iPoint Solutions

What iPoint Solutions does

iPoint Solutions (operating as iPoint LLC) is a US-based, privately held software vendor that builds iPoint Control, an end-to-end business management platform for small and mid-market field-service companies, with deepest traction in the audio-video and home systems integration vertical. The platform is built on FileMaker and deployed as a private cloud instance per customer, unifying CRM, proposals, sales and purchase orders, work orders, projects, inventory, time tracking, accounting, and reporting into a single modular system, with mobile access via dedicated Android and iOS apps. The company also serves adjacent field-service trades — plumbers, electricians, HVAC — with adapted versions of the same workflow engine, and markets dedicated add-on products such as e-Signature, Morning Coffee scheduled reporting, iPoint Library (vendor catalog), and an Autos fleet module released in 2023.

The product is monetized through subscription licenses bundled with onboarding, training, and live support services; pricing is undisclosed and sold consultatively through a website demo CTA and a US 1-800 sales line. Go-to-market is direct sales-led, with all implementation handled in-house through an iPoint deployment team that performs data migration and QuickBooks setup. The platform's competitive identity rests on AV-specific workflows (Proposal Designer, recurring service-contract billing, jobsite-level inventory tracking, previaling-wage project tracking) and deep bidirectional QuickBooks integration complemented by Slack-triggered notifications and Celero-powered in-product payments. iPoint reports serving "hundreds of companies" predominantly US-based, has no disclosed outside funding, no M&A history, and operates as an LLC headquartered in Marco Island, Florida.

Name

iPoint Solutions

Legal name

iPoint LLC

Website

https://ipointsolutions.net

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

iPoint Solutions provides iPoint Control, a FileMaker-based, private-cloud business management platform for US small and mid-market field-service companies, primarily audio-video and home systems integrators, with adjacent deployments for plumbers, electricians, and HVAC trades. Revenue is generated through consultative subscription sales bundled with onboarding, training, and live support.

Ownership category

akta.pro rank

Headquarters

HQ city

Pompano Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Software Subscription: SaaS-style subscription model with private cloud deployment per customer. Includes comprehensive onboarding, training, ongoing support, and software updates.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

iPoint Solutions develops and sells iPoint Control, an end-to-end business management platform designed specifically for field service companies, with vertical specialization in Audio Video integrators. The platform unifies CRM, proposals, sales orders, work orders, projects, inventory, accounting, time tracking, and reporting in a single FileMaker-based system deployed in a private cloud for each customer. Mobile field access is provided through iPoint Tech Pro (Android), FileMaker Go (iOS), and iPoint Online (web), with native integrations to QuickBooks, Slack, Google Maps, and Celero.

Product overview

iPoint Solutions offers iPoint Control, a unified end-to-end business management platform with a modular architecture designed specifically for field service companies. The platform consists of a core software system (iPoint Control) supplemented by multiple integrated modules including CRM, Proposals, Sales Orders, Purchase Orders, Work Orders, Projects, Inventory, Accounting, Calendar, Time Clock, Marketing, RMA, Reports, Autos, Assignments, and Vendors modules. Mobile access is provided through iPoint Online (web-based), iPoint Tech Pro (Android app), and iPoint Tech App/FileMaker Go (iOS). Additional offerings include e-Signature Portal for digital signatures, Web Portal for customer self-service, Morning Coffee for automated reporting, and iPoint Library for vendor/brand management. The platform integrates with QuickBooks for accounting, Slack for notifications, Google Maps for navigation, and Celero for credit card processing. Originally specializing in Audio Video and technology companies, the platform now serves diverse field service industries including plumbers, electricians, and HVAC specialists.

Differentiator

Problem solved

Functional benefit

Products and services

• iPoint Control (Core Platform) The primary end-to-end business management platform for field service companies, with deep vertical specialization in Audio Video integration. Unifies CRM, proposals, sales orders, purchase orders, work orders, projects, inventory, accounting, time tracking, calendar, and reporting in a single system, deployed as a private cloud per customer and accessible from anywhere via desktop and mobile.
• iPoint Tech Pro (Android) Lightweight Android mobile application for field technicians that enables access to work orders, time clock, and clock in/out functions. Supports offline mode for field work without internet connectivity, designed for AV and field service technicians working in the field.
• iPoint Tech App (iOS / FileMaker Go) iOS mobile application using FileMaker Go that enables technicians to access work orders, tasks, time tracking, and customer information on iPhones and iPads. Designed for areas with limited or no cellular connectivity, supporting field service technician workflows.
• iPoint Online (Web Access) Cloud-based web access module that enables users to access iPoint Control functionality via a web browser from any location with internet connectivity. Optimized for mobile web use on iOS devices, providing an additional access channel beyond native mobile apps.

Quantifiable outcome

• 35% boost in employee productivity
• +9 more outcomes

Named customers10 records

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature10 records

Partnerships

Two partnerships are on record, tiered core.

• QuickBooks (Intuit)coreTechnology or IntegrationDeep bidirectional integration with QuickBooks Desktop and QuickBooks Online. iPoint syncs customers, vendors, chart of accounts, items, time data, and invoices to QuickBooks. Unique ability to delete and modify invoices in iPoint with automatic sync to QuickBooks.
• SlackcoreTechnology or IntegrationAutomatic notifications sent to Slack channels including payment confirmations (triggers equipment ordering), proposal approvals for manager review, and commission notifications for salespeople.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• D-Tools: D-Tools is the most direct competitor, offering System Integrator (SI) software for AV system design, proposal generation, and project management. It serves the same primary vertical — AV integration companies — with overlapping capabilities in proposals, project documentation, and product libraries.
• System Surveyor: System Surveyor provides AV system design and documentation software for low-voltage and AV integrators. It overlaps with iPoint's AV vertical and proposal/design workflow, and competes for the same AV integrator buyer persona.

Broad incumbents

• ServiceTitan: ServiceTitan is the leading field service management platform for trades (HVAC, plumbing, electrical) with a much larger scale and venture backing. It overlaps with iPoint's adjacent verticals (HVAC, plumbing, electrical) and competes for trades customers iPoint is expanding into.
• Housecall Pro: Housecall Pro offers field service management software for home service businesses with scheduling, invoicing, and CRM. It serves the same trades expansion markets (plumbers, electricians, HVAC) that iPoint targets beyond its AV core.
• Jobber: Jobber is a field service management platform serving home service businesses with quoting, scheduling, and invoicing. It competes for the same SMB trades customer base iPoint is targeting as it expands beyond AV.
• FieldEdge: FieldEdge is a field service management platform for HVAC, plumbing, and electrical contractors. It overlaps with iPoint's adjacent vertical expansion strategy and is similarly positioned for mid-market trades companies.
• ServiceM8: ServiceM8 is a field service management app for trades and service businesses with job scheduling, invoicing, and mobile workflows. It competes for similar SMB service businesses across trades.
• Procore: Procore is a broad construction project management platform with project tracking, financial management, and field operations. It overlaps with iPoint's project management and work order capabilities, particularly for commercial AV installation projects.
• Salesforce: Salesforce is the dominant CRM platform often extended with field service capabilities. Larger AV integrators and trades businesses may consolidate around Salesforce for CRM and operations, putting iPoint's CRM module in competition.
• HubSpot: HubSpot offers CRM, marketing automation, and operations tools for SMBs. It competes for the CRM, proposals, and marketing modules within iPoint, particularly with mid-market customers seeking integrated front-office platforms.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/iPoint
• LinkedInlinkedin.com/company/10794927

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about iPoint Solutions