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Terms of Service

Settings Module » 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…

Types of Drawings

Proposals Module » Design & Engineering » Types of Drawings

Plan Drawing A Plan Drawing is great for building a pre-wire or rough-in visual. Here is an example of a basic plan drawing in Design & Engineering. Line Drawing A Line Drawing is great for showing simple connections between items. Here is an example of line…

Chart of Accounts

Settings Module » QuickBooks » Chart of Accounts

QuickBooks Chart of Accounts settings The Chart of Accounts tab is where you tell iPoint how to push transactions utilizing your QuickBooks financial accounts. This process is typically completed during the initial setup of iPoint. But sometimes, you will make…

QB Step 2: Chart of Accounts

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts

QuickBooks Chart of Accounts settings To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer…

What are the benefits of Deferring Revenue?

Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » What are the benefits of Deferring Revenue?

What is Deferred Revenue The Deferred Revenue process is a two-step method. Requests for payment are sent to the customer based on percentages of the job. These invoices can be generated as work is completed or based on contractual dates. Delivery invoices are…

QuickBooks Lists

Settings Module » QuickBooks » QuickBooks Lists

QuickBooks Lists Several items need to be pulled from QuickBooks into iPoint for transactions to sync. We’ve already set up a chart of accounts, customers, vendors, and items. This tab pulls in some of the behind the scenes information QuickBooks…

Pop Up Lists

Settings Module » Pop Up Lists

Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…

What if the sales tax rate has been updated since the start of a Sales Order?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What if the sales tax rate has been updated since the start of a Sales Order?

When a tax rate changes on a Sales Order, it will cause the RFP totals to change. If you have already received your final RFP payments, this will cause your RFP balance not to match the funds needed for your Delivery Invoices. . Adjust the Tax Rate on the Sales…

Setup (tab)

Proposals Module » 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…

New QuickBooks or Switching from QBO to QBD (or vice versa)

Settings Module » QuickBooks » Registration » New QuickBooks or Switching from QBO to QBD (or vice versa)

From time to time, you might find it necessary to connect iPoint to a different set of QuickBooks. For example: You have been using QuickBooks Online and have decided that the QuickBooks Desktop product might be a better fit for the way you do…

Additional Services

Welcome » Additional Services

Support of the iPoint software is included in the monthly maintenance fees. But sometimes you need some additional assistance outside of the scope of our standard Terms of Service. Custom Development You see the incredible software we’ve created using…

iPoint Data to QuickBooks

Syncing to QuickBooks » iPoint Data to QuickBooks

Data are the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks. QuickBooks: Edit Customer window Customer Data The following chart shows the CRM…

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…

QB Step 3: Lists

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 3: Lists

QuickBooks Setup: Lists There are several items that iPoint uses for transactions that are created in QuickBooks and pulled into iPoint. Go to the Lists tab, and press the blue buttons corresponding to each of the following: Payment Methods are used to signify…

Mobile: QuickBooks Data

Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: QuickBooks Data

Mobile: QuickBooks Data In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. At the top of the window, the Back Arrow takes you back to the customer details screen. The left-hand column…

iPoint Terminology

Welcome » iPoint Terminology

As you navigate the iPoint User Manual and software, you will see us use some of the following terms. Credit Memo: A document that details items, parts, and charges refunded to the customer. A credit memo can be applied to an invoice, RFP (when using RFP-Liabiity)…

Mobile: Deals

Mobile Access » FileMaker Go Mobile Access » 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 indicates what a customer might spend to do a job. Each of the customer’s deals is displayed in…

Invoices settings

Settings Module » Module Settings » Invoices settings

Settings - Invoices The Invoices tab is where you define how various invoicing processes work in iPoint. These settings are broken into three basic sections. You can click on an option to go to that topic on this page. Invoice Emails Invoice Options Recurring…

Invoice List Options

Accounting Module » 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…

Custom Templates

Settings Module » 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…

POs settings

Settings Module » Module Settings » POs settings

Purchase Order Options These settings adjust how the Purchase Orders module functions. Default Text Purchase Order Title Override for PDF – You can manually change the title of the printed PO by entering it here. Note that changing formatting, like color or…

Invoices List

Accounting Module » Invoices List

The Invoice module is where iPoint will track all customer-facing invoices created in iPoint. Invoice List Header Across the top of the window are your standard sort options: The Invoices button indicates that invoices are being displayed. Clicking on the button…

Invoice Summary

Reports Module » Invoices Reports » Invoice Summary

Invoice Summary report The Invoice Summary Report is your quickest view of the invoices generated and their status. By default, this report will show the previous 30 days’ worth of invoices. But that can always be adjusted by using the Options button. When…

Progress Billing Paid Dates

Reports Module » Sales Order Reports » Progress Billing Paid Dates

Progress Billing Paid Report The Progress Billing Report provides information about when various progress billing invoices were paid. The report is based on the dates that payments were paid against progress billing invoices. Description is the Sales Order Number…

iPoint Library Vs Portal

iPoint Library » iPoint Library Vs Portal

iPoint Library vs. Portal: Which Product Database is Right for You? iPoint Library and Portal are both product databases that can be used to find product information and receive pricing from all of their suppliers in one place. However, there are some key differences…

Custom Invoice Header

Accounting Module » Invoices List » Invoice Detail » Custom Invoice Header

Standard Invoice Header There are three ways to customize the header of your invoice. The invoice samples on this page are the same invoice. This is because we’ve just printed it using one of three methods. Standard Invoice Out of the box, the invoice…

Combined Report

Reports Module » Commission Reports » Combined Report

Reports Combined Commissions The Combined Report provides details for the commissions you owe the staff in your company. Commissions are defined in Settings > Module Settings > Commissions Commissions are assigned using the green commission icon to the right of…

Vendor Details

Vendors Module » 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…

Product Manager

Sales Orders Module » Product » Product Manager

Product Manager The Product Manager is where all of the items sold on a sales order are requested for purchase, placed on purchase orders, allocated, or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…

Overrides

Settings Module » Custom Templates » Overrides

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 > Default Contract: A…

Documents (tab)

Settings Module » 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…

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…

Proposal Reports

Proposals Module » Proposal Reports

Proposal Reports The Proposal Reports tab houses three primary 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…

Contact Details

CRM Module » Contact Details

Contact Details Since CRM is the hub of the iPoint process, there are many details stored on an individual contact’s record. This page will provide specific information about each section on the Contact Details screen. Contact Overview In the top left…

Mobile: WO Detail Windows

Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: WO Details » Mobile: WO Detail Windows

Status Mobile Work Order Status The Status of the work order identifies what is happening on the job in one quick visual queue. Some of these statuses are set automatically (like clocking into the work order will automatically set the status to Working. Some…

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…

Purchase Order Details

Purchase Orders Module » 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…

Morning Coffee Reports

Reports Module » Morning Coffee Reports

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…

History

Items Module » Item Details » History

Items: History The History tab will help you find documents where the item was sold or purchased. Proposals This tab shows all active and archived proposals where this part has been used. Reference = Proposal ID # Date = the Date and Time the proposal was…

Grid View

Items Module » Options » Grid View

Item Grid View The Item Grid View is an alternative view of the items in your item database. This is typically used to make bulk edits to your item list. The search criteria on the standard Item Options tab will apply to the list you see here in the grid view. Sort…

Mobile: Dashboard

Mobile Access » FileMaker Go Mobile Access » Mobile: Dashboard

Mobile Dashboard Accessing iPoint on your mobile device results in a different dashboard view as compared to the view when accessing iPoint on a computer. Each of the modules is displayed in a list rather than rows of icons. On this page, we’ll describe the…

WO Naming

Settings Module » Module Settings » Work Orders settings » WO Naming

Work Order Naming When a new work order is generated, the software creates a default name. BB-2047-Carlisle, Bob-Project: 2018 Service Work This is translated as: Technician’s Initials-WO Number-Customer-Project Name. You can customize the work order…

Payment Schedules

Settings Module » Module Settings » Proposals settings » 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…

Merge Fields

Settings Module » Module Settings » Proposals settings » 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…

Items Module

Items List The Items module is where you will maintain the parts and services you sell to your customers. The Items module is probably the single most important module for data as it houses information for accounting, sales, ordering, engineering, and inventory…

Goals Reports

Reports Module » Goals Reports

The Goals report is where you can track users’ productivity based on metrics you set up for them. For example, you may want to track the number of phone calls and face-to-face meetings your sales staff has with clients. Or maybe you’d like to track the…

iPointTech Work Orders

Mobile Access » iPointTech App » iPointTech Work Orders

iPointTech Work Order List Tapping on the Work Order module on the dashboard brings you to the Work Order List. The work orders displayed here are based on options chosen in iPointTech Settings Note: The Work Order module is unavailable in offline mode. However,…

Wizard Data

Welcome » OnBoarding » iPoint Setup » Wizard Data

Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are three…

Scope

Proposals Module » Proposal Reports » Scope

Open the Scope Report The Scope button opens the Scope report, which is a plain English description of the job that was and is entered on the Proposal > Setup > Scope tab. Note: The name of the Scope button, tab, and report can be customized by a system…

Accessories

Items Module » Item Details » Accessories

Items: Accessories The accessories tab is designed to help speed the addition of parts to proposals. You can add accessories (either items or labor) to a part so that when it is added to the proposal the accessories are automatically added as well. In some cases,…

Proposals settings

Settings Module » Module Settings » Proposals settings

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…

AIA Progressive Billing

Sales Orders Module » Billing » AIA Progressive Billing

The American Institute of Architects has defined methods and processes used to bill for projects progressively. 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…

Payments Received Report

Reports Module » 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…

The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?

Accounting Module » Accounting FAQ » RFP FAQs » The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?

When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…

How do you handle an over payment on an invoice?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you handle an over payment on an invoice?

When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…

Import Tool

Items Module » 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…

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…

Work Orders

CRM Module » Contact Details » Work Orders

Work Orders Section In the Work Orders section, you can view a list of work orders created for this customer. At the top of the list, you’ll find a couple of helpful tools. Do Not Send Work Order Notifications – When a new work order is…

Cover Page

Proposals Module » Proposal Reports » Cover Page

Edit the Cover Page Report The cover page makes you look pretty (or at least your proposal will!) This page takes information from a couple of different places: Custom Template – this is defined by your system administrator in Settings > Custom…

Results

Marketing Module » Results

Marketing Results The Results section is the final analysis for your marketing campaigns and gives you the big picture of how all your marketing work is going. The graph in the center of the screen shows the results of all your campaigns. Hover over a colored…

Print Options

Settings Module » Custom Templates » Options (tab) » Print Options

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…

Calendar Settings

Calendar Module (Schedule Pro 2017) » Calendar Settings

The gear icon at the top corner of the calendar opens many options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. And once you have…

Discount in Quickbooks is showing an incorrect tax amount

Accounting Module » Accounting FAQ » QB FAQs » Discount in Quickbooks is showing an incorrect tax amount

The discount item in QB takes on the tax basis of everything above it on the invoice. So if you want the discount to be fully taxable, you need to organize the items on the invoice with the discount listed immediately under all your taxable items. . If a non-taxable…

Invoice Item Summary

Reports Module » Invoices Reports » Invoice Item Summary

Invoice Item Summary report The Invoice Item Summary report is a highly customizable report providing details on items that have been sold through your organization. Remember, a sale occurs when the item is placed on an invoice. So whether the sale was from a sales…

Product

Sales Orders Module » Product

Sales Order Product The Product tab of the Sales Order is where you manage the products sold to the customer. This button takes you to the Product Manager, where all the action happens. More details on the Product Manager here. The Product Manager Status is a…

Mix Analysis

Reports Module » Sales Order Reports » Mix Analysis

Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time sold. iPoint developed this report in conjunction with the Vital Management Group, an audio-video business process coach. Here are the details…

Labor Phases

Settings Module » Labor Phases

Labor Phases provide several functions throughout the software. First, we’ll discuss their various uses. Then we’ll look at setting them up. Use Labor on Items: Each item can have an associated labor phase and time set up on the Item Master. Let’s…

Sales Orders Module

Sales Order List The Sales Order is the hub of all activity for new sales in iPoint. From a sales order you can order and request products, schedule technicians, create change orders, and send invoices to your customers. The sales order list is where you will find…

Accounting Options

Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options

We’re all in business to make money. And there is nothing more fun than counting the money you’ve made at the end of the day. But it is never really that simple, is it? Accounting is more than just zeros and ones. There are many ways to account for things…

Accounting Module

Accounting Module The Accounting module is home to customer-facing financial transactions. Estimates are Quick Quotes, typically used in a Point of Sale process where a customer wants the price of one or two items. Think of an Estimate as an Invoice with no payment…

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’…

Non-Billable Change Orders and RFP don’t mix

Sales Orders Module » Sales Order FAQ » Non-Billable Change Orders and RFP don’t mix

One of the available options in Settings > Module Settings > Proposals > Sales Orders is to Allow Non-Billable Change Orders. This is a great way to track costs on a job that you do not want to pass along to your customers. HOWEVER, this feature will wreak…

QuickBooks

Settings Module » QuickBooks

iPoint tracks nearly every aspect of your business, from sales and service to invoicing and purchasing. However, the software utilizes QuickBooks to track financials, accounts payable, and payroll. iPoint gives you a completely integrated two-way QuickBooks sync,…

Employee Records

Reports Module » Employee Records

Employee Records reports provide access to information primarily used by Human Resources (HR) managers. At this time, you have one employee report. Time Clock – this report shows the number of hours entered using the Time Clock module or the Clock In/Out…

Wizard Learn 1

Welcome » OnBoarding » iPoint Setup » Wizard Learn 1

Now that your team has watched their training videos, it is time to start using iPoint! Just like a job progresses through various parts of your company, the Wizard is going to track various parts of the iPoint process separately. We’re going to make sure…

QuickBooks: Desktop vs. Online

Settings Module » QuickBooks » QuickBooks: Desktop vs. Online

iPoint synchronizes with both the Desktop and Online versions of QuickBooks. We have done our best to make sure that data and transactions sync seamlessly to create a simple yet powerful connection. Which of the platforms should you use to interface with iPoint. We…

Goals

Settings Module » Users » Goals

User Goals The Goals tab is where a user’s activity quotas and sales goals are individually set. Quotas Quotas are targets for sales activities that can be set on an individual basis for each sales staff member. Quota items are set up in Settings > Pop Up…

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…

How can I manage Wire?

Items Module » Items FAQ » How can I manage Wire?

Master Packs Master Packs are the way iPoint handles bulk ordering. For example, you don’t order 1 foot of wire at a time. You’ll order a box or roll that contains 500 or 1000 feet. However, you may want to sell wire by the foot to track inventory and/or…

Executive Summary

Settings Module » Custom Templates » Options (tab) » Executive Summary

Custom Template Executive Summary Options When printing a proposal, sales order, or change order, you have the option to include a summary page showing prices broken down by: Group Summary – equipment is categorized by groups (as defined on the item field in…

Assignments List

Assignments Module » Assignments List

Dashboard > Assignments The Assignments Module is used to view, edit and filter assignments in iPoint. This module is permission-based in Settings >Permission Sets. You can view your assignments, along with any assignments assigned to other co-workers. You can access…

Proposal Designer

Proposals Module » Proposal Designer

Proposal Designer The Designer is where the details of the items proposed to your customer are displayed. Here you can modify information on each item and view the profitability of the job. The designer is broken into three primary sections, and we’ll address…

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…

iPoint Setup

Welcome » OnBoarding » iPoint Setup

When you first launch iPoint, your system administrators will see the iPoint Setup Progress bar at the top of the iPoint dashboard. This guide will walk you through the process of setting up iPoint! Note: This Setup Wizard is only visible to users designated as…

Does iPoint have the ability to track a Warranty Fund?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » Does iPoint have the ability to track a Warranty Fund?

Some companies utilize a Warranty Fund to deposit funds (from overages or actual charges to customers). Then, as warranty work is completed, they draw on that fund to help pay for warranty work. Here is how you would track those transactions in iPoint. . Setup Start…

Mobile: CRM

Mobile Access » FileMaker Go Mobile Access » Mobile: CRM

CRM Mobile selection The standard screen layout is great on a computer. But some people find the icon dashboard and modules challenging to use on a smaller iPhone or iPad screen. Choose a list When you choose the CRM view from an iOS device, you will be prompted…

Add Products

Proposals Module » 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…

Time

Sales Orders Module » Time

Time on Sales Order The Time tab displays all of the sales and administrative time that has been logged against the job. This list also displays any entries created while this Sales Order was still a Proposal. This portal functions similarly to the Project Time…

iPointTech Dashboard

Mobile Access » iPointTech App » iPointTech Dashboard

iPointTech Dashboard When you first launch the iPointTech app. And a number of things happen (You need to be connected to the internet for this to work): The app checks to be sure you are running the most current version Your personal credentials and permissions…

Master Summary

Reports Module » Sales Order Reports » Master Summary

The name of this report really gives it all away! It’s the Master Summary report which includes data from four other reports. Summary, Profitability, Production, and Labor Time. Yup! You read that right, all four of those essentially combined so you can…

Campaigns

Marketing Module » Campaigns

Marketing Campaigns The third step in creating an email campaign is to match the Sending List with an Email Template and define when the emails are to be sent. You make that match here on the Campaigns screen. On the left side of the campaign screen, you will see a…

Progressive Billing Change Orders

Sales Orders Module » Billing » Progressive Billing Change Orders

Change Order Progressive Billing When a change order is added to a job, you will typically create a single invoice for the entire change order. You might even group two or three change orders together on one invoice. But sometimes, you may want to provide a…

Proposal Snap Shot

Reports Module » Proposal Reports » Proposal Snap Shot

Proposal Snap Shot report The Proposal Snap Shot report provides a quick financial overview of the proposals generated in the system in a quick, simple to read view. This report also includes proposals that have been converted to sales orders. Here you’ll…

Items Sold

Reports Module » Items Reports » Items Sold

Items Sold report The Items Sold report lists all items that have been placed on invoices, regardless of what module generated the invoice. The report shows: Item – the Item Name Qty – the number of items sold Amount – the total amount of all…

Mobile: Work Orders

Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders

While many of the modules in iPoint look the same on computer or iOS device, the Work Orders have 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 in the field. On the…

Tasks/Parts

Projects Module » Project Details » Tasks/Parts

Project Tasks / Parts The Tasks and Parts window is where you can see all of the things that need to be done and the items that need to be delivered to your job. Keep in mind that every part sold to your customer will have a related task that goes with it. That is…

Mobile: WO Details

Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: WO Details

Mobile: Work Order Details The main page of the work order gives an overview of many of the details you need to complete work for your customers. Nearly every detail on the work order is editable, assuming you have been granted permission by your system…

Deal Reports

CRM Module » Contact Details » Deals » Deal Reports

CRM Options: Deal Dash The purpose of Deal’s in iPoint is to help track the sales pipeline for your company. Click on the CRM module and choose the Deal Dash option to access the pipeline reports. This button opens a new window that can display several…

Export to Excel

Items Module » Options » QB Sync List » Sync List Options » Export to Excel

Items List: Excel to Excel To simplify the manipulation of your item list, you can export your items into an Excel spreadsheet. This is useful for doing mass edits, entering manual inventory counts, and other database processes. Once edited in Excel, the data can be…

iPointTech Task List

Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Task List

iPointTech Task List The Task List is a list of things to accomplish on a work order. Each task on the list define the following details: Task name – the name of the task will come from one of two places Part Name – as parts are added to a work…