Aspire

I have an estimate with 8 different line items, but 2 of the line items are for the the same type of job which is retainer walls. On the estimating portion I have:Vegetable Box Retainer Wall Retainer WallWhen I go into work tickets only Vegetable Box Retainer Wall shows up. I need to record materials into the Retainer Wall work ticket, but it is not appearing. What should I do? 

Hi All,Wanted to get some perspective on what kinds of Issues get different Priority levels assigned to them.For instance, the only example I could think of for a ‘Low’ Priority Issue was… the office running out of coffee.I imagine, for some, that it would be listed as ‘High’ Priority instead! What are some examples of different priorities you use for Issues, or methods that help determine what Priority Level each Issue gets?Thanks!

Hello- Is there a way that a crew member can be removed from the APP when time tracking? If a crew member has logged in on the leaders phone it is still there. My team then has an issue  they want to hit start all (crew members) when they only have 1 of the members currently working with them? 

We have over 60 clients with very specific scheduling restrictions (e.g., Mondays only, Tuesdays before 9:00 AM, anytime between 9:00 AM–5:00 PM, anytime but email beforehand). We used to schedule in Google Sheets, which worked well because I could list each restriction as a note directly above the ticket.I know Aspire has a Property Restrictions tab, but we operate across multiple departments (Plant Health Care, Flower Gardens, and Property Care). The scheduling restrictions that apply to Plant Health Care don’t necessarily apply to Flower Gardens, so setting them at the property level isn’t ideal.Ideally, I’d love to see the scheduling restriction directly on the physical schedule board (not just in the ticket view). Is there a way to create a flag, tag, or note that’s visible at that level?

We have a Company Policy that all outgoing communication should come from a single email.We have 5 Aspire users who could potentially be sending out communications (Email Proposal, Email Invoice, Email Notifications, etc.). Q: Is there a way to have all outgoing (from aspire, regardless of user) emails come from (or at least appear to come from) a singular source? I feel like this policy is prohibiting a lot of functionality that Aspire provides. We have not been successful in asserting the policy should change.

We are trying to better budget for the Card Pointe Merchant fee's when clients pay by the Customer Portal. Night Light charges a 3% Processing Fee for Credit Card Payments. Card Pointe charges a 3.5% processing fee, but there are also other service charges and fee's. Is there a "rule of thumb" or recommendation on how to budget for these fee's?

Hello!We’re a newly onboarded Aspire customer who previously used QB for all things. We’re trying to figure out how to treat electronic payments where there is a discounted amount, these are typically for the larger corporations where they discount the total paid monthly for “on time payments”, which reduces the total payment amount paid by the customer. Historically, we would add that discount into QBs and it would adjust the invoice. In Aspire, I’m not sure how to treat this. We can’t add this discount to the invoice before sending because then the customer would be paying 2x less by discounting an already discounted amount. My first thought is that we simply add the total amount paid minus the fee and our accountant needs to reconcile those separately at the end of each month balancing accordingly. But I’m open to hearing others ideas on how they’ve dealt with these operationally. 

Sometimes my crew members add photos to the wrong work ticket. I’m able to add it later to the correct work ticket, but how do I delete/remove those photos from the wrong work ticket?

starting yesterday we saw an uptick in guys not have a clock out time. I chalked it up to our learning curve.We met with the crews this morning and most swore they were clocking out on the phonesSo this afternoon I tasked my Supervisors to physically watch the crews clock out, which they did. However almost none of the clock outs registeredWe have refreshed the phones as well. This is even happening with crews that have been on Aspire since January. Anyone else experiencing this? 

Do sub auto expenses get triggered when a visit is complete or when the ticket is complete? 

We are bringing a new company onboard and want them to start by learning time entry first, but don’t want to track their costs in our Aspire yet. Does anyone have experience with this? My plan is to set each of their employees in a new branch with 0.00 pay rate until we have a chance to upload properties, contacts, opportunities, etc. Has this worked for anyone or are there other suggestions?Thanks!

Hi everyone, I’m looking for guidance on the best way to handle T&M billing for subcontractor work in Aspire.Our workflow is a bit different from standard in-house labor. We utilize subcontractors for certain scopes of work and track their costs using Purchase Receipts. Subcontractors do not log hours in Aspire. Instead, they provide us with total hours worked and material costs, and we bill the customer based on those T&M amounts.When I attempt to use T&M Override billing, I receive the following error: “Material ‘Subcontractor v11’ not approved.” It seems like Aspire is expecting approved time and material entries tied to the work ticket and possibly logged labor hours in the system. In our case, there will never be time entries since the work is performed by subcontractors.Currently, we are using Fixed Price billing, waiting for the subcontractor invoice, and then manually adjusting pricing. This works, but it adds extra steps, slows down billing,

I am looking for a report that will show me how many total yards of mulch used on completed tickets this month. I was using the Work Tickets Pivot Table, but that only shows total material cost, not quantities. 

Good morning all, We have quickly discovered the following issues with the automatic Visit Reminder Notifications:A visit reminder notification is sent for EACH instance of a visit on the schedule (i.e. if we have scheduled four routes (crews) to work on a single work ticket on a single day, then the client is getting sent four notifications in rapid secession that the work is scheduled).  This is un-professional and an annoyance to our clients. If we decide to send one of those crews to a different job and erase that one visit off the schedule, the client automatically gets a notification saying the work is canceled even though three other crews are still going to be there. Furthermore, there is no way to edit this cancellation message or even disable it entirely.  This is unprofessional and confusing to our clients. There is no way to set the day-ahead notification for Monday work to send on Friday.  This forces us into having the notification

Does anyone know if there is any traction for increasing the capabilities of the browser version of Aspire used on a tablet/smartphone (not the aspire mobile app) regarding Opportunities? I don't even necessarily think it needs full capability to create new complex opportunities/estimates, but to make minor revisions to existing estimates, create new simple estimates, or to use the “Sign and Won” button on an Opportunity so that a customer could sign a proposal or change order in person onsite, without having to create/print out something out ahead of time. Full capability would be awesome, but I understand why it could be challenging to implement on a tablet interface, but it would be cool to be able to actually adjust or create a real proposal, and get written approval on site digitally. It could be a very useful feature for salespeople and account managers to make quicker sales for simple estimates by being able to obtain a signature during a site audit or property walk rather th