Search - iPoint Control

Create Work Order

Projects Module » Project Details » Create Work Order

Create Work Order window At the top of the Project Details and Tasks/Parts windows, you will see a Create Work Order button, which will open the Create Work Order window. This window looks very similar to the Tasks/Parts window in that it displays all the tasks…

Project

Sales Orders Module » Project

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…

Work Orders

CRM Module » 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

Calendar Module (Schedule Simple 2023) » Work Orders

Any work order created in iPoint appears on the calendar as colored boxes. In addition, 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…

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…

Project Phase

Settings Module » Pop Up Lists » Project Phase

Pop Up List: Project Phase The Project Phase is used to differentiate between various Projects. For example, you might have installation, service, and warranty projects. Or you may want to signify when a project is entering various phases of the job like prewire,…

Work Orders Module

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

Work Orders settings

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

Work Orders Reports

Reports Module » Work Orders Reports

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…

Work Order Status

Settings Module » Pop Up Lists » Work Order Status

Work Order Status Pop Up List Work Order Status is used to track the various stages of a work order as scheduled, worked on, and completed. Setup Navigate to Settings > Pop Up Lists and pick Tags from the dropdown menu. To add a status, type the status name in…

Work Order Type

Settings Module » Pop Up Lists » Work Order Type

Pop Up Lists: Work Order Type The Work Order Type allows users to track different kinds of work orders. You might want to sort by service calls versus sales jobs, for example. Or maybe you would like to track the difference between In-Warranty and Out-of-Warranty…

Mobile: Work Orders

Mobile Access » FileMaker Go Mobile Access » 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: Work Orders

Mobile Access » FileMaker Go Mobile Access » 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 searches for a specific work order using a wildcard search.…

Work Orders FAQ

Work Orders Module » Work Orders FAQ

Here are answers to Frequently Asked Work Order Questions. . How do you remove an item that has been delivered? How do I add tasks to my Work Order from a Project? How do I enter time manually on a work order? How do I replace items on a work order? Is it…

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,…

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…

How do I add tasks to my Work Order from a Project?

Work Orders Module » Work Orders FAQ » How do I add tasks to my Work Order from a Project?

If you have a task attached to a project, and want to insert it into a specific work order – Guess what? You totally can! New Task from Project in a Work Order To create a new task inside a Work Order that is already in the Project: Inside the Work Order simply…

Customer Work Order Notification

Settings Module » Module Settings » Work Orders settings » Notifications » Customer Work Order Notification

Customer Work Order Notification Customer Work Order Notifications automate the process of sending your customers reminders about the work you have scheduled for them in iPoint. Based on your settings, you will be able to send the customer an email with their…

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 Orders on the Calendar

Calendar Module (Schedule Pro 2017) » Work Orders on the Calendar

Any work order created in iPoint appears on the calendar as colored boxes. In addition, 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…

Invoicing From a Project

Accounting Module » 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.…

Work Order Custom 1 & 2

Settings Module » Pop Up Lists » Work Order Custom 1 & 2

Pop Up List Work Order Custom You may have information you want to track for your Work Order, but there isn’t a predefined field to capture the details you want. These two Custom Fields provide the ability to track any additional information you want on a Work…

Can work orders be un-linked?

Work Orders Module » Work Orders FAQ » Can work orders be un-linked?

Un-link WO If you got a Work Order that wants to “break free” from linked up Work Orders, you can now unlink them. Simply open up the Work Order details > go to Options > Advanced (tab) > Unlink Work Order. This will un-link that Work Order from any…

Project Custom 1 & 2

Settings Module » Pop Up Lists » Project Custom 1 & 2

Pop Up List: Project Custom Fields Each Project has two customizable drop-down fields to track information that iPoint might not have a preset field for. There is a Project Custom 1 and Project Custom 2 field available. Since both custom fields work the same way, we…

Where does Barcode Scanning Work for Items?

Items Module » Items FAQ » Where does Barcode Scanning Work for Items?

Having the ability to scan products in iPoint to receive, transfer, allocate and deliver is a real time saver! Wouldn’t it be awesome to have all of the scanning capabilities in one spot? Well, you’re in luck. Please see the table below to review…

Is it possible to duplicate a work order?

Work Orders Module » Work Orders FAQ » Is it possible to duplicate a work order?

Duplicate a WO You may be able to duplicate a WO in less than half the time it takes currently! The secret? When duplicating a Work Order all you need to do is select a technician. There is no need to fill in the rest of the fields; they will automatically fill in…

Projects Module

Project List In iPoint, a Project represents the labor we provide to our customers. This could be from a Sales Order (for new work sold) or from Service work or Service Contracts. When you first click on the Project module on the dashboard, you are presented with…

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…

How do I replace parts on a work order?

Work Orders Module » Work Orders FAQ » How do I replace parts on a work order?

Add a Replacement Part to the Work Order We’re here to help you take the guesswork out of some of the technology troubles you may encounter. In this edition of “Help! Robots are taking over the world,” we bring you the fol-low-ing: How to Replace Parts on a…

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…

How do I enter time manually on a work order?

Work Orders Module » Work Orders FAQ » How do I enter time manually on a work order?

Manual Entry on iOS From a work order, tap the time icon at the bottom right Tap the Manual Entry button Choose a user from the Resource dropdown list Choose Labor Phase from the Labor Phase dropdown list Type in any relevant notes in the Memo field…

Where Should I Allocate & Create POs?

Purchase Orders Module » Purchase Orders FAQ » Where Should I Allocate & Create POs?

iPoint has options when it come to Allocating Items & Creating POs It more than likely depends on the size of your company and/or if there is a rush or long lead time item you need to order. Below we break down where you can Allocate items from and where POs can be…

WO Options

Work Orders Module » WO Options

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…

The iPoint Process – Detailed

Welcome » The iPoint Process – Detailed

Wondering how work flows through iPoint? We’ve got you covered! You’ve got a client who’s interested in having you do some work for them, how does the process work in iPoint? CRM The first step is to create that new client in the CRM (or find the…

OnBoarding

Welcome » OnBoarding

Welcome to the Community! Our staff truly looks forward to helping you transform your company! As you probably know already, iPoint values the importance of following a process and sticking with a system to optimize workflow. This guide is designed to help you…

CRM Module

CRM: Customer Relationship Management The CRM module holds all of the customers and contacts you have entered into iPoint. This is also the place you will go to find documents related to a specific individual or business. If a document is customer-related,…

Setup (tab)

Proposals Module » Setup (tab)

The proposal Setup tab provides the skeleton of the proposal. These details are generally entered when the proposal is initially set up and drive how the proposal and subsequent sales order function. Custom Data List Custom Data List The Custom Data List gives you…

Managing Service in iPoint

Welcome » Managing Service in iPoint

You know iPoint can manage Service Projects & Work Orders, but how does it work? . For existing customers, start in the CRM. Enter the customer record and create a service job under that parent record. . . . . . Go into the Service CRM record and navigate to…

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…

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…

Projects

CRM Module » Contact Details » Projects

Projects Section Projects represent the labor performed for a customer. The project is used to schedule work orders for technicians to complete. The project is also the place where service work is entered and billed. The menu on the left side of the CRM screen…

Projects settings

Settings Module » Module Settings » Projects settings

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…

Can I use a Job Site Address on a Proposal

Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal

Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…

Simple iPoint Process

Welcome » Simple iPoint Process

Need a quick overview of how a Proposal moves through iPoint? We’ve got it! You’ve finalized a sale and got a signature – now it’s time to get the process rolling. You’ll need a…

What is the best module to invoice from?

Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?

Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…

Tracking Prevailing Wage

Projects Module » Projects FAQ » Tracking Prevailing Wage

In government contracting, a prevailing wage is defined as the hourly wage, usual benefits, and overtime paid to the majority of workers, laborers, and mechanics within a particular area. To track a prevailing wage in iPoint requires a bit of setup. In QuickBooks,…

WO Naming

Settings Module » Module Settings » Work Orders settings » WO Naming

Work Order Naming When a new work order is generated, the software creates a default name. BB-2047-Carlisle, Bob-Project: 2018 Service Work This is translated as: Technician’s Initials-WO Number-Customer-Project Name. You can customize the work order…

Mobile: WO Detail Windows

Mobile Access » FileMaker Go Mobile Access » 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…

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 to your job. Keep in mind that every part sold to your customer will have a related task that goes with it. That is…

Mobile: WO Details

Mobile Access » FileMaker Go Mobile Access » 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…

Expense Report

Reports Module » Projects Reports » Expense Report

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

Task Report

Reports Module » Projects Reports » Task Report

Projects Task report Tasks are the things that need to be accomplished on work orders. For service work, these tasks describe the specific requests from your customer. On new sales work, tasks are tied to specific parts that need to be installed. Regardless of where…

Labor Phases

Settings Module » Labor Phases

Labor Phases provide several 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. Let’s…

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…

Time Desc

Settings Module » Module Settings » Work Orders settings » Time Desc

Work Order Time Descriptions The Time Description tab is where you can customize how a technician’s work order entry appears on an invoice. This is typically used for service invoicing generated from a Project or Work Order directly. By default, the line item…

Mobile: Projects

Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Projects

Mobile: Projects The Projects list shows all active projects for the customer. Remember, a project is the labor portion of work, so the list might include stand-alone Service projects as well as the labor for Sales Orders. At the top of the window are three…

AIA Progressive Billing

Sales Orders Module » Billing » AIA Progressive Billing

The American Institute of Architects has defined methods and processes used to bill for projects progressively. In short, the (sub)contractor identifies all charges in a project that are to be billed for the current period. The (sub)contractor submits these charges…

Customer Notes Report

Reports Module » Customer Reports » Customer Notes Report

Customer Notes Report The Customer Notes Report prints all of the notes that have been entered into iPoint for a specific customer. These are the customer notes visible by going to CRM > Customer > Notes and come from: Work Order Notes Work Order Check Out…

Time Entries Reports

Reports Module » Time Entries Reports

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…

Can I link Sales Orders together?

Sales Orders Module » Sales Order FAQ » Can I link Sales Orders together?

Yes, you can! . A great example of when you might use linked sales orders is when you’re working with a builder. Say the builder does a base package, and a particular homeowner has requested upgrades to the base package. Two sales orders are created so that…

Room Names

Settings Module » Pop Up Lists » Room Names

Pop Up List: Room Names Room Names are used to group equipment together on a proposal. Also called Locations, this default list can help speed the creation of proposals by assigning standard room names to a proposal. Set Up Place your mouse in the first empty…

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 refunded to the customer. A credit memo can be applied to an invoice or refund a customer payment in…

SO Options

Sales Orders Module » SO Options

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

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 any member of your team has viewed a video, you’ll see the date the video was watched…

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:…

Tasks/Parts Lists

Work Orders Module » Tasks/Parts Lists

Work Order Tasks/Parts The list of tasks to complete and parts to deliver on a given work order is available by clicking the Tasks/Parts button at the top right corner of the work order. This is a toggle button that turns to Work Order Details when you are viewing…

Calendar settings

Settings Module » Module Settings » Calendar settings

Calendar Settings These settings affect the Calendar Module. Calendar Refresh Minutes – By default, the calendar is a static view of the events and work orders on your schedule. New items added to your calendar are added when the calendar is reloaded manually.…

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…

I have a big job for both a builder and their customer. How do I enter that into iPoint?

Sales Orders Module » Sales Order FAQ » I have a big job for both a builder and their customer. How do I enter that into iPoint?

Scenario: A builder has hired you to install the low voltage for a new home they are building. They have been working with the new homeowner to specify equipment and build options. The infrastructure on the proposal you’ve provided will be paid for by the…

Task Manager

Projects Module » Task Manager

Task Manager The Task Manager is your one-stop shop to look at every task in the iPoint system. Typically used by Project Managers, this screen gives you a quick synopsis of the tasks that your technicians need to complete. Header The Header of the window has…

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 …

2024 September

Welcome » Change-Log » 2024 September

September Update! Designer Enhancements in iPoint Online! We’ve been working hard to make the Designer as good as possible when accessing iPoint through a web browser. When using it on smaller proposals, it works great! On larger proposals, we highly…

Mobile: Task List

Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: Task List

Mobile Work Order Task Lists The task list is a list of things that need to be accomplished in this work order. Many of the tasks will be associated with parts since parts can’t “install themselves.” The task is the process of installing that part.…

Mobile: Check In/Check Out

Mobile Access » FileMaker Go Mobile Access » Mobile: Work Orders » Mobile: Check In/Check Out

Mobile Time Entry The clock icon on the Quick Links bar is used to track the time worked on the work order. Besides tracking time, you can use work order time to bill customers for time and material jobs. You can also use it for syncing time to QuickBooks for…

RMA Module

RMAs List The RMA module is where you track a product that has been returned for repair or replacement. Sort Dropdown The RMA header contains familiar list navigation options if you’ve spent time in any other iPoint modules. Choosing an option displays the…

Mobile: Deals

Mobile Access » FileMaker Go Mobile Access » Mobile: CRM » Mobile: Deals

Mobile: Deals Deals are the mechanism iPoint uses to track prospective work. Some people may call this a lead. Others might call it a pipeline. The list of Deals indicates what a customer might spend to do a job. Each of the customer’s deals is displayed in…

Viewing Options

Calendar Module (Schedule Simple 2023) » Viewing Options

Calendar Sidebar The first viewing option is to decide who and how to view within your Schedule Simple Calendar. If you view to the left of the Calendar, you will notice a Sidebar with several options such as: Filters Applied Calendar Settings User Calendar…

Projects Reports

Reports Module » Projects Reports

Project Reports give detailed access to reports about Projects. Available Reports: Expense Report – lists the expenses incurred by field technicians and project managers as they work on jobs Task Report – a list of tasks or the things to complete on…

Assignments Module

Assignments are iPoint’s internal “To-Do’s” for you and your co-workers to track tasks that need to be completed. You can create assignments from many different places within iPoint, such as a Work Order, a Sales Order, or a Project.…

Should I enter the job as a Customer or a Job?

CRM Module » CRM FAQ » Should I enter the job as a Customer or a Job?

In general, create one customer record for each customer. This record is the primary address, and any work done at that primary address will be entered here (proposals, sales orders, work orders, etc.) If the customer has a second home or location, say a vacation home…

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, permissions designated by role or title. iPoint comes pre-loaded with three sample Permission Sets, which are visible on the right side…

Calendar Filters

Calendar Module (Schedule Pro 2017) » Calendar Filters

The gear icon at the top corner of the calendar opens several options for displaying the calendar. Keep in mind that these settings are user-specific. So the changes you make to your settings will not affect your co-workers’ view of the calendar. User Filters…

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…

SO Info

Sales Orders Module » SO Info

Sales Order: Info tab You can access a sales order from the Sales Order module by clicking on a Sales Order name in the list. Alternatively, you can open a sales order from the CRM module by opening a Customer record and selecting a record from the Sales Order…

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…

Task Names

Settings Module » Pop Up Lists » Task Names

Pop Up List: Task Names Tasks are used to direct technicians on what things need to be done for a customer. For new sales, tasks are typically created from the items sold on a sales order. But for service work, tasks are created on the fly as projects and work…

Schedule Simple Calendar Filters

Calendar Module (Schedule Simple 2023) » Schedule Simple Calendar Filters

Calendar Sidebar The first viewing option is to decide who and how to view within your Schedule Simple Calendar. If you view to the left of the Calendar, you will notice a Sidebar with several options such as: Filters Applied Calendar Settings User Calendar…

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…

Syncing to QuickBooks

iPoint is a project management software that runs almost every aspect of your business. From sales and service to purchasing and invoicing to inventory and time tracking, iPoint does it all… almost! While we are experts at project management and job costing,…

Items Allocated

Reports Module » Items Reports » Items Allocated

Item Allocations report The Item Allocations report provides a list of all products that have been staged (or allocated) for a particular job. This report is sorted by customer names. Item – the part number for the item Date – displays the date of…

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…

Task Status

Settings Module » Pop Up Lists » Task Status

Pop Up List: Task Status Every task on a work order or project can have its own status Set Up To add a new task status, click in the first empty Item Name field and type the status. Or, click on a previously entered status to edit it. Place a numeric value in the…

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…

Customer Reports

Reports Module » Customer Reports

Customer Reports provide specific details about customer activity throughout iPoint. Note: Click on the report name to see a sample of the report and the options available. Click the module reference after the description to see where the data comes…

Time (tab)

Settings Module » QuickBooks » Time (tab)

QuickBooks Work Order Time Sync The QuickBooks Time tab is used when calculating payroll in QuickBooks Desktop using the time a technician enters onto Work Orders. Note: iPoint does not currently support syncing work order time to QuickBooks Online. *If you utilize…

Invoices settings

Settings Module » Module Settings » Invoices settings

Settings - Invoices The Invoices tab is where you define how various invoicing processes work in iPoint. These settings are broken into three basic sections. You can click on an option to go to that topic on this page. Invoice Emails Invoice Options Recurring…

General

Settings Module » Users » General

User Settings The General (tab) adds granular user functionality and affects how the user appears in various modules. Job Roles System Administrator Checking this box will enable a user to access the Settings Module. If you leave this box cleared, they…

Sales Orders Module

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…

Priority

Settings Module » Pop Up Lists » Priority

Pop Up List: Priority The Priority field is assigned to elements in iPoint to prioritize data elements. For example, you may want to create a list of tasks on a work order with specific tasks marked as a higher priority for completion than other tasks. Set…

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…