Managing Issues from a Property in Aspire Mobile

Prev Next

Overview

View, update, complete, and comment on a property's issues from the property record.

Things to know

  • Issues display on the property's Activities tab. Other activity types aren't available yet.

  • This is separate from Open Issues, which crew leaders use. Learn more in Open issues.

  • You can't create an issue from a property in Aspire Mobile.

Requirements

Your user role needs the Properties permission in the Mobile section of your user role. It's off by default.

  • View – see a property's issues.

  • Edit – everything in View, plus edit, complete, and delete issues and add comments.

  • Create – everything in Edit, plus create properties.

If you don't see Properties, contact your administrator.

The Activities tab

The Activities tab lists open and completed issues on the property. The most recently updated issue is at the top.

Each issue shows:

  • Type badge – shows Issue.

  • Issue number

  • Subject

  • Due date

  • Priority – High, Normal, or Low.

  • Status – Open or Completed.

If the property has no issues, you'll see No activities available.

Steps

Open an issue

  1. Tap Properties.

  2. Tap the property.

  3. Tap Activities.

  4. Tap the issue.

The issue's details display: status, subject, whether the client is included, Assigned To, Regarding, Priority, Category, Due Date, and Comments.

If the issue has no comments, you'll see No comments added.

Aspire Mobile issue shows completed site concerns, with Edit, Add, and Complete controls highlighted.

Edit an issue

  1. Open the issue.

  2. Tap Edit next to Details.

    Aspire Mobile issue shows completed site concerns, with Edit, Add, and Complete controls highlighted.

  3. Update the fields you need.

  4. Tap Save.

You can change these fields:

  • Subject (required)

  • Include client

  • Assigned To (required)

  • Priority

  • Category

  • Due Date

  • Regarding – learn more in Change what an issue is regarding.

Mobile form for editing issue details with subject, assignee, priority, category, due date, and Save button.

You can't edit the issue’s status. To close an issue, complete it.

Change what an issue is regarding

  1. Open the issue.

  2. Tap Edit next to Details.

  3. Tap Regarding.

  4. Tap Property, Opportunity, or Work Ticket.

  5. Search for the record.

  6. Tap the record.

Add a comment

  1. Open the issue.

  2. Tap Add next to Comments.

  3. Enter your comment in the Comment field.

  4. To include a photo, tap Upload.

  5. Tap Save.

Note: You can add one image at a time. An image and a comment post as separate entries. To remove an image before you save, tap the X on its thumbnail.

Issue Comment documents landscape irrigation issues and stressed trees, with garden photo and Save button.

Each comment shows who added it and when. Long comments are shortened to four lines. To read a full comment or see an image larger, tap View full screen. Scroll down to load older comments.

Complete an issue

  1. Open the issue.

  2. Tap Complete.

The issue stays on the Activities tab with a Completed status.

Delete an issue

  1. Open the issue.

  2. Tap the three-dot menu.

  3. Tap Delete.

Caution: Deleting an issue removes it from Aspire. You cannot undo this.

Working offline

Aspire Mobile saves the issues on properties you open, so you can view them offline. You can also complete and delete issues while offline. Your changes sync the next time you connect.

To learn which fields you can edit offline, see Working Offline in Aspire Mobile CRM.

Result

Your changes display on the issue in Aspire.