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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…
Proposal Reports
Proposals Module » Proposal Reports
Proposal Reports The Proposal Reports tab houses three primary sections. Client Reports These are the documents you will send to your customer to show them what goods and services they will be purchasing from you. Client Proposal – customize the entire…
Proposal Time
Proposals Module » Proposal Time
Proposal Time Tab The Time tab shows time entered on the proposal during the creation of the proposal. Some companies choose to track the time employees spend building customer proposals. This is where you will see that time. Time List Total Design Time –…
Proposal Designer
Proposals Module » Proposal Designer
Proposal Designer The Designer is where the details of the items proposed to your customer are displayed. Here you can modify information on each item and view the profitability of the job. The designer is broken into three primary sections, and we’ll address…
Proposal Options
Proposals Module » 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…
Proposal Groups
Settings Module » Pop Up Lists » Proposal Groups
Pop Up List: Proposal Groups Proposal Groups are used to add details to customers’ proposals regarding specific subsets of equipment. Each equipment group can have a unique graphic header along with a narrative to help explain the work to be accomplished. For…
Client Proposal
Proposals Module » Proposal Reports » Client Proposal
Client Proposal The Client Proposal report is the document you will present to your customer with all the products and labor you put together in the Designer. The proposal has many options to help you customize the details you want your customers to see. When the…
Proposal Status
Settings Module » Pop Up Lists » Proposal Status
Pop Up List: Proposal Status Proposals have a status field that helps users understand what part of the sales process the job is in. These status are customizable and help when sorting and filtering proposals and generating notifications to team members. The proposal…
Proposal Reports
Reports Module » Proposal Reports
Proposal Reports The Proposal reports pertain specifically to proposals. I know that is hard to believe, based on the reports’ names. There are two available reports: Proposal Summary – provides highlights of the proposals in your system Mix Analysis…
Proposal Settings Options
Settings Module » Module Settings » Proposals settings » Proposal Settings Options
Proposal Options The following options apply specifically to Proposals: Column 1 Prevent Window Refresh on Add: When a part is added to a proposal, iPoint connects to the server and adds the information before presenting the newly added part to the…
Proposal Email Settings
Settings Module » Module Settings » Proposals settings » Proposal Email Settings
When you are ready to send a proposal to your customer for their feedback and approval, iPoint makes it easy to send a PDF of your proposal directly to your customer with a single button click. And to simplify things even further, you can pre-write your email templates…
Proposal Lost Reasons
Settings Module » Pop Up Lists » Proposal Lost Reasons
Pop Up List: Proposal Lost When a user marks a proposal as lost or declined, they will be prompted to specify why the deal was lost. On the pop-up window, they will be able to select a reason, as specified here, as well as enter a more detailed description. Set…
Proposal Snap Shot
Reports Module » Proposal Reports » Proposal Snap Shot
Proposal Snap Shot report The Proposal Snap Shot report provides a quick financial overview of the proposals generated in the system in a quick, simple to read view. This report also includes proposals that have been converted to sales orders. Here you’ll…
Proposal / Designer Speed Boost
Welcome » Change-Log » 2020 Q1 » Proposal / Designer Speed Boost
New Speed Boost Features *This beta feature was integrated into the full version of iPoint and is now turned on by default. As a result, this page is here for reference only. We have rewritten the way iPoint ads items to the designer in both Proposals and Sales…
Jump to Added Items in a Proposal
Proposals Module » Proposals FAQ » Jump to Added Items in a Proposal
Jump to added items in a proposal. When designing a large proposal, the designer page will refresh to the top of the page each time a new item is added. But, you can jump to the room you are adding to, so you can keep track of those items added as you go. This may…
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…
Sales Order Designer
Sales Orders Module » Sales Order Designer
Sales Order Designer button The Designer button in the top right corner of the Sales Order opens the list of parts and labor sold to your customer. This is the same list created on the Proposal with one significant difference. The parts are locked and can’t be…
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…
How do you show Discounts and Modifiers in the Grand Total Summary
Proposals Module » Proposals FAQ » How do you show Discounts and Modifiers in the Grand Total Summary
How do you show modifiers and discounts in the Grand Total Summary? Grand Total Summary To show modifiers and/or the total discount your client is getting in the grand total summary on a client proposal, change order report, or sales order summary, as a separate…
How can I list Unit / MSRP / Labor Price on my Client Proposal
Proposals Module » Proposals FAQ » How can I list Unit / MSRP / Labor Price on my Client Proposal
How can I list a (Unit / MSRP / Labor) price on my client’s Proposal? The two columns of numbers on the client proposal can seem confusing. So, in this section, we’ll take a look at the numbers in the left-hand column: what the number choices are, where…
Custom Templates
Settings Module » Custom Templates
Proposal Cover Page Custom Templates are the backbone of your printed proposals and sales orders. Think of a template as the skeleton that holds the details of your proposal. The meat of the proposal is the information you provide on the proposal itself. You might…
Overrides
Settings Module » Custom Templates » Overrides
The Over Rides tab gives you control over various template settings to customize even further. Contract Text Custom Template: Contract Text Override There are three places to place contracts for your customers. Module Settings > Proposals > Default Contract: A…
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:…
Pop Up Lists
Settings Module » Pop Up Lists
Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…
Docs/Asgmts/Data (tab)
Sales Orders Module » Docs/Asgmts/Data (tab)
Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…
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…
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…
Proposals settings
Settings Module » Module Settings » Proposals settings
Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…
Options (tab)
Settings Module » Custom Templates » Options (tab)
Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…
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…
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…
Profit By Product
Proposals Module » Proposal Reports » Profit By Product
Profit By Product Report The Profit By Product Report breaks down your profit for each item in the proposal. On the report, you can see: Model: The item name, part number, and description of the item Qty: How many you sold Cost: The cost per item Price: The…
Profit Analysis
Proposals Module » Proposal Reports » Profit Analysis
Profit Analysis Report The Profit Analysis report shows a detailed breakdown of the profit on the job, broken out by several metrics. On the report, you can see: Parts Base – the sum of the Unit Price for all items on this proposal Discount – any…
Options: Reports
Proposals Module » Proposal Reports » Client Proposal » Options: Reports
Proposal Options: Export At the bottom of the Report Options are the ways you can generate the report you’ve worked so hard creating and customizing. Export The export tab is where you define how you want the report to be generated. 1. Export the…
Designer Options
Proposals Module » Proposal Designer » Designer Options
The Options button on the Designer helps manipulate the details in the design in a number of different ways There are multiple tabs that provide different functionality. We’ll take a look at each tab separately here on this page. To quickly navigate to that…
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…
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…
Proposals FAQ
Proposals Module » Proposals FAQ
See links below for Frequently Asked Proposal Questions Walkthrough Mode Show Unit / MSRP / Labor Price Job Site Address Jump to added items in a proposal Grand Total Summary Edit my Contract / Custom Template
Chart of Accounts
Settings Module » QuickBooks » Chart of Accounts
QuickBooks Chart of Accounts settings The Chart of Accounts tab is where you tell iPoint how to push transactions utilizing your QuickBooks financial accounts. This process is typically completed during the initial setup of iPoint. But sometimes, you will make…
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…
Options: Customization
Proposals Module » Proposal Reports » Client Proposal » Options: Customization
Proposal Options: Customization The Customizations section is where you can modify the actual text displayed on the proposal. The various options are broken into five sections. Click on the header to go to the appropriate section of this manual page for details on…
Hide Costs from your Customer with Walkthrough Mode
Proposals Module » Proposals FAQ » Hide Costs from your Customer with Walkthrough Mode
Walkthrough Mode This feature is a Toggle Button – The Enable Walkthrough Mode button hides all cost, margin, markup, and modifier details from the screen. This is extremely useful when building the proposal in front of the customer as they don’t need to…
Portal Proposals
Settings Module » Integrations » Portal » Portal Proposals
So you are considering integrating with Portal or have finished the integration within your settings. However, what about all the Proposals you have stored in Portal you have worked so hard on? Good news! We can import your Proposals from Portal into iPoint! Note: In…
E-Signature Portal
Web Portal » E-Signature Portal
Email Signature Portal The Email Signature Portal Link is the last stop before sending a proposal or change order to a customer for their approval and signature. Access to this portal is available: Proposal > Docs / Assignments (tab) > E-Signature Options…
Labor Hours
Proposals Module » Proposal Reports » Labor Hours
Proposal Labor Hours report The Labor Hours report provides a breakdown of hours needed to complete the job. This calculation is based on the number of labor hours assigned to each item on the proposal and any additional standalone time added. Click the Labor…
Profit and Loss
Proposals Module » Proposal Reports » 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…
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…
Report Setup
Items Module » Item Details » Report Setup
Items: Report Setup The Reports tab controls how items appear on various reports used throughout iPoint Custom Group Summary A Custom Group Summary (CGS) report is a detailed report of specific item details for various equipment groups. This report can be used on…
Scope
Proposals Module » Proposal Reports » 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…
Mix Analysis
Reports Module » Sales Order Reports » Mix Analysis
Mix Analysis report The Mix Analysis report provides a study of sales orders based on the mix of labor, parts, and time sold. iPoint developed this report in conjunction with the Vital Management Group, an audio-video business process coach. Here are the details…
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…
Retail By Product
Proposals Module » Proposal Reports » Retail By Product
Retail By Product Report The Retail By Product Report is similar to the Profit by Product Report, though instead of showing your profits, it shows the retail prices. On the report, you can see: Model: The item name, part number Description: A description of the…
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…
Product List
Proposals Module » Proposal Reports » Product List
Product List Report The Product List Report shows all of the products on the proposal in a printable format. One of the main advantages of this report is that it totals up how much of each item is on the proposal. So, for example, if you sort by manufacturer, you can…
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…
Accounting
Settings Module » Module Settings » Proposals settings » Accounting
Proposal Accounting Options The Accounting tab of the Proposal Module Settings defines how your company will generate invoices. While many setting options define how iPoint functions, the accounting settings also define how information is passed to QuickBooks and…
Accessories
Items Module » Item Details » Accessories
Items: Accessories The accessories tab is designed to help speed the addition of parts to proposals. You can add accessories (either items or labor) to a part so that when it is added to the proposal the accessories are automatically added as well. In some cases,…
Pages
Settings Module » Document Builder » Pages
Document Builder - Pages To get started, iPoint has several prebuilt templates available for use. Using the iPoint Templates drop-down menu, select one of the following options: Show Only will display iPoint curated pages Don’t Show displays only the page…
Main Graphics
Settings Module » Custom Templates » Main Graphics
Custom Templates Main Graphics The main graphics tab affords you the opportunity to customize the visual look of the proposal itself. Graphics There are four graphical elements to every template. Header – this will appear at the top of every page Divider…
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…
Development Roadmap
Welcome » Development Roadmap
Have you ever wondered what our developers are up to next? Have a pending feature request you’re wondering about? Then, check back here to see what those developers are working on and what you may see coming down the road to your iPoint! Released Summer…
SO Reports
Sales Orders Module » SO Reports
Sales Order Reports The Reports tab houses a variety of customer-facing reports and some Job Costing reports designed for management use. Standard Options Nearly every report described on this page has an Options button where you can sort and filter the report to…
Documents (tab)
Settings Module » Document Builder » Documents (tab)
Document Builder - Documents The documents tab of the Document Builder is where multiple pages, created on the Pages, are combined to make one cohesive document. For example, a customer payment letter might combine a cover letter, payment terms, and payment…
STX Proposals (Beta)
Settings Module » Integrations » STX Proposals (Beta)
So you already use STX proposals? You’ve set up the integration within your settings to get connected. Good news! We can import your Proposals from STX into iPoint! How to view your STX Proposals within iPoint Select the Proposal Module within your iPoint…
How do I delete a sales order?
Sales Orders Module » Sales Order FAQ » How do I delete a sales order?
The first step in deleting a sales order is to revert it to a proposal. Once you have reverted the sales order to a proposal, then you can delete it. Complete the following steps to delete a sales order. . Step 1. Revert the sales order to a proposal Delete any…
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 searches for a specific proposal using a wildcard search. Enter…
Proposals
CRM Module » Contact Details » Proposals
Proposals Section In the Proposal section, you can see a list of proposals created for this customer. View the Proposals List For each proposal in the list, you can see: Reference id number and proposal name Total: Total amount of the proposal Rep: Sales rep…
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…
Picture Book
Proposals Module » Proposal Reports » Picture Book
Picture Book Report 11x17 Version The Picture Book displays the items you are selling to the client in picture format. The photos of your items are listed by location and are displayed in two columns. You can have up to 5 items showing per location. The quantity of…
Cover Page
Proposals Module » Proposal Reports » Cover Page
Edit the Cover Page Report The cover page makes you look pretty (or at least your proposal will!) This page takes information from a couple of different places: Custom Template – this is defined by your system administrator in Settings > Custom…
Docs / Assignments
Proposals Module » Docs / Assignments
Documents and Assignments There are three main areas of content on this tab. E-Signature Proposal This is where the customer’s signature is stored when a proposal is signed electronically on the iPoint Web Portal. Proposal Window – if the proposal has…
Default Cover Page
Settings Module » Module Settings » Proposals settings » Default Cover Page
Default Proposal Cover Page The cover page for your proposal can be customized to include pre-built text that will auto-generate on each proposal. *Default Cover Page is a legacy feature and most users will find the customization available on the Custom Templates…
E-Signature Portal
Settings Module » Module Settings » Proposals settings » Proposal Settings Options » E-Signature Portal
Documents and Assignments With the Electronic Signature Portal, you can collect signatures from your customers for Proposals and Change Orders online. A PDF of the Proposal or Change Order is saved in the iPoint Web Portal with a unique, secure link sent to your…
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…
Options: Template and Sorting
Proposals Module » Proposal Reports » Client Proposal » Options: Template and Sorting
Proposal Options: Template & Sorting The first section of the Proposal Options is where you define how the proposal will look graphically and in what order the items on the proposal are presented. . . Template Use the template dropdown menu to select between the…
Picture Book Settings
Settings Module » Custom Templates » Picture Book Settings
Picture Book The Picture Book is a unique report that displays the items you are going to sell your client in picture format. The report is broken out by location with up to five items per location. When printing a customer proposal or contracted sales order report…
Default Contract
Settings Module » Module Settings » Proposals settings » Default Contract
Default Contract The contract for your proposal can be customized to include pre-built text that will auto-generate on each proposal. Legacy Feature: The Default Contract is a legacy feature and most users will find the customization available on the Contracts to…
Web Portal
Settings Module » Module Settings » Proposals settings » Web Portal
Web Portal settings The Web Portal is used to capture customer signatures on proposals and change orders. The email sent to a customer, with their proposal attached as a PDF document, includes a link to the online web portal. Here the customer can log in to…
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…
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…
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…
Executive Summary
Settings Module » Custom Templates » Options (tab) » Executive Summary
Custom Template Executive Summary Options When printing a proposal, sales order, or change order, you have the option to include a summary page showing prices broken down by: Group Summary – equipment is categorized by groups (as defined on the item field in…
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…
Sales Orders Module
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…
Group Summary
Proposals Module » Proposal Reports » Group Summary
Custom Group Summary Report The Custom Group Summary Report focuses your client’s attention on proposal items by a predetermined group. The Custom Group Summary Report: summarizes specific items in the proposal by summarizing them by predetermined groups.…
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…
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 …
Revisions
Proposals Module » Revisions
Revisions tab The Revisions tab allows you to edit your proposals while keeping older versions intact. Keeping the original proposal can help you save time if the client decides to go back to the proposal you initially submitted. You can have as many revisions as you…
Custom List Settings
Settings Module » Module Settings » Proposals settings » Custom List Settings
Proposal Custom List The Custom List portion of the proposal allows you to track information that doesn’t have an existing field available in iPoint. The image to the right displays the settings portion, on the top in black, and how the Custom List looks on a…
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…
Can I merge duplicate Customers?
CRM Module » CRM FAQ » Can I merge duplicate Customers?
I’ve got two customer records for one individual. How do I merge the two customers into one? As you search through your customers, are you seeing multiples? “Hey! Aren’t Rob Marks and Robert Marks the same person? Wait a minute… did someone add…
Completing a Deal
CRM Module » Contact Details » Deals » Completing a Deal
Deal Carousel The Deal Carousel is the primary mechanism for dealing with iPoint pipeline deals. Starting the Deal Enter the Source, Estimated Value, and Expected Close date for the deal into the carousel. Create one or more proposals, just like you would for a…
Custom Group Summary
Settings Module » Module Settings » Items settings » Custom Group Summary
Custom Group Summary report A Custom Group Summary (CGS) report is a detailed report of specific item details for each equipment group. This report can be used on its own or added to a proposal package. Each page in the group summary can include a customized image…
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…
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…
Best Practice: CRM
CRM Module » Best Practice: CRM
This page lists 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 customer. This record is the primary address, and any work done at that…
Design & Engineering
Proposals Module » Design & Engineering
The Design & Engineering feature is where the items added in Proposal Designer can be overlaid on to a building schematic or blueprint for a visual representation of a proposal. Design & Engineering is located in the bottom right corner of the Proposal Info tab.…
Main Image
Settings Module » Custom Templates » Cover Page (tab) » Main Image
Cover Page: Main Image Clicking the Main Image tab shows only the graphics portion of the cover page. There are three options in the Image Selection drop-down. Half on Top – positions the graphic or picture on the top half of the cover page Half on Bottom…
Sales Order Snapshot
Reports Module » Sales Order Reports » Sales Order Snapshot
sales Order Snap Shot report The Sales Order Snap Shot report provides a quick financial overview of the sales orders generated in the system in a quick, simple to read view. Here you’ll find: Customer – the name of the ( Bill To ) customer Ref#…
Engineering
Items Module » Item Details » Engineering
Items: Engineering The engineering tab is a precursor to the new Design and Engineering (D&E) module currently under development. Here you can enter technical specifications about the item. These specifications will help your engineering staff understand how much…