We find it odd that the platform does not have a way of providing a task checklist (and following line for notes) to prompt our employees and in turn have that carry over to notes that we can include with our invoicing. The ‘custom forms’ is not user friendly for our admin group unless Aspire can show us how to use it in an efficient manner. This was something that we asked about repeatedly during the sales call sessions (prior to our committing to Aspire) and we were assured that this was part of the system. Knowing what we know now then could have been a deal breaker for us signing up. At this point we are committed to looking forward rather than back.
If there is any way we could get help finding a solution to this need we would appreciate it. We are doing what we can on our end to trouble-shoot and come up with a process for this that makes sense and is user friendly for our crew in the field and helpful to our office team and beneficial to our clients. During a recent Q&A session when we asked about this the Aspire staff said, ‘oh that is a really good idea’.
Sending people out in the field to do tasks (following a checklist prompt with room for a note) and reporting back specific details seems fundamental to what the mobile app should communicate. How others in the community have dealt with this challenge would be interesting to us. We would like to ‘go live’ on April 1st and we have yet to work out this detail in the implementation phase.
Thank you in advance for your feedback. ~ Annie, Jason, and Kaya