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iPoint Releases Enhanced Payment Processing and All-New Automatic Notification Engine

TOPEKA, Kan. — May 5, 2016 — iPoint LLC, a full-service business management software provider serving the home technology market, today announced new updates to iPoint Control, its flagship business automation tool. The software suite streamlines business operations and provides a central point of communication and documentation for the user’s entire company. The latest update empowers dealers to seamlessly invoice proposals and change orders built in iPoint, allowing them to manage payments and credits directly within the platform. The addition of these time-saving enhancements build on iPoint’s impressive feature set, leveraging the company’s rapid development platform to provide a single interface for CRM, proposals, sales orders, change orders, invoicing, payment management, purchasing, inventory control, project management, scheduling, parts and time tracking, payroll, and more.

“Our unique payment system allows dealers to invoice a customer for a deposit without creating a posting transaction in QuickBooks,” said Brooks Swift, founder and CEO of iPoint LLC. “This enables them to easily create progressive invoices, and wait until product and labor are delivered to the customer before applying sales tax. iPoint Control then seamlessly syncs the delivered goods invoices and payments into QuickBooks — saving dealers hours of tedious duplicate accounting.”

Many installation companies struggle to manage invoicing and deposit requests due to the complex nature of the integration business, and often use multiple software programs to accomplish all business needs — one for proposals, another for invoicing, a third for purchasing, and sometimes a fourth to track inventory. iPoint Control consolidates all these functions, effectively eliminating the need for multiple programs as well as automating the workflow. Along with iPoint’s robust two-way syncing with QuickBooks(R), dealers can now eliminate the need to enter data twice. The result is a time and operating cost-savings for administration tasks, which gives business owners the opportunity to focus on growth. 

iPoint has also made a significant update to its automatic notification engine. iPoint Control has over 40 notification triggers, each with custom parameters that allow companies to tailor alerts to their specific needs. The platform’s intelligent ecosystem can automatically notify team members with updates for events such as a new proposal being created, a change order that requires approval, a payment that was accepted, or that a product needs to be ordered — enabling dealers to manage teams and workflows much more efficiently than ever before. 

“iPoint notifications are like having a full-time project coordinator,” said iPoint Control user Wynne Walker, vice president of Symbio Lighting + Control. “They are an integral part of our daily workflow and make the handoff between departments seamless. Without iPoint notifications, we’d be back to verbal conversations or physical paperwork to keep track of job progress, which is inefficient and error-prone.”

More information about iPoint and the iPoint Control platform is available at             

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About iPoint
iPoint LLC is a premier business consulting and software engineering firm offering full-service business management software and true live, one-on-one support for the home technology market. At the heart of company’s solutions is the iPoint Control platform, which streamlines business operations and provides a central point of communication and documentation for integration enterprise. Accessible anywhere, anytime and from any device, the iPoint platform combines CRM, proposal, sales orders, invoicing, purchasing, inventory control, project management, scheduling, work orders, parts and time tracking, time clock, task collaboration and mileage tracking in a single program — eliminating the need for multiple programs to handle these tasks individually and automating the business administration workflow. The result is an intelligent ecosystem that saves time and money. The iPoint platform is available for Mac®, Windows®, and iOS. Headquartered in Topeka, Kansas, the company works to deliver unparalleled business support and digital solutions through cutting-edge technology advancements. More information is available at

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