Glossary

A B C D E F G H I J K L M N O P Q R S T U V W X Y Z #

A

Access Auto Time Acceptance Reports

System Settings > Administration > User Management > User Roles > Access Auto Time Acceptance Reports > Save

Acct Owner Contact Email

Token Name: Account Owner Contact Email
Token:[Account_Owner_Contact_Email]
Where in Aspire is this information being pulled from? Email Address on the Contact details screen

Acct Owner Contact Email Token

Token Name: Account Owner Contact Email
Token: [Account_Owner_Contact_Email]
Where in Aspire is this information being pulled from? Email address of account owner listed in the Contact Details section of the Property details screen

Acct Owner Contact First Name

Character Count: 15
Token Name: Account Owner Contact First Name
Token: [Account_Owner_Contact_First_Name]
Where in Aspire is this information being pulled from?: First name of the account owner listed on the Property details screen

Acct Owner Contact Full Name

Token Name: Account Owner Contact Full Name
Token: [Account_Owner_Contact_Full_Name]
Where in Aspire is this information being pulled from?: First and Last name of the account owner listed on the Property details screen

Active

Character Count: 25
Token Name: Active
Token:[Active]
Where in Aspire is this information being pulled from? Active toggle on the top of the details screen
Message Template Section: Subject, Header, Footer

Active Opportunity Count

Character Count: 25
Token Name: Active Opportunity Count
Token:[Active_Opportunity_Count]
Where in Aspire is this information being pulled from? Number of opportunities that are not in Won or Lost status
Message Template Section: Subject, Header, Footer

Add New Reading

Administration > Configuration > Application > Add New Reading > Save

All Services

1. Go to the Equipment module. 2. Select an entry to view the Equipment details screen. 3. Click New under the Service Logs section. 4. Select Add Service to view the All Services screen. 5. Select the chosen entry to view the Service Log.

Allocate from Mobile

Administration > Estimating > Item Catalog > Allocate from Mobile > Save

Allow Clock Time Editing

Allow Clock Time Editing in Crew Mobile

Administration > Organization > Branches > Allow Clock Time Editing in Crew Mobile > Save

Allow Crew Member Mobile

Allow Crew Member Mobile Clock-In Without Crew Leader

Administration > Configuration > Time Reporting > Alloe Crew Member Mobile Clock In Without Crew Leader > Save

Allow Equipment Time Reporting

Scheduling > More Actions Menu > Manage Routes > Allow Equipment Time Reporting

Allow Export

1. Go to System Settings > Administration. 2. Select User Management. 3. Click on User Roles. 4. Check Allow Export. 5. Save.

Approve Equipment Permission

Administration > User Management > User Role > Approve Equipment > Save

attribute

Data element associated with endpoint.

Audit Report

Auto Expense Report

Represented Item: Aspire provides a feature that allows work tickets for subcontracted services to automatically generate expense items when the associated work ticket is completed. This report allows users to summarize or edit existing auto expenses or add new ones to existing opportunity services.

Location in Aspire: Reports > Standard Reports > Sales section > Auto Expense

B

Bearer Authentication

Token-based authentication that can be used independently or with OAuth 2.0.

Beta

🟡 The feature is available for a select group of external users. The purpose of this stage is to test new functionality and evaluate how it can impact existing components of the software.

Billing Address Line 1

Character Count: 6
Token Name: Billing Address Line 1
Token:[Billing_Address_Line_1]
Where in Aspire is this information being pulled from? Primary Address Line 1 under the Primary Address Line 1 field on the Contact details screen associated with the Billing Contact.

Billing Address Line 2

Token Name: Billing Address Line 2
Token:[Billing_Address_Line_2]
Where in Aspire is this information being pulled from? Primary Address under the Primary Adress Line 2 field on the Contact details screen associated with the Billing Contact.

Billing City

Token Name: Billing City
Token:[Billing_City]
Where in Aspire is this information being pulled from? City selected under the City field on the Contact details screen associated with the Billing Contact.

Billing Company Name

Character Count: 15
Token Name: Billing Company Name
Token:[Billing_Company_Name]
Where in Aspire is this information being pulled from? Company name selected under the Company Name field on the Contact details screen.

Billing Contact Company Name

Character Count: 15
Token Name: Billing Contact Company Name
Token:[Billing_Contact_Company_Name]
Where in Aspire is this information being pulled from? Company name selected under the Company Name field on the Contact details screen associated with the Billing Contact.

Billing Contact Email

Token Name: Billing Contact Email
Token:[Billing_Contact_Email]
Where in Aspire is this information being pulled from? Company email selected under the email field on the Contact details screen associated with the Billing Contact.
Message Template Section: Subject, Header, Footer

Billing Contact First Name

Character Count: 25
Token Name: Billing Contact First Name
Token:[Billing_Contact_First_Name]
Where in Aspire is this information being pulled from? First name on the Contact details screen associated with the Billing Contact.

Billing Contact Full Name

Token Name: Billing Contact Full Name
Token:[Billing_Contact_Full_Name]
Where in Aspire is this information being pulled from? First and Last name on the Contact details screen associated with the Billing Contact.

Billing Contact Home Phone

Token Name: Billing Contact Home Phone
Token:[Billing_Contact_Full_Name]
Where in Aspire is this information being pulled from? Home Phone number on the Contact details screen associated with the Billing Contact.
Message Template Section: Message Body

Billing Contact Last Name

Token Name: Billing Contact Last Name
Token:[Billing_Contact_Last_Name]
Where in Aspire is this information being pulled from? Last name on the Contact details screen associated with the Billing Contact
Message Template Section: Subject, Header, Footer

Billing Contact Mobile Phone

Token Name: Billing Contact Mobile phone
Token:[Billing_Contact_Mobile_Phone]
Where in Aspire is this information being pulled from? Mobile Phone on the Contact details screen associated with the Billing Contact
Message Template Section: Message Body

Billing Contact Office Phone

Token Name: Billing Contact Office Phone
Token:[Billing_Contact_Office_Phone]
Where in Aspire is this information being pulled from? Office phone number on the Contact details screen associated with the Billing Contact
Message Template Section: Message Body

Billing State Province Code

Token Name: Billing State Province Code
Token:[Billing_State_Province_Code]
Where in Aspire is this information being pulled from? Province code associated with the state listed on the Contact details screen associated with the Billing Contact

Billing State Province Name

Token Name: Billing State Province Name
Token:[Billing_State_Province_Name]
Where in Aspire is this information being pulled from? Primary State on the Contact details screen associated with the Billing Contact
Message Template Section: Subject, Header, Footer

Billing Zip Code

Token Name: Billing Zip Code
Token:[Billing_Zip_Code]
Where in Aspire is this information being pulled from? Primary Zip Code on the Contact details screen associated with the Billing Contact

Branch

Represented Item: Branches defined for the organization in Aspire Admin

Location in Aspire: Administration > Organization > Branches

Branch Address 1

Token Name: Branch Address 1
Token:[Branch_Address_1]
Where in Aspire is this information being pulled from? Primary Address Line 1 on the Branch details screen

Branch Address 2

Token Name: Branch Address 2
Token:[Branch_Address_2]
Where in Aspire is this information being pulled from? Primary Address Line 2 on the Branch details screen

Branch City

Token Name: Branch City
Token:[Branch_City]
Where in Aspire is this information being pulled from? City listed on the Branch details screen

Branch Legal Name Token

Token Name: Branch Legal Name
Token: [Branch_Legal_Name]
Where in Aspire is this information being pulled from? Legal Name listed on Branch details screen
Message Template Section: Message Body

Branch mgr Contact First Name

Character Count: 15
Token Name: Account Owner Contact First Name
Token:[Branch_Manager_Contact_First_Name]
Where in Aspire is this information being pulled from?: First name of the branch manager listed on the Branch details screen

Branch Name

Character Count: 25
Token Name: Branch Name
Token: [Branch_Name]
Where in Aspire is this information being pulled from?: Branch Name listed on the Branch details screen.

Branch Office Phone

Token Name: Branch Phone
Token: [Branch_Office_Phone]
Where in Aspire is this information being pulled from?: Primary Phone number listed on the Branch details screen

Branch Phone

Token Name: Branch Phone
Token:[Branch_Phone]
Where in Aspire is this information being pulled from? Primary Phone Number on the Branch details screen

Branch State Province Code

Token Name: Branch State Province Code
Token:[Branch_State_Province_Code]
Where in Aspire is this information being pulled from? Province Code associated with the state listed on the Branch details screen

Branch Zip Code

Token Name: Branch Zip Code
Token:[Branch_Zip_Code]
Where in Aspire is this information being pulled from? Primary Zip Code listed on the Branch details screen

Budgets

Represented Item: Annual cost/revenue budgets defined for the organization in Aspire Admin.

Location in Aspire: Administration > Estimating > Budgets

C

Cancel Work Ticket Permission

1. Go to System Settings > Administration. 2. Select User Management. 3. Choose User Roles. 4. Select Cancel Work Ticket. 5.Save.

Catalog Item Category

Represented Item: Catalog item categories established by Aspire Admin

Location in Aspire: Administration > Application > Lists > Catalog Price List

Catalog Price List

Represented Item: Catalog price lists established by Aspire Admin.

Location in Aspire: Administration > Application > Lists > Catalog Price List

Certification Type

Represented Item: Certification types established by Aspire Admin.

Location in Aspire: Administration > Application > Lists > Certification Types

Client ID

A unique identifier assigned to a client application in authentication and authorization systems, often used in protocols like OAuth.

Client Management

Represented Item: Per property, summarizes contract losses, new contracts, or upsell work orders during a specified period defined for a KPI.

Location in Aspire: Dashboard > KPI Section > select any Client Management KPI > select on the chart

Clock In Form

Collection Notes

Token Name: Collection Notes
Token:[Collection_Notes]
Where in Aspire is this information being pulled from? Collection Notes listed on the Property create or edit details screen
Message Template Section: Subject, Header, Footer

Companies

Represented Item: Companies with which contacts may be associated

Location in Aspire: Administration > Configuration > Company

Company Name

Character Count: 25
Token Name: Company Name
Token: [Company_Name]
Where in Aspire is this information being pulled from?: First and Last name of the account owner listed on the Property details screen

Competitor

Represented Item: Industry Competitors

Location in Aspire: Administration > Application > Lists > Competitors

Competitor Name

Token Name: Competitor Name
Token:[Competitor Name]
Where in Aspire is this information being pulled from?: Collection Notes listed on the Property Advanced Search list screen
Message Template Section: Subject, Header, Footer

Completed Date

Character Count: 6
Token Name: Completed Date
Token:[Complete_Date_Time]
Where in Aspire is this information being pulled from?: Completed date field on the Work Ticket details screen.

Completed Labor Efficiency

Represented Item: Per property summarizes hours estimated, scheduled, and completed during a specified period defined for a KPI.

Location in Aspire: Dashboard > KPI section > a Completed Labor Efficiency KPI > select Chart.

Completed Work Tickets

Represented Item: Work tickets represented by the selected number on the completed work tickets report.

Location in Aspire: Reports > Completed Work Profit and Loss Report > select a row in the revenue or expenses section

Completed Work Tickets Opp

Completed Work Tickets (Opportunity screen)

Represented Item: Work tickets represented by the selected number on the report

Location in Aspire: Opportunities > select an opportunity > select ellipses (three dots)menu > Job Reports

Construction WIP Adjustments

Represented Item: List of work order opportunities with associated costs to complete.

Location in Aspire: Reports > Standard Report > Production section > Construction WIP Adjustments

Contact Required Fields

Contact Type

Represented Item: Contact type created by an Admin in Aspire.

Location in Aspire: Administration > Application > Lists > select Contact Type

Contacts

Represented Item: Individuals with a contact record in Aspire.

Location in Aspire: Main Menu > Contacts

Contract Renewal Report

Reports > Standard Reports > Contract Renewals

Contract Renewals

Represented Item: Contracts that are due for renewal, including contracts that have been renewed. Contracts become due for renewal 45 days after their start date.

Location in Aspire: Reports > Standard Reports tab > Sales section > Contract Renewals

County Name

Token Name: County Name
Token:[County_Name]
Where in Aspire is this information being pulled from? County Name name selected on the Property details screen.
Message Template Section: Subject, Header, Footer

Create a Pay Code

Administration > Application > Lists > Pay Code > New > Pay Code details screen > Save.

Create a Pay Schedule

Administration > Application > Lists > Pay Schedule > New > New Pay Schedule details screen > Save

Create an Opportunity

1. Go to the Main Menu.

2. Click on Properties.

3. Select the Property under which to create the Opportunity.

4. Select New Opportunity.

5. Select an Opportunity type.

6. Fill out all the required and applicable optional fields.

7. Go to the More Actions (three dots) menu and select Create Estimate.

Create Back Order

Represented Item: Items on the purchase receipt that can be partially ordered.

Location in Aspire: Purchasing > Purchase Receipts option > select a purchase receipt > Options (lower right corner) > Receive Partial option

Created Date Token

Token Name: Created Date
Token: [Created_Date]
Where in Aspire is this information being pulled from? Property Created date listed on the Property details screen
Message Template Section: Subject, Header, Footer

Credit Memos

Represented Item: Credit Memos

Location in Aspire: Reports > End of Month Report > locate Credit Memos section in report > select a dollar value.

Crew Leader permission

1. Go to System Settings > Administration. 2. Select User Management. 3. Choose User Roles. 4. Check Crew Leader. 5. Click Save.

D

Daily Plan Report

1. Go to the Main Menu. 2. Click on Purchasing. 3. Select the Daily Plan Report.

Dashboard Customization

Navigation Bar > Settings > User Settings (click Settings again).

Dashboard dial

1. Configure the report.

2. Save the report.

3. Name your list and complete the optional fields.

4. Click Save.

5. Navigate back to the Dashboard.

6. Click on the kebab menu of a Dashboard element and select New.

7. Choose Select Advanced Search in the Element Type field.

8. Select the saved list you created, starting with Work Ticket Visit Checklist Items in the Search View field.

9. Click Save.

10. The dashboard elements will appear in the order in which they are added.

Delete Activities Permission

Administration> User Management > User Roles > enable Delete Activities > Save

Deposits

Represented Item: Individual bank deposits

Location in Aspire: Invoicing > Deposits

Depreciation Report

Represented Item: Equipment that experienced depreciation during the reporting period.

Location in Aspire: Equipment > Depreciation Report

Devices

Represented Item: Aspire device registrations

Location in Aspire: Administration > Application > Devices

Districts

Represented Item: Districts defined for the organization in Aspire Admin.

Location in Aspire: Administration > Organization > Districts

Division

Represented Item: Divisions established from Aspire Admin.

Location in Aspire: Administration > Application > Lists> Divisions

E

Edit All Contacts permission

Administration > User Management > User Roles > Contacts

Edit All Properties Permission

Administration > User Management > User Roles > Edit All Properties > Save

Edit Daily Report permission

Edit Default Pay Code

Edit Default Pay Code in Any Stage

Administration > User Management > User Roles > Edit Default Pay Codes in Any Stage > Save

Electronic Payments Log

Represented Item: Electronic Payments

Location in Aspire: Invoicing > Electronic Payments Log

Email Notification First Name

Token Name: Email Notification Contact First Name
Token:[Email_Notification_Contact_First_Name]
Where in Aspire is this information being pulled from? First name of the Billing Contact listed on the Contact details portion of the Property
Message Template Section: Subject, Header, Footer

Email Notification Full Name

Token Name: Email Notification Contact Full Name
Token:[Email_Notification_Contact_Full_Name]
Where in Aspire is this information being pulled from? First and Last name of the Billing Contact listed on the Contact details portion of the Property
Message Template Section: Subject, Header, Footer

Email Notification Last Name

Token Name: Email Notification Contact Last Name
Token:[Email_Notification_Contact_Last_Name]
Where in Aspire is this information being pulled from? Last name of the Billing Contact listed on the Contact details portion of the Property
Message Template Section: Subject, Header, Footer

Email Notification Prefix

Token Name: Email Notification Contact Prefix
Token:[Email_Notification_Contact_Prefix]
Where in Aspire is this information being pulled from? Prefix of the Billing Contact listed in the Contact details portion of the Property
Message Template Section: Subject, Header, Footer

Employee Clock Time Report

Represented Item: List of employees or subcontractors and whether they have clock time during the prior seven days.

Location in Aspire: Reports > Standard Report > Employee Clock Time

Employee Incident Type

Represented Item: Employee incident types established from Aspire Admin.

Location in Aspire: Administration > Application > Lists > Employee Incident Type

Employee Incidents

Represented Item: Employee incidents recorded in Aspire

Location in Aspire: Reports > Standard Report tab > Drill Down Reports section > Employee Incidents

Employees

Represented Item: Contacts of type Employee

Location in Aspire: Scheduling > Schedule Board screen > right-click on a day > select Open Time Entry > Time Entry screen > add icon

Enable Aspire GPS Integration

Administration > Configuration > Aspire GPS Integration > Enable Aspire GPS Integration > Save

Enable Inova Labor Burden True

Enable Inova Labor Burden True-Up
User Management> User Roles > Enable Inova Labor Burden True-Up

Enable Inova Payroll Services

Administration > Configuration > Time Reporting > Enable Inova Payroll Services > Save

enable SMS Notifications

1. Go to the Administration Menu.

2. Select Notifications.

3. Click on Notification Settings.

4. Toggle the SMS Notifications Enabled option to the right.

EPA Name 2

Token Name: EPA Name 2
Token:[Material_Item_EPA_Name_2]
Where in Aspire is this information being pulled from? EPA Name on the Estimate screen of the Opportunity
Message Template Section: Message Body

EPA Name 3

Token Name: EPA Name 3
Token:[Material_Item_EPA_Name_3]
Where in Aspire is this information being pulled from? EPA Name on the Estimate screen of the Opportunity
Message Template Section: Message Body

Equipment

Represented Item: Equipment items

Location in Aspire: Equipment > Equipment

Equipment Admin Permission

Administration > User Management > User Roles > Equipment Admin > Save

Equipment Classes

Represented Item: Equipment class defined in Aspire Admin

Location in Aspire: Administration > Equipment > Classes

Equipment Disposal Reasons

Represented Item: Equipment disposal reasons defined in Aspire Admin.

Location in Aspire: Administration > Equipment > Disposal Reason

Equipment Maintenance Due

Represented Item: Equipment maintenance services due based on equipment service schedules.

Location in Aspire: Equipment > Maintenance Due

Equipment Manufacturers

Represented Item: Equipment manufacturers defined in Aspire Admin.

Location in Aspire: Administration > Equipment > Manufacturers

Equipment Models

Represented Item: Equipment models defined in Aspire Admin.

Location in Aspire: Administration > Equipment > Models

Equipment Readings Logs

Represented Item: Equipment meter readings recorded.

Location in Aspire: Equipment > Reading Logs

Equipment Service Logs

Represented Item: Equipment service log entries.

Location in Aspire: Equipment > Service Log

Equipment Service Tags

Represented Item: Equipment service tags defined in Aspire Admin.

Location in Aspire: Administration > Equipment > Service Tags

Equipment Sizes

Represented Item: Equipment sizes defined in Aspire Admin.

Location in Aspire: Administration > Equipment > Sizes

Est Material Item EPA Number 1

Token Name: Estimated Material Item EPA Number 1
Token:[Material_Item_EPA_Number_1]
Where in Aspire is this information being pulled from? EPA Number on the Estimate screen of the Opportunity
Message Template Section: Message Body

Est Material Item EPA Number 2

Token Name: Estimated Material Item EPA Number 2
Token:[Material_Item_EPA_Number_2]
Where in Aspire is this information being pulled from? EPA Number on the Estimate screen of the Opportunity
Message Template Section: Message Body

Est Material Item EPA Number 3

Token Name: Estimated Material Item EPA Number 3
Token:[Material_Item_EPA_Number_3]
Where in Aspire is this information being pulled from? EPA Number on the Estimate screen of the Opportunity
Message Template Section: Message Body

Est Material Item Name 1

Token Name: Estimated Material Item Name 1
Token: [Material_Item_Name_1]
Where in Aspire is this information being pulled from? Name of material on the Estimate screen of the Opportunity
Message Template Section: Message Body

Est Material Item Name 2

Token Name: Estimated Material Item Name 2
Token: [Material_Item_Name_2]
Where in Aspire is this information being pulled from? Name of material on the Estimate screen of the Opportunity
Message Template Section: Message Body

Est Material Item Name 3

Token Name: Estimated Material Item Name 3
Token: [Material_Item_Name_3]
Where in Aspire is this information being pulled from? Name of material on the Estimate screen of the Opportunity
Message Template Section: Message Body

Est Material Item Quantity 1

Token Name: Estimated Material Item Quantity 1
Token: [Material_Item_Quantity_1]
Where in Aspire is this information being pulled from? Quantity of the first material on the Estimate screen of the Opportunity
Message Template Section: Message Body

Est Material Item Quantity 2

Token Name: Estimated Material Item Quantity 2
Token: [Material_Item_Quantity_2]
Where in Aspire is this information being pulled from? Quantity of the second material on the Estimate screen of the Opportunity
Message Template Section: Message Body

Est Material Item Quantity 3

Token Name: Estimated Material Item Quantity 3
Token: [Material_Item_Quantity_3]
Where in Aspire is this information being pulled from? Quantity of the third material on the Estimate screen of the Opportunity
Message Template Section: Message Body

Estimate Custom Columns

Represented Item: Custom columns are available on the Estimate screen as defined in Aspire Admin.

Location in Aspire: Administration > Estimating > Estimates Custom Column

Estimated Material EPA Name 1

Token Name: EPA Name 1
Token:[Material_Item_EPA_Name_1]
Where in Aspire is this information being pulled from? EPA Name on the Estimate screen of the Opportunity
Message Template Section: Message Body

Estimated Material Item Cost 1

Token Name: Material Item Cost 1
Token:[Material_Item_Cost_1]
Where in Aspire is this information being pulled from? The Total cost of the first material Item listed on the Estimate screen of the Opportunity
Message Template Section: Message Body

Estimated Material Item Cost 2

Token Name: Material Item Cost 2
Token:[Material_Item_Cost_2]
Where in Aspire is this information being pulled from? The Total cost of the second material Item listed on the Estimate screen of the Opportunity
Message Template Section: Message Body

Estimated Material Item Cost 3

Token Name: Material Item Cost 3
Token:[Material_Item_Cost_3]
Where in Aspire is this information being pulled from? The Total cost of the third material Item listed on the Estimate screen of the Opportunity
Message Template Section: Message Body

Event Types

Event Types (no title displayed on screen)

Represented Item: Event types established from Aspire Admin.

Location in Aspire: Administration > Application > Lists > Event Type

Events

Represented Item: Listed of logged events.

Location in Aspire: Invoicing > Log Event

Expense Work Tickets

Represented Item: Work tickets represented by the selected number on the report.

Location in Aspire: Reports > Profit & Loss Monthly > select a number in the Revenue, Material,Equip, Sub, or Other column

F

field

An attribute within an object on a database table.

First Day of Week

Administration > Configuration > Time Reporting > First Day of Week > Save

Forecast Budget

Represented Item: Summarizes anticipated revenue and labor cost based on annual budget split by division and item type

Location in Aspire: Dashboard > KPI section > any Forecast report > select the Revenue or Budget bar

Forecast Labor

Represented Item: Summarizes estimated labor cost per opportunity during the period specified by the KPI.

Location in Aspire: Dashboard > KPI section > any Forecast report > select the Labor bar

Forecast Revenue

Represented Item: Summarizes estimated revenue per opportunity during the period specified by the KPI.

Location in Aspire: Dashboard > KPI section > any Forecast report > select the Revenue bar

Forms

Represented Item: mTime Forms defined in Aspire Admin.

Location in Aspire: Administration > Application > Custom Forms

Fuel Cost

Represented Item: Fuel Consumption/Cost by Equipment

Location in Aspire: Equipment > Fuel Costs

Fuel Rates

Represented Item: Establish fuel costs by branch.

Location in Aspire: Equipment > Fuel Rates

Full Access to Schedule Board

Administration > User Management > User Roles > Full Access to Schedule Board (overrides read-only) > Save

G

🟢The feature is publicly available.

GEO Perimeter

Allows you to specify a circular area measured in feet from the center of a property within which crew members must clock into their work sites.
The property center is based on Google’s latitude and longitude for the address.
Determines push-pin colors on the Time Entry screen for time clock-in (vs. property start for jobs). If this value is provided for a property, it overrides the system-wide geo perimeter defined on the Time Reporting tab of the Application Configuration screen.

GEO Perimeter Token

Token Name: GEO Perimeter Token
Token:[GEO_Perimeter]
Where in Aspire is this information being pulled from? GEO Perimeter listed on the Property details screen
Message Template Section: Subject, Header, Footer

Grace Period

Character Count: 2
Token Name: Grace Period
Token: [Grace_Period]
Where in Aspire is this information being pulled from?: Grace Period field on the Absentee Notification details screen.

H

Hold Token

Token Name: GEO Perimeter Token
Token:[Hold]
Message Template Section: Subject, Header, Footer

HR Admin Permission

User Management > User Roles > HR Admin > Save

HTTPS

Hypertext Transfer Protocol Secure - transmits encrypted data over the internet using SSL/TLS.

I

idempotent

Guarantees that responses for identically generated requests that have been called multiple times always remain the same. The main purposes of idempotency are to maintain consistency and mitigate unintended results.

Include Drive Time

Include Drive Time when Logging Equipment from Crew Mobile

Administration > Configuration > Time Reporting > Include Drive Time when Logging Equipment from Crew Mobile > Save.

Industry

Represented Item: Industries created by an admin in Aspire.

Location in Aspire: Administration > Application > Lists > Industry

Industry Name

Token Name: Industry Name
Token:[Industry_Name]
Where in Aspire is this information being pulled from? Industry Name listed on the Property details screen
Message Template Section: Subject, Header, Footer

Inova Settings

Administration > Configuration > Time Reporting > Inova Settings and Export Options

Inventory Adjustments

Represented Item: Adjustments to inventory quantities during the period specified on the End of Month Report.

Location in Aspire: Reports > End of Month report > Inventory tab > Job Inventory Materials > select line

Inventory Allocations

Represented Item: Each line represents inventory level for items in the item catalog that are marked as Inventory Items.

Location in Aspire: Administration screen > Manage Inventory Locations icon under Purchasing > Inventory Locations screen > Click into one of the locations and select the Allocations tab

Inventory Allocations

Represented Item: Each line represents the inventory level for items in the item catalog marked as Inventory Items.

Location in Aspire: Purchasing > Inventory

Inventory Cost Adjustments

Represented Item: Adjustments to item costs for inventory items during the period specified on the End of Month Report.

Location in Aspire: Reports > End of Month report > Inventory tab > location Inventory Catalog Cost changes section > select the line.

Inventory Cost Adjustments (G)

Represented Item: Adjustments to item costs for inventory items during the period specified on the End of Month Report.

Location in Aspire: Reports icon in the Aspire Navigation Bar > End of Month Report > Inventory tab > locate Inventory Catalog Cost Changes section > Click on line.

Inventory Variance

Represented Item: Items whose purchase cost differed from the catalog item cost during the period specified on the End of Month Report.

Location in Aspire: Reports icon in the Aspire Navigation Bar > End of Month Report > Inventory tab > locate Purchase Cost Differs from Item Catalog section > Click on line

Invoice (G)

Represented Item: Taxable invoices for the selected tax jurisdiction during the specified period of the Tax Entity Report.

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Reports tab > Tax Entity Report > Click into dollar amount on the left half of the report.

Invoice (Payments tab)

Represented Item: Payments made on the selected invoice

Location in Aspire: Invoice icon in the Aspire Navigation Bar > Invoices option > select an invoice > Payments tab

Invoice Adjustments

Represented Item: Adjustments to invoices

Location in Aspire: Reports icon in the Aspire Navigation Bar > End of Month Report > locate Invoice Adjustments section on the Revenue tab in report > Click into dollar value

Invoice Batches

Represented Item: Invoice batches

Location in Aspire: Invoice icon in the Aspire Navigation Bar > Invoice Batches option

Invoice Electronic Payments

Represented Items: Electronic payments for a specific invoice

Location in Aspire: Invoice icon in the Aspire Navigation Bar > Invoices option > Select Invoice option > Electronic Payments tab

Invoice Revenue (G)

Represented Item: Invoices represented by the invoice amount that was clicked into on the Revenue tab of the End of Month Report

Location in Aspire: Reports icon in the Aspire Navigation Bar > End of Month Report > locate Invoices section in report > Click into dollar value

Invoices (G)

Represented Item: Invoices created in Aspire

Location in Aspire: Invoice icon in the Aspire Navigation Bar > Invoices option

Invoicing Assistant

Represented Item: Recommendations for the creation of invoices based on won opportunities

Location in Aspire: Invoice icon in the Aspire Navigation Bar > Invoicing Assistant option

Issue List

Represented Item: Types of issues established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Issue List option

Items

Represented Item: Individual items in the item catalog (material, labor, sub, equipment, other) established in Aspire Admin.

Location in Aspire: Administration screen > Manage Items icon under Estimating

J

Job Status (G)

Represented Item: Job statuses displayed in Aspire. These names can be modified, but the records cannot be removed.

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Job Status option

JSON

Javascript Object Notation - markup language used to store and exchange information between computers.

K

Key

AKA a secret key. It is an encrypted key, used for securing and authorizing communication between systems.

KPI and Insights

Settings > User Settings > Home Screen Column > Save

L

Lead Source (G)

Represented Item: Lead sources established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Lead Source option

Lead Source Name Token

Token Name: Lead Source Name
Token: [Lead_Source_Name]
Where in Aspire is this information being pulled from? Lead Source listed on the Property details screen

Locality

Represented Item: Localities (usually counties) in Aspire define where employees work for the purposes of calculating W2 withholding for payroll taxes.

Location in Aspire: Administration screen > Manage Lists icon under Application > Select list type of Locality

M

Manage Notification Settings

Manage Notifications Settings

Administration > User Management > User Roles > Admin

Manage Routes

Scheduling > Hamburger Menu > Manage Routes

Mark Equipment in Service

Administration > User Management > User Roles > Mark Equipment In Service > Save

Mark Equipment Out of Service

Administration > User Management > User Roles > Mark Equipment Out of Service

Mobile Forms Report

Represented Item: Show values collected for a specific version of a mobile form.

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Mobile Forms Report

Modify Pay Code Overrides

Add/Modify Pay Code Overrides

Administration > User Management > User Roles > Add/Modify Pay Code Overrides > Save

My Reports Permission

User Management > User Roles > My Reports > Save

N

nested object or property

An object enclosed within another object or property.

Note Token

Token Name: Note
Token: [Note]
Where in Aspire is this information being pulled from? Property Notes on Property details screen

O

Occurrence Token

Token Name: Occurrence
Token: [Occur]
Where in Aspire is this information being pulled from? Number of occurrences of the Work Ticket
Message Template Section: Message Body

Open Issue Count Token

Token Name: Open Issue Count
Token: [Open_Issue_Count]
Where in Aspire is this information being pulled from? Total number of issues with an open status
Message Template Section: Subject, Header, Footer

Operation Notes

Token Name: Operation Notes
Token: [Operation_Notes]
Where in Aspire is this information being pulled from? Operation Notes listed on the Property details screen
Message Template Section: Message Body

Operations Scorecard Service Type

Represented Item: Work tickets represented by the selected number on the report

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Operations Scorecard > Click on a service row

Opp Estimator Notes Tokens

Token Name: Opportunity Estimator Notes
Token: [Opportunity_Estimator_Notes]
Where in Aspire is this information being pulled from? Estimator Notes on the Opportunity details screen
Message Template Section: Message Body

Opp Ops Mgr Contact First Name

Character Count: 15
Token Name: Opportunity OPS Manager Contact First Name
Token:[Opportunity_OPS_Manager_Contact_First _Name ]
Where in Aspire is this information being pulled from?: Ops Manager Contact First Name listed on the Opportunity details screen.

Opp Ops Mgr Contact Full Name

Character Count: 30
Token Name: Opportunity OPS Manager Contact Full Name
Token:[Opportunity_OPS_Manager_Contact_Full _Name ]
Where in Aspire is this information being pulled from?: Ops Manager Contact First and Last Name listed on the Opportunity details screen.

Opp Ops Mgr Last Name

Character Count: 15
Token Name: Opportunity OPS Manager Contact Last Name
Token:[Opportunity_OPS_Manager_Contact_Last _Name ]
Where in Aspire is this information being pulled from?: Ops Manager Contact Last Name listed on the Opportunity details screen.

Opp Prop Description 1 Token

Token Name: Opportunity Proposal Description 1
Token: [Opportunity_Proposal_Description_1]
Where in Aspire is this information being pulled from? Proposal Description 1 on the Opportunity details screen
Message Template Section: Message Body

Opp Prop Description 2 Token

Token Name: Opportunity Proposal Description 2
Token: [Opportunity_Proposal_Description_2]
Where in Aspire is this information being pulled from? Proposal Description 1 on the Opportunity details screen
Message Template Section: Message Body

Opportunities

Represented Item: Opportunities

Location in Aspire: Opportunity icon in the Aspire Navigation Bar

Opportunity Branch Override

1. Go to System Settings > Administration. 2. Select Configuration. 3. Click on Application. 4. Check Opportunity Branch Override. 5. Select Save.

Opportunity End Date Token

Token Name: Opportunity End Date
Token: [Opportunity_End_Date]
Where in Aspire is this information being pulled from? End date listed on the Opportunity details screen
Message Template Section: Message Body

Opportunity Name

Character Count: 50
Token Name: Opportunity Name
Token:[Opportunity_Name]
Where in Aspire is this information being pulled from?: Opportunity Name field on the Opportunity details screen.

Opportunity Name Token

Token Name: Opportunity Name
Token: [Opportunity_Name]
Where in Aspire is this information being pulled from? Opportunity name on the Opportunity details screen
Message Template Section: Message Body

Opportunity Number

Character Count: 10
Token Name: Opportunity Number
Token:[Opportunity_Number]
Where in Aspire is this information being pulled from?: Opportunity Number listed on the Opportunity details screen

Opportunity Number Token

Token Name: Opportunity Number Token
Token: [Opportunity_Number]
Where in Aspire is this information being pulled from? Opportunity number listed on the Opportunity details screen
Message Template Section: Message Body

Opportunity PO Number Token

Token Name: Opportunity PO Number
Token: [Opportunity_PO_Number]
Where in Aspire is this information being pulled from? Customer PO # listed in the Invoicing section on the Opportunity details screen
Message Template Section: Message Body

Opportunity Service Report

Represented Item: Services contained in estimates on opportunities

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Reports tab > Drill Down Reports section Opportunity Service Report

Opportunity Stage

Represented Item: Opportunity stages established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Opportunity Stage option

Opportunity Start Date Token

Token Name: Opportunity Start Date
Token: [Opportunity_Start_Date]
Where in Aspire is this information being pulled from? Start date listed on the Opportunity details screen
Message Template Section: Message Body

Opportunity Status

Represented Item: Opportunity statuses established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Opportunity Status option

Opportunity Templates

Represented Item: Opportunity templates

Location in Aspire: Administration screen > Manage Opportunity Templates icon under Estimating

Overhead Recovery - Projected

Represented Item: Summarizes the budget estimates by year and by branch that comprise the Budget Bar in the associated KPI chart.

Location in Aspire: Home screen > KPI Section > Any Overhead Recovery Report > Click on Budget bar

Overhead Recovery Budget

Represented Item: Summarizes the budget estimates by year and by branch that comprise the Budget Bar in the associated KPI chart.

Location in Aspire: Home screen > KPI Section > Any Overhead Recovery Report > Click on Budget bar

P

Pay Code

Represented Item: Pay codes established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Pay Code option

Pay Schedule

Represented Item: Pay schedules established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Pay Schedule option

Payment Category

Represented Item: Payment categories established from Aspire Admin

Location in Aspire: Administration screen ➔ Manage Lists icon under Application ➔ Select Payment Category option

Payment Terms (G)

Represented Item: Payment Terms established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Payment Terms option

Payment Terms Name Token

Token Name: Payment Terms Name
Token: [Payment_Terms_Name]
Where in Aspire is this information being pulled from? Payment Terms listed on the Property details screen
Message Template Section: Subject, Header, Footer

Payments (Customer)

Represented Item: Customer payments recorded in Aspire

Location in Aspire: Invoice icon in the Aspire Navigation Bar > Payments option

Payments (Report)

Represented Item: Customer payments represented by the line drilled into on the Tax Jurisdiction Report.

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Reports tab >Tax Entity Report > Click into dollar amount on right half of report.

Permissions

Settings > Administration > User Management > User Roles > Select a designated role from the dropdown menu.

Personal Identification Number

Primary Contact Company Name

Token Name: Primary Contact Company Name
Token: [Primary_Contact_Company_Name]
Where in Aspire is this information being pulled from? Primary contact associated with Company listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Contact Email Token

Token Name: Primary Contact Email
Token: [Primary_Contact_Email]
Where in Aspire is this information being pulled from? Email of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Contact First Name

Token Name: Primary Contact First Name
Token: [Primary_Contact_First_Name]
Where in Aspire is this information being pulled from? First Name of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Contact Full Name

Token Name: Primary Contact Full Name
Token: [Primary_Contact_Full_Name]
Where in Aspire is this information being pulled from? Full Name of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Contact Home Phone

Token Name: Primary Contact Home Phone
Token: [Primary_Contact_Home_Phone]
Where in Aspire is this information being pulled from? Home phone of Primary Contact listed in the Contacts section of the Property detail screen

Primary Contact Last Name

Token Name: Primary Contact Last Name
Token: [Primary_Contact_Last_Name]
Where in Aspire is this information being pulled from? Last Name of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Contact Mobile Phone

Token Name: Primary Contact Mobile Phone
Token: [Primary_Contact_Mobile_Phone]
Where in Aspire is this information being pulled from? Mobile Phone of Primary Contact listed in the Contacts section of the Property detail screen

Primary Contact Off Add Line 1

Token Name: Primary Contact Office Address Line 1
Token: [Primary_Contact_Office_Address_Line_1]
Where in Aspire is this information being pulled from? Address Line 1 of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Contact Off Add Line 2

Token Name: Primary Contact Office Address Line 2
Token: [Primary_Contact_Office_Address_Line_2]
Where in Aspire is this information being pulled from? Address Line 2 of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Contact Off Zip Code

Token Name: Primary Contact Office Zip Code
Token: [Primary_Contact_Office_Zip_Code]
Where in Aspire is this information being pulled from? Zip Code of Primary Contact associated to the Company Name in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Contact Office City

Token Name: Primary Contact Office City
Token: [Primary_Contact_Office_City]
Where in Aspire is this information being pulled from? Office City of Primary Contact listed in the Contacts section of the Property detail screen

Primary Contact Office Phone

Token Name: Primary Contact Office Address Line 1
Token: [Primary_Contact_Office_Phone]
Where in Aspire is this information being pulled from? Office Phone of Primary Contact listed in the Contacts section of the Property detail screen

Primary Contact Title

Token Name: Primary Contact Title
Token: [Primary_Contact_Title]
Where in Aspire is this information being pulled from? Title of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Off St Province Code

Token Name: Primary Contact Office State Province Code
Token: [Primary_Contact_Office_State_Province_Code]
Where in Aspire is this information being pulled from? State Province Code of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Off St Province Name

Token Name: Primary Contact Office State Province Name
Token: [Primary_Contact_Office_State_Province_Name]
Where in Aspire is this information being pulled from? State Province code of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Primary Takeoff Name

Token Name: Primary Takeoff Name
Token: [Primary_Takeoff_Name]
Where in Aspire is this information being pulled from? Primary Takeoff Item Name from a Takeoff Groups List in the Administration menu
Message Template Section: Subject, Header, Footer

Primary Takeoff Value

Token Name: Primary Takeoff Value
Token: [Primary_Takeoff_Value]
Where in Aspire is this information being pulled from? Primary Takeoff Value of Primary Contact listed in the Contacts section of the Property detail screen
Message Template Section: Subject, Header, Footer

Production Note

Token Name: Production Note
Token: [Production_Note]
Where in Aspire is this information being pulled from? Operation Notes of the Property detail screen
Message Template Section: Subject, Header, Footer

Profit & Loss - Labor Actual

Represented Item: Summarizes labor hours and cost for work tickets by division, property, and service during the period specified by the KPI.

Location in Aspire: Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for labor

Profit and Loss - Budget

Represented Item: Summarizes budgeted revenue, labor cost, direct cost and gross profit for work tickets during the period specified by the KPI.

Location in Aspire: Home screen > KPI Section > Any Profit & Loss Report > Click on Budget bar (blue) for revenue, labor or gross margin $

Profit and Loss - Earned Revenue Actual

Represented Item: Summarizes earned revenue for work tickets by division and service during the period specified by the KPI.

Location in Aspire: Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for earned revenue

Profit and Loss - Gross Margin Actual

Represented Item: Summarizes actual gross margin for work tickets by division and service during the period specified by the KPI.

Location in Aspire: Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for revenue, labor or gross margin $

Profit and Loss - Invoiced Revenue Actual

Represented Item: Summarizes invoiced revenue for work tickets by division and service during the period specified by the KPI.

Location in Aspire: Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for invoiced revenue

Prompt for Sub Crew Size in MT

Contacts > select Crew Leader contact > enable Prompt for Sub Crew Size in MTIME > Save

Prop Add Line 1

Token Name: Property Address Line 1
Token: [Property_Address_Line_1]
Where in Aspire is this information being pulled from? Address Line 1 on the Property details screen

Prop Add Line 2

Token Name: Property Address Line 2
Token: [Primary_Address_Line_2]
Where in Aspire is this information being pulled from? Address Line 2 on the Property details screen

Properties

Represented Item: Properties established in Aspire

Location in Aspire: Properties icon in the Aspire Navigation Bar

property

Regulates how data stored in a field can be seen or changed.

Property Address Line 1

Character Count: 40
Token Name: Property Address Line 1
Token:[Property_ Address_ Line_ 1]
Where in Aspire is this information being pulled from?: Address Line 1 field on the Property details screen.

Property Address Line 2

Character Count: 40
Token Name: Property Address Line 2
Token:[Property_ Address_ Line_ 2]
Where in Aspire is this information being pulled from?: Address Line 2 field on the Property details screen.

Property Budget Token

Token Name: Property Budget
Token: [Property_Budget]
Where in Aspire is this information being pulled from? Annual Budget on the Property details screen
Message Template Section: Subject, Header, Footer

Property City

Character Count: 20
Token Name: Property City
Token:[Property_City]
Where in Aspire is this information being pulled from?: Property City field on the Property details screen.

Property City Token

Token Name: Property City
Token: [Property_City]
Where in Aspire is this information being pulled from? City listed on the Property details screen
Message Template Section: Subject, Header, Footer

Property Client Budget (no title displayed on screen)

Represented Item: Work order opportunities for the property

Location in Aspire: Properties icon in the Aspire Navigation Bar > Select a property > Report icon (upper right) > Client Budget option > Click into number for a work order (not a contract)

Property Group

Represented Item: Property groups established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Property Group option

Property Group Name

Character Count: 15
Token Name: Property Group Name
Token:[Property_ Group_ Name]
Where in Aspire is this information being pulled from?: Property Name field on the Property details screen.

Property Group Name Token

Token Name: Property Group Name
Token: [Property_Group_Name]
Where in Aspire is this information being pulled from? Property Group Name listed on the Property details screen
Message Template Section: Subject, Header, Footer

Property Name

Character Count: 25
Token Name: Property Name
Token:[Property_ Name]
Where in Aspire is this information being pulled from?: Property Name field on the Property details screen.

Property Name Abbreviation

Character Count: 20
Token Name: Property Name Abbreviation
Token:[Property_ Name_ Abbreviation]
Where in Aspire is this information being pulled from?: Property Name Abbreviation field on the Property details screen.

Property Opportunities (Embedded in Property Overview screen)

Represented Item: Opportunities for the property

Location in Aspire: Properties in the Aspire Navigation Bar icon > Select a Property > Search list appears about half-way down the screen

Property Ops Mgr First Name

Character Count: 15
Token Name: Property OPS Manager Contact First Name
Token:[Property_ OPS_ Manager_ Contact_First_Name ]
Where in Aspire is this information being pulled from?: Ops Manager first name listed on the Property details screen.

Property Ops Mgr Full Name

Character Count: 30
Token Name: Property OPS Manager Contact Full Name
Token:[Property_OPS Manager_ Contact_Full_ Name ]
Where in Aspire is this information being pulled from?: Property Ops Manager Contact First and Last Name listed on the Property details screen.

Property Ops Mgr Last Name

Character Count: 15
Token Name: Property OPS Manager Contact Full Name
Token:[Property_OPS Manager_ Contact_Last_ Name ]
Where in Aspire is this information being pulled from?: Property Ops Manager Contact Last Name listed on the Property details screen.

Property Route Assignment

Represented Item: Summarize the assignment of properties to routes as defined on the Property tab of the Route screen.

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Reports tab > Drill Down Reports section Property Route Assignments Report

Property Sequence Number

Token Name: Property Sequence Number
Token: [Property_Sequence_Number]
Where in Aspire is this information being pulled from? Sequence number on the Property details screen
Message Template Section: Message Body

Property State Province Code

Character Count: 3
Token Name: Property State Province Code
Token:[Property_ State_ Province_ Code ]
Where in Aspire is this information being pulled from?: State abbreviation for the State list on the Property details screen.

Property Status

Represented Item: Account receivables list of invoices with associated payments and credit memos

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > A/R Aging List

Property Status Name Token

Token Name: Property Status Name
Token: [Property_Status_Name]
Where in Aspire is this information being pulled from? Property Status listed on the Property details screen
Message Template Section: Subject, Header, Footer

Property Tag List Token

Token Name: Property Tag List
Token: [Property_Tag_List]
Where in Aspire is this information being pulled from? Tags list on the Property details screen
Message Template Section: Subject, Header, Footer

Property Zip Code

Character Count: 10
Token Name: Property Zip Code
Token:[Property_ Zip_Code]
Where in Aspire is this information being pulled from?: Zip Code field on the Property details screen

Property Zip Code Token

Token Name: Property Zip Code
Token: [Property_Zip_Code]
Where in Aspire is this information being pulled from? Zip Code listed on the Property details screen

Purchase Equipment Permission

Administration > User Management > User Role > Purchase Equipment > Save

Purchase Receipt Work Tickets (no title displayed on screen)

Represented Items: Work tickets

Location in Aspire: Purchasing icon in the Aspire Navigation Bar > Purchase Receipts option > Select a purchase receipt > Purchase Receipt screen > Work Ticket Search icon

Purchase Receipts (Aspire Search Lists)

Represented Item: Purchase receipts created in Aspire

Location in Aspire: Purchasing icon in the Aspire Navigation Bar > Purchase Receipt option

Purchasing Assistant

Represented Item: Recommended purchases based on materials included in opportunity estimates

Location in Aspire: Purchasing icon in the Aspire Navigation Bar > Purchasing Assistant option

Q

query parameter

A key/value pair appended to a URL in web requests used in APIs to customize responses, filter data, or specify parameters for server operations.

R

Read Only Access to Schedule Board

System Settings > Administration > User Management > User Roles > Read Only Access to Schedule Board

Receipt Status (Aspire Search Lists)

Represented Item: Activity (email, issue, task or appointment)

Location in Aspire: Home screen > Search Activities icon in To Do List section

Receivables (Aspire Search Lists)

Represented Items: Total receivables owed by customer

Location in Aspire: Invoice icon in the Aspire Navigation Bar > Receivables option

Region Mgr Name Token

Token Name: Region Manager Name
Token: [Region_Manager_Name]
Where in Aspire is this information being pulled from? Region name listed on the Region details screen in the Administration menu
Message Template Section: Subject, Header, Footer

Region Name Token

Token Name: Region Name
Token: [Region_Name]
Where in Aspire is this information being pulled from? Region name on the Region details screen in the Administration menu
Message Template Section: Subject, Header, Footer

Regions (Aspire Search Lists)

Represented Item: Regions defined for the organization in Aspire Admin

Location in Aspire: Administration screen > Manage Regions icon under Organization

Renew a contract

1. Main Menu > Opportunities 2. Select or create a Won Contract > Click the three dots menu > Select Renew.

renew a won contract

1. Go to Main Menu > Opportunities. 2. Select an opportunity with Won status. 3. Go to the More Actions menu. 4. Select Renew.

Report (Transaction List)

Represented Item: Invoice, payment, and credit transactions for the property

Location in Aspire: Property icon in the Aspire Navigation Bar > Select a property > Report icon (upper right) > Transaction List option

Report Designer Access Permission

1. Go to System Settings > Administration. 2. Select User Management. 3. Choose User Roles. 4. Select Report Designer Access. 5. Save.

Reports (Aspire Search Lists)

Represented Item: Reports saved by the user currently logged in

Location in Aspire: Reports icon in the Aspire Navigation Bar > Favorite Reports tab

Request Equipment Permission

Administration > User Management > User Roles > Request Equipment > Save

Require Reason for Work Ticket Cancellation

1. Go to System Settings > Administration. 2. Select Configuration. 3. Choose Application. 4. Check Require Reason for Work Ticket Cancellation. 5. Save.

Required Fields

Administration> Application> Required Fields

RESTful API

RESTful(Representational State Transfer) API (Application Programming Interface) - also known as REST API - adheres to the REST API design principles. However, it is not a protocol, so while there are commonly followed design principles, there is a place for flexibility; thus, unlike SOAP, which only uses the XML data format, RESTful APIs can use multiple formats to exchange data. The most common data format is JSON (Javascript Object Notation)

Restrict Mobile Route Visibility to Assigned Routes

1. Go to System Settings > Administration. 2. Select Configuration. 3. Choose Application. Check Restrict Mobile Route Visibility to Assigned Routes. Click Save.

Revenue Over Under (Aspire Search Lists)

Represented Item: Opportunities matching the over/under value drilled into for which the earned revenue does not match invoiced revenue

Location in Aspire: Reports icon in the Aspire Navigation Bar > End of Month Report > locate Over/Under section on Revenue tab in report > Click into dollar value

Revenue Variance (Aspire Search List)

Represented Item: Revenue variance records generated by Aspire.

Location in Aspire: Reports icon in the Aspire Navigation Bar > End of Month Report > locate Revenue Variance section on Revenue tab in report > Click into dollar value

Reviewed Date Token

Token Name: Reviewed Date
Token: [Reviewed_Date_Time]
Where in Aspire is this information being pulled from? Date/Time of Work Ticket Marked as Complete in Crew Mobile
Message Template Section: Body

Route Name

Character Count: 20
Token Name: Route Name
Token:[Route_ Name]
Where in Aspire is this information being pulled from?: Route name listed on the Contact details screen

Route Name Token

Token Name: Route Name Token
Token: [Route_Name]
Where in Aspire is this information being pulled from? Route Name listed on the Route details screen
Message Template Section: Body

Route Time Zone

Character Count: 5
Token Name: Route Time Zone
Token:[Route_Time_Zone]
Where in Aspire is this information being pulled from?: Timezone for the Branch listed on the Route details screen

Routes (Aspire Search List)

Represented Item: Routes created in Aspire

Location in Aspire: Administration screen > Manage Routes icon under Scheduling

Rte Crew Leader First Name

Character Count: 15
Token Name: Route Crew Leader Contact First Name
Token:[Route_ Crew_Leader_Contact_First_Name]
Where in Aspire is this information being pulled from?: Crew Leader First name field on the Contact details screen

Rte Crew Leader Full Name

Character Count: 30
Token Name: Route Crew Leader Contact Full Name
Token:[Route_ Crew_Leader_Contact_Full_Name]
Where in Aspire is this information being pulled from?: Crew Leader First and Last name field on the Contact details screen

Rte Crew Leader Last Name

Character Count:15
Token Name: Route Crew Leader Contact Last Name
Token:[Route_ Crew_Leader_Contact_Last_Name]
Where in Aspire is this information being pulled from?: Crew Leader Last Name field on the Contact details screen

Rte Crew Leader Mobile Number

Character Count: 25
Token Name: Route Crew Leader Contact Mobile Number
Token:[Route_ Crew_Leader_Contact_Mobile_Number]
Where in Aspire is this information being pulled from?: Crew Leader mobile number listed on the Contact details screen

S

Sales Commission (Aspire Search List)

Represented Item: Invoices for each opportunity upon which sales commissions can be based

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Sales Commission

Sales Pipeline Insight

Sales Pipeline Insight Permission

Administration >User Management > User Roles > View Sales Pipeline Insight > Save

Sales Rep Contact Full Name

Token Name: Sales Rep Contact Full Name
Token: [Sales_Rep_Contact_Full_Name]
Where in Aspire is this information being pulled from? First and Last name of Sales Rep in the Contact details section of the Opportunity detail screen
Message Template Section: Body

Sales Score Card (Aspire Search List)

Represented Item: Summarizes sales scorecard records for the period specified by the KPI.

Location in Aspire: Home screen > KPI Section > Any Sales Score Card KPI > Click on chart

Sales Type (Aspire Search Lists)

Represented Item: Define Activity Categories

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Activity Category option

SANDBOX

🔵The described new and enhanced functions are only available in the sandbox environment and are subject to change.

Schedule an Event (Aspire Search List)

Represented Item: Opportunity Services

Location in Aspire: Scheduling icon in the Aspire Navigation Bar > Scheduling option > Schedule Board screen > Bulk Actions icon > Schedule an Event option

Schedule an Event Permission

Administration > User Management > User Roles > Schedule an Event > Save

Schedule Work Tickets (no title displayed on screen)

Represented Item: Work tickets

Location in Aspire: Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Show Work Tickets icon in lower right-hand corner

Scheduled Start Date

Character Count: 6
Token Name: Scheduled Start Date
Token:[Scheduled_ Start_Date]
Where in Aspire is this information being pulled from?: Scheduled Date field on the Work Ticket details screen

Score Card Detail (Aspire Search List)

Represented Item: List of opportunities that comprise the value of proposed sales that was selected on the sales scorecard

Location in Aspire: Contacts icon in the Aspire Navigation Bar > Select contact (must be a user for whom a sales scorecard has been established) > Contact screen > Scorecard tab > Drill into a scorecard in the list > Click into a number on the Proposed Actual column

Select Attachment (Aspire Search List)

Represented Item: Existing attachments on emails, issues, opportunities and properties

Location in Aspire: Home screen > Click Bar in graph under Customer Issues > Click one of the Issues > Find Old Attachments icon

Separate Invoices

Token Name: Separate Invoices
Token: [Separate_Invoices]
Where in Aspire is this information being pulled from? Separate Invoices listed on the Property details screen
Message Template Section: Subject, Header, Footer

Sequence Number Token

Token Name: Sequence Number
Token: [Sequence_Number]
Where in Aspire is this information being pulled from? Sequence Number listed on the Property details screen
Message Template Section: Subject, Header, Footer

Service Description

Token Name: Service Description
Token: [Service_Description]
Where in Aspire is this information being pulled from? Description of service catalog item in the Estimating section of the Administration menu
Message Template Section: Message Body

Service Display Name

Character Count: 40
Token Name: Service Display Name
Token:[Service_Display_Name]
Where in Aspire is this information being pulled from?: Service Display Name field on the Service Catalog details screen of the Administration menu

Service Item Description Token

Token Name: Service Item Description
Token: [Service_Item_Description]
Where in Aspire is this information being pulled from? Description from Estimate of Service Catalog Item
Message Template Section: Body

Service Log

Service Name

Character Count: 40
Token Name: Service Name
Token:[Service_Name]
Where in Aspire is this information being pulled from?: Service Name field on the Service Catalog details screen of the Administration menu

Service Name Abbreviation

Character Count: 20
Token Name: Service Name Abbreviation
Token:[Service_Name_Abbreviation]
Where in Aspire is this information being pulled from?: Abbreviation field on the Service Catalog details screen of the Administration menu

Service Tags for Equipment

Administration > Equipment > Service Tags

Services (Aspire Search List)

Represented Item: Services established in Aspire Admin

Location in Aspire: Administration screen ➔ Manage Services icon under Estimating

Services (WT Aspire Search List)

Represented Item: Work tickets that comprise the number value clicked

Location in Aspire: Properties icon in the Aspire Navigation Bar > Select a property > Select the More ink to the right of the next visit link > Full Property Wizard screen > Click on one of the service or division numbers

Services Due

Site Audit Categories (Aspire Search List)

Represented Item: Site audit categories established from Aspire Admin

Location in Aspire: Administration screen > Manage Site Audit Categories icon under Scheduling

Site Audit Photo Editor

Navigation Steps

Go to the Properties module.
Select a property.
Click on the hyperlink in the Previous Site Audit field.
Click Modify under an existing image to navigate to the photo editor from an already existing image.
Select the image icon next to an evaluation category to navigate to the site audit photo editor by adding a new image.

Site Audit Types (Aspire Search List)

Represented Item: Site audit types established from Aspire Admin

Location in Aspire: Administration screen > Manage Service Notifications icon under Scheduling

Site Audits (Property, Aspire Search List)

Represented Item: Site audits for the selected property

Location in Aspire: Properties in the Aspire Navigation Bar icon > Select a Property > Previous Site Audit hyperlink (middle left of the page)

Site Audits (Report, Aspire Search List)

Represented Item: Site Audit

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Site Audits

SMS Contact First Name

Character Count: 15
Token Name: SMS Contact First Name
Token:[SMS_Contact_First_Name]
Where in Aspire is this information being pulled from?: First Name of SMS Notification contact listed on the Contact details screen

Swagger

AKA OpenAPI Specification (OAS) is an open-source framework that can design, document, and consume RESTful APIs. Swagger generates interactive and user-friendly documentation for APIs based on the information provided in the OpenAPI Specification. This documentation includes details about endpoints, request and response formats, authentication methods, and more.

Swap Work Ticket Costs (Aspire Search List)

Represented Item: Work tickets

Location in Aspire: Scheduling icon > Schedule Board screen > Right Click on day > Open Time Entry option > Time Entry screen > Left click on a ticket link > Swap Ticket Cost option

System Admin Permission

Administration > User Management > User Roles > System Admin > Save

T

Tag (Aspire Search List)

Represented Item: Define available tags for properties, contacts and opportunities

Location in Aspire: Administration screen > Manage Lists icon under Application > Select list type of Tag

Takeoff Group (Aspire Search List)

Represented Item: Advanced Search Formulas established in Aspire Admin

Location in Aspire: Administration screen > Manage Advanced Search Formulas icon under Application

Tax Entity (Aspire Search List)

Represented Item: Creation or modification of clock in/out entries for the selected employee

Location in Aspire: Scheduling icon in the Aspire Navigation Bar > Schedule Board > Weekly Time Review icon > Click a time entry > Select Clock Time Audit option

Tax Jurisdiction (no title displayed on screen)

Represented Item: Tax jurisdictions established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Tax Jurisdiction option

Tax Jurisdiction Name Token

Token Name: Tax Jurisdiction Name
Token: [Tax_Jurisdiction_Name]
Where in Aspire is this information being pulled from? Tax Jurisdiction listed on the Property details screen
Message Template Section: Subject, Header, Footer

Throttling

Restriction over the rate at which an operation can be executed.

Time Entry (Aspire Search Lists)

Represented Item: Work ticket employee time allocations to jobs

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Time Entry

Time Entry Sync Log (Aspire Search List)

Represented Item: Record of all time entry transactions transmitted from Aspire to QuickBooks during the selected synchronization instance

Location in Aspire: Only available for Aspire systems set up to export to QuickBooks Desktop by properly integrating with QuickBooks Web Connector.

Scheduling Board > Weekly Time Review > View sync Summary link (the system must be set up for export to the accounting system) > Click on the Sync Summary entry for which you want to view additional details.

Time Entry Sync Summary

Represented Item: Record of synchronization attempts between Aspire and your accounting system

Location in Aspire: Only available for Aspire systems set up to export to QuickBooks Desktop by properly integrating with QuickBooks Web Connector.

Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Weekly Time Review icon > Weekly Time Review screen > View Sync Summary link (upper right corner, but only if your system is set up for export to accounting system)

Time Entry Work Tickets (no title displayed on screen)

Represented Item: Work tickets

Location in Aspire: Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Right click on day > Open Time Entry option > Search All icon under the ticket list

Time Review Attestation Prompt

Administration > Organization > Branches > Time Review Attestation Prompt > Save

U

Unit Type (Aspire Search List)

Represented Item: Measurement unit types as established in Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select list type of Unit Type

Use Time Prompts

Administration > Configuration > Time Reporting > Use Time Prompts > Save

Users (Aspire Search List)

Represented Item: Aspire system users

Location in Aspire: Administration screen > Manages Users icon under Application

V

Vendor (Aspire Search List)

Represented Items: Vendors providing materials and services as defined in Aspire Admin or imported from the accounting system

Location in Aspire: Administration screen > Manage Lists icon under Application > Select list type of Vendor

View All Time Permission

User Management > User Roles > View All Time > Save

View Audit Report

View Drill Down Reports - Work Ticket Visits Permission

1. Go to System Settings > Administration. 2. Select User Management. 3. Select User Roles. 4. Check View Drill Down Reports - Work Ticket Visits. 5. Save.

View Employee Overtime Report

Administration > User Management > View Employee Overtime Report > Save

View Equipment Permission

Administration > User Management > User Roles > View Equipment > Save

View New Ticket Button

Navigation

1. Go to the Scheduling module.

2. Select the More Actions menu.

3. Click on Manage Routes.

4. Select or deselect Show New Ticket Button in Crew Mobile on the Route details screen.

View Purchasing

View Reports

View Revenue Permission

Settings > Administration 2. User Management 3. User Roles 4. View Revenue 5. Save.

View Visit Checklists

View Work In Progress (Work Orders)

1. Go to System Settings > Administration. 2. Select User Management. 3. Click User Roles. Check View Work In Progress (Work Orders). 5. Save.

visit details screen

1. Go to the Scheduling module.

2. Click a visit plaque on the Schedule Board.

3. Click on the kebab menu.

4. Click on Edit Visit.

Visit End Date

Character Count: 11
Token Name: Visit End Date
Token:[Visit_End_Date]
Where in Aspire is this information being pulled from? Visit End date listed on the Visit details screen of a Work Ticket

Visit End Date Time

Character Count: 17
Token Name: Visit End Date Time
Token:[Visit_End_Date_Time]
Where in Aspire is this information being pulled from? Visit End date and time listed on the Visit details screen of a Work Ticket on a Time-Based Route

Visit End Time

Character Count: 8
Token Name: Visit End Time
Token:[Visit_End_Time]
Where in Aspire is this information being pulled from? Visit End Time listed on the Visit details screen of a Work Ticket for a Time-Based Route.

Visit Start Date

Character Count: 11
Token Name: Visit Start Date
Token:[Visit_Start_Date]
Where in Aspire is this information being pulled from? Visit Start date and time listed on the Visit details screen of a Work Ticket

Visit Start Date Time

Character Count: 17
Token Name: Visit End Date
Token:[Visit_Start_Date_Time]
Where in Aspire is this information being pulled from? Visit Start date and time listed on the Visit details screen of a Work Ticket on a Time-Based Route

Visit Start Time

Character Count: 8
Token Name: Visit Start Time
Token:[Visit_Start_Time]
Where in Aspire is this information being pulled from? Visit Start Time t listed on the Visit details screen of a Work Ticket for a Time-Based Route.

W

Weather Events (Aspire Search Lists)

Represented Item: Weather events as defined on the Events screen available from the Log Event option in the Invoice icon of the Aspire Navigation Bar

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Weather Events

Web Report Designer

Administration > Application > Web Report Designer

Weekly Time Review (Aspire Search List)

Represented Item: Row for each week of time. For this search list it is essential that the list be grouped by Employee Display Name (the default)

Location in Aspire: Scheduling icon > Schedule Board screen > Weekly Time Review icon

Work in Progress Report (Aspire Search List)

Represented Item: This drill-down report supports the analysis of work in progress during a specified time. It is accessed from the Reports screen. The search list returns unique records by opportunity, invoice type, branch, and division, showing the breakdown of cost and revenue incurred across these categories over the specified time period.

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work in Progress

Work Ticket Hours Actual

Character Count: 6
Token Name: Work Ticket Hours Actual
Token:[Work_Ticket_Hours_Actual]
Where in Aspire is this information being pulled from? Actual field listed in the Hours Table on the Work Ticket details screen

Work Ticket Hours Estimated

Token Name: Work Ticket Hours Estimated
Token: [Work_Ticket_Hours_Estimated]
Where in Aspire is this information being pulled from? Estimated value listed on the Hours table on the Work Ticket Details screen
Message Template Section: Message Body

Work Ticket Notifications (Aspire Search List)

Represented Item: Service notifications established in Aspire Admin determining conditions under which Aspire sends automatic notifications

Location in Aspire: Administration screen > Manage Service Notifications icon under Scheduling

Work Ticket Number

Character Count: 10
Token Name: Work Ticket Number
Token:[Work_Ticket_Number]
Where in Aspire is this information being pulled from? ID number of Work Ticket listed in the header of the Work Ticket details screen

Work Ticket Price

Character Count: 11
Token Name: Work Ticket Price
Token:[Work_Ticket_Price]
Where in Aspire is this information being pulled from? Estimated value listed in the Revenue section on the Work Ticket details screen.

Work Ticket Status (Aspire Search List)

Represented Item: Clock in/out entries for the selected employee

Location in Aspire: Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Weekly Time Review icon > Weekly Time Review screen > Click on time value > Select Clock Time Audit option

Work Ticket Transactions (Aspire Search List)

Represented Item: Work ticket visits

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work Ticket Transaction

Work Ticket Visits (Aspire Search List)

Represented Item: Work ticket visits

Location in Aspire: Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work Ticket Visits

Work Tickets

Represented Item: Work tickets

Location in Aspire: Work Tickets icon

Workers Compensation (no title displayed on screen)

Represented Item: Workers compensation types established from Aspire Admin

Location in Aspire: Administration screen > Manage Lists icon under Application > Select Workers Compensation option

Workflow (Aspire Search List)

Represented Item: Workflows established in Aspire Admin

Location in Aspire: Administration screen > Manage Workflow icon under Estimating

WT Crew Leader First Name

Character Count: 15
Token Name: Work Ticket Crew Leader Contact First Name
Token:[Work_Ticket_Crew_Leader_Contact_First_Name]
Where in Aspire is this information being pulled from? First Name of Crew Leader listed on Contact details screen

WT Crew Leader Full Name

Character Count: 30
Token Name: Work Ticket Crew Leader Contact Full Name
Token:[Work_Ticket_Crew_Leader_Contact_Full_Name]
Where in Aspire is this information being pulled from? First and Last Name of Crew Leader listed on Contact details screen

WT Crew Leader Last Name

Character Count: 15
Token Name: Work Ticket Crew Leader Contact Last Name
Token:[Work_Ticket_Crew_Leader_Contact_Last_Name]
Where in Aspire is this information being pulled from? Last Name of Crew Leader listed on Contact details screen

WT Crew Leader Mobile Phone

Character Count: 25
Token Name: Work Ticket Crew Leader Contact Mobile Phone
Token:[Work_Ticket_Crew_Leader_Contact_Mobile_Number]
Where in Aspire is this information being pulled from? Mobile Number of Crew Leader listed on Contact details screen

WT Status Name

Token Name: Work Ticket Status Name
Token: [Work_Ticket_Status_Name]
Where in Aspire is this information being pulled from? Status of Work Ticket
Message Template Section: Body