Aspire

I have a customer who partially paid an invoice and wants a copy of the invoice showing the amount that is due, when I print the invoice from Aspire it shows the original invoice amount due which is not accurate. Is there a way to print invoices that show previous payments applied to the invoice and the amount remaining as the due amount? TIA

We invoiced a GC for a significant repairs that needed to be made from damages that the electrical company on the project. After a meeting with the superintendent, we came to the conclusion that we will not bill for change orders but take it from the agreed upon contracted amount. I had to win the change order to send the invoice. I am aware that I cannot delete the change order (unfortunately). The GC wants us to resubmit the invoice without the change order on there, for it to just reflect as a deduction from the total. I have voided the invoice. I have deleted the invoice. But yet when I preview the Payapp statement… it shows there is a change order, making the total amount higher than the contracted price. There has already been work tickets people have clocked into that have been applied and invoiced on this project. Does anybody know what I can do in this situation?

Is there a way to send Customer Portal invitations in bulk to new customers with won opportunities within Aspire?Ideally, I'd like to automate this so that new customers receive a portal invite when their opportunity is marked as Won, or alternatively be able to send the invites in bulk for all qualifying customers.

Hi - I’ve always wondered,  is there a difference between Service Abr and Service Abr (Lookup)? What is the Service Abr in the work ticket search field? Is it actually display name? I am just wondering if someone knows this off the top of their head otherwise I can poke around and try to figure it out.

Does anyone know the difference between the Ops Manager assigned to the property vs the Ops Manager assigned to an individual opportunity? Specifically, if the customer logs into their portal, what will they see? For example, if the property ops manager is Jason but the PHC opportunity has Ryan as the ops manager, will they see Ryan or Jason’s name when viewing an invoice for PHC? Will it be Ryan or Jason that receives notice if the customer submits a request/property issue online?

Wondering how other users monitor tickets that were modified by change orders. From what I see, there isn’t a good way to filter for tickets that were modified by change orders, only tickets that were created by them. We know it’s possible to do this via API, but we were curious if anyone had a way natively in the system to do it.

On these topics from about a year ago I can see that there wasn’t an autopay option, but is there an autopay feature on the customer portal now?  I have a customer who thinks they are set up on autopay. Additonally, is there a way to do a customer view of the customer portal so I can know what customers are seeing on their end and bridge any gaps there.

Looking for ideas from anyone using Aspire to manage nursery inventory.Does anyone use Aspire to manage a nursery or purchase trees/shrubs in bulk that are received into inventory, maintained in a holding yard, and then later allocated to construction or enhancement jobs after they've grown to a different size?Our biggest challenge is third-party delivery costs. The trucking company invoices delivery separately from the plant material, and the freight cost varies based on the number, size, and type of plants that fit on each truckload.How are you accounting for those delivery costs?Are you capitalizing them into inventory? Expensing them as indirect overhead? Allocating them to jobs when inventory is issued? Using a standard or average delivery cost?I'd love to hear how others have configured Aspire or what process has worked well for your team.

Invoice emails are not sending at all. They show up under the email sent log, but there is no time or date for sending. Has anyone had this issue, or know how to fix?

A client cancelled a fixed payment contract. I changed the end date of the opportunity, and tried to cancelling all the remaining tickets. However, I am unable to zero out the remaining future months. Thoughts?

Hello All, Newbie here and to ASPIRE.  We are in implementation phase.  Have QBO as accounting database and have never carried Inventory on our Books as an ASSET.  Obviously we have product in the yard that is already paid for.  As we begin to load up quantity on hand for initial inventory.  I am not sure what  the Liability (AP Cost) is going to look like at END OF MONTH?  Can anyone shed a light…. ?Please and Thank You.

Wondering if we can add emojis to our inventory item titles?

Does anyone have a process for follow up on Construction projects once the project is completed, and do you use Aspire to implement it? I’m thinking irrigation check backs at certain intervals and checking on hardscape and plant health. I’m looking to put more framework to our process and wondering if work tickets or tasks could work for this? Thank you in advance!

We are new to Aspire - my question is for the office manager or administration people? What tasks do you perform on a day to day to make the most use out of Aspire and to make month-end seamless?

We have a few Properties who are requesting that we put PO numbers on their invoices. We’ve found Display/Filter Field “PO Number” that exists in the invoicing module list and we know how to add that to our layouts, but we can’t figure out where the data for this field is actually pulling from/where you enter it. From what I can tell, there’s no fillable field on a Contact, Property, or Opportunity that will allow you to enter a PO Number. We’re aware that we can use the Opportunity Invoice Notes as a place to put a PO number that would appear on invoices for an Opportunity, but if there’s a field that’s specifically for this purpose, we’d like to be using it. Has anybody used this PO Number field or know where that data gets entered? 

We launched out our inventory earlier this spring for materials on our landscape construction and enhancement division and it flopped. Lack of upkeep, lack of crew training on allocating inventory. Lack of understanding of how it worked. We are recalling it, reworking it and preparing to relaunch. Does anyone have any policies that they love regarding inventory control? Best training methods for the teams? Policies about what is and is not in inventory? Tips, Tricks or things they love to inventory? 

We are looking at swapping our GPS system over to Azuga and wanted to see if any current users had any feedback on what they liked and what they did not like? Thanks.

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! 

Does anyone utilize an inventory system outside of Aspire. Or does Aspire have a 3rd party partner they work with that has a more robust inventory system?