Video Site Map

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.

*Note: You must be logged in to iPoint for these links to work.

Onboarding Welcome

• Welcome to iPoint

Onboarding Installation

• Install iPoint on Computer
• Install iPoint on iOS
• Creating Users
• Email Setup
• Permission Sets

Onboarding Settings

• Module Settings
• Pop Up Lists
• Labor Phases
• Custom Templates: Basics
• Accounting Methodology

Onboarding Data

• QuickBooks Desktop: Setup
• QuickBooks Online: Setup
• QuickBooks: Initial Sync
• QuickBooks: Modifiers
• Data Import
• Item Setup
• Accessories & Packages
• Item Mass Edit

Onboarding Advanced

• Notifications
• Custom Templates: Advanced
• Punch Lists
• Additional Item Settings
• Commissions: Setup

Onboarding Ready to Go

• Ready to Go
• Meet the Staff

Sales

• Customers
• Proposals
• Designer
• Print a Proposal
• Revisions
• Sales Orders
• Change Orders
• Commissions for Sales
• Support

Accounting

• RFP Liability Invoicing
• RFP A/R Invoicing
• Line Item & Summary Invoicing
• Service Invoices
• Invoice Overview
• Payments
• Sync to QuickBooks
• Commissions: Admin
• Support

Project Manager

• Requesting Parts
• Sales Scheduling
• Change Orders
• Service Scheduling
• Support

Purchasing Manager

• Allocating Parts
• Purchase Request Manager
• Purchase Orders
• Reassign parts
• Support

Technicians

• Work Order: Basics
• Work Order: Advanced
• Work Order: Service
• Support

Proposals

• Enhanced Location List
• Electronic Signatures
• Custom Group Summary Report

Sales Orders

• Coming Soon

Project

• Service Contracts
• Project Milestones

Work Orders

• iPointTech App

Accounting

• Refunds
• Gift Cards
• Recurring Invoices
• QuickBooks Payroll Setup
• QuickBooks Payroll Use
• Switch RFP A/R to RFP Liability
• Bulk Send Invoices
• Recurring Invoices: Auto Email & AutoPay
• Point of Sale – New in 10.0409

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.

• Accounting Methods – learn the difference between RFP Liability and RFP A/R.
• RFP Liability Invoicing
• RFP A/R Invoicing
• Switch RFP A/R to RFP Liability – we think RFP Liability is better than RFP A/R. If you want to switch, this video will show you how.
  

Assignments

Assignments Module

CRM

• Deals

Vendors

• Coming Soon

Items

• Master Packs
• Item Mass Edit
• Portal Integration

Inventory

• Inventory Prep
• Physical Inventory
• Multi-Site Inventory

Purchase Orders

• PO Barcode Scanning

RMA

• RMA

Settings

• Document Builder
• Slack Integration

iPoint Support

• Coming Soon

Reports

• Time Clock
• Cash Bag Journal
• Mileage Records
• Time Summary
• Work Order Labor Commissions
• Sales Order Commissions
• Invoice Commissions
• Asset Tracking
• Sales Order Summary
• Sales Order Item Stock Summary
• Invoice Summary
• Payment Summary
• Invoice Item Summary
• Expense Report
• Task Report
• Customer Notes

Autos

• Mileage Log
• Expense Records
• Maintenance Records
• Vehicle Information
• Mantenance

Time Clock

• Clocking In and Out
• Administrator Usage
• Map

Calendar

• View Options
• Navigating Events
• Work Orders
• Settings
• Filters
• User Settings
• Google Calendar

Marketing

• Marketing Lists
• Marketing Templates
• Marketing Campaigns

Technicians

• iPointTech App

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