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Company Info

Settings » Company Info

Company Information Settings The Company Information tab provides default settings for a number of different aspects of the iPoint software. Company Name: Enter the name of your company here. This field is utilized on numerous reports. Website: Enter the web…

Vendors

Vendors

Vendors Module The Vendors module holds information about the companies where you buy services and products to sell to your customers. Click on the Vendors icon on the dashboard to access the list of vendors. Vendors are your suppliers, people, or companies who you…

Vendors (tab)

Settings » QuickBooks » Vendors (tab)

Import Vendors from QuickBooks Vendors are imported from QuickBooks when you first start using iPoint. This is typically done once, but you may be directed to do this process again when working with an iPoint Support Specialist to repair certain sync issues. Importing…

Switching Item Vendors

Items » Items FAQ » Switching Item Vendors

Changing Default Vendor Sometimes you will need to stop ordering an entire brand of items from a specific vendor, and start ordering it elsewhere. Maybe you just prefer buying your items from a different vendor and need to switch (kind of like how you stopped buying…

Info (tab)

Sales Orders » Info (tab)

Sales Order: Info tab You can access a sales order from the Sales Order module by clicking on a Sales Order name in the list. Alternatively, you can open a sales order from the CRM module by opening a Customer record and selecting a record from the Sales Order…

Contact Info

Settings » Users » Contact Info

User Contact Information The Contact Info tab is where iPoint is configured to send communication to the user. Throughout the software are various triggers that can send information via SMS text, email, or the third party project management tool Slack. Each…

Proposal Info

Proposals » Proposal Info

Proposal Info Tab The Proposal Info tab contains basic customer and job details. Customer Name The first section is the customer details. This is the customer who will be receiving the bill for the work being completed. Enter the Customer Name – there are a…

Product Manager

Sales Orders » Product (tab) » Product Manager

Product Manager The Product Manager is where all of the items sold on a sales ordered are requested for purchase, placed on a purchase order, allocated or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…

Project Details

Projects » 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…

Accounting FAQ

Accounting » Accounting FAQ

Here are answers to Frequently Asked Accounting Questions. . . . . . Can I Switch from RFP A/R to RFP Liability? Yes, you can! First a little background. When the Request for Payment system was first developed, we built it using the Accounts Receivable model. As…