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User Settings
Calendar Module (Schedule Pro 2017) » User Settings
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 Settings The…
User Settings
Calendar Module (Schedule Simple 2023) » User Settings
Calendar User Preferences User Preferences User Preferences allows you to fine tune how your calendar behaves as you view modify and navigate through your events. Once you apply your User Preferences, simply select “Save Settings” for these changes to…
User Settings Module
User Settings Module
User Settings The User Settings module is where individual users update their information within iPoint. A system administrator can also adjust these details, and a few more, in Settings > Users. There are five primary settings the user can adjust for…
Settings Module
Settings Module
Dashboard: Settings Module The settings module is where you can make customizations to how the iPoint software platform functions. Here you can set user access, customize iPoint to work the way you do in your business, and turn on various software features you may…
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.…
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…
POs settings
Settings Module » Module Settings » POs settings
Purchase Order Options These settings adjust how the Purchase Orders module functions. Default Text Purchase Order Title Override for PDF – You can manually change the title of the printed PO by entering it here. Note that changing formatting, like color or…
Assignments Settings
Settings Module » Module Settings » Assignments Settings
Assignment Settings Assignments are internal to-dos that can be assigned to various team members throughout the software. There is one setting for this module. Auto Archive Assignment on Completion – Assignments have four statuses: Not Started, In…
General settings
Settings Module » Module Settings » General settings
General Settings The five buttons displayed allow you to adjust the next document number for: Invoices Proposals Purchase Orders (PO) Projects Work Orders Typically, these buttons set starting numbers when first setting up iPoint. However, sometimes a user…
Commissions settings
Settings Module » Module Settings » Commissions settings
Module Settings: Commissions iPoint is capable of tracking complex commission calculations based on several different criteria. Setting up Commissions is a two-pronged process Set up commission schedules (completed here in Module Settings) Assign commission…
Beta Settings
Welcome » Change-Log » Beta Settings
Beta Settings In your iPoint system if you navigate to Settings>Module Settings>Beta you’ll see the options currently available for you. You have the option to turn them on if you’d like to try them out. Check the appropriate box to activate the beta…
Calendar Settings
Calendar Module (Schedule Pro 2017) » Calendar Settings
The gear icon at the top corner of the calendar opens many 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. And once you have…
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…
Module Settings
Settings Module » Module Settings
Module Settings The module settings drive the customization of each iPoint module, allowing you to tweak the software to match the way you do business. To access the settings for each individual module, click the corresponding tab across the top. Proposals…
CRM settings
Settings Module » Module Settings » CRM settings
The CRM settings tab is how you customize the CRM module for your company and is broken into four distinct sections. Contact Attributes Contact Methods These are the contact fields for your customers. You have eight fields you can customize by choosing a dropdown…
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…
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…
Wizard Settings
Welcome » OnBoarding » iPoint Setup » Wizard Settings
Wizard Settings In the Settings tab, you will get an overview of the settings available in iPoint. This tab is where you start customizing the software to function the way your company does. Required University Videos These videos show you how to adjust several…
Settings FAQ
Settings Module » Settings FAQ
Frequently Asked Questions about Settings . . GMail Issues?
iPointTech Settings
Mobile Access » iPointTech App » iPointTech Settings
iPointTech Settings The Settings screen defines how much data is available offline and some display settings for the App. These settings are user-specific and only affect the user on the device where they are set. Work Orders Records Per Page – enter a…
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…
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…
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…
Deferred Revenue Settings
Settings Module » Module Settings » Proposals settings » Accounting » Deferred Revenue Settings
Proposal Accounting Options Deferred Revenue Accounting is a two-step invoicing method. A Request For Payment (RFP) is sent to the customer, asking them to provide payments. Payments are then captured as deposits and can be applied to delivery invoices. A…
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…
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…
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…
Credit Card Processing Settings
Settings Module » Integrations » Credit Card Processing Settings
Set Up Credit Card Processing The CCP tab is where you integrate iPoint to Transnational for your credit card processing. Important: iPoint does not store any credit card information. We are simply a conduit to one of the four credit card processors. Customer credit…
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…
Calendar
Settings Module » Users » Calendar
User Calendar Settings This window defines how various calendar functions apply to the user. iPoint Calendar The iPoint calendar is a powerful tool capable of showing every users’ events, work orders, and milestones. With so many details from multiple…
Settings Module » Users » Email
User Email Settings The Email tab is where you tell iPoint how to send an email on a user’s behalf. iPoint can send proposals, sales orders, and invoices to customers. And purchase orders can be emailed to vendors. There are four sub-tabs where you can enter…
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…
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…
Invoices (tab)
Settings Module » QuickBooks » Invoices (tab)
QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…
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…
Login
Settings Module » Users » Login
User Login Information The Login tab is where you create or edit an individual user’s information. Name Enter the user’s First Name, Middle Initial, and Last Name. These will be used to identify the user throughout the iPoint software for tracking,…
Bio
Settings Module » Users » Bio
User Biography Settings iPoint allows you to notify your customers when you schedule a work order for them. The customer can then confirm, cancel, or reschedule the work order. The customer email will provide a picture and biography of the technician(s) being…
Contact Info
Settings Module » Users » Contact Info
User Contact Information The Contact Info tab is where iPoint is configured to send communication to the user. Throughout the software are various triggers that can send information via SMS text, email, or the third party project management tool Slack. Each…
Users
Settings Module » Users
Settings - Users Each user in iPoint has custom settings that affect how they interact with the software. The User Settings is where you can create new users or modify details about existing users. This screen contains two tabs, the first is a list of all Users in…
Goals
Settings Module » Users » Goals
User Goals The Goals tab is where a user’s activity quotas and sales goals are individually set. Quotas Quotas are targets for sales activities that can be set on an individual basis for each sales staff member. Quota items are set up in Settings > Pop Up…
Commission
Settings Module » Users » Commission
Settings - Users - Commissions This is the screen where you define how iPoint calculates commissions for each of your users. Before you get started here, though, be sure you have set up default commission schedules in Settings > Module Settings > Commissions.…
Slack Integration
Settings Module » Integrations » Slack Integration
Slack is a cloud-based set of team collaboration tools and services. iPoint provides Slack integration so that work communication generated from iPoint can be pushed through your companies Slack channels. Slack Integration (V2) We have updated our process for how…
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…
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…
Morning Coffee
Settings Module » Morning Coffee
Morning Coffee Settings Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. The report is also available to anyone using iPoint in the Reports module. The Only difference…
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…
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…
QuickBooks
Settings Module » QuickBooks
iPoint tracks nearly every aspect of your business, from sales and service to invoicing and purchasing. However, the software utilizes QuickBooks to track financials, accounts payable, and payroll. iPoint gives you a completely integrated two-way QuickBooks sync,…
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…
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…
Sites
Settings Module » QuickBooks » Sites
QuickBooks Site Settings Companies that use QuickBooks Desktop Enterprise have an option to add Advanced Inventory functionality. With that Intuit add-on, QuickBooks can track inventory through multiple sites. Note: If you do not have Advanced Inventory activated in…
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…
Activity Types
Settings Module » Pop Up Lists » Activity Types
Pop Up List: Activity Types Activity Types are used to track sales quota in the sales process. Each user can have goals set for various sales activities, which are tracked on the iPoint dashboard and set independently for each user in Settings > Users >…
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…
QB Step 2: Chart of Accounts
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 2: Chart of Accounts
QuickBooks Chart of Accounts settings To confirm that the sync to QuickBooks is working we will get started by pulling in your chart of accounts. Go to Settings > QuickBooks > Chart of Accounts (tab) Make sure you either have QuickBooks open on your computer…
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…
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…
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…
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…
Company Info
Settings Module » Company Info
Company Information Settings The Company Information tab provides default settings for a number of different aspects of the iPoint software. Company Name: Enter the name of your company here. This field is utilized on numerous reports. Website: Enter the web…
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…
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…
Print Labels
Purchase Orders Module » PO Details Items List » Print Labels
When items are received for a job, iPoint can generate Product Tracking Labels to help identify products that have been allocated. These labels are completely customizable in Settings > Module Settings > Items. Print these labels during receiving and apply them to…
Notifications
Settings Module » Module Settings » Work Orders settings » Notifications
Work Order Notifications The notifications tab is where you set up how iPoint communicates various Work Order based notices. Scheduling Alerts These notifications help staff members stay on top of work order schedules, like when a technician is late checking…
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…
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…
Notification Methods
Settings Module » Notification Methods
Notification Methods iPoint can create email or text notifications to your staff members based on various criteria. These notifications are especially useful as a reminder for certain job processes. Or as a cue or reminder to the next person responsible for a…
Print Preview
Settings Module » Document Builder » Print Preview
Document Builder Print Preview The print preview window allows users to see exactly what the printed page will look like when fully rendered. The preview is comprised of a preview screen and an options pain. Changing settings in the options will affect what is being…
Recurring Payments
Welcome » Change-Log » Beta Settings » Recurring Payments
!BETA FEATURE: Keep in mind that Recurring Payments is a beta feature. As a result, it may have bugs, unfinished pieces, or other undocumented features. Please let our team know about things that don’t work as expected. You are using Recurring Invoices to send…
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…
RMA Status
Settings Module » Pop Up Lists » RMA Status
Pop Up List: RMA Status The RMA Status helps staff members understand how a Return Materials Authorization is progressing through the return/replacement process. Set Up Click in the first empty Item Name to create a new status. Or click in an existing item name…
Change Order Status
Settings Module » Pop Up Lists » Change Order Status
Pop Up List: Change Order Status The Change Order Status helps users understand what is happening with a specific Change Order on a Sales Order. Set Up Enter the list of the stages a change order goes through in your organization. For example, Not Started, In…
Invoice Status
Settings Module » Pop Up Lists » Invoice Status
Pop Up List: Invoice Status The Invoice Status helps iPoint users know what has happened to a specific invoice in the accounting module. The invoice can be marked as “submitted” indicating that the customer has received the invoice. Or maybe all invoices…
2023 April
Welcome » Change-Log » 2023 April
April Update! Spring is here and we have an update we want to get out with some new security features as well as various bug fixes. Two Factor Authentication iPoint now has the ability for you turn on two factor authentication via email! This is currently a Beta…
Punch Lists
Settings Module » Punch Lists
Punch Lists are a list of sub-tasks that technicians must complete as they install equipment. iPoint will verify that these punch list items are completed before allowing the technician to mark the primary task as done. Punch lists are created here in settings and…
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…
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…
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…
Registration
Settings Module » QuickBooks » Registration
QuickBooks Registration Note: The QuickBooks Registration tab is only used if you are using QuickBooks Desktop. If your company uses QuickBooks Online, please refer to the Integration settings: Settings > Integrations > QuickBooks Online In order to sync…
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…
Web Services
Settings Module » Web Services
iPoint Web Services are a number of functions we run out of our data center to relieve the load on your internal server. Many of these services are email-related and housing them on our web server relieves you from needing to set up and maintain a web server to…
2022 Q4
Welcome » Change-Log » 2022 Q4
Merry Christmas!!! We’ve been hard at work getting all of our inventory ducks in a row to make sure that you have the tools you need to start 2023 on the right foot. Here are the major changes we’ve made in addition to various bug fixes. Changes Made…
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…
Sales Order Product Manager Status
Settings Module » Pop Up Lists » Sales Order Product Manager Status
Pop Up List: Sales Order Product Manager Status Sales Orders have three separate statuses, used to help navigate a job through various portions of a company’s workflow. The Product Manager Status is particularly designed for the inventory portion of the…
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…
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 …
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…
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…
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…
Main Text
Settings Module » Custom Templates » Cover Page (tab) » Main Text
Cover Page: Main Text Clicking the Main Text tab shows only the text portion of the cover page. This is the text that is displayed when the Custom text selection is made on the Cover Page Main screen. Note: There are actually two Text Windows, one for Main Text…
Picture Book Class
Settings Module » Pop Up Lists » Picture Book Class
Pop Up List: Picture Book Class The Picture Book is a graphical report showing the top products in each location on a proposal. This list is how you define which types of equipment are going to be displayed and in what order. Set Up Enter product classes by…
PO Status
Settings Module » Pop Up Lists » PO Status
Pop Up List: PO Status The Purchase Order Status helps iPoint users know what is happening with POs in the system. Change the status of a PO as it flows through your company’s process. For example, you might have an approval process for POs by a manager. Or…
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…
2022 Q1
Welcome » Change-Log » 2022 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…
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…
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…
Stop Points
Settings Module » Pop Up Lists » Stop Points
Pop Up List: Stop Points Stop points are used to define regular destinations for the Autos module. Set Up To create a new stop point, place your cursor in the first empty Item Name and enter the location name. Editing a stop point is done by clicking on an…
Notification Builder
Settings Module » Notification Builder
iPoint can create email or text notifications to your staff members based on various criteria. These notifications are especially useful as a reminder for certain job processes. Or as a cue or reminder to the next person responsible for a specific step. There are two…
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,…