Platform
Cloud-native (web + mobile)
FileMaker-based. Pricing page lists Cloud hosted in the Core Platform; manual specifies your own Windows server.
Mobile app
iOS and Android. Works offline: clock in, notes, photos and expenses without signal, synced when it returns.
Tech Pro native app on iOS and Android, internet required. Older iOS Tech app works offline.
Proposals
Bob the AI writes the whole proposal and you edit it on the page. E-signatures, optional upgrades with live totals, Stripe and QuickBooks payment links. Analytics show opens, reading time and which sections held attention. Auto Labour prices the labour from the product list.
Web-based proposal presentation and contract acceptance
Product database
1 million+ products with live supplier pricing, including Habitech trade pricing in the UK and ADI, Savant and Blackwire dealer pricing in the US
iPoint Library: over 100,000 items from over 90 vendors. $125 /mo Tier 1 or $250 Tier 2.
CRM
Full CRM with pipeline management, lead scoring, email sync
CRM module: contacts, clients, suppliers and partners in one place
Email & calendar integration
Two-way Gmail and Outlook sync across mailbox and calendar. Turn any email into a customer, project, work order, purchase order or invoice. Any other mailbox connects over SMTP and IMAP.
Gmail and Outlook connections for sending email. Calendar pushes to Google only.
Project management
Work orders, a Dispatch board for your crews, scheduling, task templates, notes with @mentions, change orders with digital sign-off, mobile updates
Projects, work orders, assignments and calendar modules
Time tracking
Mobile and desktop, with breaks, a live lock-screen timer and offline clock-in
Time Clock module
Inventory management
Included on every plan, at no extra cost.
Inventory module: on-hand, on-order, staged and delivered, in real time
Service management
Via customer portal and work orders, with service call, maintenance and warranty job types. Returns run as an RMA workflow in Inventory.
Work orders plus a dedicated RMA ticketing module for returns
System design / drawings
Automated cable schedules, network maps, basic floor plan editor
Design & Engineering, marked beta in their manual: plan, line, elevation and schematic drawings.
Website builder
SEO-ready website and blogs included
Not available
Social media management
Echo social media, SEO and blogs included
Not available
Email marketing
Not available
Email marketing to existing CRM contacts
Marketing services
Managed marketing services available for existing customers
Not listed on iPoint's published pages
Customer portal
Yes: invoices, change orders, service booking, project visibility
Client portal included in Core Platform
Extended warranty
SureBright extended warranty options included
Not listed on iPoint's published pages
FINANCIALS & INTEGRATIONS
Invoicing
Built-in, from the job or standalone with catalogue products. Request for Payment with reusable schedule templates. QuickBooks, Xero, Stripe and QuickBooks payment links included.
Accounting module. Recurring invoices and stored payment methods for auto-charge.
Integrations
QuickBooks, Xero, Stripe, QuickBooks payment links
QuickBooks, Portal.io, Slack and card processors. No Xero published.
AI features
Bob the AI, email intelligence, content generation, product search
No released AI feature listed on iPoint's published pages
Pricing model
Flat monthly fee by plan, all features included
~£120 /mo platform fee plus ~£48 per active user per monthiPoint publish in USD; converted at $1 = £0.80.
Starting price
From £119 /mo1 office + 2 field users, all features included
~£168 /mo for the platform and one useriPoint publish in USD; converted at $1 = £0.80.
Support
Included on all plans, unlimited ongoing training
Live US-based support and self-paced video training, included per user
Onboarding
One-time fee set by plan, Year 1 only
Paid on-boarding package for data sources beyond QuickBooks and Portal.io. Price not published.
Free trial
14 days
None. Demo only.
Prices exclude VAT, GST, US sales tax, and other applicable local taxes unless stated otherwise.
iPoint features and pricing verified against their own published pages on 3 November 2026.