Aspire Products

What’s the best practice/method for including contract items included at no additional charge?One client has a small area we agreed/contracted to weed at no additional cost to the customer.Create sales item “Included at no addional charge” maybe?  Thanks. 

I’m looking for someone who can set this up for me. Ideally, I’d get someone who could set this up via Zapier so that I can just run it on my account and keep it in-house. Anyone have luck connecting with an individual or firm doing this kind of work?

Would this be useful to anyone?I sometimes need to use a spreadsheet or calculator to perform calculations of a total to be entered in a Qty field.The ability to perform a calculation (addition or multiplication) would absolutely help me optimize my time/work.  Just wondering if others agree.Thanks.

We meet weekly and go over all completed work tickets from the previous week. What we have noticed is that some tickets still show crew leaders that no longer work for us. This is on reoccurring services. How could we fix this?

When I tried to win a change order, this error popped up: “A completed work ticket cannot be modified by a revision.” We have already completed this work and are winning it so we can bill the client, but I made no revisions to the tickets, and the schedule of values was unchanged.Have any of you seen or solved this problem before? Thank you for your help!

Does anyone have a solution to the formatting issues that we’re experiencing with copy/paste of default language into Opportunity Proposal Descriptions? We have tried to copy from Google Docs and Microsoft, but both have formatting that doesn’t seem to render well (or consistently) in Aspire.

A client of ours is trying to add their payment information to pay for an invoice, but as soon as they go to type in the information they get the following error: a gray box that says boltgw.cardconnect.com took too long to respond. They have tried using two different browsers and refreshing the page but continue getting the same error. Do you know what could be causing this? Thank you!

How do we approve an Optional Service from an Opportunity into a separate job or series of work tickets? This would be a separate add on service with a different scope of work and frequency of work.How do we approve the optional service after we’ve already done the original work was done, invoiced, and the customer now decides later to do the add-on work?

There should be a function that turns issues directly into work tickets and keeps the paper trail including attachments - and it should be able to be done in the ap. 

What are some ideas for ways to simplify the structuring of our snow contracts? We currently do a majority T&M contracts with a few seasonal. For those that enjoy snow (we currently don’t) how do you structure your contracts to simplify and stream line invoices and work ticket management?

We are receiving both like and dislike with the “new comment” button on issue page. How do you like this interface on issue page?  

How is everyone calculating overtime? Open to suggestions!

Has anyone created a list (in work tickets or opportunities) that tracks earned revenue by calendar date? It looks like there is no date filter to limit earned income time frame.I’d like to create a dial from the list for each of our department heads, so they can track and modify their  projections each month.

Yesterday we canceled a contract where all work tickets were in an open status. It showed canceled in the opp status box but all the work tickets remained open and ready to schedule. Why would the system not cancel all of the work tickets?

Hi,A lot of our existing maintenance and snow accounts have multiyear contracts.  Is anyone familiar with how to set up a 2- or 3-year contract on one contract?  As well as adding percentage increase each year or every other during those years on the same contract?I was told I have to do individual contracts for each year, which doesn't seem efficient! 

Hello AllMy name is Kristin I am with Global Greenz based in east coast Florida . We recently onboarded aspire . It has been stressful and overwhelming. I am hoping to gain support as to not lose motivation with the process we are finding it not to be very customizable