Lite Version Overview

This article will cover CenPoint Lite Version

What features are there?

How to use them?

CenPoint Lite Features

This is the home screen of Lite Version.

Customers: Customers

Quotes: Quotes

Jobs: Jobs

Schedule: Schedule

WO & FT Flow: Work Order and Field Ticket

Invoices: Invoices

Enter Payments: Enter Payments

Clock In and Out

To clock in or out, click the button below. Select the category and write a note if needed. To change a time or date while clocking in or out, click the button on the below left corner.

Change Background

To change background picture, click the button at the bottom right corner and you can save an image or get a new picture.

Notification Bell and Menu

There will be a red dot when you have a notification on the top right corner. Next to that is the hamburger menu. This takes us to more menu options.

In the Device Settings, you can customize language, temperature display, weather icons, turn the push notifications on. You can select light or dark mode, how you want the maps to launch, and you will definitely want to turn the phone dialer on. There are also advanced settings at the end.

Branch Information

To set up your branch information, go to More → Company/Branch Info. You can only do one branch in light version. Some features are locked in the Lite version, to unlock it, you will need to upgrade.

For more info on Setting up Branch, follow the link: Initial Branch Setup

Add a New User

To add a new use, go to More → Users. You will see pre-existing users and to add a new one, click Plus sign.

For more info, follow the link: Add Office User or Add Tech User

Adjustment Reasons

Now you'll set up all the areas to run your business, starting with Adjustment Reasons. Go to More -> List Management → Adjustment Reasons → Click plus button → Type a description → Select your GL Code

Clock In/Clock Out Category

More → List Management → Clock In/Out Categories → Write the category name. This will create a drop-down list of categories to select when clocking in and clocking out.

Tasks and Task Lists

For more information on creating a task, follow this link: Task Options

Terms

You can define your customer terms by click Add to add a new term.

One-Time Conversion

Here you can import your customers from .csv file. It's highly recommended that you do this on desktop application by going to Browser.

Type in portal.cenpoint.com on your computer and sign in. For detailed instructions of how to import from QuickBooks, follow the link: Import from QuickBooks

You are now set up and ready to start using the right tools for your business.