I just wanted to share a “small win” I had today on my Aspire journey… I’ve been flummoxed for a while now by the lack of a ‘Won Date’ column on the work ticket lists. Was really frustrating when trying to schedule work orders based on when the job was won. Well, it turns out there is a column on the work ticket list called ‘Created Date’ which is, in all actuality, the same as the ‘Won Date’ of the job (since the work tickets are created the moment a job is won!!). Anyway, that’s it. My small Aspire win for the day. Hope everyone had their own small win today too 😁
Sticky
Small wins
+30- Community Manager
Thank you so much for sharing this tip with the community. It’s exactly those kinds of aha! moments that make this group so valuable. Such a cool win, Tim! 😎
+24Thank you for sharing this one!
My small win this week is discovering that you can complete a work ticket on a future date (which get’s it into invoicing). This has been helpful when I want to send an invoice for a job completed this morning, but can’t do time entry until tonight!
+10TAKE THE WINS!
My win for the week was getting an excellent service and explaination on the equipment module and beginning to use it effectively.
Shout out to Betsy Bell and Joshua Bradley.
+11Curious to hear more about the equipment module!
+10
Unfortunately it doesn’t email reminders for maintenance such as oil changes and stuff, but just like everything else in Aspire…..it creates some easy lists to manage.
+11
+10Small win this week for me- On my opportunity renewal list, I added filters to show opportunity start date to verify that I have renewed all the opportuineis that are ending all in one list view instead of switching between list-
Grouped by property to verify each property that needs to be renewed has 2 opportunities on the list
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