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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. This 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. Each line on the PO has…

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…

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…

Contact Details

CRM » 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…

Vendor Details

Vendors » 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 the details…

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…

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…

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 » 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,…

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…

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 » 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…

Proposals

Proposals

A Proposal is a list of goods and services that we are suggesting 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 section of the manual…

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 » 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 » 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 » 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 useful tools Use the wildcard…

Purchase Orders FAQ

Purchase Orders Module » 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…

Purchase Orders Module

Purchase Orders Module

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…

Summary Report

Reports Module » Purchase Order » 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 If the Purchase Order has been submitted If the PO has been Received in Full The Total value of the PO When you first…

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…

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…

Line Report

Reports Module » Purchase Order » 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…

The Serial Number Field is an Open Text Field

Welcome » Support & Training » Tips & Tricks » The Serial Number Field is an Open Text Field

Write What You Want—It’s a Wide-Open Field The Serial Number field is an open text field in which you can enter a serial number, MAC address, or even general notes. If you want to enter a MAC address, just enter “MAC: MA-CA-DD-RE-SS-01” (or “MAC:…

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…

Additional Services

Welcome » Additional Services

Support of the iPoint software is included in the monthly maintenance fees. But sometimes you need some additional assistance outside of the scope of our standard Terms of Service. This is a list of the additional services available from iPoint LLC. Onsite…

History

Items » 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…

Item Additional Settings

Items » 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…

Product

Sales Orders » 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…

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…

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…

Beta Settings

Settings Module » Module Settings » Beta Settings

Beta Settings The following settings are currently in Beta testing, and you are free to use them if you like. Check the appropriate box to activate the beta feature. Then, click the link provided to learn more about the use of each beta feature. !BETA FEATURE:…

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…

Wizard Ninja

Welcome » OnBoarding » iPoint Setup » Wizard Ninja

Wizard Ninja You did it!!! Congratulations! You have successfully set up iPoint for you and your company! You are definitely an iPoint Ninja just like Winston! For the next few months, Winston, the iPoint Ninja, will drop you an email just to let you know we are…

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…

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 …

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…

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…

Multi-Site Inventory

Settings Module » Module Settings » Items » 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…

Morning Coffee

Reports Module » 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…

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…

Stock (tab)

Items » Item Details » Stock (tab)

Items: Stock The stock tab is where you will find a history of inventory transactions for each individual item. This is also the place where you can make inventory adjustments and set inventory levels. The stock tab is only available on items that have an Inventory…

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…

Customers

Settings Module » QuickBooks » Customers

QuickBooks Customer Settings When first setting up iPoint, you have three options to bring in your customer information. You can manually type in all your customers (WOW! That seems like a lot of work!) You can export your customer information from your third-party…

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…

Items

Settings Module » Module Settings » Items

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…

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…

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…

Items FAQ

Items » Items FAQ

Item Frequently Asked Questions . . . . . 1. How can you change an item’s inventory type? While it is simple in iPoint to change an inventory type (you simply change the dropdown item) it is not so easy when it comes to QuickBooks. QuickBooks will not…

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. They might be contractors, building managers, or family members. Tapping on the Related Contact link opens a screen that…

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 …

Mobile: Media

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Media

Mobile: Media On the Media option, you can view a list of pictures and media related to this customer. 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 they were added. At the…

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…

General (tab)

Settings Module » Module Settings » General (tab)

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 are used to set starting numbers when first setting up iPoint. However,…

Mobile: Subscriptions

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Subscriptions

Mobile: Subscriptions In the Subscriptions section, you can see account information for subscriptions the customer may have to services such as Netflix, Comcast, etc., which you might need to access when installing equipment. Subscriptions entered here are also…

Mobile: Proposals

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Proposals

Mobile: Proposals The Proposal list shows all active proposals 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 proposal using a wildcard…

Time Clock

Time Clock

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…

Quickbooks Data

CRM » Contact Details » Quickbooks Data

QuickBooks Data Section In the QuickBooks Data section, you can view the contact information synced between QuickBooks and iPoint for this customer. The left-hand column displays the information that was last synced to QuickBooks. The right-hand column displays…

Registration

Settings Module » QuickBooks » Registration

QuickBooks Registration Note: The QuickBooks Registration tab is only used if you are using QuickBooks Desktop. If your company uses QuickBooks Online, please refer to the Integration settings: Settings > Integrations > QuickBooks Online In order to sync…

Reports Module

Reports Module

Reports The Reports module houses many reports that you can run to analyze company and job details. Select a report subsection to get more specific details about the reports you choose to run. Employee Records Autos Time Entries Work Orders Commission…

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…

Item Detail Options

Items » Item Details » Item Detail Options

The Item Details options button provides three tabs: Item Details: Options 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…

iPointTech Settings

Mobile Access » iPointTech App » iPointTech Settings

iPointTech Settings The Settings screen is where you define how much data is available offline as well as some display settings for the app. These settings are user-specific and only affect the user on the device where they are set. Work Orders Records Per Page…

Navigating Events

Calendar Module » 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…

Commission Payments

Reports Module » Commission Reports » Commission Payments

Commission Payments Report The Commission Payments Report provides a summary of the commission due to your employees. The details of this report are based on: Commissions defined in Settings > Module Settings > Commissions Commission scheduled applied to users in…

Mobile: Notes

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Notes

Mobile: Notes The Notes menu option displays all of the notes captured for the customer no matter where they were entered. Notes can be entered at the customer record or on work orders, for example. At the top of the window are three icons: Back Arrow takes you…

Mobile: Custom Lists

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Custom Lists

Mobile: Custom Lists Some companies have information they need to track for a customer that iPoint is not set up to document. 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…

Mobile: Assignments

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Assignments

Mobile: Assignments The Assignments menu option displays assignments created for the customer. Assignments can be entered in almost every iPoint module. At the top of the window are three icons: Back Arrow takes you back to the customer details…

Permission Sets

Settings Module » 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…

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…

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…

Mobile: Activities

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Activities

Mobile: Activities In the Activities tab, you can view a list of activities related to this 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 activity…

Estimates

CRM » Contact Details » Estimates

Estimates section In the Estimates section, you can see a list of estimates created for this customer. An estimate is an invoice without any payment details. In other words, this is a simple way to quote a price to a customer without building a proposal and…

Media

CRM » 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. The Media section is where iPoint automatically saves any photos taken by technicians in the…

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…

Body Text (tab)

Settings Module » Custom Templates » Cover Page (tab) » Body Text (tab)

Cover Page: Body Text Sometimes the information presented on the cover page is too long to fit on a single page. For example, you may want to provide details about your companies history or the services you offer. Additional details and information can be included…

Mobile: RMA Tickets

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: RMA Tickets

Mobile: RMA Tickets The RMA Tickets list shows all Return Materials Authorizations for the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass lets you search the list of RMAs using an…

Related Contacts

CRM » Contact Details » Related Contacts

Related Contacts Section Related Contacts are links to other contacts in the iPoint database. A related contact could be the contractor responsible for the work being completed or a property manager who takes care of a facility. Adding an individual or entity to a…

Proposal Options

Proposals » Proposal Options

Click the Options button at the top of Proposal Details to open the Options popover window.   Archive Proposal – check this box to archive a proposal (or uncheck it to unarchive the proposal). There are four tabs in the Options popover window. Each is…

Vendors

Vendors

Vendors Module The Vendors module holds information about the companies where you buy services and products to sell to your customers. Click on the Vendors icon on the dashboard to access the list of vendors. Vendors are your suppliers, people, or companies who you…

Mobile: WO Detail Windows

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

Status Mobile Work Order Status The Status of the work order identifies what is happening on the job in one quick visual queue. Some of these statuses are set automatically (like clocking into the work order will automatically set the status to Working. Some…

Web Invoices

Web Portal » Web Invoices

Web Portal Invoice When an invoice is emailed to your customer with the To Pay Link option selected they will receive a link to the Web Portal where they can view and pay their invoice. The Portal displays the following invoice details Your Company name Invoice…

Activities

CRM » 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 are making a certain number of sales calls. Sales Managers can set…

QB Sync List

Items » 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: Documents

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Documents

Mobile: Documents In the Documents section, you can view documents that have been added to this customer’s record, such as contracts, signed proposals, etc. At the top of the window are three icons: Back Arrow takes you back to the customer details…

Tasks/Parts

Projects Module » Project Details » Tasks/Parts

Project Tasks / Parts The Tasks and Parts window is where you can see all of the things that need to be done and the items that need to be delivered on your job. Keep in mind that every part sold to your customer will have a related task that goes with it. That is…

Page 2 Image (tab)

Settings Module » Custom Templates » Cover Page (tab) » Page 2 Image (tab)

Sometimes the information presented on the cover page is too long to fit on a single page. For example, you may want to provide details about your companies history or the services you offer. Additional details and information can be included on page 2 of the Cover…

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…

Mobile: Estimates

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Estimates

Mobile: Estimates The Estimates list shows estimates for the customer. Remember, an estimate is a simplified proposal… more like an invoice with no inventory or payment options. At the top of the Estimates window are three icons: Back Arrow takes you back…

Mobile: Recurring Billing

Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Recurring Billing

Mobile: Recurring Billing Recurring Billing shows the schedules where invoices are sent to your customer. Often used for quarterly maintenance contracts or monthly security billing, this screen shows what recurrences have been entered for the customer. At the top…

Scope

Proposals » Reports (tab) » Scope

Open the Scope Report The Scope button opens the Scope report, which is a plain English description of the job that was and is entered on the Proposal > Setup > Scope tab. Note: The name of the Scope button, tab, and report can be customized by a system…

Profit and Loss

Proposals » Reports (tab) » Profit and Loss

Profit & Loss report The Profit & Loss report is available by clicking the Profit & Loss button in the Proposal Reports section. Open the Profit and Loss Report Available in three flavors, the default report shows the Cost, Price, and Margin broken down by parts,…

Contact Relations

Settings Module » Pop Up Lists » Contact Relations

Pop Up List: Contact Relations Contact Relations are used in the Related Contacts section of a customer’s CRM record. A customer can have multiple individuals associated with the account like contractors, family members, maintenance contacts, building…

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…