CenPoint Training

Welcome to CenPoint's beginner training materials. The video below provides a briskly paced overview of CenPoint's primary features to help you "tie it all together", and the following links will lead you to an in-depth review of individual features or instructions to get started with CenPoint.  If you have any questions don't forget that you can contact support at 801-478-6822 or support@cenpoint.com.

Day 1: Initial Setup

• Install CenPoint 

Install CenPoint on Windows

• Initial branch set up

Initial Branch Setup

• Setup users

Add Office User

Add Tech User

Define Rate(s) of Pay

• Add vehicles

Define Fleet Vehicles

• Enter workers comp rate

Setting up Workers Comp

**Note: this only needs to be set up if you're insurance company charges you different rates based off the hours/payment of particular types of work.

• Enter sales tax rates

Sales Tax (first video only)

**Note: this is only needed if you charge sales tax on invoices, which is often not required for service work.

• Enter Tasks

Setting up Tasks

• JSA (Job Safety Analysis) 

Customize your JSA questions Inspections

See how JSA's are filled out on the Mobile App (note safety plan and auth. to proceed will be covered in more detail later) JSA, Safety Plan, and Authorization to Proceed

• Pre-trip Inspections

See how pre-trip inspections are filled out on the Mobile App Mobile Pre-trip Inspections

Customize your Pre-trip Questions Set up Pre-trip Inspections

Day 2: Customers, Jobs, and Scheduling

• Customers

Give us a call to import customers from another system

Customer Intro Video

• New CenPoint Vocabulary & Concepts

CenPoint Vocabulary

• Using the quick add Job screen

Quick Add Job Screen

• Take a Tour of our Schedule Views!  You get to pick which ones will fit your company best!

Scheduler's

Day 3: Quotes, Errands, and Invoicing

• Full Job Screen & Work Orders

Full Job Screen

Work Order Overview

• Quotes

New Quote Quote Overview

• Errands

• Invoicing in CenPoint

Turn field tickets into invoices Invoicing Intro Videos

Delete an Invoice Deleting an Invoice

Modify an Invoice Modifying and Invoice Overview (optional)

Create a Non-Service Invoice Non-Service Invoice (optional)

Day 4: Mobile App, Payments, and Time Keeping

• Mobile App

Install the App

On Android phone/tablet Install CenPoint on Android

On iOS iPhone/iPad Install CenPoint on iOS

Log into the App

Find your company code

Find Username/Password

Mobile Intro Mobile App Intro

Work Order Mobile Work Order

Want to learn more about the JSA, Safety Plan and Authorization to Proceed (optional)

Field Ticket Mobile Field Tickets

Pre-Trip Inspections (Optional)

Completing a pre-trip Inspection on the Mobile App Mobile Pre-trip

Customize your pre-trip questions Pre-trip Inspection Set up 

Company Trainings (Optional)

Completing a company training on the mobile app Mobile Company Training

Create a company training Setting up Trainings

• Payments in CenPoint

Make a Payment Make a Payment

Credit Card Payments in CenPoint Credit Card Payment Overview

Delete a Payment Delete a Payment

Dealing with Overpayment Overpayment

Apply a customer credit to an Invoice Surplus Payment (Apply a Credit)

• Timecards/Payroll

How to Clock in and out from the Office Punching Time in the Office **

Our main timecard report Technician-Detailed Overview

Certified Payroll Certified Payroll

• Aging & Statements

Aging Report Aging Report

Printing Statements Statements Overview

• Company Trainings (optional)

CenPoint allows you to create trainings that can be completed from the mobile app like this What mobile trainings look like

To set up a training, follow this article Setting up Company Trainings