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Marketing Module

Marketing Dashboard The Marketing module provides customized email marketing to your customers utilizing the data you have captured in iPoint. For example, you can send automated email messages based on specific triggers or develop customized email marketing…

Marketing FAQ

Marketing Module » Marketing FAQ

See links below for Frequently Asked Marketing Questions . What happens if I have duplicate email addresses?

Dashboard

The dashboard is the home screen for all iPoint activities. Here you will find details for completing your work and navigational tools to help you get to specific information within iPoint. iPoint Dashboard Left menu Navigation At the top of the screen, you will…

Mobile: Dashboard

Mobile Access » iPoint Mobile » 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…

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…

Email Templates

Marketing Module » Email Templates

Email Templates The second step to creating a marketing campaign is to make the email itself. This is the Email Template and contains the pictures and text you want to send to your contacts. Template List The list of existing Email Templates shows: Template Name…

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…

Inventory Module

Inventory Module Selections From the iPoint dashboard, clicking on the Inventory module gives you four options: Inventory Dashboard – this takes you to the inventory dashboard, where you can choose what part of the inventory process you want to work on.…

Learning iPoint

Welcome » OnBoarding » Learning iPoint

Once iPoint is configured, and your data is loaded, it is time to train the people using the software. We have done our best to provide a wide variety of learning opportunities to match the learning styles of your team. University in the iPoint Support 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…

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…

Mobile: Campaigns

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Campaigns

The Campaigns section shows the marketing status of the contact. There are two types of marketing campaigns available in iPoint. A Marketing campaign is designed to be sent to a specific subset of contacts. When the campaign is built contacts are selected to receive…

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…

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…

CRM Campaigns

CRM Module » Contact Details » CRM Campaigns

Customer Email Campaigns The Campaigns tab shows information about the Marketing that has taken place for the customer. Email Campaigns/Lists Under Email Campaigns/Lists, checkboxes show if the customer has Opted In or Out of the two main types of Campaigns. You…

Sending Lists

Marketing Module » Sending Lists

Marketing Sending Lists The first step to creating a successful email campaign is to define to whom you are sending the email. This is a Sending List. There are two basic types of Lists: “fixed” and “dynamic.” A fixed list has specific…

Web Services

Settings Module » Web Services

iPoint Web Services are a number of functions we run out of our data center to relieve the load on your internal server. Many of these services are email-related and housing them on our web server relieves you from needing to set up and maintain a web server to…

What happens if I have duplicate email addresses?

Marketing Module » Marketing FAQ » What happens if I have duplicate email addresses?

Duplicate emails are handled differently depending on the type of email campaign. . Date Driven campaigns – this is a marketing event like a store sale or a manufacturer’s Labor Day specials The email marketing piece will only be mailed once, regardless…

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…

Emails

CRM Module » Contact Details » Emails

Customer Emails On the Emails tab, you can see details about the history of this customer’s interactions, including what Marketing Campaign messages they’ve received, which links they’ve clicked, and any other Connection info that has been…

What is the best module to invoice from?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?

Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…

General settings

Settings Module » Module Settings » General settings

General Settings The five buttons displayed allow you to adjust the next document number for: Invoices Proposals Purchase Orders (PO) Projects Work Orders Typically, these buttons set starting numbers when first setting up iPoint. However, sometimes a user…

Inventory Re-Order List

Inventory Module » Inventory Re-Order List

Inventory Dashboard: Re-Order The Inventory Re-Order dashboard displays any items that have fallen below their inventory minimums. If an item has been archived, it will not appear on this list, even if the min/max levels have not been removed from the…

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…

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…

Multi-Site Inventory

Settings Module » Module Settings » Items settings » Multi-Site Inventory

If your store has multiple locations, you need to turn on the Multi-Site Inventory functionality in iPoint. With Multi-Site Inventory, you can: track inventory in multiple Sites independently of one another. assign users to work only on a specific Site. quickly…

Exporting

Dashboard » Exporting

Export to Excel Sometimes you prefer to export a report into Excel rather than print a paper copy. For example, maybe you are building a pivot table or need to manipulate the data in a way iPoint can’t. Or maybe you have hired a consultant to help with time…

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.…

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…

iPoint Mobile

Mobile Access » iPoint Mobile

iPoint Mobile One way to access iPoint using your mobile phone is by downloading FileMaker Go from the Apple App Store. Once configured, you can access iPoint just as you would from a computer. You will have the same permissions and same access that you normally…

Welcome

Welcome from Winston Welcome to the iPoint Manual My name is Winston, and I’m the iPoint Ninja. I’m glad you found the manual for the most powerful end-to-end business platform you will ever need! My role is to help you conquer chaos and help your…

iPointTech App

Mobile Access » iPointTech App

iPointTech App The iPointTech App is a lightweight app designed specifically for technicians. The app allows technicians to perform most of their iPoint processes with or without an internet connection. While the technician’s device is connected to the…

Mobile: Emails

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Emails

Mobile: Email The Emails list shows a history of the email marketing campaigns sent to the customer. At the top of the window, the Back Arrow takes you back to the customer details screen. The email list shows: The email campaign name The email subject The…

Time Clock Module

Dashboard > Clock In iPoint tracks time in two methods: Time Clock, used for tracking payroll hours, and Job Time, used for tracking time worked on Proposals, Sales Orders, and Work Orders. To read about entering Job Time, visit Work Orders > Details or…

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…

Customer Reports

Reports Module » 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…

WebDirect

Mobile Access » WebDirect

iPoint Mobile If you use an Android phone or other non-iOS device, you will be unable to download the FileMaker Go app or the iPointTech app as they are only available in the Apple App Store. But that doesn’t mean you do not have access to iPoint! You need to…

Mobile: CRM

Mobile Access » iPoint Mobile » 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…

Autos Module (2023)

The Autos Module is where you can track mileage, maintenance, and expenses for company vehicles. Navigation This module looks slightly different from other iPoint modules, so we’ll start by looking at the navigation in this window. There is a menu on the…

iPoint Online

iPoint Online is where you can access iPoint from a web browser instead of using FileMaker Pro. You can access it via any web browser from a computer, tablet, iPhone, Android device, or anything that has a web browser. The big benefit of iPoint Online is that…

2021 Q4

Welcome » Change-Log » 2021 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…

Customer Work Order Notification

Settings Module » Module Settings » Work Orders settings » Notifications » Customer Work Order Notification

Customer Work Order Notification Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their…

Activity Types

Settings Module » Pop Up Lists » Activity Types

Pop Up List: Activity Types Activity Types are used to track sales quota in the sales process. Each user can have goals set for various sales activities, which are tracked on the iPoint dashboard and set independently for each user in Settings > Users >…

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…

2023 October

Welcome » Change-Log » 2023 October

October Update! Beta Calendar This new calendar is awesome! Lots of viewing options so every user can fully customize how they see their day, week, month or even year. The Map view is great for scheduling service calls to reduce wasted travel time. Timeline Week…

What’s the Difference Between Product Manager and Purchase Request Manager?

Inventory Module » Inventory FAQ » What’s the Difference Between Product Manager and Purchase Request Manager?

Product Manager vs. Purchase Request Manager Both Product Manager and Purchase Request Manager have a list of items that can be selected and placed on a purchase order. However, they both function very differently. The main difference is the Product Manager lives on…

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…

Gmail Issues?

Settings Module » Settings FAQ » Gmail Issues?

Gmail API for users Most of the errors around sending iPoint through a Gmail account are issues with your Google account. Recently, Gmail has announced to no longer support “less secure apps”, but you can still use Google integration by setting up an App…

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,…

Contact

Work Orders Module » Contact

The center column of the Work Order contains contact information about the Work Order, including: Work Order Details Technician – This drop-down list is where the technician for the work order is specified. You can change the Technician name simply by…

Proposal Email Settings

Settings Module » Module Settings » Proposals settings » Proposal Email Settings

When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…

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…

Company Info

Settings Module » Company Info

Company Information Settings The Company Information tab provides default settings for a number of different aspects of the iPoint software. Company Name: Enter the name of your company here. This field is utilized on numerous reports. Website: Enter the web…

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…

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 technicians share an iOS device?

Mobile Access » Mobile Access FAQ » Can technicians share an iOS device?

Technicians usually access iPoint on their iPhone or another iOS device. The iOS operating system does a great job of saving user’s credentials so that user names and passwords don’t have to be entered every time you access an application. This works great…

iPointTech Calendar

Mobile Access » iPointTech App » iPointTech Calendar

iPointTech Calendar The calendar module opens a list of events on the schedule for the technician logged in to iPointTech on this device. Details include: Date – a date header separates each group of work orders. The date shown in red is today’s…

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…

What’s next? What can I expect as a new community member?

Welcome » What’s next? What can I expect as a new community member?

What to Expect as a new Community Member Wondering what’s next? We want you to know what steps we’ll be taking to get you started, acclimated and using iPoint. We will call you to see if you need help with installation and logging in Give you a brief…

Video Site Map

Welcome » OnBoarding » Learning iPoint » Video Site Map

Throughout the manual, you will see this image. When you do, click on the image to be taken to a training video in the iPoint software that specifically relates to that topic. This list is a summary of all the training videos available in the software. Click 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…

Assignments

CRM Module » Contact Details » Assignments

Assignments Section In the Assignments section, you can view any assignments created for this customer. Assignments are internal “to-dos” that you can create anywhere in iPoint. In addition, iPoint will display assignments assigned to a user on the…

Mobile: Work Orders

Mobile Access » iPoint Mobile » 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…

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:…

RMA Module

RMAs List The RMA module is where you track a product that has been returned for repair or replacement. Sort Dropdown The RMA header contains familiar list navigation options if you’ve spent time in any other iPoint modules. Choosing an option displays the…

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…

Navigation Elements

Dashboard » Navigation Elements

This manual is designed to explain all the buttons, links, and fields available in iPoint. As you use the software, you’ll find elements that are used in multiple modules and windows. In the software world, we call this consistency. Since we don’t…

Setup QuickBooks

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks

iPoint relies on QuickBooks to do the financial reporting for your company. iPoint seamlessly integrates with QuickBooks Desktop (Pro, Premium, and Enterprise editions) or QuickBooks Online. The purpose of this Quick Start Guide is to get you up and running with…

Deals

CRM Module » Contact Details » Deals

The sales Pipeline helps management and sales staff to understand the likelihood of future business. The Pipeline is comprised of Deals or potential jobs. Deals are ranked based on the probability of that job coming to fruition. How Deals Work Once a Deal is…

Accessing iPoint

Welcome » Accessing iPoint

Before you can use iPoint, you have to log in. That makes sense! But how do you do that? We’re going to assume that iPoint has already been installed on your computer or your iOS device. If that is not the case, you’ll want to set up iPoint first. Click…

Work Orders settings

Settings Module » Module Settings » Work Orders settings

The Work Orders tab is where you customize how the Work Orders work in iPoint. Module Settings: Work Orders Default Labor Item – Select the Labor Phase from the drop-down corresponding to your service work. These labor phases are defined in Settings > Labor…

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…

Items Allocated

Reports Module » Items Reports » Items Allocated

Item Allocations report The Item Allocations report provides a list of all products that have been staged (or allocated) for a particular job. This report is sorted by customer names. Item – the part number for the item Date – displays the date of…

Service Records

Reports Module » Autos Reports » 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…

Mileage Records

Reports Module » Autos Reports » Mileage Records

Mileage Report The Mileage report details the number of miles and time company vehicles are driven while doing work. Entries can either be made in the Autos module on the Mileage tab or through a link on the Autos tab of a work order. Using the settings at the top…

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…

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 …

Projects Module

Project List In iPoint, a Project represents the labor we provide to our customers. This could be from a Sales Order (for new work sold) or from Service work or Service Contracts. When you first click on the Project module on the dashboard, you are presented with…

Cash Bag Journal

Reports Module » Autos Reports » Cash Bag Journal

Cash Bag Journal The Cash Bag Journal report is designed for companies that provide cash for their vehicle drivers to purchase goods during their job. These purchases are recorded in the Autos module on the Expense tab. Using the settings at the top of the report,…

iPointTech Settings

Mobile Access » iPointTech App » iPointTech Settings

iPointTech Settings The Settings screen defines how much data is available offline and some display settings for the App. These settings are user-specific and only affect the user on the device where they are set. Work Orders Records Per Page – enter a…

CRM Module

CRM: Customer Relationship Management The CRM module holds all of the customers and contacts you have entered into iPoint. This is also the place you will go to find documents related to a specific individual or business. If a document is customer-related,…

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…

Recurring Invoices

Accounting Module » Recurring Invoices

Recurring invoices enable you to send an invoice to your customer on a prescribed schedule. You would typically use this for things like monthly security monitoring or quarterly service contract billing. To activate recurring invoices, go to Settings > Module Settings…

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…

Work Order Status

Settings Module » Pop Up Lists » Work Order Status

Work Order Status Pop Up List Work Order Status is used to track the various stages of a work order as scheduled, worked on, and completed. Setup Navigate to Settings > Pop Up Lists and pick Tags from the dropdown menu. To add a status, type the status name in…

Installing iPoint on iOS Devices

Welcome » OnBoarding » iPoint Setup » Installing iPoint on iOS Devices

Mobile Device Requirements Remote access to iPoint is available using an Apple iPhone or iPad. The FileMaker Go application is only available for iOS devices. Devices need to be running on the latest iOS to access iPoint. Update: We are testing new WebDirect…

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…

Mobile: Time Clock

Mobile Access » iPoint Mobile » Mobile: Time Clock

Mobile Time Clock While many of the modules in iPoint look the same on computer or iOS device, the Time Clock module has 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…

iPointTech Work Order Details

Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details

iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…

Vendors Module

Vendors Module The Vendors module holds information about the companies where you buy services and products to sell to your customers. Click on the Vendors icon on the dashboard to access the list of vendors. Vendors are your suppliers, people, or companies you buy…

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…

STX Proposals (Beta)

Settings Module » Integrations » STX Proposals (Beta)

So you already use STX proposals? You’ve set up the integration within your settings to get connected. Good news! We can import your Proposals from STX into iPoint! How to view your STX Proposals within iPoint Select the Proposal Module within your iPoint…

2021 Q1

Welcome » Change-Log » 2021 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…

Commission Payments

Reports Module » Commission Reports » Commission Payments

Commission Payments Report The Commission Payments Report provides a summary of the commission due to your employees. The details of this report are based on: Commissions defined in Settings > Module Settings > Commissions Commission scheduled applied to users in…

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…

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…

Invoicing From a Project

Accounting Module » Invoicing From a Project

There are multiple places to create invoices in iPoint: Sales Order – this is where you will conduct the majority of sales-related invoicing. With multiple invoicing methodologies, you should be able to create the perfect invoice for your sales transactions.…

OnBoarding

Welcome » OnBoarding

Welcome to the Community! Our staff truly looks forward to helping you transform your company! As you probably know already, iPoint values the importance of following a process and sticking with a system to optimize workflow. This guide is designed to help you…

Progress Billing

Reports Module » Sales Order Reports » Progress Billing

Progress Billing report The Progress Billing Report helps determine when to send the subsequent invoice to customers. The report is based on the dates set for each progressive payment due date as defined on the Sales Order > Billing tab. Customer is the name of…

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…