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 choose to use.

Note: You must be designated as a System Administrator to be able to access the Settings module.

Settings are broken into 16 categories:

• Company Info – this is where you define the company name, address, and other contact details
• Users – set up and define the people who use iPoint
• Permission Sets – define what parts of the software various users can access
• Pop Up Lists – if you see a drop-down list in iPoint, chances are it is customizable. Here is the place where you customize those lists.
• Punch Lists – define sub-tasks for technicians to complete as they perform tasks within iPoint
• Notification Methods – define how iPoint will send notifications to your users (part 1 of the notification settings)
• Notification Builder – define what notifications are sent to which users (part 2 of notification settings)
• Labor Phases – set up labor phases and define how and where they are used
• QuickBooks – configure how iPoint and QuickBooks communicate to each other
• Custom Templates – build and customize the proposal templates sent to customers
• Document Builder – if iPoint doesn’t have the sales or receipt document you need, you can create a custom one here
• Module Settings – each of the modules have specific settings unique to that module. Here is where you define those module-related settings.
• Integrations – define parameters for various software platforms thatwork with iPoint
• Terms of Service – the legalize we have to show you
• Morning Coffee – the administrative version of the custom reports that can auto-generate for your staff
• Web Services – configure the web portal, used for electronic signatures and marketing
• Frequently Asked Questions – answers to some of the most frequent settings questions
  

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