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Work Orders
CRM Module » Contact Details » Work Orders
Work Orders Section In the Work Orders section, you can view a list of work orders created for this customer. At the top of the list, you’ll find a couple of helpful tools. Do Not Send Work Order Notifications – When a new work order is…
Work Orders
Calendar Module (Schedule Simple 2023) » Work Orders
Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…
Can work orders be un-linked?
Work Orders Module » Work Orders FAQ » Can work orders be un-linked?
Un-link WO If you got a Work Order that wants to “break free” from linked up Work Orders, you can now unlink them. Simply open up the Work Order details > go to Options > Advanced (tab) > Unlink Work Order. This will un-link that Work Order from any…
Work Orders Module
Work Orders Module
Work Order List Work Orders are the documents that Technicians use to track their time on jobs, get instructions on what parts are used, and schedule tasks. Work Orders are also the vehicle used to track a technician’s time worked. In this section of the…
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…
Work Orders Reports
Reports Module » Work Orders Reports
Work Order reports are used to provide additional details about work completed on a work order. Work Order Parts Added Report Added Parts This report shows products that have been added to work orders. This is typically done by technicians in the field, but can…
Mobile: Work Orders
Mobile Access » iPoint Mobile » Mobile: Work Orders
While many of the modules in iPoint look the same on computer or iOS device, the Work Orders have a custom layout on mobile devices. We have done our best to optimize the iOS capabilities in order to streamline the use of iPoint by technicians in the field. On the…
Mobile: Work Orders
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Work Orders
Mobile: Work Orders The Work Orders list shows all work orders for the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass searches for a specific work order using a wildcard search.…
Work Orders FAQ
Work Orders Module » Work Orders FAQ
Here are answers to Frequently Asked Work Order Questions. . How do you remove an item that has been delivered? How do I add tasks to my Work Order from a Project? How do I enter time manually on a work order? How do I replace items on a work order? Is it…
iPointTech Work Orders
Mobile Access » iPointTech App » iPointTech Work Orders
iPointTech Work Order List Tapping on the Work Order module on the dashboard brings you to the Work Order List. The work orders displayed here are based on options chosen in iPointTech Settings Note: The Work Order module is unavailable in offline mode. However,…
Work Orders on the Calendar
Calendar Module (Schedule Pro 2017) » Work Orders on the Calendar
Any work order created in iPoint appears on the calendar as colored boxes. In addition, each work order has details inside the colored box showing: Time – the starting time of the event Details – he name of the work order as defined in Settings > Module…
Can I link sales orders together?
Sales Orders Module » Sales Order FAQ » Can I link sales orders together?
Yes, you can! . A great example of when you might use linked sales orders is when you’re working with a builder. Say the builder does a base package, and a particular homeowner has requested upgrades to the base package. Two sales orders are created so that…
Change Orders
Sales Orders Module » Change Orders
Change Order tab Once a sales order is created (converted from a Proposal), it becomes locked, and changes must be completed through a formal change order process. This best practice is designed to protect you from customers who make changes but never pay for their…
Sales Orders
CRM Module » Contact Details » Sales Orders
Sales Orders Section The Sales Orders section presents a list of all sales orders for this customer. At the top of the list is a filter field. Use this field to quickly find a specific sales order, searching Sales Order Name or Salesperson. For each sales order…
Change Orders
Reports Module » Sales Order Reports » Change Orders
Sales Order Change Order report The Sales Order Change Orders report is a synopsis of the change orders in your system. Note: And yes, clicking on any change order line will open the change order in the associated sales order. Here are the details you’ll find…
Purchase Orders Module
Purchase Orders Module
From the iPoint dashboard, clicking on the Purchase Order module gives you three options: Purchase Orders – this button opens up the Purchase Orders screen so you can look at all of your purchase orders in one place Item Receipts – this button opens up…
Sales Orders Module
Sales Orders Module
Sales Order List The Sales Order is the hub of all activity for new sales in iPoint. From a sales order you can order and request products, schedule technicians, create change orders, and send invoices to your customers. The sales order list is where you will find…
Mobile: Sales Orders
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Sales Orders
Mobile: Sales Orders The Sales Order list shows all active sales orders for the customer. At the top of the window are three icons: Back Arrow takes you back to the customer details screen. Magnifying Glass searches for a specific sales order using a wildcard…
Purchase Orders FAQ
Purchase Orders Module » Purchase Orders FAQ
See links below for Frequently Asked Purchase Order Questions . 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?
Work Order Details
Work Orders Module » Work Order Details
Work Order The Work Order Details screen is where the actual work takes place. From here, we will change statuses, enter technicians’ time, track added parts, and track notes and images for the job. The mobile version of iPoint on an iOS device functions the…
Work Order Status
Settings Module » Pop Up Lists » Work Order Status
Work Order Status Pop Up List Work Order Status is used to track the various stages of a work order as scheduled, worked on, and completed. Setup Navigate to Settings > Pop Up Lists and pick Tags from the dropdown menu. To add a status, type the status name in…
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…
Create Work Order
Projects Module » Project Details » Create Work Order
Create Work Order window At the top of the Project Details and Tasks/Parts windows, you will see a Create Work Order button, which will open the Create Work Order window. This window looks very similar to the Tasks/Parts window in that it displays all the tasks…
Progressive Billing Change Orders
Sales Orders Module » Billing » Progressive Billing Change Orders
Change Order Progressive Billing When a change order is added to a job, you will typically create a single invoice for the entire change order. You might even group two or three change orders together on one invoice. But sometimes, you may want to provide 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…
iPointTech Work Order Details
Mobile Access » iPointTech App » iPointTech Work Orders » iPointTech Work Order Details
iPointTech Work Order Tapping on a Work Order on the Dashboard or in the Work Order List will open the details of the work order. The Home icon at the top of the screen is your shortcut back to the iPointTech dashboard. If the home icon is red, that means you are…
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…
WO Options
Work Orders Module » WO Options
Just like every other module in iPoint, the Options button on the work order provides additional things you can do with the Work Order. Let’s take a look at each of the available choices. Standard tab Persistent – Checking this box makes the…
Where does Barcode Scanning Work for Items?
Items Module » Items FAQ » Where does Barcode Scanning Work for Items?
Having the ability to scan products in iPoint to receive, transfer, allocate and deliver is a real time saver! Wouldn’t it be awesome to have all of the scanning capabilities in one spot? Well, you’re in luck. Please see the table below to review…
SO Options
Sales Orders Module » SO Options
Sales Order Options The Options button provides a variety of actions you can perform for this particular sales order. Standard In some rare instances, you may want to have the Sales Order reflected in QuickBooks as an estimate. This option is rarely used as…
Is it possible to duplicate a work order?
Work Orders Module » Work Orders FAQ » Is it possible to duplicate a work order?
Duplicate a WO You may be able to duplicate a WO in less than half the time it takes currently! The secret? When duplicating a Work Order all you need to do is select a technician. There is no need to fill in the rest of the fields; they will automatically fill in…
Sales Order FAQ
Sales Orders Module » Sales Order FAQ
Sales Order Frequently Asked Questions How do you remove an item that has been delivered on a sales order? How do you add or remove sales order types? How can I track retention on sales orders? Can you show me how to simplify the delivery invoice process? How…
Can I switch labor phases on a work order?
Work Orders Module » Work Orders FAQ » Can I switch labor phases on a work order?
Switch Labor Phase Phone When you Check-In for a Work Order, you first choose your Labor Phase such as travel, install, service, trim out, etc. But did you know you can switch to a different labor phase without checking out first then checking back in? This is…
How do I replace parts on a work order?
Work Orders Module » Work Orders FAQ » How do I replace parts on a work order?
Add a Replacement Part to the Work Order We’re here to help you take the guesswork out of some of the technology troubles you may encounter. In this edition of “Help! Robots are taking over the world,” we bring you the fol-low-ing: How to Replace Parts on a…
Non-Billable change orders and RFP don’t mix
Sales Orders Module » Sales Order FAQ » Non-Billable change orders and RFP don’t mix
One of the available options in Settings > Module Settings > Proposals > Sales Orders is to Allow Non-Billable Change Orders. This is a great way to track costs on a job that you do not want to pass along to your customers. HOWEVER, this feature will wreak…
How do I enter time manually on a work order?
Work Orders Module » Work Orders FAQ » How do I enter time manually on a work order?
Manual Entry on iOS From a work order, tap the time icon at the bottom right Tap the Manual Entry button Choose a user from the Resource dropdown list Choose Labor Phase from the Labor Phase dropdown list Type in any relevant notes in the Memo field…
CRM Campaigns
CRM Module » Contact Details » CRM Campaigns
Customer Email Campaigns The Campaigns tab shows information about the Marketing that has taken place for the customer. Email Campaigns/Lists Under Email Campaigns/Lists, checkboxes show if the customer has Opted In or Out of the two main types of Campaigns. You…
How do I add tasks to my Work Order from a Project?
Work Orders Module » Work Orders FAQ » How do I add tasks to my Work Order from a Project?
If you have a task attached to a project, and want to insert it into a specific work order – Guess what? You totally can! New Task from Project in a Work Order To create a new task inside a Work Order that is already in the Project: Inside the Work Order simply…
OnBoarding
Welcome » OnBoarding
Welcome to the Community! Our staff truly looks forward to helping you transform your company! As you probably know already, iPoint values the importance of following a process and sticking with a system to optimize workflow. This guide is designed to help you…
SO Reports
Sales Orders Module » SO Reports
Sales Order Reports The Reports tab houses a variety of customer-facing reports and some Job Costing reports designed for management use. Standard Options Nearly every report described on this page has an Options button where you can sort and filter the report to…
Purchase Request Manager
Inventory Module » Purchase Request Manager
Inventory Dashboard: PRM The Inventory Dashboard: Purchase Request Manager displays a list of parts that have been requested from various locations in iPoint. The requests could come from Sales Orders, Projects, Work Orders, or Invoices. You’ll see the:…
Setup (tab)
Proposals Module » Setup (tab)
The proposal Setup tab provides the skeleton of the proposal. These details are generally entered when the proposal is initially set up and drive how the proposal and subsequent sales order function. Custom Data List Custom Data List The Custom Data List gives you…
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…
Morning Coffee Reports
Reports Module » Morning Coffee Reports
Morning Coffee Morning Coffee is a configurable reporting engine that enables the delivery of ad-hoc email reports to specific users on a specific schedule. How to get started Name the Report Click the New Morning Coffee Report button In the edit screen on the…
Syncing to QuickBooks
Syncing to QuickBooks
iPoint is a project management software that runs almost every aspect of your business. From sales and service to purchasing and invoicing to inventory and time tracking, iPoint does it all… almost! While we are experts at project management and job costing,…
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…
Viewing Options
Calendar Module (Schedule Pro 2017) » Viewing Options
Calendar Ninja The first viewing option is to decide who to view. Use the Calendar Group dropdown to choose a calendar group which will be comprised of specific individuals. For example, you might have a Sales group comprised of sales staff and their assistants.…
Should I enter the job as a Customer or a Job?
CRM Module » CRM FAQ » Should I enter the job as a Customer or a Job?
In general, create one customer record for each customer. This record is the primary address, and any work done at that primary address will be entered here (proposals, sales orders, work orders, etc.) If the customer has a second home or location, say a vacation home…
iPointTech Dashboard
Mobile Access » iPointTech App » iPointTech Dashboard
iPointTech Dashboard When you first launch the iPointTech app. And a number of things happen (You need to be connected to the internet for this to work): The app checks to be sure you are running the most current version Your personal credentials and permissions…
Calendar Module (Schedule Simple 2023)
Calendar Module (Schedule Simple 2023)
Schedule Simple Calendar Day Map View You asked and we LISTENED! We have made some awesome improvements to our Calendar module. Ever need to see where the Work Order location is on a map? Guess what? Now, you can just select the Map view and there is no need…
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…
Calendar Filters
Calendar Module (Schedule Pro 2017) » Calendar Filters
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 Filters…
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…
Mobile: WO Details
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: WO Details
Mobile: Work Order Details The main page of the work order gives an overview of many of the details you need to complete work for your customers. Nearly every detail on the work order is editable, assuming you have been granted permission by your system…
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…
When should delivery invoices be generated?
Accounting Module » Accounting FAQ » RFP FAQs » When should delivery invoices be generated?
First, it is helpful to understand exactly what a delivery invoice does. Pushing a delivery invoice to QuickBooks Adjusts inventory Recognizes revenue Relieves (uses) customer deposits Calculates sales tax liability So the answer to the question becomes,…
Labor Phases
Settings Module » Labor Phases
Labor Phases provide several functions throughout the software. First, we’ll discuss their various uses. Then we’ll look at setting them up. Use Labor on Items: Each item can have an associated labor phase and time set up on the Item Master. Let’s…
iPoint Mobile
Mobile Access » iPoint Mobile
iPoint Mobile One way to access iPoint using your mobile phone is by downloading FileMaker Go from the Apple App Store. Once configured, you can access iPoint just as you would from a computer. You will have the same permissions and same access that you normally…
Invoicing From a Project
Accounting Module » Invoicing From a Project
There are multiple places to create invoices in iPoint: Sales Order – this is where you will conduct the majority of sales-related invoicing. With multiple invoicing methodologies, you should be able to create the perfect invoice for your sales transactions.…
2021 Q3
Welcome » Change-Log » 2021 Q3
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…
I have a big job for both a builder and their customer. How do I enter that into iPoint?
Sales Orders Module » Sales Order FAQ » I have a big job for both a builder and their customer. How do I enter that into iPoint?
Scenario: A builder has hired you to install the low voltage for a new home they are building. They have been working with the new homeowner to specify equipment and build options. The infrastructure on the proposal you’ve provided will be paid for by the…
iPointTech App
Mobile Access » iPointTech App
iPointTech App The iPointTech App is a lightweight app designed specifically for technicians. The app allows technicians to perform most of their iPoint processes with or without an internet connection. While the technician’s device is connected to the…
2021 Q1
Welcome » Change-Log » 2021 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…
Settings Module » Integrations » Google
The Google integration allows you to send iPoint calendar information directly to your Google calendar. This is ideal for folks who rely on GSuite applications to run their business. Google Integration Screen Click Step 1. : Sign In With Google A Google window…
Tips & Tricks
Welcome » Support & Training » Tips & Tricks
Tips & Tricks Learn all the tips, tricks, and general shout-outs in this section! . . . . . . . . . . . . 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…
How do you remove an item that has been delivered on a sales order?
Sales Orders Module » Sales Order FAQ » How do you remove an item that has been delivered on a sales order?
First, you have to un-deliver the part. Open the Sales Order Click the Product tab Click the blue Product Manager button Click the Details button next to the item you want to return and remove On the This Item tab, click the red Return button above the location…
2020 Q4
Welcome » Change-Log » 2020 Q4
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…
How do you remove an item that has been delivered?
Work Orders Module » Work Orders FAQ » How do you remove an item that has been delivered?
Work Order Parts Options Open the Work Order Click the Tasks/Parts button in the top right corner of the screen Make sure the Parts List tab is active Click on the delivered part you want to remove – this moves the part details into the center section of…
Mobile: Dashboard
Mobile Access » iPoint Mobile » Mobile: Dashboard
Mobile Dashboard Accessing iPoint on your mobile device results in a different dashboard view as compared to the view when accessing iPoint on a computer. Each of the modules is displayed in a list rather than rows of icons. On this page, we’ll describe the…
What’s the Difference Between Product Manager and Purchase Request Manager?
Inventory Module » Inventory FAQ » What’s the Difference Between Product Manager and Purchase Request Manager?
Product Manager vs. Purchase Request Manager Both Product Manager and Purchase Request Manager have a list of items that can be selected and placed on a purchase order. However, they both function very differently. The main difference is the Product Manager lives on…
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…
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…
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…
Best Practice: CRM
CRM Module » Best Practice: CRM
This page lists Best Practices that iPoint recommends when using the software. . . . . . Should I enter the job as a Customer or a Job? In general, create one customer record for each customer. This record is the primary address, and any work done at that…
Labor Time
Reports Module » Sales Order Reports » Labor Time
Sales Order Labor Time report The Sales Order Labor Time report provides a quick snapshot of the time sold versus the time used on sales orders. This report is a helpful tool for forecasting the technicians’ time needed to complete the sold work. Note: Click…
What is the best module to invoice from?
Accounting Module » Accounting FAQ » Miscellaneous Accounting FAQs » What is the best module to invoice from?
Invoicing > Best Practice > Dashboard We often get the question, “Where is the best place to invoice from?” The best practice for invoicing is to always invoice from the highest “level” in iPoint. Invoicing properly from the proper module…
2021 Q2
Welcome » Change-Log » 2021 Q2
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…
Technicians are not showing up in dropdown lists
Work Orders Module » Work Orders FAQ » Technicians are not showing up in dropdown lists
Calendar Group for Tech Selection When trying to assign a technician on a work order, no names are populating in the drop-down option or the wrong names are populating. This drop-down field is populated by the calendar group selected in Options on the work order.…
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…
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…
Permission Sets
Settings Module » Permission Sets
Permission Sets Users in iPoint can be granted access to various aspects of the software. Access is controlled by Permission Sets, permissions designated by role or title. iPoint comes pre-loaded with three sample Permission Sets, which are visible on the right side…
Project Details
Projects Module » Project Details
Project Details Projects are where you manage the labor portion of the work completed in iPoint. From here you will schedule work orders and assign tasks to your employees to ensure that jobs are completed. Projects are used for new sales (work coming from Sales…
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…
Dashboard
Dashboard
The dashboard is the home screen for all iPoint activities. Here you will find details for completing your work and navigational tools to help you get to specific information within iPoint. iPoint Dashboard Left menu Navigation At the top of the screen, you will…
Wizard Setup
Welcome » OnBoarding » iPoint Setup » Wizard Setup
The Setup tab is where you define your company. Required University Videos For a deeper explanation of each of these settings, we present some videos for you to watch. Once any member of your team has viewed a video, you’ll see the date the video was watched…
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…
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 …
Funds Available / Needed
Reports Module » Sales Order Reports » Funds Available / Needed
Sales Orders Funds Needed/Available report The Sales Order Funds Available / Needed report is used to verify that RFP payments are covering the work completed and delivered on a sales order. Note: Clicking on any sales order line will open the sales order in a new…
Sales Order
Settings Module » Module Settings » Proposals settings » Sales Order
Sales Order Module Options The following options apply specifically to Sales Orders. No Change Order Discount Modifier: Once a proposal is converted to a sales order the modifiers are not adjustable. This restriction applies to change orders as well.…
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…
Reports Module
Reports Module
Reports The Reports module houses many reports that you can run to analyze company and job details. Select a report subsection to get more specific details about the reports you choose to run. Employee Records Autos Time Entries Work Orders Commission…
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.…
How do I delete a sales order?
Sales Orders Module » Sales Order FAQ » How do I delete a sales order?
The first step in deleting a sales order is to revert it to a proposal. Once you have reverted the sales order to a proposal, then you can delete it. Complete the following steps to delete a sales order. . Step 1. Revert the sales order to a proposal Delete any…
Sales Order Commissions (Legacy)
Reports Module » Commission Reports » Sales Order Commissions (Legacy)
The Sales Order Commission Report displays commissions calculated under the old, legacy version of commissions. These commissions were decommissioned in version 9.0416, but we leave these instructions here as some companies continue to utilize them. Note: By default,…
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…
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…
Mobile: Items
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Items
Mobile: Items The Item list shows all the products the customer has purchased. Items are added on Sales Orders, Change Orders, Projects, Work Orders, and Invoices. The Back Arrow takes you back to the customer details screen. The Magnifying Glass opens a filter…
Delivered Not Invoiced
Reports Module » Sales Order Reports » Delivered Not Invoiced
Sales Order Delivered Not Invoiced Report The Sales Order Delivered Not Invoiced report shows parts and labor that have been sold to the customer but not yet delivered. This is useful for triggering Delivery Invoices and making sure that the product is delivered on…
Export to Excel
Items Module » Options » QB Sync List » Sync List Options » Export to Excel
Items List: Excel to Excel To simplify the manipulation of your item list, you can export your items into an Excel spreadsheet. This is useful for doing mass edits, entering manual inventory counts, and other database processes. Once edited in Excel, the data can be…