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Unanswered questions

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mcollyarNew Participant
 Aspire
How to Handle Discounts

What are the best practices for Discounts. I am aware of the Aspire Care topic with the three options, but none of those have an elegant solution for displaying a Discount on the Invoice. Option 3 allows you to show the Discount as an item on the Opportunity, but it does not show up on the Invoice. In order for it to show up as a negative number on the Invoice you would have to be able to allocate a negative value on the Work Ticket. We can do Credit Memos, but that doesn’t get calculated in the Property Gross Margin%. Does anyone have a solution for this?

1419
SoboYiW
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MSmithNew Participant
 Aspire
Barcodes

Is anyone using barcodes to help with inventory/allocations?  If so, are you using the barcode from the product itself or creating a barcode yourself for the item?  We have tried both and are having little success with either.  When going to scan the barcode, we are only getting about 20% of them to work.  Even entering the barcode number itself doesn’t seem to work.  If you are having success, what’s the secret?  

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SoboYiW
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DanielleBNew Member
 Aspire
Voice for Turf integration?

 We recently integrated Voice for Turf with Aspire and like it overall. Just trying to figure out best practice for handling the influx of tasks in Aspire created by Voice for Turf. Any suggestions for best practices would be greatly appreciated!

330
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LadyNew Participant
 Aspire
Ignite Travel

I was wondering if other people from the East Coast are arriving a day early and/or leaving the following day due to the travel time.  Need to plan expenses for the trip.Thank you!Carol

331
baraica
Community Manager
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CraigNew Member
 Aspire
Drilling into work tickets

Has anyone found a way to drill into work tickets by crew member instead of crew leader?    We are trying to get data on specific employees that tend to hop around a lot from crew to crew. Any help is appreciated

291
David_Spiritus
Katpar3
Katpar3
 Aspire
Print Layouts - Audits

Hi all!I’m looking to see if anyone has or know if we can do an audit for print layouts on opportunitities. For example  in our company we have about 20 layouts to chose from and we want to audit which is being used the most through out the company. Any info helps!

160
Katpar3
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angeltopflightNew Participant
 Aspire
Customer Portal Issue

Hello, a client of ours is having issues paying for an invoice in their customer portal. He said it is rejecting his credit card with a “pre-authorization error” code. Do you have suggestions for how he can troubleshoot this?

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JessiccaNew Member
 Aspire
Portal Link Undeliverable

I have a customer that is adamant about paying online through a portal. I have sent him the link to sign up for the portal through Aspire several times, but it keeps coming back as undeliverable. I have verified that the email is correct, and we have been emailing back and forth using the same one. Any ideas why the portal invite link is kicking back? 

271
jcummings
Employee
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chays.greenviewInspiring
 Aspire
Rental Equipment

How does everybody handle their rental equipment? Big stuff that goes to one specific job is easy enough, but if we rent an aerator or a compressor and use it across 50 jobs for 3 weeks, I don’t want someone going in and creating a purchase receipt for each of those. We’re considering plopping it into inventory and then being able to allocate it out from there.Open to anybody’s thoughts or best practices.

332
SoboYiW
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dmandigoNew Participant
 Aspire
Automatic Invoice Reminders

Is there a feature to setup automatic reminders for clients so that the invoice will send out every few days, once a week etc to stay on top of collections? or is all just manual?

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chays.greenviewInspiring
 Aspire
Informing Crews of Special Instructions at Start of Day

How is everyone conveying information to crews prior to them starting a job? We have and use every notes field, but those only pop when you click into a job. Has anybody come up with an elegant way to share information like “give them a call in advance” on days when a crew might have 20 tickets? I really don’t expect crews to be clicking through every ticket before they leave every day for the once a month when they actually would need to. Hoping someone has a slick approach to this I can borrow.

787
SoboYiW
SoboYiW
SoboYiWParticipating Frequently
 Aspire
Property Availability Feature in Asprie

The property availability feature now is only informative and it does not interact with scheduling board. I’m curious how Aspire will make it interact with scheduling board when adding a ticket outside of the availability. Will the screen pop up a warning message? Will it trigger an automatically email to the Account Owner about this unexpected visit? If it will trigger an email notification, I wish we can have a setting in configuration to turn off this automatically email. We are trying to roll out a plan to add property availability into existing property. But we also have hesitation about how it will interact with scheduling board.

291
SoboYiW
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corykennedyeganNew Member
 Aspire
Merged Work Tickets and Original Estimate Items

When I merge items from our original contract into work tickets (e.g a bunch of concrete walls with veneer are all the same, basically, so I merge them) there’s no real easy way to just click the work tickets to see what items are in them. I have to go back to the original estimate and click individual items to see which work ticket they’re in. More importantly, our office manager needs to do that, and she hates doing it. So I’m stuck making a merged work tickets list that takes a lot of time. I wish there was a way to click the work tickets and see which items are in them. Any thoughts anybody?

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nancyNew Participant
 Aspire
403 Error in Swagger UI

I am hoping someone can tell me why I am getting this error. I am using the Swagger UI to explore the API. I am able to successfully authorize to generate the token, access contacts and opportunities but when I use the properties endpoint, I get a response code of 403 without any details as to why I am not getting any data returned. I have confirmed that data exists by logging into Aspire and I have confirmed that the API key has access to Get Properties. Can anyone explain the reason for the error? Thank you!

447
mwheeler
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jakewynnNew Participant
 Aspire
Pre-visit SMS Notifications failing

We’re having trouble getting our SMS notifications to clients to work. The notifications are set up per the instructions in the knowledge base, but they continue to fail. I can’t find any literature regarding troubleshooting. We’ve submitted a ticket, but seeing if anyone else has encountered this issue, and if so, what their fix was.

897
SoboYiW
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KevinWileyNew Participant
 Aspire
Customer Portal Auto Pay Workaround

Hello! We have several customers who insist on NOT receiving an invoice each month, and want us to auto-draft payment for them. I know AutoPay is not available in the customer portal, but is anyone doing something to work around this for their customers? (I also went and voted in the portal for this to be added, because it’s a feature that’s available for so many service providers that we seem behind the times by not offering it).

938
David_Spiritus
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BlaineParticipating Frequently
 Aspire
Weekly Time Review - Unaccepted Status

Does anyone have a fast way of figuring out why there is an unaccepted time? I have been trying to figure out why one of our crews times will not be accepted for a day and cannot find any reason why. 

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BrendonTWParticipating Frequently
 Aspire
What are master jobs and master opportunities?

I have some actual paper contracts that we won that include 50+ properties and individual contracts for each property in Aspire. I am seeing this “master job” field but can basically find little to nothing about that in the knowledge base or user guide. I am curious if this master thing may be helpful for me in some circumstances, but I don’t know what it is used for. Anyone?

414
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jakewynnNew Participant
 Aspire
Undeliverable emails

Is anyone else having this issue? when emailing a proposal, it bounces back as undeliverable, when it is in fact, a valid email address. I have cleared my site cookies, and renewed the sync with outlook. Don’t know what else to do. This has been occurring since their most recent update 

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