Unanswered questions

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? 

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?

We meet weekly and go over all completed work tickets from the previous week. What we have noticed is that some tickets still show crew leaders that no longer work for us. This is on reoccurring services. How could we fix this?

Does anyone in the forums already have access to Site Audit 2.0? My CSM said it is being rolled out to companies who were already using site audits, and also some in the Sandbox. We are still on the waiting list, but hoping for great things. Feedback on it? 

Hey All - I started playing around with ‘Tasks’ under the Activities list.  Just realized that there is no way to print out a Task (e.g. when wanting to print out a phone message)?  When you’re looking at Issues, there is a print button, but when you’re looking at Tasks there is no print button?  Can anyone confirm this for me?  Thanks!!

Hello   I’m looking to implement a bonus structure that ties in aspire, I’d like to discuss what others have done and add ideas to what I have. Be nice to bounce ideas around and see what has work and does work  Thank youTed Rochester NY  

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?

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?

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