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Vendors
Settings Module » QuickBooks » Vendors
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…
Vendors Module
Vendors Module
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 you buy…
Partnered Vendors
iPoint Library » Partnered Vendors
Below are the vendors we have partnered with to automatically receive updated item information and pricing. Plus, any vendors we are currently working towards building partnerships. Partnered Vendors Sending us Pricing: Autonomic Controls Lutron Sonance / James…
Managing Vendors/Brands
iPoint Library » Managing Vendors/Brands
Access the iPoint Library Options and select Manage Saved Vendors & Submit Price Sheets. If you do not already have saved vendors, iPoint will run a match to the vendors you have in iPoint and what we have in the Library. Then it will show you which ones matched…
Items (tab)
Settings Module » QuickBooks » Items (tab)
Settings - QuickBooks - Items You can import items in your iPoint database in several ways. Manually enter your items directly into the Items module Exporting your item list into a .csv file and sending it to iPoint Support to import Importing items using the…
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…
Invoices (tab)
Settings Module » QuickBooks » Invoices (tab)
QuickBooks Invoices The invoices tab of the QuickBooks Controls Panel provides information about customer-based transactions. Sales Reps To sync sales information based on specific sales personnel, you must create a link between QuickBooks sales reps and the users…
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…
Options (tab)
Settings Module » Custom Templates » Options (tab)
Custom Templates Options The Options tab provides multiple customization opportunities for your proposal template. These options are divided into 4 subtabs: Summary Options Executive Summary Report Settings Print Options Summary Options Grand Summary Title:…
Documents (tab)
Settings Module » Document Builder » Documents (tab)
Document Builder - Documents The documents tab of the Document Builder is where multiple pages, created on the Pages, are combined to make one cohesive document. For example, a customer payment letter might combine a cover letter, payment terms, and payment…
Contact Details
CRM Module » Contact Details
Contact Details Since CRM is the hub of the iPoint process, there are many details stored on an individual contact’s record. This page will provide specific information about each section on the Contact Details screen. Contact Overview In the top left…
Item Details
Items Module » Item Details
Item Details An item’s details are the most critical part of the iPoint database because it encompasses information that affects sales, ordering, scheduling, billing, and inventory control. Navigation In addition to the standard navigation elements…
Vendor Details
Vendors Module » Vendor Details
Vendor Details Screen The Vendor Details screen shows a lot of information about the vendor. Let’s start in the middle of the screen. Company Info This is the primary details for your vendor. Company Name – enter the name as it appears on the…
Payment Details
Accounting Module » Payments List » Payment Details
Payment Details window The payment details window is where all the information about each payment is stored. There are four major sections to this window. Details Payment Info Invoice List Control . . . . . Details The five buttons across the top of…
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 Details
Reports Module » Commission Reports » Commission Details
Commission Details As you navigate through iPoint, you will see users listed as sales staff, project managers, and technical designers on various documents. A commission indicator will be displayed next to their name: – a green icon indicates commission has…
Error Logs (tab)
Settings Module » QuickBooks » Error Logs (tab)
QuickBooks Error Logs The Error Logs tab is utilized by iPoint Support to help troubleshoot transactions and information that is not pushing correctly to QuickBooks. Most users will find this information to be foreign and not understandable. However, if you have…
Cover Page (tab)
Settings Module » Custom Templates » Cover Page (tab)
Cover Page Designer The Cover Page of each Custom Template can be modified in a number of different ways using this Cover Page Designer. The designer consists of seven separate tabs, each of which can be edited individually. The Main Windows shows all layers…
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…
Product Details Popover
Proposals Module » Proposal Designer » Product Details Popover
Product Details While the list of items on the designer contain many details, you can view and edit even more information about a product by clicking the product name to open the Product Details popover menu. In the Product Details popover menu, you will see 8 tabs:…
Purchase Order Details
Purchase Orders Module » Purchase Order Details
Purchase Order Details Screen The PO Details Screen is packed full of information that will tell you all about your Purchase Order. Here, you can add products, specify order details, send to the vendor, change statuses, make notes, and more. Let’s start from the…
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…
Mobile: Customer Details
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Customer Details
Mobile Customer: Details Customer details are available in two places on the mobile work order. Customer Field Tap the Customer field in the Work Order Details section of the work order. This provides all the details about the customer,…
Docs/Asgmts/Data (tab)
Sales Orders Module » Docs/Asgmts/Data (tab)
Documents, Assignments, and Data This tab houses various data elements for the Sales Order and is broken into three sub-tabs: Docs/ Assignments, Custom Data List, and Cover Page Image. Documents The first tab holds any documents that have been created for the…
PO Details Items List
Purchase Orders Module » PO Details Items List
Purchase Order Items List Item List The main section of the Purchase order is the Items List. The list is where you will see the items on the purchase order. Next, we will go into the process of manually adding items to a PO on the next page. PO Line Filter –…
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…
Proposals Module
Proposals Module
A Proposal is a list of goods and services that we suggest a customer buy. This document is easily modified as the conversation with the customer’s modifications due to scope shift, price adjustments, and product changes. This manual section describes the…
Mobile: Parts
Mobile Access » iPoint Mobile » Mobile: Work Orders » Mobile: Parts
Mobile Work Order Parts List The parts list provides a list of all the parts scheduled to be delivered and installed on this work order. At the end of this page we’ll also look at: Parts Details Delivering Parts Item List Each item has the following…
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:…
Documents
CRM Module » Contact Details » Documents
Documents Section In the Documents section, you can view documents that have been added to this customer’s record, such as contracts, signed proposals, etc. View the Documents List At the top of the Documents window are three valuable tools. Use the…
Product Manager
Sales Orders Module » Product » Product Manager
Product Manager The Product Manager is where all of the items sold on a sales order are requested for purchase, placed on purchase orders, allocated, or delivered. Many of these functions are processed throughout the iPoint software. But this is where all item…
QuickBooks
Settings Module » QuickBooks
iPoint tracks nearly every aspect of your business, from sales and service to invoicing and purchasing. However, the software utilizes QuickBooks to track financials, accounts payable, and payroll. iPoint gives you a completely integrated two-way QuickBooks sync,…
What Data Do We Sync
iPoint Library » What Data Do We Sync
One of the many nifty features the iPoint Library does is; sync. It automatically syncs to 6 different data points to align your price changes. Sync List Cost – This is your hard cost (what you pay), specific to your vendor Price – The retail…
Wizard Data
Welcome » OnBoarding » iPoint Setup » Wizard Data
Wizard Data The Data tab of the Wizard helps you understand the progress your team is making in grooming your data for use. While you don’t actually enter data here, this is where you learn all about data. So what data is needed for iPoint? There are three…
QB Step 4: Importing Data
Welcome » OnBoarding » iPoint Setup » Setup QuickBooks » QB Step 4: Importing Data
The final step to integrating QuickBooks into the iPoint process is to populate your customer, vendor, and Items lists. If you are setting up QuickBooks for the first time or are bringing these lists from another piece of software, you can skip this step. !iPoint can…
Settings Module » Users » Email
User Email Settings The Email tab is where you tell iPoint how to send an email on a user’s behalf. iPoint can send proposals, sales orders, and invoices to customers. And purchase orders can be emailed to vendors. There are four sub-tabs where you can enter…
Cost/Price Changes
iPoint Library » Cost/Price Changes
One of the most powerful features of the iPoint Library is ensuring you are getting the latest pricing updated in your file automatically! Let’s talk about how that happens and what you can do to ensure accurate pricing. Items from Partnered Vendors iPoint has…
iPoint Library
iPoint Library
What Is The iPoint Library? The iPoint Library is a centralized database of over 100,000 items from over 90 vendors. Why Is That Cool? Once you are connected to the Library, you will get automatic price updates from your favorite vendors. Get those latest…
Getting Started
iPoint Library » Getting Started
You’ve just subscribed to the iPoint Library!!! What are you going to do next? Settings First things first, you’ve got to set up the settings of the iPoint Library. Selecting what fields you sync determines what information will come over from the…
New QuickBooks or Switching from QBO to QBD (or vice versa)
Settings Module » QuickBooks » Registration » New QuickBooks or Switching from QBO to QBD (or vice versa)
From time to time, you might find it necessary to connect iPoint to a different set of QuickBooks. For example: You have been using QuickBooks Online and have decided that the QuickBooks Desktop product might be a better fit for the way you do…
Alternate Vendor(s)
Items Module » Items FAQ » Alternate Vendor(s)
Did you know you can choose an Alternate Vendor for your product? It’s all about where you create the PO. Once you have followed the steps below – iPoint will do the heavy lifting and change the part number for you. Choose Default Vendor Choose…
Options
Items Module » Options
The Options button gives you the ability to search your list of parts for specific items using search criteria. Click here for a description of all the options available. The Options button will be orange if search criteria are applied. If the button is tan colored,…
iPoint Data to QuickBooks
Syncing to QuickBooks » iPoint Data to QuickBooks
Data are the details that both software platforms share about Customers, Items, Vendors, and System Info. Think of data as the common language spoken between iPoint and QuickBooks. QuickBooks: Edit Customer window Customer Data The following chart shows the CRM…
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…
Footer
Proposals Module » Proposal Designer » Footer
Proposal Footer At the bottom of the Designer window in the Footer are a number of additional summary details for the proposal. Numbers (tab) provides a financial summary of the job. Engineering (tab) summarizes the engineering details from every item on the…
Items Module
Items Module
Items List The Items module is where you will maintain the parts and services you sell to your customers. The Items module is probably the single most important module for data as it houses information for accounting, sales, ordering, engineering, and inventory…
Pop Up Lists
Settings Module » Pop Up Lists
Pop Up Lists are used throughout the iPoint software to customize functionality. Many of these options help you align the iPoint software with your company’s business practices. Pop Up List Builder To modify a Pop-Up List, choose the list from the top of the…
Item Detail Options
Items Module » Item Details » Item Detail Options
The Item Details options button provides three tabs: Standard Options New Item – press this button to create a new blank item that you can fill out details to make a new item. It’s like magic! Clone Item – this button makes a copy of 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,…
Proposal Time
Proposals Module » Proposal Time
Proposal Time Tab The Time tab shows time entered on the proposal during the creation of the proposal. Some companies choose to track the time employees spend building customer proposals. This is where you will see that time. Time List Total Design Time –…
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…
SO Info
Sales Orders Module » SO Info
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…
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…
How do you handle defective inventory?
RMA Module » RMA FAQ » How do you handle defective inventory?
There are a couple of options on how to use iPoint to handle defective items. . If the vendor is replacing the inventory. Create an RMA Warehouse in Settings > Module Settings > Items > Inventory Locations Transfer defective or damaged product into the RMA…
Add Products
Proposals Module » Proposal Designer » Add Products
Add Products Adding products to the Designer is done by clicking on the blue Add Products button at the top right corner of the designer. This opens a pop-up window where you choose a product to be added to specific locations in your design. Product Selection The…
Stock
Items Module » Item Details » Stock
Items: Stock The Stock tab is where you will find details about stock transactions and inventory history. The stock tab is only available on items with an Inventory Type of Inventory and is hidden on all other inventory types since we do not track inventory…
Cover Page
Proposals Module » Proposal Reports » Cover Page
Edit the Cover Page Report The cover page makes you look pretty (or at least your proposal will!) This page takes information from a couple of different places: Custom Template – this is defined by your system administrator in Settings > Custom…
Emails
CRM Module » Contact Details » Emails
Customer Emails On the Emails tab, you can see details about the history of this customer’s interactions, including what Marketing Campaign messages they’ve received, which links they’ve clicked, and any other Connection info that has been…
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…
Product
Sales Orders Module » Product
Sales Order Product The Product tab of the Sales Order is where you manage the products sold to the customer. This button takes you to the Product Manager, where all the action happens. More details on the Product Manager here. The Product Manager Status is a…
Items FAQ
Items Module » Items FAQ
See links below for Frequently Asked Item Questions How do you change an Inventory Type? Custom Items Barcode Scanning for Items Alternate Vendors Multiple Labor Phases for Items
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…
Scope
Proposals Module » Proposal Reports » Scope
Open the Scope Report The Scope button opens the Scope report, which is a plain English description of the job that was and is entered on the Proposal > Setup > Scope tab. Note: The name of the Scope button, tab, and report can be customized by a system…
Print Options
Settings Module » Custom Templates » Options (tab) » Print Options
Custom Template Print Options When a proposal is printed, it can contain a number of pages to provide customers with just the information to make an informed buying decision. By default, each salesperson can choose what pages they want to include in a proposal…
Use Tax
Settings Module » Module Settings » Proposals settings » Accounting » Accounting Options » Use Tax
Explanation Use tax is one of the most complicated and PITA policies many states have implemented. Use tax is a tax that applies to contractors and contractor – retailers. Instead of charging sales tax to the customer, you must pay the sales tax based on your…
Page 2 Image
Settings Module » Custom Templates » Cover Page (tab) » Page 2 Image
Sometimes the information presented on the cover page is too long to fit on a single page. For example, you may want to provide details about your companies history or the services you offer. You can include additional details and information on page 2 of the Cover…
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…
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…
Contracts
Settings Module » Module Settings » Proposals settings » Contracts
Proposal Default Contracts The Contracts tab is the place to store multiple contracts used in your company. For example, you might have a separate contract for commercial work as opposed to residential work. Or, maybe you have a specific city that requires unique…
Can I use a Job Site Address on a Proposal
Proposals Module » Proposals FAQ » Can I use a Job Site Address on a Proposal
Can I use a Job Site address on a proposal? Proposal Info When filling in the proposal address under the proposal info tab, the best practice is to select and enter in the Job Site address where the installation will take place. This way the job site address will…
How do I Edit my Contract/Custom Template
Proposals Module » Proposals FAQ » How do I Edit my Contract/Custom Template
How do I edit my contract? There are a few ways to edit your proposal contract. Is this for a current proposal or just future proposals? Do you want one contract or multiple? In order to not get lost in the options, follow this handy guide! How Do I Edit My Contract…
Proposal Info
Proposals Module » Proposal Info
Proposal Info Tab The Proposal Info tab contains primary customer and job details. Customer Name The first section is the customer details describing the customer receiving the bill for the work being completed. Enter the Customer Name – there are a few…
QuickBooks Data
CRM Module » Contact Details » QuickBooks Data
QuickBooks Data Section In the QuickBooks Data section, you can view this customer’s contact information synced between QuickBooks and iPoint. The left-hand column displays the information last synced to QuickBooks. The right-hand column displays the…
Proposal Designer
Proposals Module » Proposal Designer
Proposal Designer The Designer is where the details of the items proposed to your customer are displayed. Here you can modify information on each item and view the profitability of the job. The designer is broken into three primary sections, and we’ll address…
Mobile: Proposals
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Proposals
Mobile: Proposals The Proposal list shows all active proposals 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 proposal using a wildcard search. Enter…
Sync List Options
Items Module » Options » QB Sync List » Sync List Options
Most of the real transactional processes on the QuickBooks Sync List are handled in the Options button. Each of the tabs is detailed below. QB Sync Options: QuickBooks QuickBooks tab Show Items Not Synced – this button will cause the list to display only…
Can I Allocate Stock to a Job After it’s Ordered?
Purchase Orders Module » Purchase Orders FAQ » Can I Allocate Stock to a Job After it’s Ordered?
Say you have a Purchase Order (PO) with some stock items on it that have not yet been received. But then you realize that you actually want to use those items for a job. You don’t have to wait until the item is received or remake the PO. You can allocate those stock…
Tasks/Parts
Projects Module » Project Details » Tasks/Parts
Project Tasks / Parts The Tasks and Parts window is where you can see all of the things that need to be done and the items that need to be delivered to your job. Keep in mind that every part sold to your customer will have a related task that goes with it. That is…
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…
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…
Proposals settings
Settings Module » Module Settings » Proposals settings
Modifier Defaults Proposal settings affect both Proposals and Sales Orders since a Sales Order is an approved Proposal. Modifier Defaults The first section is where default Modifiers are set. A default modifier will automatically be applied to any new proposal but…
Projects Module
Projects Module
Project List In iPoint, a Project represents the labor we provide to our customers. This could be from a Sales Order (for new work sold) or from Service work or Service Contracts. When you first click on the Project module on the dashboard, you are presented with…
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 …
Proposal Options
Proposals Module » Proposal Options
Click the Options button at the top of Proposal Details to open the Options popover window. Archive Proposal – check this box to archive a proposal (or uncheck it to unarchive the proposal). There are four tabs in the Options popover window. Each is…
RMA Module
RMA Module
RMAs List The RMA module is where you track a product that has been returned for repair or replacement. Sort Dropdown The RMA header contains familiar list navigation options if you’ve spent time in any other iPoint modules. Choosing an option displays the…
Contact Info
Settings Module » 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…
Designer Options
Proposals Module » Proposal Designer » Designer Options
The Options button on the Designer helps manipulate the details in the design in a number of different ways There are multiple tabs that provide different functionality. We’ll take a look at each tab separately here on this page. To quickly navigate to that…
Executive Summary
Settings Module » Custom Templates » Options (tab) » Executive Summary
Custom Template Executive Summary Options When printing a proposal, sales order, or change order, you have the option to include a summary page showing prices broken down by: Group Summary – equipment is categorized by groups (as defined on the item field in…
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…
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…
Revisions
Proposals Module » Revisions
Revisions tab The Revisions tab allows you to edit your proposals while keeping older versions intact. Keeping the original proposal can help you save time if the client decides to go back to the proposal you initially submitted. You can have as many revisions as you…
Projects Options
Projects Module » Projects Options
Projects Options button The Options button reveals a number of ways to filter and process the list visible list of projects. Filters tab Use the available fields to define search details to restrict the number of projects displayed on the Projects list. You can…
Company Info
Settings Module » 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…
Item Additional Settings
Items Module » Item Details » Item Additional Settings
Item Details: Additional Settings The Additional Settings tab provides granular details about an item, in many cases overriding standard functionality in the software. This doesn’t print anywhere. It is simply used here as a note pad. Memo The memo field is…
Import Tool
Items Module » Options » Import Tool
You have just signed up with a new vendor who has a new product line you need to pull into iPoint. Or maybe the new product year reveals a batch of new items you want to import. With the Import Tool, you can quickly pull in data directly into iPoint in a batch, rather…
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…
Refunds
Accounting Module » Accounting FAQ » QB FAQs » Accounting Process FAQs » Refunds
Refunds When a customer has a credit memo, and you want to refund the customer their payment, there are two processes depending on whether you are using QuickBooks Online or QuickBooks Desktop. You can also apply the credit to an open invoice or refund their credit…
Mobile: Assignments
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Assignments
Mobile: Assignments The Assignments menu option displays assignments created for the customer. You can create assignments in almost every iPoint module. At the top of the window are three icons: Back Arrow takes you back to the customer details…
Mobile: Campaigns
Mobile Access » iPoint Mobile » Mobile: CRM » Mobile: Campaigns
The Campaigns section shows the marketing status of the contact. There are two types of marketing campaigns available in iPoint. A Marketing campaign is designed to be sent to a specific subset of contacts. When the campaign is built contacts are selected to receive…
Labor Hours
Proposals Module » Proposal Reports » Labor Hours
Proposal Labor Hours report The Labor Hours report provides a breakdown of hours needed to complete the job. This calculation is based on the number of labor hours assigned to each item on the proposal and any additional standalone time added. Click the Labor…