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Unanswered questions

15 Topics
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ANDREAVDNew Member
asked in Aspire
Customer Portal payment - Phone

We had an issue with one of our clients while attempting to make a payment trough the customer portal.The client in question attempted to sign in to the customer portal using his Apple phone. However, he encountered a roadblock when tried to enter the routing and account numbers for the payment. It seems that his phone it did not display the forward slash ( / ) needed to separate the different account numbers. When I conducted the test using an Android device , the slash was displayed correctly. This led me to believe that there might be a compatibility issue with the customer portal when accessed via an Apple phone. Have anyone experience this issue? Any suggestions ?  Thanks in advance. 

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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

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baraica
Community Manager
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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? 

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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?

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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

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Kbaird
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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

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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? 

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angeltopflightNew Member
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. 

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jcummings
Employee
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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?

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BrendonTWNew Participant
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?

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jakewynnNew Participant
asked in Aspire
Pre-visit SMS Notifications failing

We’re having trouble getting our SMS notifications to clients to work. The notifications are set up per the instructions in the knowledge base, but they continue to fail. I can’t find any literature regarding troubleshooting. We’ve submitted a ticket, but seeing if anyone else has encountered this issue, and if so, what their fix was.

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Kbaird
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StronghtxNew Participant
asked in Aspire
API Integration Support

Has anyone use a firm or person that was helpful in setting up basic API integrations at a reasonable price. We are trying to automate a few simple data transfers to minimize the amount of manual entry into other systems. 

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jhallPBONew Member
asked in Aspire
CA Wage and Hour compliance

Hello, I am helping a client reconfigure their Aspire payroll/timekeeping system. Does any one know if we can set CA meal premiums in the system automatically? Or does it all have to be done manually? And also is there any where to set up the 7th consecutive day worked rule? 

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AdinNew Participant
asked in Aspire
API Integration Help

I’m looking to integrate Aspire with HubSpot so that contacts created in HubSpot are also created in Aspire. I’ve generated API credentials from my Aspire account (Client ID & Secret), but I need Aspire’s API documentation to proceed.Could someone help me how to find:The OAuth or token authentication URL The endpoint to create a new contact (and required fields)

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Kbaird
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sylviapNew Participant
asked in Aspire
add misc note into invoice

I have a customer who wants the PO added into here invoice each month. The invoice is sent on the 1st of each month. When received, she will send the PO asking me to resend with the PO added. How do I get that added? She just wants it somewhere on the invoice, doesn’t matter where. Thank you

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