Unanswered questions

I’d like to print the printed date on a Contract and can’t find how to.Anyone know?

Has this been changed? I’ve noticed since the last update I’m not getting an email alert from Issues when I reply to them now. This never use to be the case. Also I’m having an influx of co-workers state they are not getting issue notifications via emails at all anymore after the update. I tried reaching out to support regarding this and was just given the generic “make sure outlook is synced”. They have always been getting the emails, but they’ve just stopped. 

We are a full service landscape company that offers a discount for prepaying in full for fertilization and weed control at the beginning of the season.  What is best practice to handle this?  I understand that I have to manually enter the discounts via credit memos, but how do you keep track of the services the client has prepaid for?  For example, our clients can prepay for aeration.  How do you keep track of who prepays for aeration?  Notes???  Just seems super inefficient.   In our previous CRM, we could take a prepayment, apply it to the services they prepaid for and as those services were billed, the prepayment was automatically applied to those invoices (oh and it accounted for the prepay discount automatically).Aspire just seems clunky, as I have to manually enter credit memos for the discounted amount and then apply, along with applying the prepay credit memo to the invoice.  

HI last year Aspire posted slide decks, the roadmap, and other items from the ignite conference. Will this happen again in the next few weeks?

Hi All,My name is Hunter Secord, Director of Construction at SLP in the Lakes Region of NH. We are looking into switching from invoiced revenue to earned revenue on Aspire. Reaching out to see if anyone has feedback on this process, recommendations on some helpful classes to take, or any other relatable information as we continue to explore this. Again, we are just in the research phase now and looking to gather as much helpful information as possible.Thank you for the help in advance!

On an Opportunity Proposal, we want to show/output the Opportunity Name and Start and End dates of the opportunity as the title on the Proposal.We’ve created a calculated field...named “OpportunityNameAndDates” and entered the Expression as:  [OpportunityName] + Char(10) + '(' + [OpportunityStartDate] + ' - ' + [OpportunityEndDate] + ')'But this prints/outputs as:Opportunity Name(11/01/2025 00:00:00 - 04/30/2026 00:00:00)Would anyone know how we can drop the Time portion/display and get to:Opportunity Name(11/01/2025 - 04/30/2026)I’ve looked at and tried some of the functions available within the Expression Editor but can’t find extensive help for the Expression Editor.

The Email address of the Email Contact for a Property cannot be outputted to Web Report Designer.(BillingContactEmail and PrimaryContactEmail are available.)

= business property =Company [Mr. John Smith is owner and billing contact ]123 Site StCity State 99998= personal residential property AND billing address for both this property and above property = John Smith10U Billing AveCity State 99999Email address (used for for billing for both properties) must be unique (in contact records) Are two Contact records necessary/required to make billing (and building of opportunities) work?

When I update the cost of a material in the item catalog it does not show the updated price unless I click the + sign on allocation item cost and go into where we see all of the price changes the material has had. If I go estimate the material it will show the new updated cost. Is this a bug? 

The route optimization feature appears to now be working improperly.  It will state that the route has been optimized (after choosing the appropriate first/last stop), but every time I tested a route in which I knew what the optimized schedule should be and has been in the past, nothing happens and the route stays in the same incorrect order.

Hello,I’m hoping to get some advice on managing our item catalog in Aspire. It’s been a pain point for us for several years now. When we started using Aspire back in 2019, we were still figuring things out, and unfortunately, a lot of users had access to add items (many of which weren’t accurate or consistent). We have since restricted access to only a few people.Fast forward to today: we’re sitting at around 8,500 active items (after deactivating about 3,000!), and we’re still struggling to keep pricing updated and the catalog organized. We’ve been considering the SiteOne integration, but we’re hesitant to bring in even more items given the current state of our database.So I’m curious:How do you manage your item catalog in Aspire? What best practices have worked for your team? Has anyone implemented the SiteOne integration successfully and found it helpful?Any insight or lessons learned would be greatly appreciated!Thanks in advance 😊

Has anyone had issues with crew leaders that were previously assigned to a route, sticking as the crew leader on future work tickets, even after changing the crew leader on the assigned route?… Even though that crew leader is not an active employee?

With creating a cloxk in or clockcout custom form can you choose who is required to receive it. For example I wanted to create a fuel log for fuel pumped at end of day. I added this as a clock out form.  But many of my employees won't need this form because they dont use company fuel. Is there a way to assign this form or a better way to create a fuel log ?I need fuel logged per crew leader /per rig

Hi Aspire team,we are building an integration to send GPS data from our Geotab portal to the Aspire portal, but i cannot see the API documentation. Could you please advise where we can find the API documentation? Thanks,Johan

On the aspire platform dispatch page, we need to have ability where when we click on a vehicle, it will pull up Trip history data from our telematics portal (Geotab).Question 1: Is it possible to have the vehicle on aspire portal showing up as a hyperlynk that points to Geotab portal?Question 2: is it possible to build an addin (if Aspire has SDK) on the aspire portal, so that it can pop a window an automatically pull data from Geotab portal?I'm not sure if Aspire has any SDK we can develop add-ins on.

Looks like with the new update anytime you manually move a stop the entire scheduling board resets? How are things like this falling through the cracks when changes are made?   

Does anyone have any helpful advise on how to eliminate white space on a report designed with Web Report Designer?In other words, have you identified any likly culprits in the report formatting that can be adjusted to fix too much white space or white space in the wrong place?Thanks.

We are needing better CRM management than what Aspire provides. We need to have educational emails to go to clients while they are waiting for their appointment with our team member; appointment reminders; job reschedule notifications that actually work; automated estimate follow-ups; etc. MarketingPro does not use text and can not say if or when it is on any roadmap. We need more. Does anyone have any experience integrating something like Zoho or Hubspot? Trying to find another solution, and wondering about integrating options.

In the Service Occurence Schedule in the Service Catalog for a Service, is there a way to make the Occurence(s) column any farther away from the Month column?  Closer?

Hello,I am trying to set up inspections in Aspire Mobile for Crew Leaders. We have given the “Create Equipment Inspections” permission under User Roles. When I log in under my test crew leader all I can do is clock in under the route and request equipment repairs.However, when I log in Aspire Mobile as myself-System Admin and Crew Leader-I can see and perform a vehicle inspection.I have not been able to find Aspire Mobile inspection information in Knowledge base either.I would appreciate any help with this.Thank you,Angie

We have a set price for irrigation start ups and winterizing based on number of zones.  Anyone else do this?  How do you make it work in Aspire? I would love to be able to use takeoffs for number of zones and it automatically populate the price….

I have two windows currently open right now. A Work Ticket Filter with Completed Date = Last Week. On the other I have the Work Ticket Visit report with a filter of Complete Date = Last Week. Does anyone know why the numbers I’m getting are vastly difference?  Below is an example of just the work tickets being generated being completely different. Report is showing nearly 50% of the revenue too. Any idea why this is when the filters are literally the same??  

Has anyone use a firm or person that was helpful in setting up basic API integrations at a reasonable price. We are trying to automate a few simple data transfers to minimize the amount of manual entry into other systems. 

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?