Tips & Tricks

Tips & Tricks

Learn all the tips, tricks, and general shout-outs in this section!

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1. Estimate, Project, or Proposal?

Which one should I create for my new job? Different jobs require different levels of complexity, and not all jobs need to go through the Sales Order process. Let’s look at it from the ground up…

1. Simple – One Day, In and Out, “Hang and Bang”

This would be the most simple kind of job there is. An example would be, customer calls and just wants you to mount the TV for them. You might be selling the mount, maybe they already have it, but you will only be there for a short time. This can be accomplished by simply using an Invoice, or Estimate.

Dashboard > Estimates and Invoices

An estimate allows you to build a list of Items and Labor, just like you would on an invoice, and send it to your customer for approval. You can View the .PDF, Email it directly to the Customer, or someone else. Once the Customer has accepted the estimate, you can simply Convert the Estimate to an Invoice, Request or Stage your Items and generate a Work Order, right from the Invoice.

Estimate > Convert to Invoice

!Remember, when adding Items to an Estimate, you will not get the Labor, or Accessories with your Item. Estimates and invoices are INDIVIDUAL line Items only.

From the invoice, you are able to request product, Stage from Inventory, or Deliver the product, using the Product Options section of the invoice.

Invoice > Product Management

Invoice > Request or Deliver

Once you have staged or delivered the Items from your Invoice, you can create your work order. By default, when you click on the Product section on the Invoice, as shown, iPoint will Auto-Deliver the Item. If you wish to choose from a Warehouse location, other than the default, visit *Settings > Module Settings > Invoices > “Do Not Auto-Deliver Product”.

Invoice > Create Work Order

*Keep in mind, if this job will require more than one or two work orders, you will want to move on to #2 before scheduling the work order.

Once the work order has been completed, your technician can collect the invoice from the field or email the customer a Payment Portal Link. By clicking on “Invoices” from the Work Order, and selecting the existing Invoice (that was created from the Estimate originally) iPoint will offer the user to include the actual time on site. Depending on your agreement with the customer, you can choose to keep the Invoice as it exists or add the time from the work order.

Work Order > Invoice from a Work Order

*It may be a good idea to include the time on site on the invoice for full disclosure, however, if you are using the estimated time, or a pre-defined line item for a flat fee, you may choose to not include it at all. Once the invoice is created, you can either delete the estimated labor line item, delete (or change to “0”) to the actual labor line item.

Invoice Time > Actual or Estimated

2. Time and Materials Projects

For projects that might go on for several Work Orders, you will want to create a Project to track all of your Work Orders together, along with any Added Parts that may have been necessary. If you started with an Estimate, you will want to add the Items from the Estimate to your Project first, then create your Work Orders.

New Project > Add Parts

Using the Task/Parts button, you may also want to add specific tasks for your technicians to complete while on-site, in addition to the items for installation.

New Project > Add Parts

Project > Tasks/Parts

You now have a Project to accumulate all of your work orders, additional tasks and parts that can be added to as the job progresses. Continue scheduling the work orders, adding tasks and parts until the job is completed. Once you are finished, use the “Invoices” button on the Project Details screen. By clicking “Create New Invoice for All” iPoint will create an invoice for all unbilled Work Orders, unbilled Items, and Expenses added to the Work Orders.

Project > New Invoice for All

Proposal

For longer, phased, pre-proposed jobs, you should start with a Proposal and work your way through the revision, presentation, and conversion to a Sales Order. Using a proposal is the most flexible way to build and complete a job. We will still use Projects to manage our labor, but our Inventory Management, Scheduling, and Billing processes will be a bit different.

2. Shortcuts Menu

Shortcuts

Most of ya’ll probably know at least a few general keyboard shortcuts, but did you know that there’s a handy dandy Shortcuts Menu inside iPoint? These can help you zip through your job inside Designer and other parts inside iPoint.

When in iPoint, navigate to the very top menu bar and click Shortcuts. Here you can choose a shortcut action to take. You should also see the keyboard code in order to take the shortcut without having to click anything.

The top twelve shortcuts are only for when you are working in Designer. Of course you can do these actions from the options button, but this might make things go even faster for you as you work to design your proposal.

The last three shortcuts are font related. These will work whenever you are working in an editable text field such as the contract, or memo board.

3. Power Outages

Stormy Skies

It’s the middle of the night, and suddenly your phone rings. A message has popped up “WARNING – TAKE COVER NOW – BAD STORM”. Sirens start going off outside, so you rush around to prepare, but wait! Your server needs to be shut down properly or your data can become corrupt! “Why oh why didn’t I get a UPS!?” you shout…

Don’t be that guy… okay so we can’t exactly control the crazy weather, but we can help you be prepared! No… we are not selling tornado shelters on the side. But did you know if a power outage occurs, your server will likely not shut down correctly, and your files can become corrupt!? Then you may have to wait over two hours for us to restore it so you don’t lose a ton of data. How much will that time cost you? I assure you, likely more than installing a battery backup, also known as an uninterruptible power supply (UPS).

Installing a UPS for your network/server is one of the most important things you can do to protect your data.

Basically, it provides power to your server in the event of a power outage.It is extremely important to set up the UPS to do a soft shutdown of the server during a power outage. It gives you a few crucial extra minutes of server run-time in order to properly shut down all of your equipment and start-up an alternate power source, like a backup generator (if you have one). Without a battery backup, you run the risk of corrupted data, as well as lost time and money.

Hurricane Season & Extended Power Outages

If you have extra time knowing there is some impending doom – I mean hurricanes – coming your way, then you may want to shut down your server for an extended period of time before the storm hits. We can help host your file temporarily – just follow these steps:

1. Let us know when you want us to move your file.
2. We move it to our server.
3. We fully shut down the file on your server so no one accidentally connects to it.
4. You can access your file on our server until the storm has passed.
5. When you’re ready to be back, we move your file back to your server, and BAM – you can connect again just like before.

!If the server becomes unusable & you didn’t have us move your file before it went out, we can grab a nightly backup that we store offsite and host it on our server. Please note that if we end up restoring from a daily backup, you would lose any data that you entered on the day the power went out. So if you are concerned about a storm, let us know and we’ll move the file ahead of time to avoid any service interruptions or lost data.