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Default Contract
Settings Module » Module Settings » Proposals settings » Default Contract
Default Contract The contract for your proposal can be customized to include pre-built text that will auto-generate on each proposal. Legacy Feature: The Default Contract is a legacy feature and most users will find the customization available on the Contracts to…
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…
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…
Contracts
Settings Module » Module Settings » Proposals settings » Contracts
Proposal Default Contracts The Contracts tab is the place to store multiple contracts used in your company. For example, you might have a separate contract for commercial work as opposed to residential work. Or, maybe you have a specific city that requires unique…
Service Contracts
Projects Module » Service Contracts
A service contract is basically a service job tied to a recurring invoice sent to your customer. We have created this video to explain how to: Setup up a Service Contract Project Creating Recurring Invoices (Accounting > Recurring Invoices) Track the time and…
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…
Custom Templates
Settings Module » Custom Templates
Proposal Cover Page Custom Templates are the backbone of your printed proposals and sales orders. Think of a template as the skeleton that holds the details of your proposal. The meat of the proposal is the information you provide on the proposal itself. You might…
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:…
Proposals FAQ
Proposals Module » Proposals FAQ
See links below for Frequently Asked Proposal Questions Walkthrough Mode Show Unit / MSRP / Labor Price Job Site Address Jump to added items in a proposal Grand Total Summary Edit my Contract / Custom Template
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…
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…
SO Reports
Sales Orders Module » SO Reports
Sales Order Reports The Reports tab houses a variety of customer-facing reports and some Job Costing reports designed for management use. Standard Options Nearly every report described on this page has an Options button where you can sort and filter the report to…
Stop Points
Settings Module » Pop Up Lists » Stop Points
Pop Up List: Stop Points Stop points are used to define regular destinations for the Autos module. Set Up To create a new stop point, place your cursor in the first empty Item Name and enter the location name. Editing a stop point is done by clicking on an…
Client Proposal
Proposals Module » Proposal Reports » Client Proposal
Client Proposal The Client Proposal report is the document you will present to your customer with all the products and labor you put together in the Designer. The proposal has many options to help you customize the details you want your customers to see. When the…
How can I track retention on sales order jobs?
Sales Orders Module » Sales Order FAQ » How can I track retention on sales order jobs?
Retainage (often called retention) is a percentage of the amount certified as due to the contractor on an interim invoice and is deducted from the amount due and retained by the client. Primarily used for commercial contractors, the purpose of retainage is to…
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…
Legacy Custom Pages
Settings Module » Custom Templates » Legacy Custom Pages
Custom Templates Custom Pages You may want to present information on your customers’ proposals that is not set up in iPoint. For example, you might want to describe your Extended Service Warranty. Maybe you’d like to include a security contract for…
Recurring Billing
CRM Module » Contact Details » Recurring Billing
Recurring Billing In the Recurring Billing section, you can see a list of recurring transactions created for your customer. A recurring invoice is an invoice that is automatically generated by iPoint based on a frequency pattern and duration you set up. Recurring…
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…
Recurring Payments
Welcome » Change-Log » Beta Settings » Recurring Payments
!BETA FEATURE: Keep in mind that Recurring Payments is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. You are using Recurring Invoices to send…
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…
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…
Options: Reports
Proposals Module » Proposal Reports » Client Proposal » Options: Reports
Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…
Documents (tab)
Settings Module » Document Builder » Documents (tab)
Document Builder - Documents The documents tab of the Document Builder is where multiple pages, created on the Pages, are combined to make one cohesive document. For example, a customer payment letter might combine a cover letter, payment terms, and payment…
Project Custom 1 & 2
Settings Module » Pop Up Lists » Project Custom 1 & 2
Pop Up List: Project Custom Fields Each Project has two customizable drop-down fields to track information that iPoint might not have a preset field for. There is a Project Custom 1 and Project Custom 2 field available. Since both custom fields work the same way, we…
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…
Terms of Service
Settings Module » Terms of Service
iPoint MASTER AGREEMENT THIS AGREEMENT GOVERNS YOUR ACQUISITION AND USE OF THE IPOINT CONTROL SOFTWARE AND SERVICES AND SHALL SUPERSEDE ALL PRIOR TERMS OR AGREEMENTS BETWEEN THE CUSTOMER AND iPoint LLC dba iPoint CONTROL (“iPoint CONTROL”). BY USING THIS SOFTWARE…
Docs / Assignments
Proposals Module » Docs / Assignments
Documents and Assignments There are three main areas of content on this tab. E-Signature Proposal This is where the customer’s signature is stored when a proposal is signed electronically on the iPoint Web Portal. Proposal Window – if the proposal has…
Change Orders
Sales Orders Module » Change Orders
Change Order tab Once a sales order is created (converted from a Proposal), it becomes locked, and changes must be completed through a formal change order process. This best practice is designed to protect you from customers who make changes but never pay for their…
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…
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…
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…
Pages
Settings Module » Document Builder » Pages
Document Builder - Pages To get started, iPoint has several prebuilt templates available for use. Using the iPoint Templates drop-down menu, select one of the following options: Show Only will display iPoint curated pages Don’t Show displays only the page…
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…
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…
Docs/Asgmts/Data (tab)
Sales Orders Module » Docs/Asgmts/Data (tab)
Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…
Payments Received Report
Reports Module » Customer Reports » Payments Received Report
Payments Received report The Payments Received report is where you can show all the money that has come in from your customers. Use this report as a reconciliation report with QuickBooks to make sure that the payments entered in iPoint have been pushed to QB. The…
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…
Navigating Events
Calendar Module (Schedule Pro 2017) » Navigating Events
Events appear on your calendar as colored boxes. Each event has details inside the colored box showing: Time – the starting time of the event Details – the Event Title and Description Event Details Event Details Clicking on an event opens the…
Navigating Events
Calendar Module (Schedule Simple 2023) » Navigating Events
Events appear on your calendar as colored boxes. Each event has details inside the colored box showing: Time – the starting time of the event Details – the Event Title and Description Event Details Event Details Clicking on an event opens the…
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…
Wizard Settings
Welcome » OnBoarding » iPoint Setup » Wizard Settings
Wizard Settings In the Settings tab, you will get an overview of the settings available in iPoint. This tab is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust several…
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…
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…
Mobile: Deals
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Deals
Mobile: Deals Deals are the mechanism iPoint uses to track prospective work. Some people may call this a lead. Others might call it a pipeline. The list of Deals indicates what a customer might spend to do a job. Each of the customer’s deals is displayed in…
2019 Q3 & Q4
Welcome » Change-Log » 2019 Q3 & 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. Many of the features have been written about in our…
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…
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…
Custom Invoice Header
Accounting Module » Invoices List » Invoice Detail » Custom Invoice Header
Standard Invoice Header There are three ways to customize the header of your invoice. The invoice samples on this page are the same invoice. This is because we’ve just printed it using one of three methods. Standard Invoice Out of the box, the invoice…
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…
Estimates List
Accounting Module » Estimates List
Estimate List An estimate looks and acts just like an invoice with a couple of significant exceptions. Estimates don’t affect inventory. Estimates don’t have any financial impact. You can’t push them to QuickBooks. You can’t take payments…
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…
Mobile: Activities
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Activities
Mobile: Activities Activities are trackable tasks designed to aid employees in achieving a specific number of actionable contacts during a specified time frame. Sales personnel might rely on activities to ensure they are making a certain number of sales…
Activities
CRM Module » Contact Details » Activities
Activities are trackable tasks designed to aid employees in achieving a specific number of actionable activities during a specified time frame. Sales personnel might rely on activities to ensure they make a certain number of sales calls. Sales Managers can set…
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 …
Invoice List Options
Accounting Module » Invoices List » Invoice List Options
Accounting List Options The invoice list can display a large number of invoices making it difficult to find the exact transaction desired. Clicking the Options button provides a number of methods to perform global invoice processes as well as restrict the list to a…
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…
CRM settings
Settings Module » Module Settings » CRM settings
The CRM settings tab is how you customize the CRM module for your company and is broken into four distinct sections. Contact Attributes Contact Methods These are the contact fields for your customers. You have eight fields you can customize by choosing a dropdown…
Add Products
Proposals Module » Proposal Designer » Add Products
Add Products Adding products to the Designer is done by clicking on the blue Add Products button at the top right corner of the designer. This opens a pop-up window where you choose a product to be added to specific locations in your design. Product Selection The…
Import Tool
Items Module » Options » Import Tool
You have just signed up with a new vendor who has a new product line you need to pull into iPoint. Or maybe the new product year reveals a batch of new items you want to import. With the Import Tool, you can quickly pull in data directly into iPoint in a batch, rather…
Project Details
Projects Module » Project Details
Project Details Projects are where you manage the labor portion of the work completed in iPoint. From here you will schedule work orders and assign tasks to your employees to ensure that jobs are completed. Projects are used for new sales (work coming from Sales…
Items settings
Settings Module » Module Settings » Items settings
The Items tab consists of options for the Items and Inventory modules. Item Options Options Default No Discount – A check in this box will cause the No Disc. box to be checked on all newly created items. Marking an item as no discount means that users…
Proposal Info
Proposals Module » Proposal Info
Proposal Info Tab The Proposal Info tab contains primary customer and job details. Customer Name The first section is the customer details describing the customer receiving the bill for the work being completed. Enter the Customer Name – there are a few…
Setup (tab)
Proposals Module » Setup (tab)
The proposal Setup tab provides the skeleton of the proposal. These details are generally entered when the proposal is initially set up and drive how the proposal and subsequent sales order function. Custom Data List Custom Data List The Custom Data List gives you…
RMA Module
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…
Commissions settings
Settings Module » Module Settings » Commissions settings
Module Settings: Commissions iPoint is capable of tracking complex commission calculations based on several different criteria. Setting up Commissions is a two-pronged process Set up commission schedules (completed here in Module Settings) Assign commission…
SO Info
Sales Orders Module » SO Info
Sales Order: Info tab You can access a sales order from the Sales Order module by clicking on a Sales Order name in the list. Alternatively, you can open a sales order from the CRM module by opening a Customer record and selecting a record from the Sales Order…
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…
Vendor Details
Vendors Module » Vendor Details
Vendor Details Screen The Vendor Details screen shows a lot of information about the vendor. Let’s start in the middle of the screen. Company Info This is the primary details for your vendor. Company Name – enter the name as it appears on the…
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…
Purchase Order Details
Purchase Orders Module » Purchase Order Details
Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from the…
Morning Coffee Reports
Reports Module » Morning Coffee Reports
Morning Coffee Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. How to get started Name the Report Click the New Morning Coffee Report button In the edit screen on the…
Mobile: Task List
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Task List
Mobile Work Order Task Lists The task list is a list of things that need to be accomplished in this work order. Many of the tasks will be associated with parts since parts can’t “install themselves.” The task is the process of installing that part.…
Work Order Details
Work Orders Module » Work Order Details
Work Order The Work Order Details screen is where the actual work takes place. From here, we will change statuses, enter technicians’ time, track added parts, and track notes and images for the job. The mobile version of iPoint on an iOS device functions 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…
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…