you can switch to a different labor phase without checking out first then checking back in? This is…
Can I merge duplicate Customers?
CRM Module » CRM FAQ » Can I merge duplicate Customers?
I’ve got two customer records for one individual. How do I merge the two customers into one? As you search through your customers, are you seeing multiples? “Hey! Aren’t Rob Marks and Robert Marks the same person? Wait a minute… did someone add…
How do you remove an item that has been delivered on a sales order?
Sales Orders Module » Sales Order FAQ » How do you remove an item that has been delivered on a sales order?
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 the item you want to return and remove On the This Item tab, click the red Return button above the location…
How do I delete a sales order?
Sales Orders Module » Sales Order FAQ » How do I delete a sales order?
The first step in deleting a sales order is to revert it to a proposal. Once you have reverted the sales order to a proposal, then you can delete it. Complete the following steps to delete a sales order. . Step 1. Revert the sales order to a proposal Delete any…
How can I track retention on sales order jobs?
Sales Orders Module » Sales Order FAQ » How can I track retention on sales order jobs?
Retainage (often called retention) is a percentage of the amount certified as due to the contractor on an interim invoice and is deducted from the amount due and retained by the client. Primarily used for commercial contractors, the purpose of retainage is to…
Can work orders be un-linked?
Work Orders Module » Work Orders FAQ » Can work orders be un-linked?
Un-link WO If you got a Work Order that wants to “break free” from linked up Work Orders, you can now unlink them. Simply open up the Work Order details > go to Options > Advanced (tab) > Unlink Work Order. This will un-link that Work Order from any…
Best Practice: CRM
CRM Module » Best Practice: CRM
This page lists Best Practices that iPoint recommends when using the software. . . . . . Should I enter the job as a Customer or a Job? In general, create one customer record for each customer. This record is the primary address, and any work done at that…
Is it possible to duplicate a work order?
Work Orders Module » Work Orders FAQ » Is it possible to duplicate a work order?
Duplicate a WO You may be able to duplicate a WO in less than half the time it takes currently! The secret? When duplicating a Work Order all you need to do is select a technician. There is no need to fill in the rest of the fields; they will automatically fill in…
Technicians are not showing up in dropdown lists
Work Orders Module » Work Orders FAQ » Technicians are not showing up in dropdown lists
Calendar Group for Tech Selection When trying to assign a technician on a work order, no names are populating in the drop-down option or the wrong names are populating. This drop-down field is populated by the calendar group selected in Options on the work order.…
How do I Edit my Contract/Custom Template
Proposals Module » Proposals FAQ » How do I Edit my Contract/Custom Template
How do I edit my contract? There are a few ways to edit your proposal contract. Is this for a current proposal or just future proposals? Do you want one contract or multiple? In order to not get lost in the options, follow this handy guide! How Do I Edit My Contract…
FileMaker Updates
Welcome » Support & Training » FileMaker Updates
Wondering if you should update your FileMaker? Always check back here for all the latest and greatest information and links! When it comes to updates, we’ve noticed a few different… let’s say “personality types.” Has the need to update…
How do I make Inventory Counts in QB match iPoint?
Inventory Module » Inventory FAQ » How do I make Inventory Counts in QB match iPoint?
Making Inventory Counts in QB match iPoint Update QuickBooks Stock Levels Inventory is reduced in QuickBooks every time you push a Delivery or Standard invoice. Similarly, when you push a Purchase Order Item Receipt, the inventory quantities in QuickBooks are…
PDF cannot be created on disk
Welcome » Support & Training » Troubleshooting » PDF cannot be created on disk
Error: PDF Cannot be Created on Disk This error is typically displayed when trying to create a PDF proposal. This error means that something went wrong when saving the PDF to your computer. Here are the common troubleshooting options for this error. . Windows…
Development Roadmap
Welcome » Development Roadmap
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 Summer…
Tier 2 is HERE!
iPoint Library » Tier 2 is HERE!
iPoint Library Tier 2 is ALL about SAVING TIME and making your life easier! . . . . . . . . UPC Barcodes How about instead of you or your warehouse person spending hours adding barcodes manually for each and every item in your database, we do it for you!?? This…
Server Acquisition
Welcome » OnBoarding » Server Acquisition
There are several options when it comes to hosting your iPoint file. If you will be purchasing a new server, we have already done the hard part and found one for you at an affordable price! However, if you already have a server, you will need to ensure it meets or…
Main Graphics
Settings Module » Custom Templates » Main Graphics
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…
Settings Module
Settings Module
Dashboard: Settings Module The settings module is where you can make customizations to how the iPoint software platform functions. Here you can set user access, customize iPoint to work the way you do in your business, and turn on various software features you may…
Media
CRM Module » Contact Details » Media
Media Section The Media section of the CRM is where you view a list of media files added to this customer’s record or any of the customer’s work orders or projects. In addition, the Media section is where iPoint automatically saves any photos taken by…
Portal
Settings Module » Integrations » Portal
Portal is a complete, web-based industry-specific product catalog that allows professional installers/dealers to find product information and make wholesale purchases from all of their suppliers in one place. iPoint utilizes Portal to simplify adding items your…
Tier 2 New Options and Features
iPoint Library » Tier 2 New Options and Features
These are some highly requested features and options that we know you’ll really like. Whether you’re purchasing for the first time or upgrading from Tier 1, you’ll need to purchase Tier 2 to access the options below. If you’re purchasing for…
Mobile: Media
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Media
Mobile: Media You can view a list of pictures and media related to this customer on the Media option. Photos can be added throughout the software and will all be displayed here for this customer no matter who added them or from what module someone added them. At…
Main Image
Settings Module » Custom Templates » Cover Page (tab) » Main Image
Cover Page: Main Image Clicking the Main Image tab shows only the graphics portion of the cover page. There are three options in the Image Selection drop-down. Half on Top – positions the graphic or picture on the top half of the cover page Half on Bottom…
2024 February
Welcome » Change-Log » 2024 February
February Update! iPoint Online Beta We know you’ve been waiting on this, and we are excited to announce that we are ready to open up beta testing of iPoint Online! iPoint Online is connecting to the same iPoint, just through a web browser instead of using…
Sales Order
Settings Module » Module Settings » Proposals settings » Sales Order
Sales Order Module Options The following options apply specifically to Sales Orders. No Change Order Discount Modifier: Once a proposal is converted to a sales order the modifiers are not adjustable. This restriction applies to change orders as well.…
Support & Training
Welcome » Support & Training
Help us help you! FAQ: Q: What’s the difference between training and support? A: Great question! There is a blurry line that divides them, but the basics are: Something is broken – call or email us! Support Ugh, you’re frustrated and can’t do…
Year End Inventory
Inventory Module » Year End Inventory
It is your favorite time of year, time to complete year-end inventory! It doesn’t matter if you are using a physical calendar year or a fiscal calendar year, iPoint will help you make sure inventory counts are accurate in both iPoint and QuickBooks! Let’s take…
Assets Reports
Reports Module » Assets Reports
Asset Tracking Report The Asset Tracking report is where you can track company tools, resources, and other high-value assets. For example, maybe you have a wire toner that is shared among all the technicians. Who has it today? What is the value of that 800’…
Tips & Tricks
Welcome » Support & Training » Tips & Tricks
Tips & Tricks Learn all the tips, tricks, and general shout-outs in this section! . . . . . . . . . . . . 1. Estimate, Project, or Proposal? Which one should I create for my new job? Different jobs require different levels of complexity, and not all jobs need to…
Physical Inventory
Inventory Module » Inventory Reports » Physical Inventory
*Please note that the Physical Inventory is meant just to count available stock. It is not meant to count any allocated stock. !If you are new to iPoint and this is your FIRST inventory – be sure you are ready to live in iPoint. That means once you commit the…
Picture Book
Proposals Module » Proposal Reports » Picture Book
Picture Book Report 11x17 Version The Picture Book displays the items you are selling to the client in picture format. The photos of your items are listed by location and are displayed in two columns. You can have up to 5 items showing per location. The quantity of…
Billing
Sales Orders Module » Billing
There are three primary methods for billing sales jobs in iPoint. Each of the options functions slightly differently and as a result, cause the Billing tab to appear and function differently. Before we get started on the processes, let’s understand the…
Pages
Settings Module » Document Builder » Pages
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…
QB Sync List
Items Module » Options » QB Sync List
QuickBooks Sync List The QuickBooks Sync List is where updates to items in Quickbooks are managed. To access this list, open Items > Options (button) > Views (tab) >QB Sync List Header Your first option is the sort drop-down where you can sort the list of items…
Items (tab)
Settings Module » QuickBooks » Items (tab)
Settings - QuickBooks - Items You can import items in your iPoint database in several ways. Manually enter your items directly into the Items module Exporting your item list into a .csv file and sending it to iPoint Support to import Importing items using the…
First Things First…
Welcome » OnBoarding » First Things First…
There are several tasks you can be working on while you are waiting for your server to arrive. So take a look and feel free to call with any questions you have or visit our online scheduling tool to schedule a time for help! Company Logo and Template Examples If…
Product Details Popover
Proposals Module » Proposal Designer » Product Details Popover
Product Details While the list of items on the designer contain many details, you can view and edit even more information about a product by clicking the product name to open the Product Details popover menu. In the Product Details popover menu, you will see 8 tabs:…
WO Options
Work Orders Module » WO Options
Just like every other module in iPoint, the Options button on the work order provides additional things you can do with the Work Order. Let’s take a look at each of the available choices. Standard tab Persistent – Checking this box makes the…
Notifications
Settings Module » Module Settings » Work Orders settings » Notifications
Work Order Notifications The notifications tab is where you set up how iPoint communicates various Work Order based notices. Scheduling Alerts These notifications help staff members stay on top of work order schedules, like when a technician is late checking…
Assignments Module
Assignments Module
Assignments are iPoint’s internal “To-Do’s” for you and your co-workers to track tasks that need to be completed. You can create assignments from many different places within iPoint, such as a Work Order, a Sales Order, or a Project.…
Item Details
Items Module » Item Details
Item Details An item’s details are the most critical part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…
Deferred Revenue Settings
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings
Proposal Accounting Options Deferred Revenue Accounting is a two-step invoicing method. A Request For Payment (RFP) is sent to the customer, asking them to provide payments. Payments are then captured as deposits and can be applied to delivery invoices. A…
Sync List Options
Items Module » Options » QB Sync List » Sync List Options
Most of the real transactional processes on the QuickBooks Sync List are handled in the Options button. Each of the tabs is detailed below. QB Sync Options: QuickBooks QuickBooks tab Show Items Not Synced – this button will cause the list to display only…
SO Reports
Sales Orders Module » SO Reports
Sales Order Reports The Reports tab houses a variety of customer-facing reports and 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 report to…
Options (tab)
Settings Module » Custom Templates » Options (tab)
Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…
Task Manager
Projects Module » Task Manager
Task Manager The Task Manager is your one-stop shop to look at every task in the iPoint system. Typically used by Project Managers, this screen gives you a quick synopsis of the tasks that your technicians need to complete. Header The Header of the window has…
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…
RFP Liability
Sales Orders Module » Billing » 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…
Contact List Options
CRM Module » Contact List Options
Contact List Options The Options button on the contact list opens a popover window to perform several actions and filter the displayed list of contacts. Note: If the Options button is blue, that indicates that filters have been applied to the displayed list of…
2020 Q4
Welcome » Change-Log » 2020 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. These features are all current as of Version…
Project Details
Projects Module » 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…
Work Order Details
Work Orders Module » Work Order 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…