Aspire

Can you create a work ticket for one time service without having to create an opportunity and win it first? 

I made this list. Any reason why I can’t delete it?  

We do a lot of rescheduling of Work Tickets/Visits for many reasons (adverse weather/material delivery delays/etc) and as we reschedule visits, it’s hard to keep tabs on where the visit was originally, the reason it was rescheduled, if we contacted the customer/were able to reach the customer to inform them they’ve been rescheduled, how many times the visit has been rescheduled, etc. We’d like to have this audit/history data available to us so that we can make more informed choices when we schedule/reschedule work and if the customer is getting contacted regarding their schedule. Does anything in Aspire exist that would show that history in a convenient way when we’re maintaining the schedule? Even if we had the ability to make those notes somewhere ourselves, it would be helpful, but all of the notes fields in the work tickets will be visible to the crews, and we don’t want these scheduling notes to bury the directions/notes we make that the crews actually need to see. I don’t thin

What’s the best practice for blocking time off on schedules? For example, I have a tech that will be off for three days at the end of the month. Ideally, I’d like to place something on the scheduling board that helps prevent him being scheduled work tickets on those days. 

In the past we used a software that allowed the foreman each morning to access a drop down menu and select their crew for the day. This was very flexible and one of my hopes for aspire. Any chance this could be an option in the near future for an update?

We send our maintenance opportunities with optional services listed.  When a client approves the contract and selects optional services, we want the optional services to be invoiced per service, different than the maintenance opportunity that is invoiced monthly.  There should be a way to make this happen without resetting the opportunity to bidding and losing the customer's signature (it’s not ideal to download it and then reattach after “winning” it.). Is this something Aspire is working on?

Hi Guys,We are integrating with the Aspire API. We have successfully implemented creating an Opportunity via API. However, we are now blocked on the following three operations:1. Create an Estimate under an existing Opportunity via API2. Update the Estimate status to Complete3. Update the Estimate status to WonWe reviewed the full API documentation at https://guide.youraspire.com/apidocs but could not find any endpoints that support these operations under the Opportunity module.Could anyone from the community or Aspire team please confirm:- Is there an API endpoint to create an Estimate under an existing Opportunity?- Is there an API endpoint to update the Estimate status to Complete?- Is there

Hey all, I have a ticket list I want to create using an opportunity tag. The tag in question is “2026 Landscaping Contract” which is applied to all of our full service contracts. When I filter for that tag in opportunities, I receive many results. When I filter for that tag in work tickets with no other filters, I receive only a fraction of the tickets I should receive. When I change the filter to “2025 Landscaping Contract”, I receive the rest of the tickets I should receive, and furthermore, drilling into individual opportunities, they do not have the 2025 tag applied, but 2026.  2026 Landscaping Contract Filters + Results2025 Landscapin

I am trying to call and or text clients based on aging. However, none of the lists i can generate in invoicing offer phone number as a display or filter option. Is this an Aspire setting or something unique to our setup? If there is a way to include the phone number field in invoicing reports/lists, can someone share the steps to do so? I’d be so grateful for your help!

Is there a way to run a payroll report for previous day complete hours worked besides the Hours Pivot? I’m not a fan of waiting for next for hours to show up on report once approved. We’ve noticed additional hours added to time entry after the work orders for the previous day have been closed.

Like everyone else our company is exploring opportunities on leveraging AI more this year. For those of you using Gemini hat are some gems you have set up?

How is everyone else getting rid of pending invoices in invoice assistant that were generated, then had to be changed and regenerated? This is junking up our invoice assistant and causing problems. I can’t believe its’ not possible to void, archive, tag and filter, delete, something so we don’t have to manually review every one of these each month.

Does anyone have a suggestion on calculating sales tax on materials only within a kit? This bid is paid by measurement so sales tax needs to change with the quantities

On P&L monthly reports: I can only see the data for last month, but I need to look at the month prior to that. How can I navigate to older monthly reports in the system?

How do you set up a recurring schedule when a work ticket has to be split across two days each week?

Does Aspire’s help team/CSM have phone numbers available?

Has anyone else noticed that if you add an item to a service, it automatically gets dropped to the bottom, instead of between other items? It seems like this just started happening with the last update. Video attached. 

How is everyone tracking employee accrued PTO and managing requests for PTO? We use QB online for payroll and utilize an accrual-based PTO system, which is tracked in QB. However, since we have no need for the time tracking feature in QB thanks to the Aspire Mobile app, we have to utilize an entirely different resource for submitting and approving time off requests. The app we have been using for the last couple years is called DayOff. While it is simple to use and convenient for the crew, it has become a PITA to keep each employee’s accrued and remaining time off balance up to date, as the app does not sync with QB. Has anyone found an easier way to deal with keeping track of time off balances and requests?