Aspire Products

Hello,We are experiencing an issue where purchase credits created in Aspire are not automatically syncing with QuickBooks. Could you please provide guidance or a workaround to ensure that these transactions are matched automatically in QuickBooks? We are looking for a solution to seamlessly integrate purchase credits between the two systems without manual intervention.Thank you for your assistance.

It would be great to have a filter type of Two Weeks Ago. This would make it easier to create reports for our 2 week payroll system! For example I could create a List that shows unapproved time from Last Week or from Two Weeks Ago!

Has anyone started to shift to the new Aspire Mobile app yet? We are very excited to get everyone trained on Aspire Mobile when the time comes. For our location, the offline capabilites are going to be a major game changer. I’m curious if anyone else has tried it out and see what you’re noticing.I have a couple of people that have made the jump over to make sure we know how to use it before the whole team switches over. So far, the transition has been pretty smooth especially since Aspire Mobile hasn’t been fully launched yet. We are really excited for Aspire Mobile to be at full functionality but here’s what we’ve noticed so far:Pros:Offline capabilities You can quickly clock in and out of jobs where the cell reception is poor. Quick log in most of the time the user stays signed in and you don’t need to type in their pin each time they open the app All the notes in one place Rather than clicking back and forth to see notes they are all displayed on one screen with the address, manag

Has anyone figured out a way to change what a field employee can see on Aspire? We want to make it to where certain employees can only see certain routes when they are clocking into crews in the morning and not every route.

I mistakenly applied an invoice to a prepayment.  I need to unallocate the invoice from the prepayment check.  

Since December 2024, Aspire started to save every invoice to the property attachments. It caused too many attachments when try to find the important documents, such as contract/agreement, property map, irrigation zone map and so on. We need to have a setting to turn off this feature. Please vote for this idea in the idea portal. Thank you!

We have a contract with a limited number of trips. Previously, we had 46 trips recorded. However, when I switched to tracking trips by contract tickets instead of individual punch-ins, the system shows only 35 trips. I noticed that some tickets have multiple punch-ins on the same day.Is there a more efficient way to determine the actual number of trips used, such as generating a report that accurately reflects the trip count based on the contract's definition of a 'trip'?"

Hi,I use purchase assistant for my material purchasing. I have realized on the assistant it does not tell you how much you have already used of that material. Is there a setting or somewhere else i can go to see the totality of the items ive already purchased? Example:¾ drain stone i have 7 tickets with various amounts in the quantities for the job.How do i see how much ive already ordered for the entire job?

Has anyone been able to create an advanced search formula using greater than or equal to functions? For example, I am trying to get a custom formula to only show items within a work ticket list that are completed at for above the estimated gross margin. Thank you!

I am looking for some insight on how to narrow down custom Lists and Reports. For example, I would like take my customized Work Ticket List (showing our Sched Var on Hours) and reflect the 10 worst Work Tickets from the list. My hope is to have a Dashboard Metric for Managers to click into, that way they can see what 10 Properties went over the most on their hours. I know that I can sort it for a certain value, such as Greater than, less than, Equals to, etc. - but I am trying to avoid determining the value and just seeing the 10 highest/lowest values. 

We joined the beta test a few month ago, then found out that it was missing the adding payment feature. Customer must call us to add the payment for them. We immediately switched back to customer portal 1.0. If you are on the customer portal 2.0, would you please share your comments & feedback? Appreciate.

Hello,We have a few invoices that customers were supposed to be tax exempt, and they were charged tax on invoices. The customer paid the invoice leaving the tax unpaid. Is there anything that can be done to get rid of the tax, so it isn't showing on invoices as unpaid? 

Hey All,We are in a bit of slightly unique situation in that we have a garden center attached to the company. They function as their own retail business, but at the same time, they also provide all of our plants and bulk materials. Something we’re trying to figure out is when we’re doing the purchase receipts from them to us, and then any returns, the whole sales tax situation. How does everybody else handle their sales tax?Thanks!

I’m looking to create a report that shows me all the revenue received from a company for multiple properties - Can someone please let me know how to find that?  Thanks so much in advance!

We need to be able to split the invoice revenue for labor and materials for our state (CT) monthly  sales tax reporting. Anyone have any suggestions.

We had all of our recurring schedule set, but it’s messed up. Is there a way to delete all of the visits from today going forward on a route?

I love the latest addition of the Bulk Reschedule Visits function, but it would be really nice if this function could pull work backwards as well, like the Insert Blank Days function is able to. Will that capability ever be added?

Recently, Aspire won’t let us save an American Express payment method because the card number is only 15 digits.  We have clients who set up their payment method in the past and pay us via AmEx and it works just fine, but now when we try to enter it for the client or if they try to enter it in their portal (we’re on Portal 1.0), the Save button is greyed out.  The advice I was given is to enter it directly into CardPointe/CloverConnect and then record the payment manually in Aspire.  Doing it that way doesn’t save the card info in Aspire, so they can’t pay through the portal in the future.  Does anyone have a better way of doing this?