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RFP

Settings » Module Settings » Proposals settings » Accounting » RFP

Proposal Accounting Options Request for Payment (RFP) Accounting is a two-step invoicing method. An RFP Invoice is sent to the customer asking them to provide payments. Payments are then captured as deposits and are available to be applied to delivery…

Change Orders

Sales Orders » 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 then never pay for the…

Change Orders

Reports » Sales Order » Change Orders

Sales Order Change Order report The Sales Order Change Orders report is a synopsis of the change orders in your system. Note: And yes, clicking on any change order line will open the change order in the associated sales order. Here are the details you’ll find…

RFP Liability

Sales Orders » Billing (tab) » 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…

Progressive Billing Change Orders

Sales Orders » Billing (tab) » 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…

RFP A/R

Sales Orders » Billing (tab) » 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…

Work Orders

Work Orders

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 what tasks are scheduled. Work Orders are also the vehicle used to track a technician’s time worked. In this section of…

Purchase Orders

Purchase Orders

Purchase Orders List Purchase Orders are used to control the purchasing of products and services from external suppliers. The Purchase Orders module holds all of the Purchase Orders (POs) created in iPoint. In this module, you can view POs, create a new PO, or…

Sales Orders

CRM » Contact Details » Sales Orders

Sales Orders Section The Sales Orders section presents a list of all sales orders for this customer. At the top of the list is a filter field. Use this field to quickly find a specific sales order, searching Sales Order Name or Salesperson. For each sales order…

Sales Orders

Sales Orders

Sales Order List The Sales Order is the hub of all activity for new sales in iPoint. From a sales order you can order and request products, schedule technicians, create change orders, and send invoices to your customers. The sales order list is where you will find…

Work Orders

CRM » Contact Details » Work Orders

Work Orders Section In the Work Orders section, you can view a list of work orders created for this customer. At the top of the list, you’ll find a couple of helpful tools.   Do Not Send Work Order Notifications – When a new work order is…

Work Orders

Reports » Work Orders

Work Order reports are used to provide additional details about work completed on a work order. Work Order Parts Added Report Added Parts This report shows products that have been added to work orders. This is typically done by technicians in the field, but can…

Change-Log

Welcome » Change-Log

This section of the manual will highlight the added features and software modifications released in each of our software releases. While this list isn’t comprehensive, it does list the majority of the changes, upgrades, and bug squashes between major version…

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…

Mobile: Sales Orders

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Sales Orders

Mobile: Sales Orders The Sales Order list shows all active sales orders for the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass is used to search for a specific sales order using a…

Work Orders FAQ

Work Orders » Work Orders FAQ

Here are answers to Frequently Asked Work Order Questions. . . . . . 1. How do you remove an item that has been delivered? Work Order Parts Options Open the Work Order Click the Tasks/Parts button in the top right corner of the screen Make sure the Parts…

Work Orders settings

Settings » 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 that corresponds to your service work. These labor phases are defined in Settings > Labor…

Mobile: Work Orders

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Work Orders

Mobile: Work Orders The Work Orders list shows all work orders for the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass is used to search for a specific work order using a wildcard…

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,…

Purchase Orders FAQ

Purchase Orders » Purchase Orders FAQ

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

Change Order Status

Settings » Pop Up Lists » Change Order Status

Pop Up List: Change Order Status The Change Order Status helps users understand what is happening with a specific Change Order on a Sales Order. Set Up Enter the list of the stages a change order goes through in your organization. For example, Not Started, In…

Work Orders on the Calendar

Calendar » Work Orders on the Calendar

Any work order created in iPoint appears on the calendar as colored boxes. Each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module Settings >…

Options (button)

Sales Orders » Options (button)

Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard (tab) In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This is a rarely used option…

Billing (tab)

Sales Orders » Billing (tab)

Three Billing Methodologies 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,…

Accounting

Settings » 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…

Sales Order FAQ

Sales Orders » 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…

Accounting FAQ

Accounting » Accounting FAQ

Here are answers to Frequently Asked Accounting Questions. . . . . . 1. Can I Switch from RFP A/R to RFP Liability? Yes, you can! First a little background. When the Request for Payment system was first developed, we built it using the Accounts Receivable model.…

Purchase Request Manager

Inventory » 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:…

SO Reports

Sales Orders » SO Reports

Sales Order Reports The Reports tab houses a variety of customer-facing reports as well as 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…

Sales Order

Settings » 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.…

Accounting Options

Settings » 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…

Docs/Asgmts/Data (tab)

Sales Orders » 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…

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…

WO Options (button)

Work Orders » WO Options (button)

Just like every other module in iPoint, the Options button on the work order provides additional things you can do with the Work Order. Let’s take a look at each of the available choices. Standard tab Persistent – Checking this box makes the work…

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 …

Morning Coffee

Reports » Morning Coffee

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…

Funds Available / Needed

Reports » Sales Order » Funds Available / Needed

Sales Orders Funds Needed/Available report The Sales Order Funds Available / Needed report is used to verify that RFP payments are covering the work completed and delivered on a sales order. Note: Clicking on any sales order line will open the sales order in a new…

Payment Details

Accounting » Payments List » Payment Details

Payment Details window The payment details window is where all the information about each payment is stored. There are four major sections to this window. Details Payment Info Invoice List Control Details The five buttons across the top of the details…

Production

Reports » Sales Order » Production

Sales Order Production report The Sales Order Production report is ideal for companies using the RFP billing process as it lets you see the value of goods and services that have been delivered to the customer. You’d use this to determine if additional funds…

Chart of Accounts

Settings » 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…

Line Item/Summary

Sales Orders » Billing (tab) » 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…

AIA Progressive Billing

Sales Orders » Billing (tab) » AIA Progressive Billing

The American Institute of Architects has defined methods and processes used to progressively bill for projects. 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…

Invoice Payment

Accounting » Invoices List » Invoice Detail » Invoice Payment

The New Payment/Credit button on the invoice opens the Payment Add pop-over. This is where all Payment information is added for a particular invoice. Note that this window will have different information depending on the accounting methodology set up by your system…

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 is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust a number of…

Delivery Invoices

Accounting » Delivery Invoices

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…

Wizard Learn 2

Welcome » OnBoarding » iPoint Setup » Wizard Learn 2

We’ve moved to the process where we’re looking at Purchasing and Invoicing. Again, this is using the goals you set up back in the Setup phase of the Wizard. And yes, we are looking for your team to complete 50% of your goal as your team is getting their…

Time (tab)

Settings » QuickBooks » Time (tab)

QuickBooks Work Order Time Sync The QuickBooks Time tab is used when calculating payroll in QuickBooks using the time a technician enters onto Work Orders. *If you utilize an outside payroll service, this tab may not be useful for you. Also, if you pay time based on…

Invoice Summary

Reports » Invoices » Invoice Summary

Invoice Summary report The Invoice Summary Report is your quickest view of the invoices generated and their status. By default, this report will show the previous 30 days’ worth of invoices. But that can always be adjusted by using the Options button. When…

Project (tab)

Sales Orders » Project (tab)

Sales Order: Project tab The project tab of a sales order is where the labor portion of a job is tracked and is comprised of 4 sections. Project Name The first section links to the associated project. The blue Go to Project button will open the corresponding…

Expense Report

Reports » Projects » Expense Report

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

Wizard Setup

Welcome » OnBoarding » iPoint Setup » Wizard Setup

The Setup tab is where you define your company. Required University Videos For a deeper explanation of each of these settings, we present some videos for you to watch. Once a video has been watched by any member of your team, you’ll see the date the video was…

Time Entries

Reports » Time Entries

Time Summary Report Time Summary (e.g. WO Time) The Time Summary report tracks time entered directly on Work Orders. Typically this is for work completed on customer’s jobs. But many companies will create a persistent company work order where they track…

AIA Progressive Billing

Settings » Module Settings » Proposals settings » Accounting » Accounting Options » AIA Progressive Billing

AIA Billing is a billing method typically used in commercial construction projects. The American Institute of Architects has defined methods and processes used to progressively bill for projects. In short, the (sub)contractor identifies all charges in a project…

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…

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…

Contact Details

CRM » Contact Details

The Contact Details screen is composed of the following areas (areas are listed from the top-right corner; each is outlined in a different color in the image to the right): Contact Details Screen Outlined by Section Options [outlined in yellow]: Options menu and…

2020 Q4

Welcome » Change-Log » 2020 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…

QB Step 2: Chart of Accounts

Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts

Step 2: Chart of Accounts To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer (for desktop) or…

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…

Work Order Details

Work Orders » 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…

QuickBooks: Desktop vs. Online

Settings » QuickBooks » QuickBooks: Desktop vs. Online

iPoint synchronizes with both the Desktop and Online versions of QuickBooks. We have done our best to make sure that data and transactions sync seamlessly to create a simple yet powerful connection. Which of the platforms should you use to interface with iPoint. We…

Permission Sets

Settings » Permission Sets

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

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 is the indicator of what a customer might spend to do a job. Each of the customer’s deals is…

Glossary of Terms

Welcome » Glossary of Terms

As you navigate the iPoint User Manual, you will see us use some of the following terms. Credit Memo: A document that details items, parts, and charges that are refunded to the customer. A credit memo can be applied to an invoice or used to refund a customer payment…

Sales Order

Reports » Sales Order

Sales Order Reports The Sales Order reports provide details about various aspects of the sales order process in iPoint and are used to evaluate billing and review delivery of parts, among other things. Available Reports: Summary – this report provides a quick…

Mix Analysis

Reports » Sales Order » Mix Analysis

Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time since jobs were sold. This report was developed in conjunction with the Vital Management Group, an audio-video business process coach. Note:…

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 …

Use Tax

Settings » 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…

E-Signature Portal

Settings » Module Settings » Proposals settings » Proposal Settings Options » E-Signature Portal

Documents and Assignments With the Electronic Signature Portal, you can collect signatures from your customers for Proposals and Change Orders online. A PDF of the Proposal or Change Order is saved in the iPoint Web Portal with a unique, secure link sent to your…

Invoicing From a Project

Accounting » 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.…

Web Portal

Web Portal

The Web Portal is where your customers will interact with various iPoint elements. Currently, your customers can perform the following actions here: Web Invoices – with the appropriate link, your customer can pay online and payment will automatically appear in…

Delivery Invoices

CRM » Contact Details » Delivery Invoices

Delivery Invoices In the Delivery Invoices section, you can view a list of internal invoices used in the RFP billing process to track product deliveries. Remember, delivery invoices are simply used to offset the deposits paid by customers through the Request for…

Year End Inventory

Inventory » 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…

Wizard Data

Welcome » OnBoarding » iPoint Setup » Wizard Data

Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are 3…

Labor Phases

Settings » Labor Phases

Labor Phases provide a number of functions throughout the software. First, we’ll discuss their various uses. Then we’ll look at setting them up. Use Labor on Items: Each item can have an associated labor phase and time set up on the Item Master.…

Invoice Detail

Accounting » 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 have a list of customers automatically populate based on…

Invoice Item Summary

Reports » Invoices » 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…

Info (tab)

Sales Orders » Info (tab)

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…

Web Portal

Settings » Module Settings » Proposals settings » Web Portal

Web Portal settings The Web Portal is used to capture customer signatures on proposals and change orders. The email sent to a customer, with their proposal attached as a PDF document, includes a link to the online web portal. Here the customer can log in to…

Viewing Options

Calendar » Viewing Options

Calendar Ninja The first viewing option is to decide who to view. Use the Calendar Group dropdown to choose a calendar group which will be comprised of specific individuals. For example, you might have a Sales group comprised of sales staff and their assistants.…

Mobile: Delivery Invoices

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

Mobile: Delivery Invoices The Delivery Invoices list is visible when using the RFP (Request for Payment) invoicing procedure. Delivery invoices are internal documents and are not intended to be sent to customers. The

Summary

Reports » Sales Order » Summary

Sales Order Summary report The Sales Order Summary report gives you a quick look at the sales orders in your system. Clicking on any sales order line will open the sales order in a new window. Here are the details you’ll find on this report: Design Name…

Mobile: WO Details

Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: WO Details

Mobile: Work Order Details The main page of the work order gives an overview to many of the details you need to complete work for your customers. Nearly every detail on the work order is editable, assuming you have been granted permission by your system…

Item Details

Items » Item Details

Item Details An item’s details are the most important part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…

Retention

Sales Orders » Billing (tab) » 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…

Product

Sales Orders » Product

Sales Order Product The Product tab of the Sales Order is where you manage the products that were sold to the customer. This button takes you to the Product Manager where all the action happens. More details on the Product Manager here. The Product Manager…

Sales Order Commissions (Legacy)

Reports » Commission Reports » Sales Order Commissions (Legacy)

The Sales Order Commission Report displays commissions calculated under the old, legacy version of commissions. These commissions were decommissioned in version 9.0416, but we leave these instructions here as some companies continue to utilize them. Note: By default,…

Delivered Not Invoiced

Reports » Sales Order » Delivered Not Invoiced

Sales Order Delivered Not Invoiced Report The Sales Order Delivered Not Invoiced report shows parts and labor that have been sold to the customer but not yet delivered. This is useful for triggering Delivery Invoices as well as making sure that the product is…

Proposal Email Settings

Settings » 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…

Item Stock Summary

Reports » Sales Order » Item Stock Summary

Product Manager Stock Report The Item Stock Summary Report, also know as the Product Manager Stock Report shows the status of products with regards to sales orders. The report can also be printed from a Sales Order on the Product Manager > Options > Labels & Reports…

Best Practice: CRM

CRM » Best Practice: CRM

This is a list of 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 of your customers. This is the primary address and any work done at…

Mobile: Items

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Items

Mobile: Items The Item list shows all the products the customer has purchased. Items are added on Sales Orders, Change Orders, Projects, Work Orders, and Invoices. The Back Arrow takes you back to the customer details screen. The Magnifying Glass opens a filter…

Product Manager

Sales Orders » Product » Product Manager

Product Manager The Product Manager is where all of the items sold on a sales ordered are requested for purchase, placed on a purchase order, allocated, or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…

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…

Projects (tab)

Settings » Module Settings » Projects (tab)

Project Module Settings The options on this tab control functionality in the Project Module. Use Color Override on Milestone Done Default SO Docs to be viewable on Projects/WO – Documents can be stored on a Sales Order in the Docs/Asgmts/Data tab. Each…

Labor Time

Reports » Sales Order » Labor Time

Sales Order Labor Time report The Sales Order Labor Time report provides a quick snapshot of the time sold versus the time used on sales orders. This is a great report for forecasting the amount of technicians time needed to complete the sold work. Note: Click on a…

Custom Templates

Settings » 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…

Profitability

Reports » Sales Order » Profitability

Sales Order Profitability report The Sales Order Profitability report gives you a quick summary of the profitability of sales orders in iPoint. Clicking on any sales order listed will open it in a new window. Available details include: Design Name – 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…

Progress Billing

Reports » Sales Order » Progress Billing

Progress Billing report The Progress Billing Report is helpful for determining when it is time to send the next 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…