Search
Related topics are listed below.
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 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 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 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 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…
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…
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…
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…
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…
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…
Invoice Payment
Accounting Module » Invoices List » Invoice Detail » Invoice Payment
The New Payment/Credit button on the invoice opens the Payment Add pop-over. This is where all Payment information is added for a particular invoice. Note that this window will have different information depending on the accounting methodology set up by your system…
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…
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…
Autos Reports
Reports Module » Autos Reports
The Autos Reports are used in conjunction with the Autos module, where you can capture expenses used to maintain company vehicles, track service, and mileage records. Available Reports: Cash Bag Journal – provides a list of purchases made for a…
Commission Reports
Reports Module » Commission Reports
The Commission Reports are run to help you track and pay commissions to your employees. Available Reports: Combined Report – shows all the commissions due to sales staff based on invoiced from sales orders, projects, work orders, and invoices. Commission…
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…
Invoices Reports
Reports Module » Invoices Reports
Invoice Reports give detailed access to reports about Invoices! Imagine that! Available Reports: Invoice Summary – a quick look at the invoices generated in iPoint. Payments Applied – need to see which invoices have been paid? Then, this is the report for…
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…
Assets Reports
Reports Module » Assets Reports
Asset Tracking Report The Asset Tracking report is where you can track company tools, resources, and other high-value assets. For example, maybe you have a wire toner that is shared among all the technicians. Who has it today? What is the value of that 800’…
Inventory Reports
Inventory Module » Inventory Reports
Inventory Reports The Reports dashboard gives you access to the Inventory Reports. (I know, that’s hard to believe, right?) Stock Asset Value Stock Levels By Location Items in Specific Location . . . . . . Stock Asset Value Report Stock Asset…
Deal Reports
CRM Module » Contact Details » Deals » Deal Reports
CRM Options: Deal Dash The purpose of Deal’s in iPoint is to help track the sales pipeline for your company. Click on the CRM module and choose the Deal Dash option to access the pipeline reports. This button opens a new window that can display several…
Goals Reports
Reports Module » Goals Reports
The Goals report is where you can track users’ productivity based on metrics you set up for them. For example, you may want to track the number of phone calls and face-to-face meetings your sales staff has with clients. Or maybe you’d like to track the…
Items Reports
Reports Module » Items Reports
The following reports pertain specifically to items in iPoint. Items Allocated – these are the items that have been staged or allocated for various jobs Items Sold – this report shows items that have appeared on an invoice Gift Cards Sold –…
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…
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…
Schedule Simple Calendar Settings
Calendar Module (Schedule Simple 2023) » Schedule Simple Calendar Settings
Calendar Settings Calendar Settings In this section of the Schedule Simple Calendar sidebar, you are able to set defaults for your events as you create them in the calendar. This includes an Event Notification Default Settings and the Default Permission…
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…
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…
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…
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…
Sales Order Reports
Reports Module » Sales Order Reports
Winston Delivers The Sales Order reports provide details about various aspects of the sales order process in iPoint and are used to evaluate billing and review delivery of parts, among other things. Available Reports: Summary – this report provides a quick look…
Purchase Order Reports
Reports Module » Purchase Order Reports
Purchase Order reports are used to help analyze purchasing trends throughout iPoint. Available Reports: Line Report – shows a list of individual line items on purchase orders. Summary Report – shows a list of purchase orders. Back Order Report…
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…
Calendar Module (Schedule Pro 2017)
Calendar Module (Schedule Pro 2017)
iPoint Calendar The iPoint calendar is your one-stop shop to view the schedule for your employees. You can see work orders, events/meetings, and assignments with due dates from the calendar. You can also adjust the calendar to see specific dates or find work orders…
Calendar Module (Schedule Simple 2023)
Calendar Module (Schedule Simple 2023)
Schedule Simple Calendar Day Map View You asked and we LISTENED! We have made some awesome improvements to our Calendar module. Ever need to see where the Work Order location is on a map? Guess what? Now, you can just select the Map view and there is no need…
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 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…
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…
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…
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…
How do you handle an over payment on an invoice?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » How do you handle an over payment on an invoice?
When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…
Security Features and Controls
Welcome » Support & Training » Security Features and Controls
To help you maintain control over your users and accessability, iPoint offers several security features. Permission Sets – This area allows you to contol the access each user has within the various modules. You can provide access to view a proposal or sales…
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…
Reviewing and Reverting Changes
iPoint Library » Reviewing and Reverting Changes
Hands down, one of the coolest features of the iPoint Library has to do with the control you have over pricing updates. Q: What can you control? A: All the things! When would you like your pricing changes to take effect? You decide! We default to the effective…
Using a Credit Memo to Balance Delivery Invoices
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings » Using a Credit Memo to Balance Delivery Invoices
In a world where your clients pay timely, this options would never be needed. You would always have more money from your clients than the goods and services you’ve delivered to them. In this scenario, when you create the delivery invoice, there are funds to pay…
QuickBooks Lists
Settings Module » QuickBooks » QuickBooks Lists
QuickBooks Lists Several items need to be pulled from QuickBooks into iPoint for transactions to sync. We’ve already set up a chart of accounts, customers, vendors, and items. This tab pulls in some of the behind the scenes information QuickBooks…
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…
Web Credit Card Payments
Accounting Module » Payments List » Web Credit Card Payments
One of the features of the iPoint Credit Card payment processing is the ability for customers to pay their invoices online without having to send a physical check or call the office with a credit card payment. To take a credit card payment on the web, follow these…
Tier 2 New Options and Features
iPoint Library » Tier 2 New Options and Features
These are some highly requested features and options that we know you’ll really like. Whether you’re purchasing for the first time or upgrading from Tier 1, you’ll need to purchase Tier 2 to access the options below. If you’re purchasing for…
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…
Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
Accounting Module » Accounting FAQ » RFP FAQs » Why should I wait for the payment to be received before pushing RFP Liability invoices to Quickbooks?
A Request for Payment is not an invoice! Wait! What!?!?!? The dictionary defines an invoice as “a list of goods sent or services provided, with a statement of the sum due for these; a bill.” An RFP does not define goods or services that the customer…
The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?
Accounting Module » Accounting FAQ » RFP FAQs » The customer has paid for multiple RFP A/R Invoices in one payment. How do I enter that in iPoint?
When a customer pays more than the invoice they received, there are a couple of different ways to enter this into iPoint depending on the accounting method your company has adopted. Standard and RFP-Liability invoices Open the Accounting module Select…
Non-Billable change orders and RFP don’t mix
Sales Orders Module » Sales Order FAQ » Non-Billable change orders and RFP don’t mix
One of the available options in Settings > Module Settings > Proposals > Sales Orders is to Allow Non-Billable Change Orders. This is a great way to track costs on a job that you do not want to pass along to your customers. HOWEVER, this feature will wreak…
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…
What’s the Difference Between Product Manager and Purchase Request Manager?
Inventory Module » Inventory FAQ » What’s the Difference Between Product Manager and Purchase Request Manager?
Product Manager vs. Purchase Request Manager Both Product Manager and Purchase Request Manager have a list of items that can be selected and placed on a purchase order. However, they both function very differently. The main difference is the Product Manager lives on…
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…
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…
Gift Cards Lookup
Accounting Module » Gift Cards Lookup
Gift Cards A gift card, gift certificate, or gift voucher is a prepaid stored-value device used as an alternative to cash for purchases within your business. Most of the time a customer will buy the gift card and then gift it to another person. For that reason, 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…
How can I remove an item on a change order and keep the associated labor?
Sales Orders Module » Sales Order FAQ » How can I remove an item on a change order and keep the associated labor?
Items that have associated labor will get removed with that item on change orders. So how do you separate the two if you want to charge your customer for the labor but no longer want to charge for the item? And you don’t want the Change Order to read a new…
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…
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…
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…
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…
Line Item/Summary
Sales Orders Module » Billing » Line Item/Summary
This page defines the Line Item / Summary billing process. Click here if you are using RFP- Liability billing. Click here if you are using RFP- A/R billing. Sales Order: Billing Line Item/Summary Billing tab The main body of the billing tab shows you the payment…
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:…
Accounting Options
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options
We’re all in business to make money. And there is nothing more fun than counting the money you’ve made at the end of the day. But it is never really that simple, is it? Accounting is more than just zeros and ones. There are many ways to account for things…
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…
RFP A/R
Sales Orders Module » Billing » RFP A/R
This page defines the RFP-Accounts Receivable billing process. Click here if you are using RFP- Liability billing. Click here if you are using standard line item & summary billing. Sales Order: Billing RFP A/R Billing tab The main body of the billing tab shows you…
RFP Liability
Sales Orders Module » Billing » RFP Liability
This page defines the RFP-Liability billing process. Click here if you are using RFP- AR billing. Click here if you are using standard line item & summary billing. Sales Order: Billing RFP Liability Billing tab The main body of the billing tab shows you the…
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…
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
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…
Accounting FAQ
Accounting Module » Accounting FAQ
Here are answers to Frequently Asked Accounting Questions broken down into subtopics. RFP FAQs QB FAQs Miscellaneous Accounting FAQs
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…
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…
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…
Billing
Sales Orders Module » Billing
There are three primary methods for billing sales jobs in iPoint. Each of the options functions slightly differently and as a result, cause the Billing tab to appear and function differently. Before we get started on the processes, let’s understand the…
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…
Progress Billing Paid Dates
Reports Module » Sales Order Reports » Progress Billing Paid Dates
Progress Billing Paid Report The Progress Billing Report provides information about when various progress billing invoices were paid. The report is based on the dates that payments were paid against progress billing invoices. Description is the Sales Order Number…
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…
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…
2024 February
Welcome » Change-Log » 2024 February
February Update! iPoint Online Beta We know you’ve been waiting on this, and we are excited to announce that we are ready to open up beta testing of iPoint Online! iPoint Online is connecting to the same iPoint, just through a web browser instead of using…
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…
Sales Order FAQ
Sales Orders Module » Sales Order FAQ
Sales Order Frequently Asked Questions How do you remove an item that has been delivered on a sales order? How do you add or remove sales order types? How can I track retention on sales orders? Can you show me how to simplify the delivery invoice process? How…
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 …
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…
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…
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…
Document Builder
Settings Module » Document Builder
Document Builder - Documents Document Builder is a tool used to create reports used in various places throughout iPoint. Initially, these documents are for the Proposal/Sales Order Package Builder and Payment Receipts, but we have plans to expand their uses in many…