Aspire

We currently utilize activities as our CRM tracking tool, but we struggle to get CRMs to consistently log their activity (yes, this could be a people/training issue which we are simultaneously addressing). We want to get ahead of the game if there is a client that is slipping through and not getting the attention they deserve.Is their a way to run a report which would show all properties/opportunities in a book of business where a CRM should be having consistent activity and the last time that activity occurred (but based on a specific CRM activity category, not just an invoice sent or email reminder)? We want the list to show all of the properties even if the last activity is blank so we really can create awareness of clients that haven’t been touched at all or not within a specified timeframe (i.e., 14 days).We don’t necessarily want to create future tasks for a once-per-month CRM check-in for every single property because it seems it will just clog and make things l

I’ve created a Properties view/list with no Filter applied...BUT it’s not including all of our Properties.-- Grouping is by Property Type, then by Industry Name.-- Sorting is Property Type, then Industry Name, then Property Name (all three ascending).-- Fields Displayed are Property Name, Active, Ops Manager, Created by User.  If I add a Filter for 1) Commercial, 2) Light Commercial, and 3) HOA, leaving 4) Residential unselected, the number of [Commercial] Properties increases from by more than 100.Any help would be appreciated....I’m using Microsoft Edge on Dell laptop with Windows 11 Pro.

When completing an Estimate, is it possible to check for any Service Groups with zero values/dollars to prevent a Service from being included on the contract inadvertently ( i.e. by mistake )?

What metrics is everyone posting for the field staff to see daily? This season we got monitors up in the shop to display schedules and allow account managers to dive into work tickets with team leaders. We would now like to start posting dials on the dashboard for each crew to be able to have a measurable to look at every day.

Hey Everyone! I was hoping to network with the other members who use Web Report Designer. Maybe get some feedback and help from time to time. If you work on the WRD or ever have any questions let’s drop a comment below to help each other out!

Curious if anyone in the community has had success using a spend management software (like Expensify, Concur, or Ramp) to help automate job costing in Aspire. Please let me know. Thanks!

Is there any way to stop the screen from scrolling to the bottom when expanding Service Items initially when Creating an Estimate?

We’re just getting around to fully managing inventory in Aspire and concerned by the impact to on-hand inventory valuation when there is a new purchase price change. If we make the adjustment to the purchase price will it automatically apply the new rate against existing on-hand inventory that was purchased at a lower rate? 

Should reschedule notifications show in the Notification Log?

In Aspire, there’s a tool that allows you to prepare a Client Budget at the property level. This can be a great conversation starter with your customers during their budgeting process for the upcoming landscape season.The budget can display: Monthly fees for contracted services (e.g., maintenance, irrigation) A breakdown of proposed work orders entered under the customer’s property While this feature is powerful, it’s not widely used by Aspire users. I’m looking to connect with a company that uses this tool effectively so we can gather real-life examples and share best practices with the greater Aspire community.If you or someone on your team is using the Client Budget tool regularly, I’d love to connect.

 When a crew member who is clocked in is deactivated, they continue to show up in the crew leader's Aspire Mobile. They cannot clock them out. When they use "Start All" on a work ticket this causes work ticket time to accrue.Potential preventions:* Don't allow deactivation of clocked in users* Automatically clock out users when they are deactivated (warn person doing the deactivation first)https://feedback.youraspire.com/ideas/WAP-I-6986​@Amy Parsons ​@ACato ​@LeahM  

I am thinking about switching to Azuga from Verizon Connect for dash cameras, GPS, and fleet maintenance. So far their customer service has been awful. I have tried for 2 months to get a demo so this makes me nervous. Has anyone had experience with them? Any good experiences or not so good experiences welcomed! Thanks in advance! 

If anyone has started to use Proposify, I would love to connect with you to learn about your experience.  Let me know.  Thank you!Matt JohnsonJohnson’s Landscaping Service, Inc.

What’s the best practice/method for including contract items included at no additional charge?One client has a small area we agreed/contracted to weed at no additional cost to the customer.Create sales item “Included at no addional charge” maybe?  Thanks. 

Would this be useful to anyone?I sometimes need to use a spreadsheet or calculator to perform calculations of a total to be entered in a Qty field.The ability to perform a calculation (addition or multiplication) would absolutely help me optimize my time/work.  Just wondering if others agree.Thanks.

We meet weekly and go over all completed work tickets from the previous week. What we have noticed is that some tickets still show crew leaders that no longer work for us. This is on reoccurring services. How could we fix this?