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PO Details Items List
Purchase Orders Module » PO Details Items List
Purchase Order Items List Item List The main section of the Purchase order is the Items List. The list is where you will see the items on the purchase order. Next, we will go into the process of manually adding items to a PO on the next page. PO Line Filter –…
PO Status
Settings Module » Pop Up Lists » PO Status
Pop Up List: PO Status The Purchase Order Status helps iPoint users know what is happening with POs in the system. Change the status of a PO as it flows through your company’s process. For example, you might have an approval process for POs by a manager. Or…
Receiving a PO
Purchase Orders Module » PO Details Items List » Receiving a PO
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is time…
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…
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…
Contact Details
CRM Module » Contact Details
Contact Details Since CRM is the hub of the iPoint process, there are many details stored on an individual contact’s record. This page will provide specific information about each section on the Contact Details screen. Contact Overview In the top left…
Item Details
Items Module » Item Details
Item Details An item’s details are the most critical 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…
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…
Payment Details
Accounting Module » 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…
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…
Commission Details
Reports Module » Commission Reports » Commission Details
Commission Details As you navigate through iPoint, you will see users listed as sales staff, project managers, and technical designers on various documents. A commission indicator will be displayed next to their name: – a green icon indicates commission has…
Receiving a PO with Item Receipts
Purchase Orders Module » PO Details Items List » Receiving a PO with Item Receipts
Yay!! It’s delivery day! The UPS man has delivered your goodies, and it’s time to start checking in those orders. First, check the packing slip – oftentimes, you will see your PO printed right on it and a list of what was delivered. Now it is…
POs settings
Settings Module » Module Settings » POs settings
Purchase Order Options These settings adjust how the Purchase Orders module functions. Default Text Purchase Order Title Override for PDF – You can manually change the title of the printed PO by entering it here. Note that changing formatting, like color or…
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…
Product Details Popover
Proposals Module » Proposal Designer » Product Details Popover
Product Details While the list of items on the designer contain many details, you can view and edit even more information about a product by clicking the product name to open the Product Details popover menu. In the Product Details popover menu, you will see 8 tabs:…
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 of 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…
Mobile: Customer Details
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Customer Details
Mobile Customer: Details Customer details are available in two places on the mobile work order. Customer Field Tap the Customer field in the Work Order Details section of the work order. This provides all the details about the customer,…
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…
Product Manager
Sales Orders Module » Product » Product Manager
Product Manager The Product Manager is where all of the items sold on a sales order are requested for purchase, placed on purchase orders, allocated, or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…
How do you Push Inventory Receipts to QB Using a Different Date than the PO?
Purchase Orders Module » Purchase Orders FAQ » How do you Push Inventory Receipts to QB Using a Different Date than the PO?
If you create a purchase order on Sept 23 and sync it to QuickBooks, the QB PO is also dated Sept 23. But if you receive items on the purchase order on Sept 28, the synced item receipts still show up in QuickBooks as being received on Sept 23, the date of the Purchase…
Proposals Module
Proposals Module
A Proposal is a list of goods and services that we suggest a customer buy. This document is easily modified as the conversation with the customer’s modifications due to scope shift, price adjustments, and product changes. This manual section describes the…
Mobile: Parts
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Parts
Mobile Work Order Parts List The parts list provides a list of all the parts scheduled to be delivered and installed on this work order. At the end of this page we’ll also look at: Parts Details Delivering Parts Item List Each item has the following…
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:…
Product Manager Options
Sales Orders Module » Product » Product Manager » Product Manager Options
Clicking the Options button on the Product Manager presents a number of different options available to you. These options are spread out across four tabs and each tab is described in detail here. Product Options: Transactions Transactions The transaction tab is…
Documents
CRM Module » Contact Details » Documents
Documents Section In the Documents section, you can view documents that have been added to this customer’s record, such as contracts, signed proposals, etc. View the Documents List At the top of the Documents window are three valuable tools. Use the…
Item Receipts
Purchase Orders Module » PO Details Items List » Item Receipts
Item Receipt Screen The item receipts screen is where you can view all the item receipts that have been created when receiving items on a purchase order. Navigate to this screen by clicking on the Purchase Order module and then clicking on Item Receipts. The green…
Can I Allocate Stock to a Job After it’s Ordered?
Purchase Orders Module » Purchase Orders FAQ » Can I Allocate Stock to a Job After it’s Ordered?
Say you have a Purchase Order (PO) with some stock items on it that have not yet been received. But then you realize that you actually want to use those items for a job. You don’t have to wait until the item is received or remake the PO. You can allocate those stock…
Line Report
Reports Module » Purchase Order Reports » Line Report
Purchase Order Line Report The Line Report shows a list of individual line items on purchase orders. The report shows: PO Number Item ordered Where the item request came from (Sales Order, Project, Work Order, Invoice, or Stock) The date the PO was created The…
Purchase Orders Module
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…
Item Additional Settings
Items Module » Item Details » Item Additional Settings
Item Details: Additional Settings The Additional Settings tab provides granular details about an item, in many cases overriding standard functionality in the software. This doesn’t print anywhere. It is simply used here as a note pad. Memo The memo field is…
iPoint Transactions to QuickBooks
Syncing to QuickBooks » iPoint Transactions to QuickBooks
This section of the manual is intended to explain how transactions affect QuickBooks when they are synced from iPoint. There are two primary transaction types to consider, the purchase and storing of inventory and the sale and cash receipts for goods and services…
Print Labels
Purchase Orders Module » PO Details Items List » Print Labels
When items are received for a job, iPoint can generate Product Tracking Labels to help identify products that have been allocated. These labels are completely customizable in Settings > Module Settings > Items. Print these labels during receiving and apply them to…
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…
Mobile: Add & Request Parts
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Add & Request Parts
Invariably, there will be a part missing in your work order, some part that you need to finish the customer’s job. No worries! You can add parts that you pull out of your van so we can track the inventory and charge the customer correctly. Or maybe, you…
How do you Create Custom Items?
Items Module » Items FAQ » How do you Create Custom Items?
How can you create and use a custom item? . If you do not want to add multiple items to your Item database (ie: shades), but want to add the item to a proposal/work order/project, then request and track that product through installation, you may want to create an item…
Purchase Order Reports
Reports Module » Purchase Order Reports
Purchase Order reports are used to help analyze purchasing trends throughout iPoint. Available Reports: Line Report – shows a list of individual line items on purchase orders. Summary Report – shows a list of purchase orders. Back Order Report…
Alternate Vendor(s)
Items Module » Items FAQ » Alternate Vendor(s)
Did you know you can choose an Alternate Vendor for your product? It’s all about where you create the PO. Once you have followed the steps below – iPoint will do the heavy lifting and change the part number for you. Choose Default Vendor Choose…
Purchase Orders FAQ
Purchase Orders Module » Purchase Orders FAQ
See links below for Frequently Asked Purchase Order Questions . Can I allocate stock to a job after it’s ordered? How do you push inventory receipts to QB using a different date than the PO?
Item Type
Settings Module » Pop Up Lists » Item Type
Pop Up List: Item Type The Item Type is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. For example, you might choose a category of Speaker and a type of…
Shipping Speeds
Settings Module » Pop Up Lists » Shipping Speeds
Pop Up List: Shipping Speeds Shipping speeds are used on Purchase Order to designate the type of shipping being requested. Once a shipping speed is selected, iPoint will calculate the expected receive date on the PO. Set Up Click in the first empty Item Name…
History
Items Module » Item Details » History
Items: History The History tab will help you find documents where the item was sold or purchased. Proposals This tab shows all active and archived proposals where this part has been used. Reference = Proposal ID # Date = the Date and Time the proposal was…
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…
Using the Product Manager
Sales Orders Module » Product » Product Manager » Using the Product Manager
There are two ways to work with parts: individually and in bulk. Individual Product If you want to work with only one or two items, the individual Stock Options button might be the easiest process. At the end of each line are two buttons. The Stock Options button ( …
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…
The Serial Number Field is an Open Text Field
Projects Module » Projects FAQ » The Serial Number Field is an Open Text Field
The Serial Number field is an open text field where you can enter a serial number, MAC address, or even general notes. If you want to enter a MAC address, enter “MAC: MA-CA-DD-RE-SS-01” (or “MAC: MA:CA:DD:RE:SS:02”, depending on the format…
Back Order Report
Reports Module » Purchase Order Reports » Back Order Report
With the logistics challenges of 2020-2021, we have had several requests for a detailed back order report. While we do not yet have a pre-built backorder report, you can create one on your own if you have Export permissions. Open the Inventory Module Click the…
How do I make Inventory Counts in QB match iPoint?
Inventory Module » Inventory FAQ » How do I make Inventory Counts in QB match iPoint?
Making Inventory Counts in QB match iPoint Update QuickBooks Stock Levels Inventory is reduced in QuickBooks every time you push a Delivery or Standard invoice. Similarly, when you push a Purchase Order Item Receipt, the inventory quantities in QuickBooks are…
Product
Sales Orders Module » Product
Sales Order Product The Product tab of the Sales Order is where you manage the products 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 Status is a…
What happens when I sync stuff to Quickbooks?
Accounting Module » Accounting FAQ » QB FAQs » What happens when I sync stuff to Quickbooks?
The iPoint software is, among other things, a project management tool, and as such, there is limited financial reporting that takes place in the program. The majority of the reports run in iPoint deal with Project Accounting, telling you about the financial health of…
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…
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…
Stock Options Window
Inventory Module » Stock Options Window
Stock Options window Anytime you need to manipulate inventory, the Stock Options window will pop up. You’ll find this window in: Sales Order Product Manager Project Parts Work Order Parts Invoice Parts Delivery Purchase Request Manager Inventory…
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…
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…
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…
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 …
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…
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…
Stock
Items Module » Item Details » Stock
Items: Stock The Stock tab is where you will find details about stock transactions and inventory history. The stock tab is only available on items with an Inventory Type of Inventory and is hidden on all other inventory types since we do not track inventory…
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…
Estimate
Accounting Module » Estimates List » Estimate
Estimate Header The estimate header contains: Customer/Job Name – the name of the customer or customer/job that the estimate is written for Address – the primary, bill-to address for the customer Contact Details – click this button to open a…
Item Manufacturer
Settings Module » Pop Up Lists » Item Manufacturer
Pop Up List: Item Manufacturer The Item Manufacturer is one of three filters used on the Item Master to help users quickly find products in the iPoint database. The three filters are Manufacturer, Category, and Type. Set Up Place your cursor in the first empty…
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…
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…
Server Acquisition
Welcome » OnBoarding » Server Acquisition
There are several options when it comes to hosting your iPoint file. If you will be purchasing a new server, we have already done the hard part and found one for you at an affordable price! However, if you already have a server, you will need to ensure it meets or…
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…
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…
Use Tax
Settings Module » 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…
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…
Notification Builder
Settings Module » Notification Builder
iPoint can create email or text notifications to your staff members based on various criteria. These notifications are especially useful as a reminder for certain job processes. Or as a cue or reminder to the next person responsible for a specific step. There are two…
Time Clock Module
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…
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…
2021 Q2
Welcome » Change-Log » 2021 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. These features are all current as of Version…
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…
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…
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…
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…
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…
Notification Triggers
Settings Module » Notification Builder » Notification Triggers
This page defines all the Notification triggers available, including: Trigger name Fires when – a description of the action in iPoint that will create and send the notification Criteria possibilities – a list of the choices available Operator – a…
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…
Times
Settings Module » Pop Up Lists » Times
Pop Up List: Times Times is a legacy feature that was previously used but not currently. However, Times is being resurrected for a couple of Feature Requests that are currently in development. So we’re leaving this page here for documentation. Set Up To…
2022 Q4
Welcome » Change-Log » 2022 Q4
Merry Christmas!!! We’ve been hard at work getting all of our inventory ducks in a row to make sure that you have the tools you need to start 2023 on the right foot. Here are the major changes we’ve made in addition to various bug fixes. Changes Made…
Sales Orders
CRM Module » 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…
Footer
Proposals Module » Proposal Designer » Footer
Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…
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…
Mobile: Related Contacts
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Related Contacts
Mobile: Related Contacts Related Contacts are customers or contacts in the iPoint database that are associated with a particular customer. For example, they might be contractors, building managers, or family members. Tapping on the Related Contact link opens a…
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 …
Web Credit Card Payments
Accounting Module » Payments List » Web Credit Card Payments
One of the features of the iPoint Credit Card payment processing is the ability for customers to pay their invoices online without having to send a physical check or call the office with a credit card payment. To take a credit card payment on the web, follow these…
QB Sync List
Items Module » Options » QB Sync List
QuickBooks Sync List The QuickBooks Sync List is where updates to items in Quickbooks are managed. To access this list, open Items > Options (button) > Views (tab) >QB Sync List Header Your first option is the sort drop-down where you can sort the list of items…
Mobile: Media
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Media
Mobile: Media You can view a list of pictures and media related to this customer on the Media option. Photos can be added throughout the software and will all be displayed here for this customer no matter who added them or from what module someone added them. At…
Items Module
Items Module
Items List The Items module is where you will maintain the parts and services you sell to your customers. The Items module is probably the single most important module for data as it houses information for accounting, sales, ordering, engineering, and inventory…
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…
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…
Mobile: Subscriptions
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Subscriptions
Mobile: Subscriptions In the Subscriptions section, you can see account information for customers’ subscriptions to services such as Netflix, Comcast, etc. For example, you might need to access when installing equipment. Subscriptions entered here are also…
Item Detail Options
Items Module » Item Details » Item Detail Options
The Item Details options button provides three tabs: Standard Options New Item – press this button to create a new blank item that you can fill out details to make a new item. It’s like magic! Clone Item – this button makes a copy of the…
Mobile: Custom Lists
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Custom Lists
Mobile: Custom Lists You may have customer information you want to track, but iPoint doesn’t have a space for those details. Custom Lists give you the ability to capture those details. The Back Arrow at the top of the screen takes you back to the customer…
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 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…
Media
CRM Module » Contact Details » Media
Media Section The Media section of the CRM is where you view a list of media files added to this customer’s record or any of the customer’s work orders or projects. In addition, the Media section is where iPoint automatically saves any photos taken by…
Inventory Reports
Inventory Module » Inventory Reports
Inventory Reports The Reports dashboard gives you access to the Inventory Reports. (I know, that’s hard to believe, right?) Stock Asset Value Stock Levels By Location Items in Specific Location . . . . . . Stock Asset Value Report Stock Asset…