iPoint offers a number of different ways to access your data while using a mobile phone or tablet. Depending on the method you are using, iPoint will look and react a little bit differently, so this section of the manual will focus on those differences.
First, you’ll need to understand that iPoint on a mobile device will look different than using iPoint on your computer. That is because we have mobile layouts that make it easier to navigate on a smaller phone screen.
Secondly, there are four different ways to work with iPoint on a mobile device. Each method offers its own benefits. Here is a breakdown of those methods so you can pick the one best suited for you!
Ways to Use iPoint on a Mobile Device
1) iPoint Tech Pro App
This app is available for both iOS and for Android! To download the app, simply search for iPoint Tech Pro in the Google Play store or in the App Store.
This app is geared for technicians, so it focuses on Work Orders. With this app your techs can view their schedule, check into work orders, complete tasks, deliver parts, add notes, take pictures, review historical notes/pictures, basically everything they need to get their job done.
This is our newest and fastest app (launched in 2024). It’s definitely the way to go for most technicians.
Please note that it does require an internet connection to operate. But we’ve optimized it so even a tiny amount of internet can go a long way!
2) iPoint Online
This is all of iPoint right in a web browser, so it’s available for both Android and iOS devices. The URL is specific to each company. To get yours, in the Desktop version of iPoint you can click the iPoint Online button in the bottom right of the dashboard. Or you can email us at suppport@ipointsolutions.net and we will be happy to provide your URL for you.
The Dashboard, CRM, Time Clock, and Work Orders are all optimized for mobile screens, but the entirety of iPoint is also at your disposal with this method. This is better suited for service technicians, who need to invoice out directly from their mobile device, or project managers, who need to access more information in iPoint (like Sales Orders and Projects) than the iPoint Tech Pro app provides.
iPoint Online provides a faster interface when remote from your server than using FileMaker Go.
3) iPoint Tech App
This app is only available for iOS devices. You can download it directly from the App Store.
Like the iPoint Tech Pro app, this app is geared for technicians and it focuses on Work Orders. With this app your techs can view their schedule, check into work orders, complete tasks, deliver parts, add notes, take pictures, review historical notes/pictures, basically everything they need to get their job done.
The big reason to use this one instead of the iPoint Tech Pro app, is that it can go offline. So if you work in an area with absolutely zero cell signal or if you have a device that doesn’t have cellular data, then this app is for you. With it you can download your work orders for the day nd then go offline to clock in and complete tasks. Then at the end of the day, get some Internet and sync everything back to the server.
4) FileMaker Go App
This app is only available for iOS devices. You can download it directly from the App Store.
Like iPoint Online, this app has all of iPoint at your fingertips. This is best suited for service technicians, projects managers, and others who need to access all of iPoint on the go. This will be slower than using iPoint Online, but having it as an app versus a website is easier to navigate for some users and may be a better option for them.