Unanswered questions

We are a company based out of Quebec. By law, we are required to have all of our operating systems available in both French and English. Is it Possible to make Aspire available in French?This would allow our company to be compliant, and provides an easier use of Aspire for our french-speaking users. 

I would like to prevent them from appearing in the Invoice Assistant queue. Is there a setting, filter, or workflow that would allow unbillable invoices to be excluded from the list? Thank you.

Is anyone running payroll from Quickbooks? How are you dealing with all the entries exported to Quickbooks vs weekly hours? I’ve just had issues with unapproving times when an error is encountered and exporting hours again. This doubles hours and I have to manually fix.

As a company we mainly use the copy opportunity function for our renewal process and go through and change info as needed. We would love to switch to using the renewal function but have noticed that when we use renewal it alters the hours in the contracts. We assume this is to make the contract more profitable but that is not always the case. Is there a way to turn this off or change the factor it alters the hours by?

Is there a way to set the Gross Margin (GM%) within an opportunity to default to 30%? Currently, we have to manually adjust certain material prices to maintain at least a 30% GM. I was wondering if there's a setting or configuration that would automatically apply a 30% gross margin by default so we don't have to update each material item individually. 

Does anyone have a process where they use a software to scan and enter receipts into Aspire?  I know there are products that do this for QBO.  I would love to talk with someone that has some type of automation for receipt entry into Aspire.

I am working on better defining our sales process within Aspire from the time a lead comes in to scheduling the site visit, then sending a proposal. We currently use the issue system for new leads up to the point that the site visit is complete, then create the opportunity from that issue. For example, we have multiple issue categories depending on where the lead is at in the process (1 - New Lead, 2 - Contacted, 3 - Site Visit Scheduled, 4 - Site Visit Complete, etc.) My goal is for our team to have a clear next step for every lead/issue & opportunity (won/lost/deferred within 21 days) whether that is scheduling a site visit, following up to a no response, or closing out an issue after 7 days of no response.What we currently are doing is working, but we don’t have a clear SOP that everyone follows. In an effort to not overcomplicate the process, I would be interested to learn how any one else currently handles this.

Does anyone know if a change order can be deleted after it’s been won?I don’t see the option on my end, and I don't know if that is a permission access that will need to be allowed for certain users. Or does Aspire not allow for change orders to be deleted after they are won. 

Is there any way we can set up email automations or workflows to follow up leads? I’m refining our sales process so we can be more efficient in managing all leads.

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

Hello all - Has anyone noticed recently that the ‘Service Look Up’ column on the work ticket list is now returning the customized Display Name from the Opportunity instead of the actual name of the service code?  And the actual service code name doesn’t seem to be an available column anymore?    

Is there a way to generate an invoice or summary that shows the total project cost, including draw payments and change orders, without actually billing the customer? A client would like to see a complete cost breakdown with the approved change order reflected in the updated total, but I do not want to actually bill for everything.  Attached is an example of the initial cost minus the change order, and then the second example below reflects the deposit amount with the change order which is not reflecting the entire job. 

Good morning,I am trying to figure out how to create a onsite vs total time metric for efficiency. Any help would be greatly appreciated. Thank you!-Mike

We are seeking an experienced SAAS admin to assist in training in the Greenville SC area.Specifically, in:EOM process  Inventory processes Over/Under training mostly needed Requesting in-person training. 

starting yesterday we saw an uptick in guys not have a clock out time. I chalked it up to our learning curve.We met with the crews this morning and most swore they were clocking out on the phonesSo this afternoon I tasked my Supervisors to physically watch the crews clock out, which they did. However almost none of the clock outs registeredWe have refreshed the phones as well. This is even happening with crews that have been on Aspire since January. Anyone else experiencing this? 

Hello! We purchased materials for a job but ended up not needing/using one of them. We have already added that purchase to the job and Work Ticket, and it’s showing in the material costs. I would like to know if it is possible to remove that from the ticket. Would it be enough just to delete the purchase, or do we need to take any extra steps to ‘refund’ the purchase?

Am I crazy or did a change take place to the division display in Work Tickets? I could have sworn that the division displayed on the Work Ticket used to match the Division in the Opportunity--like it would pull the division from that box. But now it seems to be displaying the division that is tied to the service associated with that ticket. I’ll give you an example… We have a Work Ticket that is a part of a Work Order opportunity that has been labeled with “Indirect” as the division. However, within the estimate, a service that falls under our “Landscape” division was used (correctly I might add). As a result, when I attempt to filter Work Tickets by “Division = Indirect” this Work Ticket doesn’t show up because the Work Ticket itself has a Division of “Landscape”. This is a huge problem for reporting purposes, especially because this is NOT how it used to display--at least I’m pretty sure. Am I crazy? Has anyone else experienced this too? Is this a bug or a feature? Either way, I’d lo

Hello all!  I would like to know what other users do to follow up on quotes that have been sent to the customer.  Is there a compatible sales app for note taking that would make it easier for property communication.For example, we use Issues for quote requests...once the quote is sent, the issue is completed.  After that...I feel there is not a good way in Aspire to make notes about the customer approving it.Items like what days they want it scheduled, parking permits required or approved, ...just information that needs to be documented on the quote before it is scheduled or about scheduling.    

I am looking for a list of material once a job is complete to give to a customer.  We would like to give a list of plants to them if they need to call us back about a plant.  Then, the customer will know the name of the exact name of the plant they are looking at.  This will help us streamline when they call into the office. Does anyone give there customers a report/overview of the hardscape they complete for the customer?  Once we are done with a hardscape project we are trying to market that we can do there landscaping/mowing.  Does anyone else do this and what are your ideas? 

How to avoid billing a contract that ends mid-month? For example, the contract started 5/15/25 and ends 6/14/26 and all 12 months have already been invoiced. Aspire is showing on invoicing assistant and invoice to bill for June 2026 but that is not correct, no invoice is needed for June 2026. However, there are still work tickets scheduled through 6/12. What's the best way to clear that up? 

If I am on ticket 5 (week 5) of a mowing schedule and I would like to change the order in which a crew is servicing the property I can edit the recurring schedule to the proper order.  If I edit this schedule to begin on ticket 5, and a start date of 5-26-26 and order number 50, what impact will that have next season when the contract is renewed and we want to keep the previous seasons schedule?  Will it not begin until ticket 5?  Do I need to think differently about changing a recurring schedule after we are weeks into the season?