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Drawing

Settings Module » Module Settings » Drawing

Drawing is a depreciated Legacy function that is no longer under maintenance. This page intentionally left blank. iPoint Version: 8.0219

Line Report

Reports Module » Purchase Order Reports » Line Report

Purchase Order Line Report The Line Report shows a list of individual line items on purchase orders. The report shows: PO Number Item ordered Where the item request came from (Sales Order, Project, Work Order, Invoice, or Stock) The date the PO was created The…

Line Item/Summary

Sales Orders Module » Billing » Line Item/Summary

This page defines the Line Item / Summary billing process. Click here if you are using RFP- Liability billing. Click here if you are using RFP- A/R billing. Sales Order: Billing Line Item/Summary Billing tab The main body of the billing tab shows you the payment…

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…

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…

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…

Items

Proposals Module » Design & Engineering » Items

Items All the items added in the Proposal Designer will populate on the left side of the screen. Drag and drop the items onto the background image to add them. From there, you can resize and rename them accordingly. Once an item has been added, it will appear green in…

Design & Engineering

Proposals Module » Design & Engineering

The Design & Engineering feature is where the items added in Proposal Designer can be overlaid on to a building schematic or blueprint for a visual representation of a proposal. Design & Engineering is located in the bottom right corner of the Proposal Info tab.…

Documents

CRM Module » Contact Details » Documents

Documents Section In the Documents section, you can view documents that have been added to this customer’s record, such as contracts, signed proposals, etc. View the Documents List At the top of the Documents window are three valuable tools. Use the…

Module Settings

Settings Module » Module Settings

Module Settings The module settings drive the customization of each iPoint module, allowing you to tweak the software to match the way you do business. To access the settings for each individual module, click the corresponding tab across the top. Proposals…

Estimate Options

Accounting Module » Estimates List » Estimate » Estimate Options

Estimate Options Standard Archive – a check in this box removes the estimate from the standard list view. You can always see it later by choosing to show archived. View PDF of Estimate button – this button generates a PDF of the estimate and displays…

Estimate

Accounting Module » Estimates List » Estimate

Estimate Header The estimate header contains: Customer/Job Name – the name of the customer or customer/job that the estimate is written for Address – the primary, bill-to address for the customer Contact Details – click this button to open a…

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:…

Invoice Options

Accounting Module » Invoices List » Invoice Detail » Invoice Options

Invoice Options: Standard Standard Archive – a check in this box removes the invoice from the standard list view. You can always see it later by choosing to show archived. View PDF of Invoice button – this button generates a PDF of the invoice and…

Purchase Order Reports

Reports Module » Purchase Order Reports

Purchase Order reports are used to help analyze purchasing trends throughout iPoint. Available Reports: Line Report – shows a list of individual line items on purchase orders. Summary Report – shows a list of purchase orders. Back Order Report…

Add items to a PO

Purchase Orders Module » PO Details Items List » Add items to a PO

You can add items to a Purchase Order one of three ways: From a Sales Order From the Purchase Manager Directly on the Purchase Order To add a part, click in the empty Select an Item field. This will be the first line on a new PO or the last line on an…

Invoice Detail

Accounting Module » Invoices List » Invoice Detail

Invoice Detail Header The top of the invoice shows the basic customer details, including: Customer Name – The name of the customer entered here. To enter a customer name, start typing in the field to automatically populate a list of customers based on the…

Report Settings

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

Custom Template Report Settings Every proposal has a number of user-defined options that can be set to show and hide specific information. Each logged-in user can set their own preferences and print their proposals the way they see fit. However, sometimes a company…

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…

Accounting

Settings Module » Module Settings » Proposals settings » Accounting

Proposal Accounting Options The Accounting tab of the Proposal Module Settings defines how your company will generate invoices. While many setting options define how iPoint functions, the accounting settings also define how information is passed to QuickBooks and…

Time Desc

Settings Module » Module Settings » Work Orders settings » Time Desc

Work Order Time Descriptions The Time Description tab is where you can customize how a technician’s work order entry appears on an invoice. This is typically used for service invoicing generated from a Project or Work Order directly. By default, the line item…

Receiving a PO with Item Receipts

Purchase Orders Module » PO Details Items List » Receiving a PO with Item Receipts

Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is…

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…

Wire Prefix

Settings Module » Pop Up Lists » Wire Prefix

Pop Up List: Wire Prefix Wire Prefixes are part of the future Design and Engineering module. So, while these are being utilized yet, we are documenting them here. Set Up Click in the last empty line to enter a new Wire Prefix. You can also click on any existing…

Using a Credit Memo to Balance Delivery Invoices

Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » Using a Credit Memo to Balance Delivery Invoices

In a world where your clients pay timely, this options would never be needed. You would always have more money from your clients than the goods and services you’ve delivered to them. In this scenario, when you create the delivery invoice, there are funds to pay…

Options: Customization

Proposals Module » Proposal Reports » Client Proposal » Options: Customization

Proposal Options: Customization The Customizations section is where you can modify the actual text displayed on the proposal. The various options are broken into five sections. Click on the header to go to the appropriate section of this manual page for details on…

Shipping Speeds

Settings Module » Pop Up Lists » Shipping Speeds

Pop Up List: Shipping Speeds Shipping speeds are used on Purchase Order to designate the type of shipping being requested. Once a shipping speed is selected, iPoint will calculate the expected receive date on the PO. Set Up Click in the first empty Item Name…

Purchase Request Manager

Inventory Module » Purchase Request Manager

Inventory Dashboard: PRM The Inventory Dashboard: Purchase Request Manager displays a list of parts that have been requested from various locations in iPoint. The requests could come from Sales Orders, Projects, Work Orders, or Invoices. You’ll see the:…

Invoices (tab)

Settings Module » QuickBooks » Invoices (tab)

QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…

PO Details Items List

Purchase Orders Module » PO Details Items List

Purchase Order Items List Item List The main section of the Purchase order is the Items List. The list is where you will see the items on the purchase order. Next, we will go into the process of manually adding items to a PO on the next page. PO Line Filter –…

Proposal / Designer Speed Boost

Welcome » Change-Log » 2020 Q1 » Proposal / Designer Speed Boost

New Speed Boost Features *This beta feature was integrated into the full version of iPoint and is now turned on by default. As a result, this page is here for reference only. We have rewritten the way iPoint ads items to the designer in both Proposals and Sales…

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…

2022 Q1

Welcome » Change-Log » 2022 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…

Delivery Invoices List

Accounting Module » Delivery Invoices List

Delivery Invoice List Delivery Invoices are only created from Sales Orders when utilizing one of the RFP (Request For Payment) billing methods. Delivery invoices are internal invoices and are not intended to send to customers. That is the reason there is a separate…

Retention

Sales Orders Module » Billing » Retention

Retention is a percentage of a billed job that is withheld from payment on invoices generally until the job is complete or meets specific milestones. Mostly used in commercial construction projects, retention is generally a contractual obligation. In order for…

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…

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…

Use Tax

Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » Use Tax

Explanation Use tax is one of the most complicated and PITA policies many states have implemented. Use tax is a tax that applies to contractors and contractor – retailers. Instead of charging sales tax to the customer, you must pay the sales tax based on your…

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’…

Transfer Request

Inventory Module » Transfer Request

Inventory Dashboard: Transfer Request The Transfer Request dashboard shows a list of all the transfer requests that have been made in the system. In the list, you see: Created – the date you entered the transfer request Created By – the name of the…

Notification Methods

Settings Module » Notification Methods

Notification Methods iPoint can create email or text notifications to your staff members based on various criteria. These notifications are especially useful as a reminder for certain job processes. Or as a cue or reminder to the next person responsible for a…

Summary Report

Reports Module » Purchase Order Reports » Summary Report

Purchase Order Summary Report The Summary shows a list of Purchase Orders. The report shows: PO Number Vendor The date the PO was created The date when the Purchase Order was submitted The date when the PO was marked Received in Full The Total value of the…

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…

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…

Sales Order FAQ

Sales Orders Module » Sales Order FAQ

Sales Order Frequently Asked Questions . . . . . 1. How do you remove an item that has been delivered? 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…

Mobile: Custom Lists

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Custom Lists

Mobile: Custom Lists You may have customer information you want to track, but iPoint doesn’t have a space for those details. Custom Lists give you the ability to capture those details. The Back Arrow at the top of the screen takes you back to the customer…

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…

Purchase Orders FAQ

Purchase Orders Module » Purchase Orders FAQ

Here are answers to Frequently Asked Purchase Order Questions. . . . . . 1. Can I allocate stock on a PO to a job after I ordered it? Say you have a Purchase Order (PO) with some stock items on it that have not yet been received. But then you realize that you…

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…

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…

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…

Mobile: Notes

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Notes

Mobile: Notes The Notes menu option displays all of the notes captured for the customer no matter where someone entered them. Notes can be entered at the customer record or on work orders, for example. At the top of the window are three icons: Back Arrow takes…

Contact Relations

Settings Module » Pop Up Lists » Contact Relations

Pop Up List: Contact Relations Contact Relations are used in the Related Contacts section of a customer’s CRM record. A customer can have multiple individuals associated with the account like contractors, family members, maintenance contacts, building…

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…

2021 Q3

Welcome » Change-Log » 2021 Q3

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…

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…

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…

Customer Bill To Address Names

Settings Module » 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…

Engineering

Items Module » Item Details » Engineering

Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how much…

Work Order Custom 1 & 2

Settings Module » Pop Up Lists » Work Order Custom 1 & 2

Pop Up List Work Order Custom You may have information you want to track for your Work Order, but there isn’t a predefined field to capture the details you want. These two Custom Fields provide the ability to track any additional information you want on a Work…

Print Labels

Purchase Orders Module » PO Details Items List » Print Labels

When items are received for a job, iPoint can generate Product Tracking Labels to help identify products that have been allocated. These labels are completely customizable in Settings > Module Settings > Items. Print these labels during receiving and apply them to…

Customer Job Lead Source

Settings Module » Pop Up Lists » Customer Job Lead Source

Pop Up List: Customer Job Lead Source The Customer Job Lead Source helps you mark where customer leads came from. Maybe you sent a mass-market email campaign. Or the customer could have called you because of an advertisement you run in a local builders magazine.…

Tags

Settings Module » Pop Up Lists » Tags

Pop Up List: Tags Tags are used on customers in the CRM module to provide an additional way of classifying individuals. Think of them as a hashtag on your social media posts. Creating a list of default tags will help your staff to be consistent in the labels they…

Credit Memo Status

Settings Module » Pop Up Lists » Credit Memo Status

Pop Up List: Credit Memo Status The Credit Memo Status, much like the Invoice Status, helps users know the status of a credit memo. Pretty tricky, huh? For example, you might include a status of Submitted so that iPoint users know that the credit memo has been…

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,…

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…

Receiving a PO

Purchase Orders Module » PO Details Items List » Receiving a PO

Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is time…

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…

Customer Site Address Names

Settings Module » Pop Up Lists » Customer Site Address Names

Pop Up List: Customer Site Address Names The Customer Site Address Name functions similarly to the Customer Bill To Address Name and is used on the customer record in the CRM to differentiate between various job site addresses. For example, the customer might have a…

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…

Physical Stock Count

Inventory Module » Physical Stock Count

Physical Stock Count The Physical Stock Count tab is where you will conduct a physical inventory. Physical counts are typically done at the end of the fiscal year. But you might also conduct spot counts periodically through the year. Use this button to start a new…

2019 Q1

Welcome » Change-Log » 2019 Q1

Our last major release was in January 2018. During the past year, we’ve compiled a list of 149 new features, updates, and major bug squashes. Here is a list of what we’ve been up to and what you’ll see in the 2019 Q1 release. Key New Feature …

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…

Picture Book Class

Settings Module » Pop Up Lists » Picture Book Class

Pop Up List: Picture Book Class The Picture Book is a graphical report showing the top products in each location on a proposal. This list is how you define which types of equipment are going to be displayed and in what order. Set Up Enter product classes by…

Customer Job Sales Status

Settings Module » 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…

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…

RFP A/R

Sales Orders Module » Billing » RFP A/R

This page defines the RFP-Accounts Receivable billing process. Click here if you are using RFP- Liability billing. Click here if you are using standard line item & summary billing. Sales Order: Billing RFP A/R Billing tab The main body of the billing tab shows you…

Sales Order Designer

Sales Orders Module » Sales Order Designer

Sales Order Designer button The Designer button in the top right corner of the Sales Order opens the list of parts and labor sold to your customer. This is the same list created on the Proposal with one significant difference. The parts are locked and can’t be…

Item Manufacturer

Settings Module » Pop Up Lists » Item Manufacturer

Pop Up List: Item Manufacturer The Item Manufacturer is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. Set Up Place your cursor in the first empty…

Gift Cards Lookup

Accounting Module » Gift Cards Lookup

Gift Cards A gift card, gift certificate, or gift voucher is a prepaid stored-value device used as an alternative to cash for purchases within your business. Most of the time a customer will buy the gift card and then gift it to another person. For that reason, the…

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…

Mobile: Invoices

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Invoices

Mobile: Invoices The Invoices list displays invoices created for the customer. At the top of the invoices window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass searches for specific invoices using a wildcard search.…

2019 Q2

Welcome » Change-Log » 2019 Q2

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. Key New Feature Updated Feature Bug Squashed …

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.…

Purchase Orders Module

Purchase Orders Module

From the iPoint dashboard, clicking on the Purchase Order module gives you three options: Purchase Orders – this button opens up the Purchase Orders screen so you can look at all of your purchase orders in one place Item Receipts – this button opens up…

Sales Order Billing Status

Settings Module » Pop Up Lists » Sales Order Billing Status

Pop Up List: Sales Order Billing Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Billing Status is particularly designed for the accounting portion of the workflow. The billing…

PO Status

Settings Module » Pop Up Lists » PO Status

Pop Up List: PO Status The Purchase Order Status helps iPoint users know what is happening with POs in the system. Change the status of a PO as it flows through your company’s process. For example, you might have an approval process for POs by a manager. Or…

Using iPoint

Welcome » OnBoarding » Using iPoint

"Post" training After your extensive training and setup of iPoint, the Onboarding crew will continue to check with you every week or so. This is your opportunity to bring up issues or concerns regarding the way iPoint is working for your team. Remember, we are an…

Expense Report

Reports Module » Projects Reports » Expense Report

Expense Report The Expense Report is a list of purchases made by technicians and project managers incurred while working on jobs. Expenses are entered on the Expenses tab of the Project by project managers. Technicians enter expenses on the Expenses of the Work…

Proposals FAQ

Proposals Module » Proposals FAQ

Here are answers to Frequently Asked Proposal Questions.                   1. 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…

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:…

Sales Order Product Manager Status

Settings Module » Pop Up Lists » Sales Order Product Manager Status

Pop Up List: Sales Order Product Manager Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Product Manager Status is particularly designed for the inventory portion of the…

Invoice Status

Settings Module » Pop Up Lists » Invoice Status

Pop Up List: Invoice Status The Invoice Status helps iPoint users know what has happened to a specific invoice in the accounting module. The invoice can be marked as “submitted” indicating that the customer has received the invoice. Or maybe all invoices…

Permission Sets

Settings Module » Permission Sets

Permission Sets Users in iPoint can be granted access to various aspects of the software. Access is controlled by Permission Sets, permissions designated by role or title. iPoint comes pre-loaded with three sample Permission Sets, which are visible on the right side…

iPoint Transactions to QuickBooks

Syncing to QuickBooks » iPoint Transactions to QuickBooks

This section of the manual is intended to explain how transactions affect QuickBooks when they are synced from iPoint. There are two primary transaction types to consider, the purchase and storing of inventory and the sale and cash receipts for goods and services…

Module Icon Order

Dashboard » Module Icon Order

Edit Module Icons You can display the icons on the dashboard in one of three ways. First, they are defined by iPoint as described on the Dashboard page. Second, the icons can be reorganized by a system administrator to override the iPoint defined order. This is…

Customer Bad/Bounced Emails Report

Reports Module » Customer Reports » Customer Bad/Bounced Emails Report

Bounced/Invalid Email Addresses This simple report is populated when a marketing campaign returns invalid or bounced emails. The report details: Customer Name – the iPoint customer associated with the insufficient email address Bad Email – the email…

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…

Work Orders Module

Work Orders Module

Work Order List Work Orders are the documents that Technicians use to track their time on jobs, get instructions on what parts are used, and schedule tasks. Work Orders are also the vehicle used to track a technician’s time worked. In this section of the…

2022 Q4

Welcome » Change-Log » 2022 Q4

Merry Christmas!!! We’ve been hard at work getting all of our inventory ducks in a row to make sure that you have the tools you need to start 2023 on the right foot. Here are the major changes we’ve made in addition to various bug fixes. Changes Made…