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Mileage Records

Reports » Autos » Mileage Records

Mileage Report The Mileage report provides details about the number of miles and time company vehicles are driven in the course of doing work. Entries to this report can either be made in the Autos module on the Mieage tab or through a link on the Autos tab of a…

Employee Records

Reports » Employee Records

Employee Records reports provide access to information primarily used by Human Resources (HR) managers. Time Clock Report Time Clock – this report shows the number of hours entered using the Time Clock module or the Clock In/Out button on the bottom right…

Service Records

Reports » Autos » Service Records

Auto Service Records The Service Records report shows maintenance that has been completed on your company vehicles. These entries are made in the Autos module on the Service tab. Using the settings at the top of the report select: Vehicle – chose a company…

Customer Bill To Address Names

Settings » Pop Up Lists » Customer Bill To Address Names

Pop Up List: Customer Bill To Address Names The Customer Bill To Address Name is used on the customer record in the CRM to differentiate between various addresses. For example, the customer might have a separate Billing address from the Job Site address. Or a…

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…

Customer Reports

Reports » Customer Reports

Customer Reports provide specific details about customer activity throughout iPoint. Note: Click on the report name to see a sample of the report and the options available. Click the module reference after the description to see where the data comes…

Mobile: Customer Details

Work Orders » Mobile: Work Orders » Mobile: Customer Details

Mobile Customer: Details Customer details are available in two places on the mobile work order. Tap the Customer field in the Work Order Details section of the work order. This provides all the details about the customer, including: Name Company Contact…

Customer Notes Report

Reports » Customer Reports » Customer Notes Report

Customer Notes Report The Customer Notes Report prints all of the notes that have been entered into iPoint for a specific customer. These are the customer notes visible by going to CRM > Customer > Notes and come from: Work Order Notes Work Order Check Out…

Customer Activity Report

Reports » Customer Reports » Customer Activity Report

Customer Activity Report This report shows all of the sales Activities completed by various staff members within your company. Activities are defined in Settings > Pop Up Lists > Activity Types Assigned in Settings > Users > Goals Tracked in CRM > Customers >…

Customer Job Sales Status

Settings » Pop Up Lists » Customer Job Sales Status

Pop Up List: Customer Job Sales Status The Customer Job Sales Status (or Lead Status) is a setting that can be used to help track a customer through the sales process of a job. Track your leads through the various communication and sales stages of your company. Set…