Aspire Products

My customer’s ACH payment bounced back from their bank. We are using FiServ.How do I “remove” the payment from their Invoice so it can be repaid? I am not able to deselect the invoice or the payment from each other. I am not able to delete the payment. The software has not introduced a negative payment to apply to anything. I also don’t want to just create a new invoice as that will create inaccurate revenue.

Who has a purchase receipt layout that they’ve customized and love? I find myself duplicating information in an email to the vendors--if its pick up or delivery and what date we are wanting it.Do you prefer using job name, work ticket number or PO number when sending an order to a vendor? 

I came here to see if anyone else is using Vectorworks Landmark for their landscape designs. In the process, I went to Aspire’s website to confirm the name of the software, as I remembered Vectorworks and Aspire having some sort of partnership/integration in the past. However, it appears that may no longer be the case.I’m curious if anyone has more information on that, but my main question is:How are you integrating your design work with Aspire to make the design-to-estimating process more efficient?Currently, we use Vectorworks for design and Aspire for estimating. Without an integration—or even a straightforward export/import process—we find ourselves manually transferring the quantities and values from Vectorworks into Aspire to build the estimate.That creates quite a bit of duplicate work, and it becomes especially cumbersome when:A design changes and quantities need to be updated We want to provide multiple design/pricing options to a client or prospect We go through several round

We are experiencing the following issues with Aspire Mobile for Crew clock in:Aspire app sporadically not syncing & recording time correctly. Application unexpectedly shuts down when crew members are attempting to select “clock in”. (All troubleshooting steps have been taken – restart/reinstall app/etc). Aspire does not display crew members under Leads when they’re selected during clock in. At times the application does not allow leads to clock themselves and crew out at the end of their day.Can anyone please give insight in how to fix any/all of these issues?

Question for the finance experts of Aspire users! We have been closing the month in Aspire for roughly a year and a half, and do it by the second Friday of the following month. We’ve not yet had to ever reopen a month for any reason, but I do recall during implementation it was stressed to us that’s it’s not a good idea because things can get messy very quickly. I also read somewhere that if I have to reopen a closed month that’s several months ago, all the months after that have to be re-closed (or something to that nature; can’t remember the exact verbiage). So, my question is- what are all of the reasons why people avoid reopening closed months? What risks and/or challenges does it pose? Is it time consuming? Does the benefit of being able to make corrections in previous months outweigh the risk/challenges from reopening a closed period?

Good morning all.  Quick question:  Is it possible to automatically expose the text of the Service Description to crews so that it shows in Mobile?  This would be in addition to the Service Operation Notes.  

We’ve experienced an uptick of clients getting frustrated with the client portal, which delays us receiving deposits and final payments on projects. Clients don’t love having to create an account to view and pay their invoices online versus utlizing previously established accounts such as apple pay, intuit invoices (which allow for apple pay), or using zelle to send payments. The office administrators experience is that working to accomodate these client concerns requires double work and falls outside our existing AR systems. In some cases, it simply can’t be done at all.Examples include having to re-create the invoice in quickbooks, send it, receive the payment, delete the payment and invoice and quickbooks and re-enter it in Aspire.  Does anyone have a system or process for these situations that works to allow for faster payments and various payment options outside of using the client portal WITHOUT creating a bunch of double work? 

I rebuilt our purchasing workflow on the Aspire API. Here's what I learned.TL;DR: Our purchasing workbook was a hand-maintained spreadsheet that lived or died on one person. I replaced it with a SharePoint List that populates itself from Aspire, so the purchasing team spends their time sourcing instead of transcribing.One person held it togetherEvery plant we sell has to get bought. For years that meant one person, our Purchasing Manager, reading through newly won proposals in Aspire and hand-typing every line item into an Excel workbook. Property, ticket, item, size, quantity, cost, account manager. Then tracking status on each one: sourcing, reserved, picked up, in the yard.It worked, and the person doing it was good at it. It also had every problem you'd expect:One person held the whole process. The judgment about what mattered, what to skip, what to chase: none of it was written down anywhere. Silent drift. Finished jobs stayed on the list for months. Nobody clears rows they aren't

Is there a way to make the invoice format match the estimate/proposal format in Aspire? When I print them, I'd like them to look the same. The estimate includes a more detailed breakdown of the services and descriptions, but the printed invoice doesn't display those descriptions or the same level of detail. Is there a setting or customization that would allow the invoice to be formatted similarly to the estimate?

A bit off topic, but this is partly a PSA and partly a question to see if anyone else is experiencing this.We run LCF/NPR maintenance trucks, and we've found that our newer-model trucks with the 6.6L gas engine are burning through oil at an alarming rate.We have 2024, 2025, and 2026 model trucks, and we're seeing the issue across all three model years. In some cases, they're getting extremely low on oil within roughly 900 miles of an oil change. Our 2026 nearly ran dry with less than 3,000 total miles on the truck.The dealers in our market are currently scrambling for an explanation.Has anyone else running the  gas engine in LCF/NPR trucks experienced this? If so, has your dealer or manufacturer identified a cause or solution?For anyone running these trucks, I'd strongly recommend checking the oil frequently rather than assuming you're safe between normal oil-change intervals.

We’ve recently received a few different plan options for the Aspire–Acumatica integration. Has your company changed plans recently? If so, we’d appreciate hearing about your experience, including what influenced your decision and whether you’re happy with the change.Thanks in advance for any feedback!

I'm looking for a way to automatically send completion photos to my clients after our janitor uploads them to work ticket and management reviews them. We’re in the commercial cleaning industry, and our janitors attach nightly completion photos to their work tickets. Currently, the only way I can get those photos to the client is by manually downloading them and emailing them, sometimes to multiple points of contact. I'd like to eliminate that manual process.We already include photos with invoices, but for our recurring contracts we only send one invoice at the beginning of each month, so that doesn't meet the need for daily photo updates.I also tried having the janitor create an issue instead, but that isn't a good solution because:You can only upload one photo at a time. I have to send each issue individually. The email is sent as an issue report, which isn't what we want.I do like the issues because it does not allow the janitor to automatically send them without our review. Has anyo

Does anyone use CompanyCam integrated with Aspire? How do you like it - pros and cons?