Job Aids

This section of the system has links to content specific CHEAT SHEETS.  We will be constantly updating and adding to this section so please check back often.  Feel free to send suggestions to support@functionpoint.com for new subjects to add to this section.

New Video Tutorials available!

New Cheat Sheets for fp Phase 1 Upgrades available!


  • These are listed in alphabetical order.
PDF - Client Portal
  • Do you want your clients to log in and have a look at the status of their jobs?  The client portal allows you to give them access to certain parts of the Function Point System including job briefs, notes, files and selected job information.

PDF - CRM Review

  • Learn how to make the most of Function Point as a Customer Relationship Management tool.

PDF - Expenses - The Multi-Line Purchase Order

  • Create PO's and add your vendor invoices to your jobs in Function Point.  

PDF - Expenses - The Multi-Line Expense Form

  •  Add expenses to multiple jobs from multiple vendors.

PDF - Expenses - The Multi-Line Insertion Order 

  • A simple way to create your Insertion Orders right in the system. 

PDF - How to deal with Credit Cards & Reimbursements in fp


PDF - How to setup HST Tax in fp and QuickBooks

  • Step by step overview on how to setup your HST tax in fp as well as in QuickBooks


PDF - Invoicing - 6 Basic Steps to Invoicing in FP

  • How to invoice your clients for time and expenses put towards a job.

PDF - FP Accountant

  • Function Point's middleware for complete integration with QuickBooks.

PDF - Multi-Invoice Create

  • Create multiple invoices at once and/or one invoice for multiple jobs. 

PDF - How to Deal with Paid Time Off & Overtime for Staff

  • How to track PTO & OT in fp

PDF - Staff Roles and Groups

  • Learn how to set your team up with roles and groups.

PDF - Tasks

  • Learn to use tasks to effeciently distribute work across your team.

PDF - Weekly Timesheets

  • Look at a weekly view and submit timesheets all on one handy page.

PDF - Work Flow Training

  • An in-depth view of how to step through the entire Function Point System.

PDF - Production Report

  • A step by step guide on how to use the fp Production Report (job trafficking). 
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fp Phase 1 Upgrades  (New!)

New cheat sheets related to the upgrades will be released regularly, please check often for updates.

PDF - Notes

  • Detailed explanation of the new threading capabilities of our Notes section.

PDF - File Attachments

  • Detailed explanation of the new file uploading features in fp.  

PDF - Adding new privileges

  • Overview of privilege requirements for new components to the system.

PDF - Client Portal

  • Overview of the new client portal and how to provide access to clients.

PDF - fp Calendar

  • Our existing calendar tool has been completely redesigned.  You will notice key dates automatcially populating into the calendar as well as filters to sort through the data.

PDF - *New Tool* fpCollaborate

  •  fpCollaborate is a premium service (starting at $29 per month) that allows you to easily share media and invite others to add and reply to comments, approve artwork, and markup on visuals. Please contact us to sign up.

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fp Video Tutorials

These are videos from past webinars and tutorials that cover the basic to more advance features of the fp system.  It also has information on new features added to Function Point such as the new client login and fp Calloborate.

Video Tutorials

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