Aspire

How do you guys deal with call aheads?  I can’t expect our guys to look at notes for all customers the night before.  

Hey folks, Just wondering how folks deal with contacts that have 1 email and multiple companies. We try to add a +1 at the end of the email and that sometimes works. Wondering if anyone else has a better work around?

Only 33 people voted for this easy upgrade?  The data is already in Aspire - let’s get this voted on! 

Please vote to add the budget to the P&L to see budget vs actuals should be easy since this there is already a KPI format of the data.  This idea was created in Dec 2022 🕥 hopefully we can get more votes on this enhancement! ✅Please click the link below to vote! https://feedback.youraspire.com/ideas/WAP-I-4026

Is anyone using barcodes to help with inventory/allocations?  If so, are you using the barcode from the product itself or creating a barcode yourself for the item?  We have tried both and are having little success with either.  When going to scan the barcode, we are only getting about 20% of them to work.  Even entering the barcode number itself doesn’t seem to work.  If you are having success, what’s the secret?  

 We recently integrated Voice for Turf with Aspire and like it overall. Just trying to figure out best practice for handling the influx of tasks in Aspire created by Voice for Turf. Any suggestions for best practices would be greatly appreciated!

I was wondering if other people from the East Coast are arriving a day early and/or leaving the following day due to the travel time.  Need to plan expenses for the trip.Thank you!Carol

It would provide such an amazing increased productivity to integrate Company Cam to Aspire. It would allow a fast access to photos taken by crews and sales people. Receiving/sending comments related to those photos is a breeze, as well as quickly assigning a task. Currently in Aspire, the field photos are very hard to find. 

Has anyone found a way to drill into work tickets by crew member instead of crew leader?    We are trying to get data on specific employees that tend to hop around a lot from crew to crew. Any help is appreciated

You know those Aspire tasks you keep meaning to get to—weekly reviews, receipts, reports—yet somehow the urgent always crowds out the important? Yeah... you're not alone. Especially this time of year. I’m blocking out an Aspire Power Hour on my calendar every Monday and Friday throughout May—you're invited to do the same. One focused hour. No distractions. Just protected work time (with a little extra accountability) to help you actually get it done. 📆 Mondays at 2:00pm CT and Fridays at 10:30am CT  |  May 2nd-30th minus Memorial Day💻 Online via Zoom  |  Free  |  All are welcome🔔 Add to your own calendar (or DM me with your email address and I'll send you an invite)copy/paste this link: https://us06web.zoom.us/j/89010750562?pwd=LteluxUaZTdzIXjUAa1eQEZOhNQsPp.1 How it works:Show up. Camera on. Mic muted. Work through whatever Aspire task you need to tackle.This is not a training session--this is a 'Do Not Disturb' hour for you to focus. No need to register. Come when you can. Stay as

Hi all!I’m looking to see if anyone has or know if we can do an audit for print layouts on opportunitities. For example  in our company we have about 20 layouts to chose from and we want to audit which is being used the most through out the company. Any info helps!

Hello, a client of ours is having issues paying for an invoice in their customer portal. He said it is rejecting his credit card with a “pre-authorization error” code. Do you have suggestions for how he can troubleshoot this?

Would you please share your tips when using site audit? Thank you!

I have a customer that is adamant about paying online through a portal. I have sent him the link to sign up for the portal through Aspire several times, but it keeps coming back as undeliverable. I have verified that the email is correct, and we have been emailing back and forth using the same one. Any ideas why the portal invite link is kicking back? 

How does everybody handle their rental equipment? Big stuff that goes to one specific job is easy enough, but if we rent an aerator or a compressor and use it across 50 jobs for 3 weeks, I don’t want someone going in and creating a purchase receipt for each of those. We’re considering plopping it into inventory and then being able to allocate it out from there.Open to anybody’s thoughts or best practices.

Is there a feature to setup automatic reminders for clients so that the invoice will send out every few days, once a week etc to stay on top of collections? or is all just manual?

How is everyone conveying information to crews prior to them starting a job? We have and use every notes field, but those only pop when you click into a job. Has anybody come up with an elegant way to share information like “give them a call in advance” on days when a crew might have 20 tickets? I really don’t expect crews to be clicking through every ticket before they leave every day for the once a month when they actually would need to. Hoping someone has a slick approach to this I can borrow.

The property availability feature now is only informative and it does not interact with scheduling board. I’m curious how Aspire will make it interact with scheduling board when adding a ticket outside of the availability. Will the screen pop up a warning message? Will it trigger an automatically email to the Account Owner about this unexpected visit? If it will trigger an email notification, I wish we can have a setting in configuration to turn off this automatically email. We are trying to roll out a plan to add property availability into existing property. But we also have hesitation about how it will interact with scheduling board.

When I merge items from our original contract into work tickets (e.g a bunch of concrete walls with veneer are all the same, basically, so I merge them) there’s no real easy way to just click the work tickets to see what items are in them. I have to go back to the original estimate and click individual items to see which work ticket they’re in. More importantly, our office manager needs to do that, and she hates doing it. So I’m stuck making a merged work tickets list that takes a lot of time. I wish there was a way to click the work tickets and see which items are in them. Any thoughts anybody?