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) or refund a customer payment in QuickBooks.
• CRM – Customer Relationship Management is where your Customers and Contacts live in iPoint
• Contact -This is a person or an entity that are not customers yet or will not be. Contacts are people or entities that do not purchase goods and services from us. This is a great place to store addresses for designers, contractors, and property managers.
• Customer – These are the people who have purchased goods and services from you.
• Deal – Located in the CRM module, Deals are potential jobs that are ranked based on the probability of that job coming to fruition.
• Lead – The Customer Job Lead Source helps you identify where customer leads came from.
• Deferred Revenue: a method of billing that takes payments from customers as a deposit on the job. Then, delivery invoices are created to offset the deposits received. iPoint formerly referred to this billing method as RFP billing.
• Delivery Invoice: An internal invoice that syncs to QuickBooks to track a sales order’s cost, revenue, and inventory. The delivery invoice is part of the Deferred Revenue billing system.
• Estimate: A quick way to provide a pricing quote to a customer, basically an invoice without inventory or payment options.
• Invoice: The document sent to a customer to request payment generated from a sales order, a project, a work order, or a stand-alone point-of-sale transaction.
• Head End: A central location where wires and cables are run to the system controls. This location can be a rack, cabinet, or in more extensive systems, an entire room that houses the equipment needed to power, control, and provide content to the system.
• Job: A job is created in the CRM to account for a second address or service job for a customer. A job can hold any number of Proposals, SOs, etc.
• Proposal: The document used to build a proposal for the customer. A proposal can include both parts and labor items.
• RFP Invoice: The document sent to a customer to request payment on a sales order. This invoice is part of the Deferred Revenue billing system.
• Sales Order: Once the customer agrees upon a proposal, it is converted into a sales order. The sales order is the hub where most office tasks occur for a specific job.
• Project: The field portion of the work tracked iPoint. A project could be the tasks, parts and labor portion of a sales order or a stand-alone project used for tracking service labor.
• Work Order: The document used to transmit information to the technicians in the field. Work Orders will include instructions, parts to deliver, and tasks to complete.