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332 Topics
Emily M
Emily MNew Participant
asked in Aspire
Can you link the Aspire item catalog to AutoCAD Refnotes and Plant Schedule?

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.

291
Calvin-Aspire
Employee
J
jakewynnNew Participant
asked in Aspire
Undeliverable emails

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 

160
J
SoboYiW
SoboYiWParticipating Frequently
posted in Aspire
Aspire Alerts - Won't 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,

1539
F
baraica
Community Manager
baraicaCommunity Manager
published in Aspire
Templates At Your Service 🫡

 Balance Sheets Are Essential  Landscaping businesses should monitor finances and make smart decisions regarding how to allocate resources, set job prices, and plan for growth. 📈 Our landscaping balance sheet template allows landscaping business owners to track their financials. It’s customizable for businesses of all sizes, from small business LLCs and start-up entrepreneurs to established enterprise-level companies. Download the template and go through it step-by-step, entering: Your business’s assets: cash, equipment, inventory. All liabilities: loans, credit card balances, etc. Your equity information is for owner investments and retained earnings. Get your landscaping balance sheet here. 

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baraica
Community Manager
J
jgraschParticipating Frequently
asked in Aspire
Visit Note Picture Compression

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 the spare phone’s was not. Does A

394
baraica
Community Manager
Amy_Groves
Amy_GrovesParticipating Frequently
asked in Aspire
New Sales - Sale Date / Win Date?

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.   

401
Scott Knussmann
Amy_Groves
Amy_GrovesParticipating Frequently
posted in Aspire
Rock The Vote: WAP-I-6543 Device Approvals in Parent System should reset if user logs into Child System

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!https://feedback.youraspire.com/ideas/WAP-I-6543

510
Amy_Groves
baraica
Community Manager
baraicaCommunity Manager
published in Aspire
IGNITE ROOM BLOCK IS NOW OPEN! 🏨

 143 Days Until Ignite ‘25, Who’s counting with us?  This year, all Ignite events will take place in Anaheim, CA. Attendees are encouraged to book a room at the Anaheim Marriott, which provides convenient access to keynotes, conference rooms, breakout sessions, and other activities. Learn more about the Anaheim Marriott here. The pre-negotiated rate is $299/night + tax, and will expire on August 22, 2025 or when sold out. Click here to learn more and book your hotel accommodation.   Or, not registered to go to Ignite yet? We’ve got you covered. Sign up here.  We got a sweet surprise in the making so check back next week in community to find out.  

820
baraica
Community Manager
A
ajennNew Participant
asked in Aspire
Permissions

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

261
baraica
Community Manager
A
Adele SkolnickNew Participant
posted in Aspire
Client Title on Contact Tab

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?

482
A
M
MichealNew Participant
asked in Aspire
How can I upload occurs using Import in estimates?

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? 

372
M
M
MeganTParticipating Frequently
asked in Aspire
Aspire Mobile - no internet connection?

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?

725
M
J
Jake KrokowskiNew Participant
asked in Aspire
Populating Items in a Service Description box

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

583
Kbaird
baraica
Community Manager
baraicaCommunity Manager
published in Aspire
Use this Spring Cleanup Checklist

  🌱 Springtime is here in its full glory 🌱 Our team has created a spring cleanup checklist that will help you stay organized and deliver top notch results to your clients. Here is what’s included in the checklist:  Preparation and cleaning Lawn and plant care Safety measures  ExampleGet your full copy here. And let us know if you want to see more checklists & templates. 

500
baraica
Community Manager
S
sylviapNew Participant
asked in Aspire
Customer Auto Pay

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

554
S
M
mhsmith131New Member
asked in Aspire
Larger Residential Construction Project Management

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? 

240
M
A
angeltopflightNew Participant
asked in Aspire
Client unable to add payment method

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. 

401
jcummings
Employee
L
lisagreenwellNew Participant
asked in Aspire
Recurring Schedule By Route

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?

493
J
B
BrendonTWParticipating Frequently
asked in Aspire
Recommended outside accounting firms who do your aspire work?

Hi all,We are a new Aspire user and just went live. I am dreading trying to get my current accounting firm to understand what/how to understand Aspire’s EOM procedures and how best practices should be done.Do any of you have an outside firm who does basis Aspire EOM tasks that you use?

482
B
baraica
Community Manager
baraicaCommunity Manager
published in Aspire
Ignite '25 Poll Results Are In

 You Voted, We Listened Last month, Aspire Together spoke loud and clear about what you want to see at Ignite 2025. And we’re delivering exactly what was asked for. That means hands-on workshops, expert troubleshooting, and plenty of chances to network with other Aspire users. Join us in Anaheim, September 15-17 for our biggest event of the year.  Want to review the poll? Register for Ignite ‘25 to secure your spot.  

650
baraica
Community Manager
A
ajennNew Participant
asked in Aspire
Visit Notes

Can visit notes show up on invoices? 

442
vladryabyy
logan_karr
logan_karrNew Participant
asked in Aspire
Materials Check Mark in Time Entry

Can anyone explain what the check marks indicate to the right of each entry, and why some entries have them while others don’t? I can’t find an explanation anywhere in the User Guide or knowledge base. The only thing I can think of, is the check marks exist on materials added AFTER the time entry had been approved. Is this correct? And if so, what does that really affect? 

271
logan_karr
M
Mompliments2.0New Participant
asked in Aspire
Service Notifications

We have SOME clients who want to be notified about rose care, but not all. Is there a way to turn this on for select clients, only?

878
J
J
John ConnellNew Participant
asked in Aspire
Applying Invoice Notes on Work Orders with Change Orders

Where can I access the Opportunity Invoice Notes tab when an Opportunity has been Won and Change Orders have been added?

292
J
J
John ConnellNew Participant
asked in Aspire
Including Consumer Financing in Aspire

Hi Aspire Community! We are fairly new to Aspire as a fencing and decking installation company.  We have just launched with consumer financing. We’re struggling to see the best way to include the “Cash Discount” terms in the proposal/estimate, especially when there could be multiple optional services that could be selected by the customer that would impact the cash discount.Any suggestions? 

282
J

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