Throughout the manual, you will see this image. When you do, click on the image to be taken to a training video in the iPoint software that specifically relates to that topic.

This list is a summary of all the training videos available in the software. Click the links below to open the video in iPoint.

iPoint Setup Videos

Onboarding Welcome

Onboarding Installation

Onboarding Settings

Onboarding Data

Onboarding Advanced

Onboarding Ready to Go

Learning iPoint Videos

Sales

Accounting

Project Manager

Purchasing Manager

Technicians

Advanced Module Videos

Proposals

Sales Orders

  • Coming Soon

Project

Work Orders

Accounting

RFP Videos

This is not a separate module, but because so many folks ask for information about RFP, here are all of the videos grouped together for ease of access.

Assignments

Assignments Module

CRM

Vendors

  • Coming Soon

Items

Inventory

Purchase Orders

RMA

Settings

iPoint Support

  • Coming Soon

Reports

Autos

Time Clock

Calendar

Marketing

Technicians

Last modified: 16 Jun 2020

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