Aspire

I have a customer who swears WE set him up on auto pay. We don’t have that ability. But as soon as he gets an invoice, it is paid immediately. Is there an auto pay option on the customer portal that he has activated? If so, how can I remove?Thank you

Hello all-We are starting to take on some larger (for us) residential construction project. As we create processes around these projects, I wanted to ask if anyone has any best practices they’d like to share for Project Management and organization on a project by project basis. Are you guys utilizing the Gantt Chart feature or something else? What other tools or processes have you built to keep your project management clean? 

A client of ours is trying to pay for an invoice in their customer portal but they are not able to add their credit card information because a grey box is covering the box where they would type in the credit card number. They’ve tried refreshing and using a different browser but the grey box will not move or allow them to scroll. I’m not sure how to help them with this issue. 

We have preset daily routes for our mow/maintenance crews and are trying to utilize the recurring schedule feature to schedule by those routes. Is there a way to set up recurring schedules by route instead of by property? For example, Route 1 has properties A, B, and C. Can we set up a recurring schedule for all three properties at once rather than setting up a recurring schedule for A, then B, then C?

Hi all,We are a new Aspire user and just went live. I am dreading trying to get my current accounting firm to understand what/how to understand Aspire’s EOM procedures and how best practices should be done.Do any of you have an outside firm who does basis Aspire EOM tasks that you use?

Can visit notes show up on invoices? 

Can anyone explain what the check marks indicate to the right of each entry, and why some entries have them while others don’t? I can’t find an explanation anywhere in the User Guide or knowledge base. The only thing I can think of, is the check marks exist on materials added AFTER the time entry had been approved. Is this correct? And if so, what does that really affect? 

We have SOME clients who want to be notified about rose care, but not all. Is there a way to turn this on for select clients, only?

Where can I access the Opportunity Invoice Notes tab when an Opportunity has been Won and Change Orders have been added?

Hi Aspire Community! We are fairly new to Aspire as a fencing and decking installation company.  We have just launched with consumer financing. We’re struggling to see the best way to include the “Cash Discount” terms in the proposal/estimate, especially when there could be multiple optional services that could be selected by the customer that would impact the cash discount.Any suggestions? 

I’m wondering if anyone is using CardConnect through the Customer Portal 2.0 and have an API connection to their accounting system. We’re considering adopting this payment method and would love to talk to someone with experience.

Hello, I am helping a client reconfigure their Aspire payroll/timekeeping system. Does any one know if we can set CA meal premiums in the system automatically? Or does it all have to be done manually? And also is there any where to set up the 7th consecutive day worked rule? 

I’m looking to integrate Aspire with HubSpot so that contacts created in HubSpot are also created in Aspire. I’ve generated API credentials from my Aspire account (Client ID & Secret), but I need Aspire’s API documentation to proceed.Could someone help me how to find:The OAuth or token authentication URL The endpoint to create a new contact (and required fields)

I have a customer who wants the PO added into here invoice each month. The invoice is sent on the 1st of each month. When received, she will send the PO asking me to resend with the PO added. How do I get that added? She just wants it somewhere on the invoice, doesn’t matter where. Thank you

I have a technician out in the field who is consistently getting logged out. When i investigate i find that his user in the back end has been made inactive. Support is telling me no one is doing it but can’t provide me with any reason why this is happening. Has anyone else experienced this? I will note this is a former employee that I brough back. not sure if that has correlation but thought it was important to mention. 

Hey everyone,We're looking for examples of site audits—whether from Aspire Software or another platform—to better understand how our clients are using them today. If you have any recent audits you can share (with sensitive info removed, of course), we'd love to review them as we work with Product Management to explore potential improvements.Drop a reply here or email me at Calvin.hofman@youraspire.com if you're willing to share. Thanks!

We will have customers that will call in and ask for their service work ticket to be scheduled on a specific day and I am wondering if there is a good way outside of putting it in the ticket notes to make sure that ticket stays on the day the customer wants.Problem: we get rain so we start rearranging the week and the only thing that I can think of at this point is to click into print preview and make sure there are no notes that we have added about it being done on said day. Is there a more efficient way we can go about this?

How do I reopen a closed month in Aspire? 

Hello, Since switching to Aspire Mobile we tend to get a handful of clock time conflicts a day. However, some of these have no difference. Does anybody know what causes this and how to avoid? Our CSM didn’t have the answer for us.