Aspire

Good morning,I am trying to figure out how to create a onsite vs total time metric for efficiency. Any help would be greatly appreciated. Thank you!-Mike

Hello all - Has anyone noticed recently that the ‘Service Look Up’ column on the work ticket list is now returning the customized Display Name from the Opportunity instead of the actual name of the service code?  And the actual service code name doesn’t seem to be an available column anymore?    

We are seeking an experienced SAAS admin to assist in training in the Greenville SC area.Specifically, in:EOM process  Inventory processes Over/Under training mostly needed Requesting in-person training. 

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? 

Hello, I cannot login into customer support, I don’t know my user name and when I try to reset the password, I don’t receive a password reset link. I read something earlier about an email sent in early December, which I do not have. Does anyone know how I can get another copy of that email ?

Is there any way we can generate one invoice for all past due balances?

What’s the best way to avoid work ticket warranty, any recommendations? 

Hello! We purchased materials for a job but ended up not needing/using one of them. We have already added that purchase to the job and Work Ticket, and it’s showing in the material costs. I would like to know if it is possible to remove that from the ticket. Would it be enough just to delete the purchase, or do we need to take any extra steps to ‘refund’ the purchase?

Am I crazy or did a change take place to the division display in Work Tickets? I could have sworn that the division displayed on the Work Ticket used to match the Division in the Opportunity--like it would pull the division from that box. But now it seems to be displaying the division that is tied to the service associated with that ticket. I’ll give you an example… We have a Work Ticket that is a part of a Work Order opportunity that has been labeled with “Indirect” as the division. However, within the estimate, a service that falls under our “Landscape” division was used (correctly I might add). As a result, when I attempt to filter Work Tickets by “Division = Indirect” this Work Ticket doesn’t show up because the Work Ticket itself has a Division of “Landscape”. This is a huge problem for reporting purposes, especially because this is NOT how it used to display--at least I’m pretty sure. Am I crazy? Has anyone else experienced this too? Is this a bug or a feature? Either w

Hello all!  I would like to know what other users do to follow up on quotes that have been sent to the customer.  Is there a compatible sales app for note taking that would make it easier for property communication.For example, we use Issues for quote requests...once the quote is sent, the issue is completed.  After that...I feel there is not a good way in Aspire to make notes about the customer approving it.Items like what days they want it scheduled, parking permits required or approved, ...just information that needs to be documented on the quote before it is scheduled or about scheduling.    

I am looking for a list of material once a job is complete to give to a customer.  We would like to give a list of plants to them if they need to call us back about a plant.  Then, the customer will know the name of the exact name of the plant they are looking at.  This will help us streamline when they call into the office. Does anyone give there customers a report/overview of the hardscape they complete for the customer?  Once we are done with a hardscape project we are trying to market that we can do there landscaping/mowing.  Does anyone else do this and what are your ideas? 

How to avoid billing a contract that ends mid-month? For example, the contract started 5/15/25 and ends 6/14/26 and all 12 months have already been invoiced. Aspire is showing on invoicing assistant and invoice to bill for June 2026 but that is not correct, no invoice is needed for June 2026. However, there are still work tickets scheduled through 6/12. What's the best way to clear that up? 

I am working on better defining our sales process within Aspire from the time a lead comes in to scheduling the site visit, then sending a proposal. We currently use the issue system for new leads up to the point that the site visit is complete, then create the opportunity from that issue. For example, we have multiple issue categories depending on where the lead is at in the process (1 - New Lead, 2 - Contacted, 3 - Site Visit Scheduled, 4 - Site Visit Complete, etc.) My goal is for our team to have a clear next step for every lead/issue & opportunity (won/lost/deferred within 21 days) whether that is scheduling a site visit, following up to a no response, or closing out an issue after 7 days of no response.What we currently are doing is working, but we don’t have a clear SOP that everyone follows. In an effort to not overcomplicate the process, I would be interested to learn how any one else currently handles this.

When viewing the ideas regarding to site audit in idea portal. The top popular topics were either over 2 years ago or over 3 years ago.  Any update or roadmap for Site Audit?     

If I am on ticket 5 (week 5) of a mowing schedule and I would like to change the order in which a crew is servicing the property I can edit the recurring schedule to the proper order.  If I edit this schedule to begin on ticket 5, and a start date of 5-26-26 and order number 50, what impact will that have next season when the contract is renewed and we want to keep the previous seasons schedule?  Will it not begin until ticket 5?  Do I need to think differently about changing a recurring schedule after we are weeks into the season?