Drawing settings - iPoint Control

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Accounting Module
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  - Recognizing Revenue the EASY WAY!
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Autos Module
Autos Module (2023)
Assignments Module
- Assignments List
Calendar Module (Schedule Pro 2017)
- Viewing Options
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Calendar Module (Schedule Simple 2023)
- Viewing Options
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CRM Module
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  - Should I enter the job as a Customer or a Job?
  - Can I merge duplicate Customers?
Inventory Module
- Purchase Request Manager
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Items Module
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Marketing Module
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  - What happens if I have duplicate email addresses?
Projects Module
- Projects Options
- Project Details
  - Tasks/Parts
  - Create Work Order
- Task Manager
- Service Contracts
- Projects FAQ
  - The Serial Number Field is an Open Text Field
  - Tracking Prevailing Wage
Proposals Module
- Proposal Info
- Setup (tab)
- Revisions
- Proposal Reports
- Docs / Assignments
- Proposal Time
- Proposal Options
- Proposal Designer
- Design & Engineering
  - Items
  - Types of Drawings
- Proposals FAQ
Purchase Orders Module
- Purchase Order Details
- PO Details Items List
- Purchase Orders FAQ
  - Can I Allocate Stock to a Job After it’s Ordered?
  - How do you Push Inventory Receipts to QB Using a Different Date than the PO?
Reports Module
- Employee Records
- Autos Reports
- Time Entries Reports
- Work Orders Reports
- Commission Reports
- Customer Reports
- Sales Order Reports
- Invoices Reports
- Projects Reports
  - Expense Report
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- Goals Reports
- Proposal Reports
  - Proposal Snap Shot
- Purchase Order Reports
- Items Reports
- Morning Coffee Reports
RMA Module
- RMA FAQ
  - How do you handle defective inventory?
Sales Orders Module
- SO Info
- SO Reports
- Change Orders
- Product
  - Product Manager
    - Product Manager Options
    - Using the Product Manager
- Billing
- Project
- Docs/Asgmts/Data (tab)
- Time
- SO Options
- Sales Order Designer
- Sales Order FAQ
Settings Module
- Company Info
- Users
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  - Bio
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  - Devices
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- Notification Methods
- Notification Builder
  - Notification Triggers
- Labor Phases
- QuickBooks
- Custom Templates
- Document Builder
- Module Settings
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- Web Services
- Settings FAQ
  - Gmail Issues?
Time Clock Module
User Settings Module
Vendors Module
- Vendor Details
Work Orders Module
- Work Order Details
- WO Options
- Tasks/Parts Lists
- Contact
- Work Orders FAQ
Syncing to QuickBooks
- iPoint Data to QuickBooks
- iPoint Transactions to QuickBooks
Web Portal
- Web Invoices
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Mobile Access
- iPoint Tech App Pro
- iPoint Online
- FileMaker Go Mobile Access
- iPointTech App
- Mobile Access FAQ
  - Can technicians share an iOS device?
  - Which Mobile Version Should I Use?

Drawing is a depreciated Legacy function that is no longer under maintenance.

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iPoint Version: 8.0219

Last modified: 2 Feb 2021

General settings

Commissions settings

Drawing

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