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 basic layout and details found on the Mobile view.

Header

Across the top of the dashboard is a blue header that contains information about how you are logged in.

• User Name – this is the name of the user who has logged in
• iPoint Version – lets you know what version of iPoint your company is on
• Site – if your company has multiple locations the site will display what location you are working out of
  

On the right side of the header is a gear icon. Tapping the gear opens options available to you.

• Re-Login – tap this button if you need to change the user logged in to iPoint. The software tracks the user logged in through various aspects of the software, like delivering parts, clocking time, and making notes, to name a few.
• Update Agenda – across the top of the dashboard is a list of work orders and assignments for today. Sometimes, you will be assigned a new work order partway through the day that applies to today. If that work order does not appear, using the Update Agenda button will refresh the list.
• Switch Site – this button is only visible if your company has multiple sites where you do business. When you do inventory requests or pull parts for a job, the default will be from the named site. But maybe you are working in your second store this week. By changing the site to “Store B” your work will reflect out of that location instead of your home base of “Store A.”
• Shut Down iPoint – use this button to close iPoint. We prefer using this button because it ensures that data is saved correctly to the server.
  

Agenda & Modules

Directly below the header is the list of work orders and assignments for the logged-in user for today. In our illustration to the right, there are two work orders for this technician today. Those are displayed with a map icon.

Below the day’s agenda is the list of modules that the user has access to. The number of modules you see is tied to the modules you have access to. Your system administrator has the ability to grant or deny access to various parts of iPoint.

To the right of each agenda item or module is a grey arrow. This arrow indicates that there is more information available. Tapping on a work order, for example, opens the work order. While tapping on the CRM module will open that module for you to use.

Dashboard Footer

Depending on your company settings, there are three optional details across the bottom of the dashboard.

• Message Board – this field will display information from your system administrators that you should know. They might use this section to tell about an important staff meeting or provide reminders for things that need to be addressed. This message board appears on every user’s dashboard and is the same for everyone.
• Activities – are goals that you have been assigned to complete. Typically used for sales, your admin may have defined a specific number of phone calls and emails that they would like you to complete each week. As you complete these activities, you will see how you are doing compared to the goals set for you. Read more about Activities in the CRM > Contact Details > Activities portion of this manual.
• QuickLinks Bar – across the very bottom of the dashboard is a black bar that houses specific actions that you could perform on your mobile device. The options available in the QuickLinks bar differ depending on which screen you are viewing. Here on the dashboard, you may see a clock icon. This is how you track your payroll time if your company has activated the Time Clock option.
  • If the clock icon is white, this indicates that you are NOT currently clocked in. Tap the white clock to Clock In. Your clock-in will be confirmed with the date and time you clocked in.
  • A green clock icon means that you are currently clocked in and your time is being tracked. Tap the green clock to Clock Out, stopping the clock from tracking your work hours.
  • The numbers to the right of the clock icon indicate how many hours have been worked in the current week.
  • Checked In – If you are also clocked into a work order, where we track billable time to customers, you will also see a warning sign with the name of the work order. This is just a quick visual to let you know that you are tracking time on a work order, too.

Note: There are two ways to track time in iPoint. The payroll clock (on the dashboard) is where you tell the system what hours you worked on a given day. The work order time (on individual work orders) is used to track the time that you will bill your customers. These two time-tracking tools can be used simultaneously or individually. These options will depend on how your system administrator has set up the system.

However, if you are using both time-tracking methods, iPoint will not let you clock out on the dashboard if you are actively clocked into a work order. You will be required to clock out of the work order first before clocking out of the dashboard time clock.

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