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Server Configuration

Welcome » OnBoarding » Server Configuration

Now that you have your server, we will need to set up access to it, so our developers can install the iPoint software on your server. All we need at this step from you is a call to our 1-800-535-4101, and visit our sharing website, http://www.ipointsupport.com website…

Tips & Tricks

Welcome » Support & Training » Tips & Tricks

Tips & Tricks Learn all the tips, tricks, and general shout-outs in this section! . . . . . . . . . . . . 1. Estimate, Project, or Proposal? Which one should I create for my new job? Different jobs require different levels of complexity, and not all jobs need to…

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! If you already have a server, you will need to make sure it meets or exceeds…

Engineering (tab)

Items » Item Details » Engineering (tab)

Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module that is currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how…

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…

Installing iPoint on a Computer

Welcome » OnBoarding » iPoint Setup » Installing iPoint on a Computer

Desktop Requirements The FileMaker Pro desktop application will run on a variety of computer operating systems, including: macOS 10.13 High Sierra macOS 10.14 Mojave macOS 10.15 Catalina Microsoft Windows 7 Service Pack 1 Windows 8.1 Windows 10 This…

Proposal Designer

Proposals » Proposal Designer

Proposal Designer The Designer is where the details of the items being proposed to your customer are displayed. Here you can modify details about each item as well as view the profitability of the job. The designer is broken into three primary sections, and…

Client Proposal

Proposals » Reports (tab) » Client Proposal

Client Proposal The Client Proposal report is the document you will present to your customer with all of the products and labor you put together in the Designer. The proposal has a number of options to help you customize the details you want your customers to…

Footer

Proposals » 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…

Import Tool

Items » Options » Import Tool

You have just signed up with a new vendor who has a new product line you need to pull into iPoint. Or maybe the new product year reveals a batch of new items you want to import. With the Import Tool, you can quickly pull in data directly into iPoint in a batch, rather…

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 …

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…