Aspire

we receive a excel file from our lockbox provider for hardcopy checks submitted  by customers.  since this file has info to identify the customer and invoices being paid, we would love to be able to upload the file and have some sort of automated application.  is this a possibility?

Is not possible to create a task sending an activity category or some workaround to handle it?

Hi all,I want to group my Time Entry Report by the Custom Field selected in the contact card… Is this possible? The article on the Knowledge Base is a little confusing Thank you! 

I edited settings and the message body for invoice emailing in configuration but these changes are not being reflected when I am invoicing a batch through the invoicing module. I made sure to save my changes. Does this only change on new contracts after these changes were made?

My team is in the middle of a fixed price open billing work order, and we want to create a T&M change order for some extra grading work in the backyard. However, when I created the change order from the original opportunity, it didn’t give me the option to make the services T&M.Does anyone know why this is happening and how to fix it? Our current solution is to create a change order from the property level, but doing so doesn’t allow the change order to nest under the original opportunity, which is also something we want.

Do I understand this process correctly? When a customer on a single property decides they later need their multiple opportunities split out and billed differently during a contract year, the only way to do that is to create a NEW opportunity and then transfer all of the existing work tickets over to the new opportunity so we retain the work history? On top of that we need to void and reapply payments already made along with every other customer who was in that deposit batch? I would like to understand how everyone is handling this type of scenario. I’m happy to elaborate.

Hello all, first time poster hot off of implementation and facing down our first season! For my first post:  We are having a terrible time with changes in formatting, line spacing, bullet spacing, etc. between what is typed into the opportunity or service description fields in Aspire and what is rendered by the opportunity report when it is generated.  I am lucky to know enough HTML coding to be able to fix things, but unfortunately our salespeople do not have this skill set and they are forced to ask me for assistance more than is convenient.   Generally speaking, the HTML code generated by Aspire for these descriptions is extremely ‘dirty’ and full of unneeded elements.  I have taken the time to ‘pre-format’ our templates and this has helped but it is definitely not foolproof as deleting or inserting text can foul it all up pretty easily.  Ideally Aspire would implement a much more capable text editor that would produce nice clean HTML code, but since that hasn’t hap

If you do chemical treatments, you know that the default chemical usage report doesnt meet the deferal reporting requirements, let alone the additional requirements that many states impose. I have submitted an Idea for this report to contain all of the information legally required. I would love your votehttps://feedback.youraspire.com/ideas/WAP-I-7797

We have 17 irrigation techs at our branch and there are multiple times when they work together on irrigation repairs early in the season.  This repair ticket is created by the lead tech on the job on his phone as an as needed ticket.  How does the support tech that has joined in to help clock into that same ticket?  Can he find it by ticket # on his device?  

This issue just started today, but some of our Aspire Mobile apps are saying we don’t have an internet connection.  We’re all on same internet and it works fine for other apps.  This is keeping the app from updating the schedule so crew members can’t clock into their jobs.  Anyone else having the same problem and know of a solution?

If Clients have access to their customer portal, can they create an issue, and have it sent to us about the property?

It would be really nice if Aspire implemented a feature similar to DownDetector that would allow users to easily report issues with their Aspire services, and see real-time reports from others. Maybe one already exists? But the hoops I have to jump through to find a reason why I’m getting this screen and what’s being done about it, completely unnecessary. 

Wondered if anyone else has frustrations with the fact that visit notes created by crew members in Aspire Mobile are only visible to the office.  Meaning if a ticket is scheduled for more than one day, the crew leader is unable to go back and look at his notes from the previous day on his Aspire Mobile device.   I’ve tried to find an answer for this in the Knowledge Base, I’ve put in a ticket on the Help Hub and the only thing I can see is an idea that was put forth for this in the Voting Portal but it isn’t a thing that is considered for implementation yet.  Odd to me that we aren’t allowing our crew leaders to access this.   Tedious work to have to copy and paste the notes into the operation notes for the crew in order for them to see them from day to day.

We have tickets for servics like fertilization, lot sweeping, and pest control that need to remain on a specified date and time. Right now we csannot find any way to mke those tickets or make them unable to be moved, re-scheduled, pushed out by adding blank days. Has anyone come up with a way to do this?

I am trying to complete a change order on a maintenance contract. I made all of the changes that needed to be made. Then there is no option for me to complete the change order. It gives me an option to win it or edit it but I need to send the change order for approval first before I can win. 

Did anyone else used to have a section to contact support but now it has disappeared? Having this issue along with unable to approve time and win jobs.

It has been a frustration of mine for a long time that we can’t effectively schedule lawn care services. This idea (if they do it) would allow users to set up service sequences. Please help me rock the vote! I am tired of scheduling!!!  https://feedback.youraspire.com/ideas/WAP-I-7782

Is anyone else experiencing issues with Aspire this morning?Our team is currently unable to:Log in Create new opportunities Upload attachmentsThe status page shows “100% operational,” but Aspire core seems completely down on our end. Curious if this is widespread or isolated.Thanks in advance for any insights.

Is anyone using flat rate pay for employee? If so how is this exporting on to your payroll software? We are currently Quickbooks Desktop and are exporting hours, we finally got that down. Now we are trying to export the flat rate, the problem is that flat rate does export to Quickbooks. I see the flat rate amount but when I go to run payroll the information does not pull up. Google search suggested that after typing manually the first payroll run they flat rates would appear but they do not. Anyone running payroll on Quickbooks Desktop?

I frequently get alerts for clock time entry record conflicts.Most of the time it is a day or two after I have already approved their time.I’m not sure what is causing these alerts, any insight would be appreciated.Thank you!  

Happy New Year’s Eve everyone!Looking into next year, our company wants to start utilizing AI tools more frequently and integrate it with our current processes. That being said, has anyone used the open API to start running Agentic AI tools? More specifically has anyone used Replit with Aspire’s API?Any insight from your experiences is greatly appreciated! 😊