Aspire

Our A/R reports break out by property. For collections, I need the totals rolled up to the parent company. For example, a property management company with 15 properties should show one total balance, with its properties and invoices listed underneath. Ideally the report would:- Group by company, sorted by total balance (highest first)- Show each property's invoice #, invoice and due dates, original amount, remaining balance and days past due- Include aging buckets: Current, 1-30, 31-60, 61-90, 90+- Filter by account manager, aging period or customer- Export to Excel and save for reuse Is there a standard report that does this, or a way to build it with custom reporting? Any setup tips are appreciated. Thanks!

What is everyone’s process and/or best practices for keeping your sales pipelines updated, clean, & accurate in a way that doesn’t skew your sales scorecards, KPI’s, and reporting? We have quite a backlog of old estimates and proposals that need to be either re-proposed or lost. Some are old enough that they should be reviewed and updated to reflect current catalog pricing and display names, etc. before being re-proposed and put back into the pipeline. I keep going back and forth on how to approach this. I’ve considered playing around with the date fields (start/end/anticipated close) on the original opportunity, pulling reports by different “people” fields like created by, sales rep, account owner, scorecard contact, etc., Maybe copying or renewing the old opp to generate a new one with automatically updated pricing so each old opp doesn’t have to be reviewed and updated individually? Or maybe there’s a different workaround all together I’ve not yet considered like getting creativ

Hi everyone,We’re looking for a consultant to help us build out our estimate kits and templates. If you do this or know someone who does this well, please reply here or message me.Thank you.

Since last night, I’ve been unable to log into Aspire.  Anyone else experiencing this issue?

We recently lost our full-time mechanic and wanting to level up our tracking and requests for service with Aspire’s Equipment module. However, we can’t seem to get the equipment to display in Aspire Mobile so Crew Leaders can request service on fleet vehicles and equipment that’s been input into Aspire. We’ve adjusted the visibility on the user profiles for Crew Leaders in both Equipment and Mobile, as well as making all equipment able to be scheduled, and also adjusted the routes to allow for equipment scheduling - but none of these steps brought visibility to any of the equipment. Has anyone else experienced something similar that might be able to tell what I’ve missed?

Hello. I'm having an issue with Open Time Entry in Aspire and would appreciate any advice.We have a route called Mow Route, which should only include the employees performing mowing work. However, when I open Time Entry for Mow Route, multiple employees appear, along with the hours they worked on other tickets, such as construction work that should be under a separate route called Group 2.For example, I checked one of the affected work tickets. The Work Ticket Visits screen shows Group 2 as the assigned route, and it also appears on the Schedule Board under Group 2. However, the employee's hours are also appearing in Mow Route Time Entry. The concern is that when I approve time through Mow Route, time entries for unrelated work tickets may also be approved, even though those tickets should remain under Group 2. We want to keep the approval workflows separate because different people are responsible for approving time for each route. We don't want the Mow Route approver to inadvertently

Hey everyone!I'm relatively new to Aspire and looking for advice on streamlining our internal equipment maintenance and repair operations.I come from a heavy equipment dealership service management background, where I'm accustomed to managing everything through repair orders, including technician scheduling, labor, parts, outside repairs, and detailed equipment repair histories.I've been reviewing Aspire's Equipment Module, Equipment Scheduling Board, and Service Log documentation. While I understand the individual features, I'm struggling to connect them into an efficient maintenance workflow.A few specific questions: Service Requests: When an operator reports an equipment issue through Aspire, how are you managing that request from initial diagnosis through repair completion? Is there a way to track statuses such as waiting on parts, scheduled, in progress, or completed? Mechanic Scheduling: Are you using overhead work tickets and a dedicated maintenance route to schedule your mech

Does any one else have any pointers on layouts with Site Audit 2.0? We’re loving the functionality of the templates and filling it out; however, there are some things that we’re struggling with:the ability to “bullet-point” responses in free-text for client-facing audits image uploads come out all over the place on formattingHas anyone found a good work-around or some functionality I’m missing? 

Good morning! I was wondering if anyone has a good way for technicians to share notes over multiple tickets. We have some follow up tickets that we schedule around 1 week, 4 weeks and 7 weeks after a project and I’m looking for ideas on where a tech could log some info that someone else would be able to view from the field at a later date. Thank you in advance!

Hi everyone, I found a permissions gap in Aspire today that I think every admin should check for.A user with Branch Admin access can create new contacts and change the user roles of existing contacts, even if their own role does not have the Manage User Roles permission.A bad actor with Branch Admin access could:Create a new employee contact and user Assign that user any existing role that does have Manage User Roles Log in as that user and escalate the role to System Admin, payroll access, or anything elseThe fix: Review every role at Branch Admin level or below and make sure Manage User Roles is unchecked on all of them. If a lower-level role needs that permission for a legitimate reason, that’s the role to lock down first.This is especially important if you have to give a Sr. estimator Branch Admin access for item catalog management, or template management.

Does anyone know who won the expo quest raffle?

Come & find Lindsay at the community booth!!!

 Nice to meet the new team of online community. 

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!