Aspire

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. 

Hey all,I came across this idea today. This is a basic feature available in Service Titan Core, and I think if it got some more votes, it would likely get added to the production queuehttps://feedback.youraspire.com/ideas/WAP-I-4831

Hello! Who is using Gantt Charts, MIlestones, or Dynamic Forecasting and loves it? I’d love to know how you’re using it and what insight it’s providing. Thank you in advance!

A bit off topic, but this is partly a PSA and partly a question to see if anyone else is experiencing this.We run LCF/NPR maintenance trucks, and we've found that our newer-model trucks with the 6.6L gas engine are burning through oil at an alarming rate.We have 2024, 2025, and 2026 model trucks, and we're seeing the issue across all three model years. In some cases, they're getting extremely low on oil within roughly 900 miles of an oil change. Our 2026 nearly ran dry with less than 3,000 total miles on the truck.The dealers in our market are currently scrambling for an explanation.Has anyone else running the  gas engine in LCF/NPR trucks experienced this? If so, has your dealer or manufacturer identified a cause or solution?For anyone running these trucks, I'd strongly recommend checking the oil frequently rather than assuming you're safe between normal oil-change intervals.

If a client initials an optional service to be added to the proposal and signs the whole thing... is there a way to add that option without having to do a change order for the option or resseting the bid and losing the signature?

We use as needed tickets for snow. We have notes in the snow notes, but is there a way to have an image appear with every snow ticket to show where the plowing/shoveling should be? If not, any work arounds that you’ve discovered? Thank you!

Hello All! We’ve had a sudden surge in demand for our landscape and pool designs going into fall. I’m looking for recommendations if you have any remote freelance designers you’ve used to create concepts or landscape plans? We prefer designs created in pool studio for our pool designs and just don’t have the capacity to grind out the models we need. Any freelancer recommendations? Post for the benefit of all or shoot me a DM! Thanks in advance!