Aspire Products

I have recently been spending some time trying to better understand what is possible with Advanced Search formulas, and I am curious to hear what others have created and are actively using.Most of my world lives in scheduling and work tickets, so anything that helps visualize workload or organize the schedule better is extremely helpful.One formula that has been a big help for me was creating a way to see scheduled visits grouped by week. It has made reviewing workload and planning much easier.Example:Formula Name: Work Ticket WeekDATEPART(WEEK, [ScheduledStartDate])Once grouped, it allows me to quickly see visits by week and drill down into the details. For someone living in the scheduling board every day, this has been really helpful.Since discovering that one, I have honestly been a bit stuck and have not been able to come up with others that add the same kind of operational value.So I wanted to ask the community:

We have run into many problems this year when dealing with a moving schedule.  I would like to know how everyone is making sure that certain work tickets don't move from their scheduled dates.  For example if a customer has a wedding scheduled months in advance and they request a service in the same week as the wedding.  It becomes difficult keeping track of many routes and keeping track of all customer requests.  What methods are people using in Aspire to make sure these hard scheduled jobs are not being forgotten about?

What are your favorite Aspire Tricks? Things that save you time, or that make others see you as a wizard?I’ll be honest: mine is something that I think should be turned on by default. In User Settings there are two checkboxes for “Advanced Search List Show Group Header” and “Advanced Search List Show Filter Header”Checking both of these makes it so much easier to quickly group, sort and filter lists. Alright! It’s your turn!

I am struggling with aspire not having a crew scheduling feature. I find the crew lead being assigned to a route useless, especially in the winter.  I have tried making properties for each employee and then creating an overhead ticket called shift start and assigning to just a scheduling route. for shift times only and then creating the email or sms notifications, but realistically - it is great to schedule all our grass tickets or landscape project tickets into the routes, but knowing who is where and when without having to have a big whiteboard in the shop or creating a secondary schedule in our google calendar is frustrating.  The goal is to not duplicate the workload or make more back end tasks just to tell the team who is where each day or week to week plans.  What is everyone else doing? What am I missing?

Hello! We process 1000s of transactions year (as I’m sure many of you do). I’m wondering if anyone has figured out a way to upload multiple purchase receipts from a spreadsheet instead of entering manually. Have you created an API workflow or hired someone to make one? Do you use AI to scrape invoices to make processing easier? Would really love anyone’s ideas and help! Feel free to reach out in messages. Thank you in advance! Also… if you have time, please consider voting on the following related ideas/suggestions.  WAP-I-5050 clone purchase receiptWAP-I-2285 copy purchase receiptWAP-I-7094 bulk delete lines from oppWAP-I-7499 keyboard only data entry on purchase receiptWAP-I-2792 display live sales tax on estimates rather than waiting until the estimate is completeFB-I-264 credit card purchasesWAP-I-4938 credit card purchasesWAP-I-4767WAP-I-3789

I am trying to call and or text clients based on aging. However, none of the lists i can generate in invoicing offer phone number as a display or filter option. Is this an Aspire setting or something unique to our setup? If there is a way to include the phone number field in invoicing reports/lists, can someone share the steps to do so? I’d be so grateful for your help!

We perform irrigation site audits to help clients understand the condition of their systems and identify improvements or repair needs.The value of the audit itself is strong, but the creation and delivery process is where we are struggling a bit.Right now: Building each report takes time Delivering it to the client feels clunky and also takes time The follow-through is not as streamlined as we would like I recently started digging into Aspire reporting options and noticed the ability to create work ticket reports that would pull visit notes. Ideally, we would love the ability to: Include structured notes Automatically pull in photos Possibly attach a PDF version of the report And have a bulk-send option when needed Has anyone successfully built a clean, client-facing property condition or irrigation audit repor

I wanted to check how I can undo a deposit if it has already been sent to Accounting. The payment has already been recorded in QuickBooks, and I’d like to zero out the amount to avoid it showing as a duplicate payment.

Invoice emails are not sending at all. They show up under the email sent log, but there is no time or date for sending. Has anyone had this issue, or know how to fix?

My company has fixed payments for our lawn maintenance service. Contracts are set to begin Jan 1 and end on Dec 31. When someone begins service mid-year, such as in March, the system is obviously generating invoices for previous months, despite not having service. What is the best way to go about resolving this issue? Here are our thoughts…  Change the contract start date to the current month. We worry what will happen when service is renewed next year. How do we ensure that clients receive visits in January or February 2027, for example? (Changing the end date is NOT an option for us.)  Leave the contract start date alone, but uncheck the prior months in the Edit Payment Schedule screen. For this, we worry that they won’t be invoiced for those months next year.  Leave start date and payment schedule alone but zero out the generated invoice. This is what we’ve been doing, but our AP department does not like how messy it makes their histo

We just hired some new account managers who are needing to send out bulk emails to the primary contacts for the properties they are now assigned to in order to make introductions. We have made a really nice list in the Properties module for the account managers that shows them the properties they are responsible for, but it doesn’t appear that they can send a bulk email from the Property list from what I can tell. Is there a way for them to send a bulk email to primary contact of each of these properties, in a way that isn’t having to find and individually check off the primary contact for each property in the contact list to perform a bulk email from there, or to send a bulk email from the opportunities module which forces a copy of the opportunity to be attached to the email?It would be great to be able to bulk email from Properties and be able to choose to email the primary contact to be the recipient of the email. Definitely will be having our power user add to the idea p

I am trying to create a list in the equipment module that will help identify vehicle assets with mileage last reading date + 30 days old. Can anyone help guide me through the creation of the list for this? 

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

Does anyone know if Aspire allows you to do AIA’s and if so can you walk me through the process 

Are we able to duplicate a current change order within a project to create a new one? We have a recent project with multiple cos, and our sales rep would like to know if he can duplicate to make it easier to create new CO’s 

Hi, How can you undo an approval on a weekly time review? I need to edit it. 

When renewing contracts, can those renewed opportunities be sent out in bulk to those customers?

MindCloud recently launched our free Slack Community for Aspire API builders and I wanted to personally invite any Aspire users who are looking to build their own API Integrations and workflows for free one-on-one training on using our low code AI powered integration platform from one of our experienced developers:Free Aspire API Builder Training - Slack Group MindCloud now has a free forever tier for developers that allows you to test API connections, build workflows in sandbox and even deploy to production for a certain number of API calls per month.  We currently have 120 prebuilt workflows between Aspire and other platforms including: HubSpot, CompanyCam, Sage Intacct, ADP, NetSuite, Concur, PayCor, Monday.com, Ramp, Paylocity, Microsoft Business Central, Microsoft Dynamics 365, Pay

Can you pull photos in Visit Notes onto an invoice layout?