Unanswered questions

Is there a way to send Customer Portal invitations in bulk to new customers with won opportunities within Aspire?Ideally, I'd like to automate this so that new customers receive a portal invite when their opportunity is marked as Won, or alternatively be able to send the invites in bulk for all qualifying customers.

Does anyone know the difference between the Ops Manager assigned to the property vs the Ops Manager assigned to an individual opportunity? Specifically, if the customer logs into their portal, what will they see? For example, if the property ops manager is Jason but the PHC opportunity has Ryan as the ops manager, will they see Ryan or Jason’s name when viewing an invoice for PHC? Will it be Ryan or Jason that receives notice if the customer submits a request/property issue online?

We invoiced a GC for a significant repairs that needed to be made from damages that the electrical company on the project. After a meeting with the superintendent, we came to the conclusion that we will not bill for change orders but take it from the agreed upon contracted amount. I had to win the change order to send the invoice. I am aware that I cannot delete the change order (unfortunately). The GC wants us to resubmit the invoice without the change order on there, for it to just reflect as a deduction from the total. I have voided the invoice. I have deleted the invoice. But yet when I preview the Payapp statement… it shows there is a change order, making the total amount higher than the contracted price. There has already been work tickets people have clocked into that have been applied and invoiced on this project. Does anybody know what I can do in this situation?

Wondering how other users monitor tickets that were modified by change orders. From what I see, there isn’t a good way to filter for tickets that were modified by change orders, only tickets that were created by them. We know it’s possible to do this via API, but we were curious if anyone had a way natively in the system to do it.

On these topics from about a year ago I can see that there wasn’t an autopay option, but is there an autopay feature on the customer portal now?  I have a customer who thinks they are set up on autopay. Additonally, is there a way to do a customer view of the customer portal so I can know what customers are seeing on their end and bridge any gaps there.

Looking for ideas from anyone using Aspire to manage nursery inventory.Does anyone use Aspire to manage a nursery or purchase trees/shrubs in bulk that are received into inventory, maintained in a holding yard, and then later allocated to construction or enhancement jobs after they've grown to a different size?Our biggest challenge is third-party delivery costs. The trucking company invoices delivery separately from the plant material, and the freight cost varies based on the number, size, and type of plants that fit on each truckload.How are you accounting for those delivery costs?Are you capitalizing them into inventory? Expensing them as indirect overhead? Allocating them to jobs when inventory is issued? Using a standard or average delivery cost?I'd love to hear how others have configured Aspire or what process has worked well for your team.

Invoice emails are not sending at all. They show up under the email sent log, but there is no time or date for sending. Has anyone had this issue, or know how to fix?

Wondering if we can add emojis to our inventory item titles?

Does anyone have a process for follow up on Construction projects once the project is completed, and do you use Aspire to implement it? I’m thinking irrigation check backs at certain intervals and checking on hardscape and plant health. I’m looking to put more framework to our process and wondering if work tickets or tasks could work for this? Thank you in advance!

We are looking at swapping our GPS system over to Azuga and wanted to see if any current users had any feedback on what they liked and what they did not like? Thanks.

I am thinking about switching to Azuga from Verizon Connect for dash cameras, GPS, and fleet maintenance. So far their customer service has been awful. I have tried for 2 months to get a demo so this makes me nervous. Has anyone had experience with them? Any good experiences or not so good experiences welcomed! Thanks in advance! 

Does anyone utilize an inventory system outside of Aspire. Or does Aspire have a 3rd party partner they work with that has a more robust inventory system?

Hello all!  I would like to know what other users do to follow up on quotes that have been sent to the customer.  Is there a compatible sales app for note taking that would make it easier for property communication.For example, we use Issues for quote requests...once the quote is sent, the issue is completed.  After that...I feel there is not a good way in Aspire to make notes about the customer approving it.Items like what days they want it scheduled, parking permits required or approved, ...just information that needs to be documented on the quote before it is scheduled or about scheduling.    

I am looking for a list of material once a job is complete to give to a customer.  We would like to give a list of plants to them if they need to call us back about a plant.  Then, the customer will know the name of the exact name of the plant they are looking at.  This will help us streamline when they call into the office. Does anyone give there customers a report/overview of the hardscape they complete for the customer?  Once we are done with a hardscape project we are trying to market that we can do there landscaping/mowing.  Does anyone else do this and what are your ideas? 

Our company is new to Aspire. While we are all trying very hard to learn the system and all it’s functions. I don’t know that we are all on the same page about what the system can do. Is there anyone with quite a bit of knowledge that has been using Aspire, that is willing to sit down and walk me through a fully set up system.I wouldn’t want to know all the ins and outs, but I would like to see how you have your work flows, lists, how you’re using your daily plan and invoicing. I would really like to see how this system is supposed to work from start to finish. At times it feels like we are piecing things together instead of the system just flowing like it’s designed to do. 

Is anyone running payroll from Quickbooks? How are you dealing with all the entries exported to Quickbooks vs weekly hours? I’ve just had issues with unapproving times when an error is encountered and exporting hours again. This doubles hours and I have to manually fix.

Our company’s Installation Service names are fairly “general” as we provide a wide scope of services. If we had a specific service made for every service we provide, we would have an overwhelming amount of services in our catalog and would have to be making new ones all the time for niche services. This means that our Services named things like “Plant Installation”, “Hardscape Installation”, etc get used for many purposes, and we typically will change the Display Name and Service Abbreviation within Estimates to make it clearer what the Service is actually for. It also means that often Services like “Hardscape Installation” appear several times on the same estimate under different groups. This works fine for scheduling and proposing Opportunities to customers (because they use the Display and Abbreviation names), but when we get to Purchasing, the only option to add to any lists to denote what Service the items for purchase are associated with, is the Service Name (which like I said, a

Hello! I was trying to use the optional services tool to send out all of my Aeration and Overseed jobs. I keep getting an error message. Anyone else having this problem?

Aspire Enhancement RequestAdd a Prospect Incident/Log Section, Mirroring the Existing Employee Incident/LogSubmitted: July 8, 2026 Request Type: Enhancement RequestThis is submitted as an Enhancement Request. It was confirmed that this change cannot be handled as a Layout Request, since it involves adding new user interface functionality (a new related-record section) rather than rearranging or configuring fields that already exist on the Prospect Contact screen.OverviewThis request asks Aspire to add a new Incident/Log section to Prospect Contacts, built as a direct mirror of the Incident/Log section that already exists on Employee Contacts. Sales representatives and account managers currently have no centralized place to document prospect touchpoints — calls, emails, samples, and follow-ups are tracked informally in spreadsheets or personal email, and this history is lost or fragmented whenever a contact changes hands.To keep the request straightforward for development and easy to re

I'll try to explain my question, I think it will make sense. I am wanting to know or understand how other companies structure some of their estimating, and what is best practices with Aspire. Currently on maintenance items such as lawn mowing, we guesstimate the amount of time the job will take and enter that as the labor hours in Aspire. It sort of works, however it is not a plan for long term growth. And even with experience on how long it will take to mow  something, it is easy to be off on the time. Not really a plan for consistency going forward. This also does not include any drive time to the jobs then, all that time is extra on top. We do have our hourly rate sort of reflect that, but I don't think this is exactly how Aspire is meant to be used or set up. So I was wondering how does everyone else have this structured? Should we have all of that type of service strictly based off of production rates? And if so, how detailed do you go with takeoffs? Are you measuring linear ft of

In the past we used a software that allowed the foreman each morning to access a drop down menu and select their crew for the day. This was very flexible and one of my hopes for aspire. Any chance this could be an option in the near future for an update?

We are looking into ways to present proposals that contain multiple packages/tiers for different services. For example, we have a Lawn Opportunity Template that has three tiers (Renovation, New-Hydroseed, New-Sod). This way we can essentially create three proposals, using the same take off, and provide the customer with options to choose from. The presentation of this with our current opportunity layout is kind of messy looking in my opinion. I am wondering if anyone else has found/made an opportunity layout that might look better. Any opinions on layouts in general are appreciated!

I would like to prevent them from appearing in the Invoice Assistant queue. Is there a setting, filter, or workflow that would allow unbillable invoices to be excluded from the list? Thank you.

We acquired a Pool Maintenance branch in the Carolinas and have been working to configure Aspire for the unique demands of pool maintenance and service operations. Despite our efforts, our branch manager is still struggling to use the platform efficiently for estimations and day-to-day operations.We are looking for an experienced Aspire Pool Maintenance company willing to host our branch manager for a few days of hands-on shadowing. The goal is real-world exposure to how an established team uses Aspire effectively for pool maintenance workflows.If you're open to it, we'd love to connect.

As a company we mainly use the copy opportunity function for our renewal process and go through and change info as needed. We would love to switch to using the renewal function but have noticed that when we use renewal it alters the hours in the contracts. We assume this is to make the contract more profitable but that is not always the case. Is there a way to turn this off or change the factor it alters the hours by?