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Unanswered questions

13
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lisagreenwellNew Participant
 Aspire
Site Audit Tracking (Bulk Creation)

We are trying to find a solution to ensure Site Audits are being completed and in a timely manner and to ensure properties aren’t skipped. Essentially we are trying to find a way to have 20 SAs per property open/available to complete at the start of each season. Then those would be completed over time and if they are still open we know where we are falling short.Is there a way to bulk create Site Audits which would be completed at a later date? Has anyone achieve the result in a different way? We have built a list that shows last SA date to create a list of properties missing a site audit within a reasonable timeframe.Any other tips/tricks/helpful reports/lists?

22
L
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BlaineParticipating Frequently
 Aspire
Time Entries

We are currently spending more time than we would like “fixing” our time entries. We are a full service company and have a lot of employees in our mowing department. When we have call ins and shuffle people around this also creates a nightmare for the person doing our time entries. Has anyone ran into this and found a solution to prevent the major time suck this is? Thanks

391
Calvin-Aspire
Employee
J
JimMellNew Member
 Aspire
Old Cell Phone Issues

We have crew leaders who are unable to download the new Aspire Mobile. Both of them have 15 yo phones. Is this a common issue or specific to us? What’s the work around?

01
Calvin-Aspire
Employee
J
joe.mazzaglia88New Participant
 Aspire
Tracking new contacts and if they move through the sales process

Hello everyone,Reaching out to the collective intelligence with a question. I have been asked if there is a way to keep track of newly created contacts and if they ever make it to the estimate stage, if that estimate is won, and if a job is completed for them. Essentially we would like to see what percentage of contacts become customers.I will admit I’m fairly new to Aspire, but is there any way to go about doing this?

663
M
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bmartin1597New Member
 Aspire
Client Portal - Simplify

We were throwing around Ideas that could simplify the invoicing, payment, client portal process. Is it possible to include an additional link in the body of the email that gets sent to clients when their invoices are sent to them. Is it possible to include a link to “create a client portal account” to add to our email so each client who does not have an account doesn’t have to call or email our office to then have a separate email sent to them to create their account? Or like I saw in another topic someone suggested a qr code a client can scan to create a client portal account. Essentially, I would like to be able to have a client who already has an account to have a link that directs them to the portal to pay and then for all clients who do not have an account to have a link that directs them to create a portal account. Is this already a possibility or is this a wish list item?

593
SoboYiW
B
BlaineParticipating Frequently
 Aspire
Azuga

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.

120
B
D
davebdelloutdoor.comNew Participant
 Aspire
ipad / tablet with aspire mobile

has anyone used the aspire mobile app on a tablet or ipad?

825
Calvin-Aspire
Employee
A
angeltopflightNew Participant
 Aspire
Customer Portal - Trouble Viewing an Invoice

A customer of ours is getting a “Page Not Found” error message when they click on an invoice in the customer portal. Does anyone know why that might be happening? Thanks!

362
SoboYiW
B
BlaineParticipating Frequently
 Aspire
Language Barriers

We are trying to figure out the best way to make the notes in tickets understandable for our employees. We have Bilingual managers but would like to be more confident the notes that are being translated from English to Spanish are going to be understood by the crew. After using google translate for a while our bilingual managers mentioned that a lot of the times what Google spits out does not translate how we think it does. Has anyone used anything else and gotten better results? Thanks.

753
SoboYiW
B
BlaineParticipating Frequently
 Aspire
Property Sequence numbers

We have not been utilizing the property sequencing for our fertilizer department and are looking into doing it now. Does anyone have any suggestions based on what has worked for them in the past? We are a combination of residential and commercial and have 2 technicians. We would like to have the same technician scheduled for the same properties each round. thanks.

160
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DanielleB
DanielleBParticipating Frequently
 Aspire
Bulk action account owner change

I need to do some account ownership changes but made a mistake and started in the opportunity module and bulk actioned the “sales rep” first. We match our sales rep to the account owner so I meant to start in the property module, then bulk action change the account owner so then in the opportunity module I could display in the account owner and sales rep and then bulk action change the sales rep. Since I did this in reverse, it looks like I will have to go record by record and change them unless someone happens to know a work around?

150
DanielleB
Mean-Green
Mean-GreenNew Participant
 Aspire
Site Audit

I deleted photos from a site audit thinking I was not going to need them. Is there a way to recover these photos? or are they lost for good? Thank you. 

536
SoboYiW
C
chays.greenviewInspiring
 Aspire
Calculating Discount Amount On Opportunity Proposal Layouts

So we offer a discount for prepaying the entire contract at the start, and I’d love to be able to hard code that into opportunities so that customers aren’t having to do that math themselves, but can just see it easily displayed right there for them. I’ve tried a couple routes to get this done and just haven’t been able to get it to populate. Has anyone done anything similar? Really just need to be able to get a percentage of total price, but putting in simple numbers doesn’t work how I would expect it to. Open to any suggestions here.Thanks!

775
C

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