Unanswered questions

We told a client that we would give them a substantial credit for choosing us as a return client. Their invoices was based on T&M and I want them to be able to see that we are giving them a credit. I can’t figure out how to apply the credit so that it is visible on the invoice though. We’ve done this with a past client and wrote on the invoice a credit of X amount would be applied but they paid the full amount anyways and we don’t know if they didn’t see the memo or didn’t want to chance having a balance. I would like to avoid that on this one and in the future by it showing up on the actual invoice. 

Hi Guys,We are integrating with the Aspire API. We have successfully implemented creating an Opportunity via API. However, we are now blocked on the following three operations:1. Create an Estimate under an existing Opportunity via API2. Update the Estimate status to Complete3. Update the Estimate status to WonWe reviewed the full API documentation at https://guide.youraspire.com/apidocs but could not find any endpoints that support these operations under the Opportunity module.Could anyone from the community or Aspire team please confirm:- Is there an API endpoint to create an Estimate under an existing Opportunity?- Is there an API endpoint to update the Estimate status to Complete?- Is there an API endpoint to update the Estimate status to Won?- If these are not currently supported, is this on the product roadmap and what is the expected release timeline?This is currently blocking our integration development. Any guidance, workaround, or documentation would be greatly appreciated.Th

Hello! Sometimes we have clients who are behind on payments and we want to pause services. Has anyone used the property availability to make it not available to schedule? For example, maybe you make the property only available to schedule on Sundays when we aren’t typically working? Just looking for some ideas to make this process smoother/more robust. Thank you!Or ideas on how to make sure clients pay on time! : )

The state of Texas requires specific information on every chemical application that I assume is probably required in other states that Aspire could help build. We need to be able to have Mobile Form information available to be Displayed in Work Tickets, or we need to have more options to be Displayed in the Mobile Forms portal.Rock The Vote WAP-I-3121​@LeahM 

I have some Credit card payments run through Aspire (process electronic payments) but declined. The invoices remain open and I can re-run the electronic payment but the $0.00 payments remain in payments and want to be deposited, I CANNOT delete them. I even created a deposit and it made a $0 deposit but they’re still sitting there in payments. How do I delete these so that they’re not sitting there annoying me for all eternity? Thanks!

My customer’s ACH payment bounced back from their bank. We are using FiServ.How do I “remove” the payment from their Invoice so it can be repaid? I am not able to deselect the invoice or the payment from each other. I am not able to delete the payment. The software has not introduced a negative payment to apply to anything. I also don’t want to just create a new invoice as that will create inaccurate revenue.

We are experiencing the following issues with Aspire Mobile for Crew clock in:Aspire app sporadically not syncing & recording time correctly. Application unexpectedly shuts down when crew members are attempting to select “clock in”. (All troubleshooting steps have been taken – restart/reinstall app/etc). Aspire does not display crew members under Leads when they’re selected during clock in. At times the application does not allow leads to clock themselves and crew out at the end of their day.Can anyone please give insight in how to fix any/all of these issues?

Question for the finance experts of Aspire users! We have been closing the month in Aspire for roughly a year and a half, and do it by the second Friday of the following month. We’ve not yet had to ever reopen a month for any reason, but I do recall during implementation it was stressed to us that’s it’s not a good idea because things can get messy very quickly. I also read somewhere that if I have to reopen a closed month that’s several months ago, all the months after that have to be re-closed (or something to that nature; can’t remember the exact verbiage). So, my question is- what are all of the reasons why people avoid reopening closed months? What risks and/or challenges does it pose? Is it time consuming? Does the benefit of being able to make corrections in previous months outweigh the risk/challenges from reopening a closed period?

Good morning all.  Quick question:  Is it possible to automatically expose the text of the Service Description to crews so that it shows in Mobile?  This would be in addition to the Service Operation Notes.  

We’ve experienced an uptick of clients getting frustrated with the client portal, which delays us receiving deposits and final payments on projects. Clients don’t love having to create an account to view and pay their invoices online versus utlizing previously established accounts such as apple pay, intuit invoices (which allow for apple pay), or using zelle to send payments. The office administrators experience is that working to accomodate these client concerns requires double work and falls outside our existing AR systems. In some cases, it simply can’t be done at all.Examples include having to re-create the invoice in quickbooks, send it, receive the payment, delete the payment and invoice and quickbooks and re-enter it in Aspire.  Does anyone have a system or process for these situations that works to allow for faster payments and various payment options outside of using the client portal WITHOUT creating a bunch of double work? 

Is there a way to make the invoice format match the estimate/proposal format in Aspire? When I print them, I'd like them to look the same. The estimate includes a more detailed breakdown of the services and descriptions, but the printed invoice doesn't display those descriptions or the same level of detail. Is there a setting or customization that would allow the invoice to be formatted similarly to the estimate?

We’ve recently received a few different plan options for the Aspire–Acumatica integration. Has your company changed plans recently? If so, we’d appreciate hearing about your experience, including what influenced your decision and whether you’re happy with the change.Thanks in advance for any feedback!

I'm looking for a way to automatically send completion photos to my clients after our janitor uploads them to work ticket and management reviews them. We’re in the commercial cleaning industry, and our janitors attach nightly completion photos to their work tickets. Currently, the only way I can get those photos to the client is by manually downloading them and emailing them, sometimes to multiple points of contact. I'd like to eliminate that manual process.We already include photos with invoices, but for our recurring contracts we only send one invoice at the beginning of each month, so that doesn't meet the need for daily photo updates.I also tried having the janitor create an issue instead, but that isn't a good solution because:You can only upload one photo at a time. I have to send each issue individually. The email is sent as an issue report, which isn't what we want.I do like the issues because it does not allow the janitor to automatically send them without our review. Has anyo

Does anyone use CompanyCam integrated with Aspire? How do you like it - pros and cons? 

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?