As Needed Work Tickets and Services

Services are added to a contract opportunity during estimating. Later, when the client agrees to proceed with the work, you specify in Aspire that the opportunity is won. At the time that you win the opportunity, Aspire generates the appropriate number of work tickets based on the number of occurrences for each service on the opportunity.

Aspire supports a special type of opportunity service called As Needed that can be used for any T&M or Per Service Invoice type service in a contract opportunity. If you choose the As Needed checkbox for a service, when you create an opportunity, tickets are not generated at the time that the opportunity is won. Rather, a production manager can schedule As-Needed tickets associated with that service for a crew. For scheduling purposes, tickets for as-needed opportunity services show up in the ticket selection list with a ticket number of zero (0). When the production manager places the as-needed ticket on the schedule board, Aspire generates a work ticket and assigns a non-zero ticket number. Time and materials are applied to that service like any other ticket generated for a standard opportunity.

Services can be marked as needed during estimating and can only be marked as needed for time and materials or per-service contracts – not for services on work orders or for fixed-price services.

Typical examples of when as-needed tickets are used include:

• Snow-related services
• Irrigation repair services
• Additional mow services beyond the contracted amount

The article, As Needed Work Tickets and Services, provides additional information about setting up and using as-needed tickets.