iPoint Control

Table of Contents

iPoint Control

Welcome
- OnBoarding
- Glossary of Terms
- Support
- Change-Log
  - 2020 Q4
  - 2020 Q1
  - 2019 Q3 & Q4
  - 2019 Q2
  - 2019 Q1
Dashboard
- Navigation Elements
- Module Icon Order
CRM
- Contact List Options
- Contact Details
  - Related Contacts
  - Notes
  - Activities
  - Media
  - Assignments
  - Documents
  - Custom Lists
  - Subscriptions
  - Deals
    - Completing a Deal
    - Deal Reports
  - Proposals
  - Sales Orders
  - Projects
  - Work Orders
  - RMA Tickets
  - Estimates
  - Invoices
  - Delivery Invoices
  - Recurring Billing
  - Credit Memos
  - Payments
  - Items
  - Emails
  - Campaigns
  - Quickbooks Data
  - Legacy Data
- Mobile: CRM
- Best Practice: CRM
Proposals
- Proposal Info
- Setup (tab)
- Revisions (tab)
- Reports (tab)
- Docs / Assignments (tab)
  - E-Signature Portal
- Time (tab)
- Proposal Options
- Proposal Designer
- Proposals FAQ
Sales Orders
- Info (tab)
- Reports (tab)
- Change Orders (tab)
- Product (tab)
  - Product Manager
    - Options (button)
- Billing (tab)
- Project (tab)
- Docs/Asgmts/Data (tab)
- Time (tab)
- Options (button)
- Designer (button)
- Sales Order FAQ
Projects
- Projects Options (button)
- Project Details
  - Tasks/Parts
  - Create Work Order
- Task Manager
- Service Contracts
- Projects FAQ
Work Orders
- Details
- WO Options (button)
- Tasks/Parts
- Contact
- Mobile: Work Orders
- Work Orders FAQ
Accounting
- Estimates List
  - Estimate
    - Estimate Options
- Invoices List
  - Invoice List Options
  - Invoice Detail
    - Invoice Options (button)
    - Invoice Payment
- Payments List
- Credit Memos List
- Delivery Invoices
- Gift Cards Lookup
- Recurring Invoices List
- Invoicing From a Project
- Accounting FAQ
Vendors
- Vendor Details
Items
- Options
  - QB Sync List
    - Options
      - Export to Excel
  - Import Tool
- Item Details
- Portal
- Items FAQ
Inventory
- Purchase Request Manager
- Inventory Re-Order List
- Transfer Request
- Inventory Reports
  - Physical Inventory
- Year End Inventory
Purchase Orders
- Purchase Order Details
- PO Details Items List
- Lower Details Banner
- Purchase Orders FAQ
RMA
Assignments
- Assignments Module
Settings
- 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
iPoint Support
- iPoint University
Reports
- Employee Records
- Autos
- Time Entries
- Work Orders
- Commission Reports
- Customer Reports
- Sales Order
- Invoices
- Projects
  - Expense Report
  - Task Report
- Assets
- Goals
- Proposal
- Purchase Order
  - Line Report
  - Summary Report
- Items
- Morning Coffee
Autos
Time Clock
Calendar
- Viewing Options
- Navigating Events
- Work Orders on the Calendar
- Calendar Settings
- Calendar Filters
- User Settings
Marketing
- Sending Lists
- Email Templates
- Campaigns
- Results
- Marketing FAQ
iPointTech
F.A.Q.
- FileMaker Updates
- Development Roadmap
Tips & Tricks
- Estimate, Project or Proposal?
- Shortcuts Menu
- Power Outages
- Updating to macOS Mojave and FMP 17
- The Serial Number Field is an Open Text Field
Troubleshooting
- Corrupt Settings Table Dialog followed by Invalid License Key Dialog
- Gibberish Text
- My Calendar is Blank
- Non-billable Change Orders with RFP
- Email: Server Busy error when sending email through Outlook
- Test FAQ

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Tips & Tricks

Tips & Tricks

Tips & Tricks

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

Last modified: 5 Jul 2019

Development Roadmap

Estimate, Project or Proposal?

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