Aspire Products

I created templates which I don’t want to use or share with the company.  How do I delete templates that I have created please? 

Does anyone have a fast way of figuring out why there is an unaccepted time? I have been trying to figure out why one of our crews times will not be accepted for a day and cannot find any reason why. 

We had an issue with one of our clients while attempting to make a payment trough the customer portal.The client in question attempted to sign in to the customer portal using his Apple phone. However, he encountered a roadblock when tried to enter the routing and account numbers for the payment. It seems that his phone it did not display the forward slash ( / ) needed to separate the different account numbers. When I conducted the test using an Android device , the slash was displayed correctly. This led me to believe that there might be a compatibility issue with the customer portal when accessed via an Apple phone. Have anyone experience this issue? Any suggestions ?  Thanks in advance. 

I have some actual paper contracts that we won that include 50+ properties and individual contracts for each property in Aspire. I am seeing this “master job” field but can basically find little to nothing about that in the knowledge base or user guide. I am curious if this master thing may be helpful for me in some circumstances, but I don’t know what it is used for. Anyone?

Anyone successfully utilized PropertyIntel on an iPad?I’d like to create irrigation maps for our properties on Property Intel so I don’t have to use a separate system but it doesn’t seem like PI really functions on Chrome on iOS. 

My company is trying to find ways to improve estimating while the design is in process.In AutoCAD Refnotes and Plant Schedule, it’s possible to add a cost for each material. It would be a waste of time to input these prices for each plant in each design. (It would be easier to just do it in Aspire once the design is complete.) However, if I could somehow link the Aspire item/kit catalog to AutoCAD, the designers could have access to updated prices as they build the Refnotes/Plant Schedule.Does anyone know if this is possible? I know that Aspire can talk to other softwares, but I don’t know whether AutoCAD is on that list.

Is anyone else having this issue? when emailing a proposal, it bounces back as undeliverable, when it is in fact, a valid email address. I have cleared my site cookies, and renewed the sync with outlook. Don’t know what else to do. This has been occurring since their most recent update 

Hi everyone,Since switching to the new Aspire Mobile, we’ve been receiving significantly more alerts than before—specifically time entry conflict alerts and work ticket time conflict alerts. We’ve followed the recommended steps to resolve these conflicts, and the records appear corrected. However, the alert count in the Aspire Notification Center (under the question mark icon) remains the same and won’t clear, even after everything has been addressed. Has anyone else experienced this recently? Any suggestions or solutions would be appreciated!Thanks,

Is there any way to see the pictures taken by crew people and inserted into visit notes not horribly compressed? Pictures uploaded to issues don’t seem to have this compression, but the visit notes are compressed to essentially thumbnails. Edit with some clarification and testing: We noticed that the crew doing our spring flower displays were attaching pictures of the completed pots to visit notes. After downloading the pictures, we noticed that they were highly compressed past any use. Our crews use Samsung Galaxy S24’s in the field. I just tested this on my work phone (iPhone 13) and there is no compression to the photos, coming through full quality. I tested this on a Spare Crew phone that was sitting here in the office, and there was no compression to the photos. I attempted this on both the wifi and not on wifi. All crew phones are set up the same way, so I’m struggling to figure out why the people in the field’s photos were highly compressed when th

Curious what other companies are doing?  If a Sales Member sells a contract in October, but it doesn’t start until January, do you wait until January to win or win it in October?The sales member and company will want that recognized as soon as it’s sold, but winning a contract will put it in production and tickets are at risk of being pulled forward.  Love to hear some feedback.   

Let’s get out of the 1980’s of manually doing things and get into the modern age!This is an issue related to the parent/child feature combined with the new 30 day device expiration security enhancement. When there exists a parent child system relationship (not to be confused with Enterprise Admin), if a user doesn't log into the parent system for 30 days, their devices should not expire as long has they have logged into at least one child account in the last 30 days. Child/parent accounts should all be connected, so if the user is logging into the parent system, their child logins should be extended and vice versa.Remember - votes count to get this passed!  Remember - it may not affect your company now - but if you GROW - IT WILL!

 What will permission will let a user trigger the ability to update payment terms on an opp? 

I wish the title of the client would be shown on the contact tab as many of our properties have multiple contacts listed. This would help everyone in our company know who is who without having to click into each contact for this information. Now that the screen for the contacts is so enlarged there is lots of room to display this information. Anyone else would find this helpful?

I don’t see the column to add occurs to upload my list of estimates of service items. How can I find the format to upload this column? Can someone provide me the sample file? 

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?

Hello!We have set up a Service Item called “Plant Installation”, under/within which we list out all the required plant species and sizes (and then quantities & costs) as line items.  We would ALSO like those items to copy over to the SERVICE ITEM DESCRIPTION, so that all those plants show up individually on the printed proposal. Is there a way to do that using code or a token?  (E.g. we can type “ [PropertyName] “ or “ [OpportunityStartDate!] “ in the overall PROPOSAL description… Thanks in advance! Jake

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?