Wizard Ninja - iPoint Control - 1

Welcome
- What’s next? What can I expect as a new community member?
- Accessing iPoint
- OnBoarding
- Support & Training
- iPoint Development Roadmap
  - Feedback
- Additional Services
- Glossary of Terms
- Change-Log
Dashboard
- Navigation Elements
- Module Icon Order
- Exporting
Accounting Module
- Estimates List
  - Estimate
    - Estimate Options
- Invoices List
  - Invoice List Options
  - Invoice Detail
- Payments List
- Credit Memos List
- Delivery Invoices List
- Gift Cards Lookup
- Recurring Invoices
- Invoicing From a Project
- Accounting FAQ
- Setting Up Deferred Revenue
- The Deferred Revenue Process & Best Practices
  - Recognizing Revenue the EASY WAY!
- Reporting Best Practices for Deferred Revenue
Autos Module
Autos Module (2023)
Assignments Module
- Assignments List
Calendar Module (Schedule Pro 2017)
- Viewing Options
- Navigating Events
- Work Orders on the Calendar
- Calendar Settings
- Calendar Filters
- User Settings
Calendar Module (Schedule Simple 2023)
- Viewing Options
- Navigating Events
- Work Orders
- Schedule Simple Calendar Settings
- Schedule Simple Calendar Filters
- User Settings
CRM Module
- Contact List Options
- Contact Details
- CRM FAQ
  - Should I enter the job as a Customer or a Job?
  - Can I merge duplicate Customers?
Inventory Module
- Purchase Request Manager
- Transfer Request
- Inventory Reports
  - Physical Inventory
- Year End Inventory
- Stock Options Window
- Physical Stock Count
- Inventory FAQ
iPoint Library
- Getting Started
- Managing Vendors/Brands
- Adding Items to iPoint from the Library
- Cost/Price Changes
- Reviewing and Reverting Changes
- Partnered Vendors
- What Data Do We Sync
- iPoint Library Vs Portal
- Tier 2 is HERE!
- Tier 2 New Options and Features
iPoint Online
- iPoint Online Features FAQ
iPoint Support
- iPoint University
Items Module
- Options
- Item Details
- Portal
- Items FAQ
Marketing Module
- Sending Lists
- Email Templates
- Campaigns
- Results
- Marketing FAQ
  - 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
  - Task Report
- Assets Reports
- 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
  - Login
  - Contact Info
  - General
  - Calendar
  - Email
  - Bio
  - Goals
  - Commission
  - Devices
- Permission Sets
- Pop Up Lists
- Punch Lists
- Notification Methods
- Notification Builder
  - Notification Triggers
- Labor Phases
- QuickBooks
- Custom Templates
- Document Builder
- Module Settings
- Integrations
- Terms of Service
- Morning Coffee
- 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
- E-Signature Portal
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?

Wizard Ninja

Wizard Ninja

You did it!!!

Congratulations! You have successfully set up iPoint for you and your company! You are definitely an iPoint Ninja just like Winston!

For the next few months, Winston, the iPoint Ninja, will drop you an email just to let you know we are still here. I mean, we’ve become best friends during this process, and we don’t want it all to end! We’d love for you to respond back with your success stories, questions, or ideas. ‘Cause we’re one big happy family now!

So what happens next? When you click to finish the Wizard, this wizard will disappear and so will the banner on the front page that has been pestering you for the last several weeks.

We’ve also moved all the company goals you’ve come to know and love into the Settings module in iPoint. So you can continue to see how much better you are than everyone else!

Done

Pushing the Finish the WIzard button will complete the wizard and remove it from iPoint for you.

Note: Pushing this button will only remove the wizard for the person clicking the button. In other words, each Administrator will have to Finish the Wizard to make it disappear on their login. Yes, this is user-specific.

iPoint Version: 9.0330

Last modified: 9 Jun 2021

Learning iPoint