Aspire

Has anyone noticed a discrepancy in YTD Total Sales “Won” on the Sales Pipeline dashboard widget vs the YTD Total Sales “Closed” on the Sales Scorecard dashboard widget?  The Sales Scorecard is reporting about 5% more “Closed” sales than the “Won” Sales on the Sales Pipeline.  As best as I can tell it is not a filter issue so wanted to check here to see if anyone has noticed the same thing and/or knows the reason for the discrepancy.  Thank you for your time and consideration!

Is there a way for us to apply a standard markup to all T&M jobs automatically? Right now, we’re temporarily using T&M as a workaround due to the discrepancy between the estimated labor cost and the actual labor cost reflected in the P&L.

When I update catalog pricing at the item level, the associated kit pricing doesn’t automatically update; I have to go into the kit itself and click “Save” for the price to update. Does anyone know of a way to mass recalculate kit pricing within the Item Catalog? If it doesn’t exist, ​@Aspire Team, could we have a button in the Catalog to “Update Kit Pricing” for any items updated?

As you all know ​@baraica has been the community manager since it’s founding. Last week was her last week at ServiceTitan. I wanted to recognize her efforts and say thank you for being an excellent moderator. 

If you  need help with EOM closing and booking journal entries, let me know how I can help. I am a closing specialist and can help with any Aspire issues regardless whether you’re on invoce or accrual accounting that involves Over Under. I have working both ends of the business Operations and Accounting and can help you identify an issues regardless the size of your business. I am well versed in QucikBooks and Acumatica. 

Can anyone help me figure out why the scheduled tickets on our end are not showing up on the sub portal that they are assigned to.

Hey everyone, I'm looking to build a report that we can look at on Friday that shows all the properties that are scheduled to be serviced the following week And the contract is below a certain gross margin. That way, We have a concise list of properties that we're behind on that we can meet with the crew leader on Monday morning or throughout the week to try to tighten things up. Has anyone built a list like this?

Johnson County, Iowa has implemented a 1% Local Option Sales Tax, increasing the applicable rate from 6% to 7%.What is the recommended way to configure this in Aspire? Should we update the existing tax jurisdiction from 6% to 7%, or add a separate 1% local tax? The current tax jurisdiction field appears to be grayed out. Thank you.

Is there a way to display which pay code was used on an employee time sheet? 

Curious how you all can tell the price increase from a scope increase?

I rebuilt our purchasing workflow on the Aspire API. Here's what I learned.TL;DR: Our purchasing workbook was a hand-maintained spreadsheet that lived or died on one person. I replaced it with a SharePoint List that populates itself from Aspire, so the purchasing team spends their time sourcing instead of transcribing.One person held it togetherEvery plant we sell has to get bought. For years that meant one person, our Purchasing Manager, reading through newly won proposals in Aspire and hand-typing every line item into an Excel workbook. Property, ticket, item, size, quantity, cost, account manager. Then tracking status on each one: sourcing, reserved, picked up, in the yard.It worked, and the person doing it was good at it. It also had every problem you'd expect:One person held the whole process. The judgment about what mattered, what to skip, what to chase: none of it was written down anywhere. Silent drift. Finished jobs stayed on the list for months. Nobody clears rows they aren't

Hi All - please Rock the Vote - WAP-I-2599. Thank you! Be able to copy part of an opportunity to another opportunityIt would be handy if it was an option to copy from one opportunity to another existing opportunity without having to copy everything or create a new opportunity.An example would be an existing opportunity that has been estimated and submitted with a concrete driveway and the client asks about having pavers installed instead. You had another job almost exactly like this one with pavers so it would save a lot of time if you could copy the paver service and items along with the description and add it to the opportunity that needs the changes per the client's request. Right now there is no way to copy from parts of two different opportunities and make a new one.

I want to share something that has made a big difference in my email engagement rate.So my company is still small potatoes. I’ve got 5 employees and we are going to do just under $1m in revenue. I really want to let customers know that I’m not just some small outfit without systems. I operate at a high level. Something I took the time to do in Aspire is set up HTML email templates for proposals, invoices, and even updates. I will admit that I am fairly good at HTML (thank you tumblr and myspace).I embedded the banner image from my website and it has a tracking link on it which tells me when people have opened the email, this was the most complicated part. An example below -> 

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.