2023 Bug Fixes

11/30/2023

Administration 

• Fixed an issue that prevented the Inventory Cost with an Effective Date from being captured when a new inventory item was created.
• Fixed an issue that prevented the ability to Enable Aspire GPS Integration.
• Fixed an issue causing the SMS Opt-in notification message sent to customers to refer to Aspire instead of the client company.
• Fixed an issue preventing SMS notifications from being sent when multiple visits are scheduled to occur at the same time.

Crew Mobile 

• Fixed an issue that caused an error when selecting certain services within the Crew Mobile app.

Dashboard 

• Fixed an issue that prevented the Sales Pipeline Insight KPI from properly reflecting dates when a custom date range is saved.

Opportunities 

• Fixed an issue that caused the material cost on the Job Dashboard to incorrectly reflect that of estimated materials from optional services.
• Fixed an issue preventing items and service fields from being fully displayed on the Estimate screen depending on the screen resolution.

Reports

• Fixed an issue that prevented inactive branches containing a revenue variance from appearing on the End of Month report.

Scheduling 

• Fixed an issue that caused an excess of GPS Stop time to reflect on time entry when using Fleetsharp.
• Fixed an issue so accurate stop times can be correctly recorded when using Azuga.

11/16/2023

Administration & Dashboard

• Fixed an issue that caused Absentee Notifications to be triggered even though the crew leader had clocked in before the expiration of the set grace period.
• Fixed an issue that prevented the ability to add images to your email signature in the User Settings.  

Contacts

• Fixed an issue preventing the ability to edit a contact even when the correct permissions are provisioned.
•  Fixed the missing State field in the Edit Payment Method dialog of the Contact screen. 
• Fixed an issue that prevented the Drive Scorecardlink from functioning properly. 

 Crew Mobile 

• Fixed an issue that prevented the Report Lunch button from working for crew members.

Invoicing 

• Fixed an issue preventing partially received purchases from appearing on an invoice.
• Fixed an issue that prevented the ability to generate an invoice for a Fixed Price on Completion opportunity when the option to round the price is selected, and the total price of the opportunity is $0.00. 
• Fixed an issue that caused a tax to appear on a Fixed Price on Completioninvoice that does not contain table services. 
• Fixed an issue preventing the ability to print out an invoice.

Opportunities

• Fixed the legibility of the Cash Flow metric on the Job Dashboard of an opportunity.
•  Fixed an issue that prevented the correct calculation of the Invoiced Gross Margin percentage from occurring when the value of the Billed to Date is less than the Cost to Date on the Job Dashboard of an opportunity.
• Fixed an issue that caused an error message to appear when attempting to save the revision date of a Change Opportunity even though the change was successful. 

Reports

• Fixed the Over/Under adjustment value missing from the exported Revenue portion of the End of Month report.

Work Tickets

• Fixed the cost of materials from appearing on an incorrect work ticket.
• Fixed a landline clock-in issue that prevented time from being started on the correct work ticket when a user clocks in after 12:00 AM UTC. 

11/2/2023

Administration & Dashboard

• Fixed an issue causing a revenue variance for invoice types that are not fixed payments.
• Fixed an issue that prevented the ability to preview the Opportunity Work Ticket Items Report using the web report designer. 
• Fixed an issue preventing KPI tiles on the Dashboard from refreshing at the start of the day. 

API 

• SOAP API  - Fixed an issue that prevented the Category Name for one-time items from being returned when using the GETPurchases endpoint.

Invoicing

• Fixed an issue that caused a discrepancy in the total amount for a T&M invoice.
• Fixed an issue preventing the proper tax amount from appearing on printed invoices. 
• Fixed an issue incorrectly reflecting an Overdue status on the Invoicing Assistant screen for Fixed Price on Completion invoice types.
• Fixed an issue that permitted the ability to save a Schedule of Values containing two line items with the same description and unit price. 
• Corrected minor user interface issues on the Electronic Payments section of the Invoice details screen.

Opportunities

• Fixed an issue that caused an image attached to a Site Audit to appear twice when using an iPhone.  
• After a change is initiated for a Contract, the opportunity End Date will become read-only.
• Fixed an issue that caused general conditions for all opportunities to be removed after deleting one opportunity containing general conditions.
• Fixed an issue that prevented saving more than one general condition added to a Work Order opportunity. 
• Fixed an issue that caused incorrect sorting of files that appear in the attachment dropdown of an Opportunity. 

Purchasing

• Fixed an issue that permitted the ability to select Save before the completion of receiving a new purchase receipt. 
• Fixed an issue that prevented an error from appearing when a value of zero is entered in a line item field when creating a new Purchase Credit. 

Reports

• Fixed an issue that caused an error message to appear when searching for Takeoff Items that include spaces and special characters in the Takeoff Group Name. 
• Fixed an issue that caused an inaccurate revenue calculation on the End of Month report when using 4-4-5 accounting. 
• Fixed an issue that caused the exclusion of invoices in the invoice drill-down on the EOM report when 4-4-5 accounting was used.  
• Fixed an issue that caused an inaccurate filtering of results on the End of Month report when the date range is set to less than or equal to. 

Scheduling

• Fixed an issue preventing the proper recording of the end time for overnight visits.
• Fixed an issue preventing an updated branch address from reflecting on the Show Route on Map screen. 
• Fixed an issue that prevented the proper default pay code from appearing under a Quick Ticket. 
• Fixed an issue that permitted adding time to canceled Work Tickets. 
• Fixed an issue that permitted assigning an inactive property to a route.

Work Tickets

• Fixed an issue that caused an inaccurate calculation of the burden cost for work tickets that included overtime hours.
• Fixed an issue that caused the cost of purchased items in a job inventory to appear multiple times under a work ticket. 
• Fixed an issue preventing the proper sort order from being retained in saved Work Ticket search lists.
• Corrected minor user interface concerns on the Work Ticket Completion Form. 

10/12/2023

Administration & Dashboard 

• Corrected an issue preventing the ability to adequately opt-in to SMS Notifications. 
• Fixed an issue preventing the Forecast KPI from displaying on the Dashboard. 

Opportunities

Fixed an issue preventing the ability to select Optional Services on the Estimate screen.

Reports

Fixed an issue preventing the correct address from appearing in the Primary Address field on the Opportunity Service report.

9/28/2023

Administration & Dashboard 

• Fixed an issue that caused duplicate one-time material items to appear on the Job Dashboard.
• Fixed an issue that caused an error when importing contacts.
• Removed the tokens icon from the Email Signature rich text editor so that it is clear that tokens are not available in this field.
• Corrected messaging on the Dashboard screen so that when metrics are unavailable, a message stating No Metrics appears instead of a message stating No Dashboards.
• Fixed an issue that prevented the font displayed in rich text editors from reflecting the font configured in the Application subsection of the Administration menu.
• Fixed an issue in Legacy, preventing the hyperlink for an Issue from appearing within an email when the issue is created in Crew Mobile. 

Contacts

Fixed an issue that prevented the ability to update contact information when the correct user role permission was enabled.

Crew Mobile

Fixed an issue preventing the upload image button from correctly displaying with text when viewing Inspection Reports in Crew Mobile in Spanish mode. 

Customer Portal

Fixed a problem in the Customer Portal preventing the ability to choose the correct expiration date for a payment method because the date needed was not included in the Expiration Date field.

Equipment

Fixed an issue that permitted the ability to log equipment readings retroactively.

Opportunities

Fixed an issue preventing the ability to view and manage all site audit categories from an iPad.

Properties

Fixed an issue preventing the ability to delete a company when the correct user role permissions are enabled and the company is not associated with a contact.

Reports

Fixed an issue preventing accurate information from displaying on the Profit and Loss report after using a Date Range report filter.

Scheduling

• Fixed an issue that caused an error when selecting Set Route Order on the Route Scheduling screen.
•  Fixed an issue that caused an error when approving a work ticket not associated with a crew leader.
• Fixed an issue preventing the ability to interact with the map on the Route Scheduling screen appropriately when a web browser outside Safari is used.

8/31/2023

Activities

• Fixed an issue that caused duplicate information to appear via an Issue email when more than one assignee was attached to the issue. 
• Fixed an issue that caused the Start Date to change after saving changes to a task.

Administration & Dashboard 

• Fixed an issue preventing the ability to Import Property information to Aspire.
• Fixed an issue that prevented the ability to maintain page position on the home screen after saving changes made to an issue when Quick View is selected.
• Fixed an issue preventing the ability to view images on the Print Preview for the Equipment Inspections Layout in the Report Designer.
•  Fixed an issue preventing selected time ranges from remaining after modifying an existing KPI tile on the Dashboard.
• Fixed an issue preventing SMS Absentee notifications from being sent to a recipient when more than one visit is scheduled for one work ticket.

API

• Fixed an issue that caused an error when initiating a Receipt request via the external SOAP API when special characters are included in the ReceiptNote field. 
• Fixed an issue causing a timeout issue with the external API reference. 

Equipment

• Fixed an issue that caused an incorrect mileage value to display for an equipment item after changing to a different FleetSharp tracker. 
• Fixed an issue that prevented the Equipment details screen from loading when the equipment item was associated with more than 200 Aspire GPS identifiers with Azuga trackers.

Invoicing

• Fixed an issue preventing the correct recalculation of sales tax from generating a Fixed Price on Completion invoice.
• Fixed an issue that caused the inaccurate reflection of convenience fees on the Invoice search list for failed electronic payments.

Opportunity

• Fixed an issue preventing the opportunity number from displaying when trying to associate an existing ticket to a service from a change order.
•  Fixed an issue that prevented local time display when using date/time filters on the Opportunities search list.
• Fixed an issue that caused the Opportunity Complete date to display different values on the Opportunities search list and the Opportunity Audit Info for the same opportunity.
• Fixed an issue preventing work tickets deriving from change orders from being included in the Job Inventory on the Job Dashboard portion of an Opportunity.
• Fixed an issue that caused the service abbreviation field of an opportunity to reflect a blank field instead of a truncated version of the Service Display Name when the field is left blank.

Reports 

• Fixed an issue that caused the payment and invoice to be represented by different branches for an opportunity with a branch override on the Tax Entity report.
• Fixed an issue preventing Delete actions from appearing on the Work Ticket Visit Audit report.
• Fixed an issue that caused an error to return when attempting to load the Receipt Audit report when filtered by the Last Modified Date.

8/17/2023

Administration & Dashboard 

• Fixed an issue that caused an error when selecting to view user details in the API subsection of the Administration menu.
• Fixed an issue that improperly allowed sharing information from a Dashboard element with an inactive contact.
• Fixed an issue that prevented KPI Insight from auto-refreshing on the Dashboard.
•  Fixed an issue that prevented the ability to see the option to Save after adding more than seven contacts in the Score Card field of the Sales Score Card KPI/Insight.
• Fixed an issue that prevented viewing information on the Equipment Inspection Report when in preview mode in the Web Report Designer.

API

Fixed an issue that caused an error when running a query under some endpoints within the external API reference.  

Opportunity

• Fixed an issue that prevented changes to the billing address from being saved on an Opportunity when the billing contact is updated. 
• Fixed an issue that prevented opportunities from being sorted correctly when the SUM was applied to the Display Total on the advanced search list screen. 

Scheduling

Fixed an issue that caused a permission error message to appear when attempting to Schedule an Event even if the correct permission is provisioned.

Reports

• Fixed an issue that caused incorrect information to display in the Takeoff Item field on the Catalog Item Audit Report.
• Fixed an issue that prevented the correct sorting of services and groups from displaying on the Opportunity Proposal default report layout.
• Fixed an issue that prevented the correct values from displaying in the Sub and Material fields on the Expense Work Tickets report.
• Fixed an issue that prevented the correct information from displaying in the Material Est, Equipment Est, Sub Est, and Labor Est fields on the Profit and Loss report.

7/13/2023

Administration & Dashboard 

• Fixed an issue that prevented the auto-generated toll-free number from generating a number after enabling SMS Notifications.
• Fixed an issue that prevented items on the visit checklist item screen from loading.
• Fixed an issue that prevented a Visit Reminder notification from being sent out at the correct time for a rescheduled visit.
• Fixed an issue that prevented the correct number of Open Issues from being displayed on the Dashboard, given the amount shown in the drill-down list, which is the Activities search list screen filtered to display open issues.
• Fixed an issue preventing importing a Property file from the Administration menu.
• Fixed an issue that caused an error when attempting to save changes made on the Company screen in the Administration menu.

Invoicing

• Fixed an issue that caused an invoice emailed from the Invoice Batch screen to be displayed in the default layout even when a different Report Layout has been selected.
• Fixed an issue causing the tokenized credit card number to appear when hovering over the payment description of an entry line item on the Electronic Payment Log search list screen.

Opportunity

Fixed an issue that caused an error message when adding a grouping to the Opportunity Work Ticket Searchlist when the Scheduling Assistant field was displayed.

Properties

Fixed an issue preventing the ability to opt a Property contact into SMS Notifications from the Property screen.

Purchasing

• Fixed an issue causing multiple instead of single quantity values to display in the QTY Needed and QTY Remaining fields on the Daily Plan Report tab of the Purchasing screen when more than one allocation is created for an estimated item.
• Fixed an issue that prevented the Daily Plan Report from loading when using the Firefox web browser.

Reports

• Fixed an issue preventing the correct Total Revenue value from reflecting on the Profit and Loss Report when viewing Earned Revenue of the previous year.
• Fixed an issue preventing the Period Comparison of the Previous Period and the Previous Year from appearing when exporting a Profit and Loss Report to Excel.

6/29/2023

Activities 

Fix an issue that prevented a selected search list on the Activities screen from being retained.

Administration & Dashboard 

• Fixed an issue that prevented the auto-generated toll-free number from generating a number after enabling SMS Notifications.
• Fixed an issue that prevented items on the visit checklist item screen from loading.

Crew Mobile

Fixed an issue that prevented services from appearing on the Schedule screen of Crew Mobile.

Properties 

Fixed an issue that prevented the correct confirmation prompt from being displayed when adding an SMS Notification contact to a property.

6/15/2023

Administration & Dashboard 

• Fixed an issue that permitted the ability to save an Industry List that already exists under the Application section of the Administration menu.
• Fixed an issue caused by an improper required permission provision that prevented access to the Site Audit Type dialog box after selecting an existing site audit type from the search list.
• Fixed an issue that prevented a toll-free number from being assigned to a company during the SMS notification setup process.  
• Fixed an issue that caused an unexpected error message to display on the Process Electronic Payments search list screen when the Convenience Fee field was not displayed. To correct this issue, the Payment Amount and Convenience Fee Amount fields will be displayed by default and cannot be removed.
• Fixed the inability to save a cloned Item Catalog with an unchanged Item Code. Now, a message stating The item code must be unique will appear so that it is known that the item cannot be saved until the Item Code is changed.

Crew Mobile 

• Fixed an issue that caused incoordination between a  property and its corresponding address when using Apple Maps in Crew Mobile.
• Fixed an issue that caused an error message to display when attempting to navigate to the Work Ticket screen by selecting a Property from the Schedule screen of Crew Mobile.

Invoicing

• Fixed an issue that caused an inaccurate Remaining Amount value to reflect for failed electronic payments.
• Fixed an issue that caused the generation of a Revenue Variance value for Per Service work tickets to appear on an invoice, even though this kind of record should only appear for fixed payment invoice types.

Opportunities

Fixed an issue that caused the Separate Work Ticket dropdown field on the service detail screen of a won change order to appear blank when it should display the associated work ticket numbers.

Properties

Fixed an issue that permitted the ability to edit a Property without a Branch permission when accessed from the Company screen. 

Purchasing

• Fixed an issue that prevented the name of selected items added in the Purchase Items section on the Purchase Receipt screen from appearing cut off even with sufficient space to display the entire name.
• Fixed an issue that prevented the correct date from reflecting in the Effective Date field in the Allocations section on the Inventory tab of the Purchasing screen after the Allocation Quantity for an item has been changed. 

Reports

• Fixed an issue that prevented all information from displaying on a printed copy of the Work Ticket Item Sourcing report using a date range filter that includes through.  
• Fixed an issue that displayed a positive credit and total revenue value on the Profit and Loss Report when using filters that should reflect values for Earned Revenue of last year, so the values should have been negative.
• Fixed an issue that caused Visits that do not contain Actual Hours to return a value of Null instead of “0” on the Work Ticket Visits Report search list.
• Fixed an issue that prevented the correct value from reflecting in the Renewal Status field on the Renewal Report. 
• Fixed an issue that prevented the correct Over/Under Adjustment information from being displayed on the EOM report when exported.  
• Fixed an issue that caused the Complete Date Time field to display the time in UTC instead of the same format reflected on the Work Ticket on the Work Ticket Audit report. 
• Fixed an issue that prevented the correct Invoiced Revenue value from displaying on the Profit and Loss monthly report. 
• Fixed an issue that caused fields on the Profit and Loss report to reflect inaccurate information. 

Scheduling 

Fixed an issue that caused internal work tickets to appear under a Time Entry's Direct Job Time section;  drive time would then be erroneously added to these tickets.

Work Tickets

Fixed an issue that caused both Primary and Billing contacts to receive an email sent from the Bulk Action menu of the Work Ticket search list when only the Primary contact should have received the email based on the tag designation associated with the contact.  

5/25/2023

Administration & Dashboard 

• Fixed an issue that caused the Web Report Designer to automatically launch when navigating to the Administration menu if you only have the Report Designer Access permission enabled under your user role.
• Fixed an issue that caused an error to appear when searching for a quote character in the search bar for a Unit Type List in the Lists subsection of the Application section of the Administration menu. 

Crew Mobile

• Fixed an issue that caused inaccurate information to display between the location of a property on Apple Maps and the address of the property.
• Fixed an issue that caused an error when clicking on an image attached to an issue within Crew Mobile.
• Fixed an issue that prevented downloading the Crew Mobile app from the Play Store when using an Android API 29 or later device.

Opportunities

• Fixed an issue that improperly permitted users to initiate change orders without a Change Opportunity permission enabled under their user role.
• Fixed an issue that caused duplicate groups to appear when importing an estimate.

Reports

• Fixed an issue that prevented the correct calculation from displaying in the Profit and Loss Report's Earned Gross Margin percentage section.
• Fixed an issue that caused an error when filtering the Variance Date field on the Audit Report.

Scheduling

Fixed an issue that improperly displayed a green geolocation pin indicating a GPS coordinate associated with clock time entered from Aspire desktop when no coordinate is associated with the clock time.  

Work Tickets

Fixed an issue that caused an error when adding a custom field to the Work Ticket search list that begins with a special character.

5/11/2023

Administration & Dashboard 

• Fixed an issue that prevented the correct convenience fee amount from displaying on a completed electronic payment. 
• Fixed an issue that permitted access to Catalog Items that should only be accessible when branch access is granted.

Crew Mobile

• Fixed an issue that caused a mismatch of information between the address and property location when using Apple Maps to pinpoint a location associated with a Work Ticket in Crew Mobile.
• Fixed an issue that prevented the correct URL from being displayed when hovering over the location address on the Work Ticket Info screen of Crew Mobile.
• Fixed an issue that prevented an Early Clock In prompt from populating within Crew Mobile when it should, given the correct permissions and Time Prompt requirements are met.
• Fixed an issue that prevented the ability to log in to Crew Mobile.
• Fixed an issue preventing the display of an updated list of equipment assets associated with a Work Ticket in the Equipment selection dropdown on the Start/Stop screen in Crew Mobile when the work ticket includes a change order. 

Customer Portal

Fixed an issue that prevented the correct display of the Estimated Start Date on Proposals in the Customer Portal.

Invoicing

• Fixed an issue that caused the date of an electronic payment receipt to reflect when the receipt was resent instead of the transaction date.  
• Fixed an issue preventing the Process Electronic Payment field from displaying on the Invoicing search list.

Opportunities

• Fixed an issue that caused an error message to appear when attempting to display values associated with custom search fields that contain a special character on the Opportunity advanced search list.
• Fixed an issue that prevented the correct Per Price value from reflecting on the price of one-time items added to a T&M Opportunity when a Category Markup Override should be applied.
• Fixed an issue that caused a system-wide update of the default proposal layout when an individual proposal layout was updated before being emailed.

Scheduling

Fixed an issue that prevented an error message from appearing to prohibit the ability to start time on a Work Ticket from the Time Entry screen in Aspire before a crew member has clocked in.

Subcontractor Portal

• Fixed an issue that caused an error message to appear when attempting to save time and material information in the Subcontractor Portal for a specific date.  
• Fixed an issue that caused an error message to appear when attempting to Add a service in the Subcontractor Portal.

4/25/2023

Administration & Dashboard 

Fixed an issue preventing the ability to create a new notification when only Email Notifications Enabled is active under Notification Settings.

Contacts  

Fixed an issue that prevented customers from accessing the Customer Portal from a link added to a Customer Portal Invite email.

Crew Mobile

Fixed an issue that could potentially prevent the ability to assign an equipment asset to a crew member on the Start/StopWork screen in Crew Mobile because all equipment assets were not displayed in the Equipment selection dropdown list.  

Equipment

Fixed an issue that prevented syncing mileage with the Fleetsharp integration even though the Create Equipment Readings function is enabled.

Invoicing

Fixed an issue that caused an incongruence between the taxable percentage at the service and opportunity level to reflect in the tax amount on an invoice.

Opportunities

• Fixed an issue preventing groups from being sorted in the direction selected on advanced search screens in the Aspire application. 
• Fixed an issue that caused a discrepancy in the tax amount calculated for a service on an invoice for a Fixed Price Open Billing opportunity. 
• Fixed an issue that improperly included the Material Warranty cost for T&Mwork tickets. 

Property

Fixed an issue that prevented information input on the New Property screen when Aspire is accessed from a mobile device. 

Purchasing

Fixed an issue that caused an error message to display when attempting to access the Daily Plan Report tab in the Purchasing module.

Reports

Fixed an issue preventing the Division name from being displayed on the Expense Work Tickets search list that populates after navigating to the Overhead drill down of the Revenue section of an End of Month report. 

Work Ticket

• Fixed an issue that improperly permitted the swapping of work tickets in a closed reporting month.  
• Fixed an issue that prevented the correct adjustment of the earned revenue value when a completed work ticket was uncompleted. 

4/12/2023

Administration & Dashboard

• Fixed an issue that prevented copying information from an Excel sheet to a cell on the Budget screen in Aspire. 
• Fixed an issue that prevented the ability to save a cloned catalog item. 
• Fixed an issue that permitted the ability to save advanced search custom formulas classified under the same name. 
• Fixed an issue causing syncing issues with SiteOne when an item is configured to sync to All Branches. 
• Fixed an issue that prevented the ability to sync an email containing an attachment with Google or MS365.
•  Fixed an issue that permitted the removal of required statues from the Opportunity status list location in the Estimating section of the Administration menu.

Crew Mobile

• Fixed an issue preventing the values from appearing in the Wind Speed and Wind Direction fields of a Custom Form in the  Crew Mobile app.
• Fixed an issue that prevented Work Tickets created for an internal property from being displayed in a blue font color.
• Fixed an issue that caused the creation of duplicate Clock-In Start and End times.
• Fixed an issue that prevented the Material list from filtering information properly.

Invoicing

Fixed an issue that improperly permitted the ability to add the Collection Notes field to the Display dialog box twice on the Receivables advanced search list.

Opportunities

• Fixed an issue to prevent the ability to save a change order that yields a negative cost on a work ticket. An error message containing the conflicting service(s) name will appear.
• Fixed an issue that caused Work Tickets to duplicate after saving the schedule of values for a Fixed Price Open Billing Opportunity.
•  Fixed an issue that caused a mismatch of order between the order of occurrence and the order of work ticket numbers for contract opportunity types containing multiple occurrences.
• Fixed an issue that prevented the Estimated Material Cost field from correctly populating the correct value on the Swap Work Tickets search list.
• Fixed an issue that prevented separate work tickets deriving from a T&M Change Order from displaying the correct read-only values.

Purchasing

• Fixed an issue preventing the ability to delete a Purchase Receipt after emailing the purchase receipt as an attachment.
• Fixed an issue that prevented the ability to remove an attachment after sending an email containing that attachment from the Purchase Receipts tab of the Purchasing tab. 
• Fixed an issue that prevented the Opportunity number from appearing as a field on the Daily Plan Report search list.

Reports

• Fixed a minor user interface issue that caused the misordering of information when exporting the Time Entry Report.
• Fixed an issue that prevented the invoiced revenue from being filtered by the account owner field on the Profit and Loss Report.
• Fixed an issue that caused the calendar drop-down in the Adjust Over/Under Amount dialog box to appear askew on the End of Month Report.

Scheduling 

• Fixed an issue that caused the Schedule Board to become unresponsive when a GPS alert was sent out at midnight.
• Fixed an issue that prevented the Route drop-down field on the Visit screen from being sorted alphabetically.

Work Ticket 

Fixed an issue preventing the ability to scroll and view all Display fields on the Swapping Work Ticket Costs search list.

3/30/2023

Administration & Dashboard 

• Fixed an issue that prevented the ability to create a New Service when None is selected from the Workers Comp field dropdown list. The None option has been removed and replaced with Select One.
• Fixed an issue that prevented the correct count from appearing on a Dashboard Dial after a refresh because of a timezone discrepancy.
• Improved the ability to search for items within the Item Catalog search list on the Estimating section of the Administration menu. Now, after the input of a search term, the search results will include the entire string of characters that appear in the search term first at the top of the search results, and beneath that will be the search results that contain the search term characters and additional characters in alphabetical order.
•  Fixed an issue that caused a Service to disappear from the Service Catalog advanced search list in the Estimating section of the Administration menu after copying and pasting information in the Service Type field on the Service details screen.
• Fixed an issue that prevented an invoice status from updating to Overdue in alignment with the status configured under the Open Billing Overdue After Days field in the Invoicing subsection of the Configuration section of the Administration menu.
• Fixed an issue that prevented the ability to save a Service in the Service Catalog subsection of the Administration menu after updating the percentage listed in the Hours column on the Service Occurrence Schedule.
• Fixed an issue that caused an error to appear, preventing the ability to save a Budget in the Application section of the Administration menu after clearing out the value from one of the listed fields.

Customer Portal

Fixed an issue that caused an Expiring Soon status to improperly appear for newly added ACH payment methods added in the Customer Portal.

Equipment

Fixed an issue that prevented viewing the Equipment details screen after enabling the Azuga integration.

Invoicing

• Fixed an issue that caused the Payment Date of an Invoice to reflect the time and date by the standard of Coordinated Universal Time instead of the Current Local Time.
• Fixed an issue that caused the Invoice Assistant to time out.

Opportunities

• Fixed an issue that caused an inaccurate reflection of the Job Inventory value listed on the Job Dashboard of an Opportunity.
• Milestones associated with an Opportunity are appearing inaccurately as Tasks when using the Next Activity field on the Opportunities advanced search screen.

Purchasing

Fixed an issue that prevented the ability to save a newly added Quantity on Hand value on the Inventory tab of the Purchasing module.

Reports

• Fixed an issue that prevented Takeoff fields that should be displayed from appearing on the advanced search list of the Opportunity Service report.
• Fixed an issue that caused the renewal status of an Opportunity to reflect the original opportunity status on the Contract Renewal report.

Scheduling

Fixed an issue that prevented the ability to create a Quick Ticket when utilizing the Firefox web browser. 

Work Ticket

• Fixed an issue that caused an inaccurate sorting and grouping of fields on the Work Ticket advance search screen. 
• Fixed an issue that improperly changed the listed Crew Leader for Work Tickets included in a Complete Bulk Action that already contains a Crew Leader.
• Fixed an issue that prevented the Email Signature from appearing when emailing a Work Ticket in bulk.

3/17/2023

Administration 

• Fixed an issue that caused an incorrect count display on the Contract Renewal Dashboard element.
• Fixed an issue preventing the Undelivered Email notification from appearing in the Resource Center. 

Crew Mobile

• The Equipment Inspection button is missing in Crew Mobile when in Spanish mode. 

Equipment

Fixed an issue that caused Stop Record duplications when syncing with FleetSharp.

Invoicing

• Fixed an issue preventing the Invoice details screen from loading properly. 
• Fixed an issue that caused an inaccurate Payment Date to reflect on the Deposit screen of the Invoicing module. 

Opportunities

• Fixed an issue that caused the Renewal Estimated Cost and the Opportunity Total Cost of an Estimate to reflect different values when they should be the same.
• Fixed an issue preventing the ability to renew an Opportunity when the route has been changed to a time-based route. 
• Fixed an issue preventing the ability to change the Price of Items on the Estimate screen of an Opportunity.  
• Fixed an issue causing an improper calculation amount to reflect in the Paid field on the Opportunity search list. 

Properties 

Fixed user interface issue on the header on the Site Audit details screen. 

Reports

• Fixed an issue that caused an inaccurate Revenue Variance value to appear on the EOM report. 
• Fixed an issue that caused the incorrect Opportunity number to be reflected on the AR Aging report. 

Work Ticket

• Fixed an issue causing the Work Ticket Cost dialog box to remain open and seated at the top of the screen after leaving the Work Ticket screen. 

3/2/2023

Activities

Fixed an issue that caused the improper removal of information in the Completed By field on the Activity screen when an update is saved for a completed issue. 

Administration & Dashboard

• Fixed an issue that caused an error message to appear in Preview Mode when attempting to upload more than one cover page using the picture box element for a report created in the Web Report Designer. 
• Fixed a user interface issue preventing all fields that should be viewable by non-administrative users from appearing on the Dashboard Element dialog box. 
• Fixed an issue that prevented the ability to scroll down the Inventory Cost list under the Item Catalog subsection of the Administration menu.

Invoicing

• Fixed an issue preventing the proper T&M invoice amount calculation involving specific Time Entry values.

Opportunities

• Fixed an issue preventing the removal of a recurring visit added from the Schedule View of the Job Service Schedule modal.
• Fixed an issue that caused an error message to populate when attempting to save changes to an opportunity template.
• Fixed an issue preventing the Create Estimate from Template modal from appearing after selecting Create Estimate from the more actions menu of an opportunity created from a template.
• Fixed an issue that caused a timeout to occur when renewing an opportunity where the route has been changed to time-based.

Properties

• Fixed an issue that prevented the screen from returning to the Property Details screen after adding a new Primary or Billing contact.
• Fixed an issue preventing the ability to update the Billing contact from the Property screen unless it was a previously selected contact.

Purchasing

Fixed an issue preventing the Purchase Receipt details screen from loading after attempting to save a new price list. 

Reports

• In Legacy, fixed an issue that prevented the correct information from being displayed in the Invoicing and Tax Entity fields on the Tax Entity Report.
• Fixed an issue causing invoices with a Not Taxable Tax Entity to be displayed on the Tax Entity Report improperly.

2/16/2023

Activities 

Fixed an issue that caused an error message to appear when clicking the Invoice Number hyperlink on the Activities Search List screen.

Administration & Dashboard

• Fixed an issue that prevented the ability to access the Inspection Types subsection of the Administration menu when you have the correct permission enabled under your user role but have limited branch access.
• Fixed an issue that caused an error message or a timeout to occur when attempting to update the cost of labor for items in the Item Catalog section of the Administration menu.
• Fixed an issue that caused the Effective Date listed in the Inventory Cost modal to reflect inaccurately in the deletion dialog box.

Invoicing

• Fixed an issue that prevented the ability to copy and paste information from an Excel sheet into the Statement Notes section on the Invoice detail screen. 
• Fixed an issue that prevented the ability to remove the Electronic Payment Status field from displaying on the Payment Search list. 

Purchasing 

Fixed an issue that improperly permitted the ability to create a purchase credit on a receipt for a listed purchased item that does not have a quantity value.

Opportunities

• Fixed an issue that caused a timeout to take place when attempting to win an opportunity that contains a large volume of occurrences.
• Fixed an issue that prevented the ability to save a Time Entry due to an improper timeout.
•  Fixed an issue that caused an error message to appear when attempting an opportunity renewal containing more than 1,000 visits.
• Fixed an issue that caused the Job Pricing Summary to reflect the incorrect value for the actual overhead material percentage.

Work Tickets

•  Fixed an issue that prevented an error message from appearing when swapping Work Ticket costs is attempted on revenue earned for a closed month.
• Fixed an issue that prevented the ability to win a change order when the opportunity consisted of a large amount of Work Tickets.

Reports

• Fixed an issue that prevented the ability to print all pages of a Job Report.
•  Fixed an issue that caused an improper calculation of the revenue variance to reflect on the End of Month Report when the Division is updated for an item in the Service Catalog.
• Fixed an issue that permitted the ability to filter a Tax Entity Report to display invoices for a specific branch.
• Fixed an issue that caused a duplicate of work ticket items to appear on the Weekly Work Ticket Report.

2/2/2023

Administration & Dashboard

• Fixed an issue that prevented the ability to add or change a  secondary grouping of data under the GroupHeader band in the Web Report Designer because grouping options that should be available did not populate in the Then By dropdown field. 
• Fixed an issue that prevented the correct value from appearing in the total amount percentage field for Tax Jurisdictions after the Tax Percent is updated.
• Fixed an issue that prevented the controls from working correctly when on the Issues screen.
• Fixed an issue that caused the Save button to disappear after clicking on the Regarding field when creating a task on a property from a mobile device.
• Fixed an issue that prevented the ability to print out all pages that comprise a PDF.

Calendar

Fixed an issue that prevented Google calendar appointments from appearing in Aspire when a contact who did not create an appointment updated the appointment by adding themselves to the existing appointment. 

Invoicing 

Fixed an issue that caused a doubled payment to appear under the Payment field on the payment Details screen in the Invoicing module.  

Opportunity

• Fixed an issue that caused a timeout to occur when an error message should appear when there is an error saving a Time Entry.
• Fixed an issue that caused improper calculations of T&M to appear next to the T&M Calc field on the Work Ticket details screen.
• Fix an issue that prevented the ability to create an estimate when a custom column formula that contains spacing between elements is used.
• Fixed an issue that permitted pricing markups configured under inactive branches to appear on the Pricing Mark-Ups screen without an associated branch listed in the branch field.
• Fixed an issue that caused an error message to appear when attempting to win a contract with a change order that requires the generation of hundreds of work tickets.
• Fixed an issue that prevented the ability to complete an open-ended contract when all work tickets are completed or canceled and the end date is correctly set.

Reports 

• Fixed an issue that caused the Work In Progress report to fail when there are more than 20 characters in the Job Status name field. 
• Fixed an issue that caused the AR Aging Report details screen to link out to a GMail error page when the More actions menu is selected.
• Fixed an issue that prevented the ability to close an End of the Month report.

1/19/2023

Activities

Fixed an issue that prevented emails sent in bulk from the Work Ticket search list by an account owner from appearing in the Activities search list for properties without an associated account owner.

Administration & Dashboard

• Fixed an issue to correct the calculations reflected on the Job Dashboard.
• Fixed an issue that prevented the headers on the columns on the Pricing Mark Upsscreen from remaining at the top of the screen. 

API

Fixed an issue that caused a vague error message to display if there is a space before the API Key in the Azuga API key field.

Invoicing

• Fixed an issue that prevented the ability to generate an invoice due to a lag that occurred after clicking Generate Invoice in the Invoicing Assistant.
• Fixed an issue that prevented the ability to retain the scrolling position when searching through an invoice batch. 

Opportunity

• Fixed an issue that permitted the approval of an Opportunity in spite of the implemented workflow.
• Fixed an issue that caused an error message to display instead of the Schedule of Values when a Fixed Price Open Billing work order with an unbalanced schedule of values is won.

Reports

• Fixed an issue that caused inactive branches to appear on the Expense tab of the End of Month Report.
•  Fixed an issue to ensure that the proper information reflects under the Active field on the Properties tab of the Client Budget Report.

Scheduling 

• Fixed an issue preventing the ability to approve time for an employee associated with a non-assigned branch even if the work ticket is under a branch that is assigned to the approver.
• Fixed an issue that prevented the correct amount of remaining records from appearing when hovering over the disk icon on the Schedule Board.
• Made interface corrections in the filter modal on the Properties advanced search list screen.
• Fixed an issue that prevented the ability to accept time on the Time Entry screen properly.  

Work Tickets

Fixed an issue that caused Time & Material miscalculations when items containing the same name were purchased at different prices.

1/10/2023

Administration & Dashboard

• Fixed an issue that caused the Break Time Interval field on the Branch screen to update to a value of .01 (1 hour) when a value of 0 is designated.
• Fixed an issue that prevented changes made to branches assigned to Opportunity Templates from being retained. 
• Corrected the missing asterisk indicating that a field is required in the Service Type field on the Service screen.  
• Corrected the missing asterisk indicating that a field is required in the Category field on the Item screen.  
• Fixed an issue that prevented the correct allocation cost adjustments of allocation units from appearing when setting a catalog item price list. 
• Fixed an issue that caused an error to appear when trying to preview a layout in the web report designer. 
• Fixed an issue that caused the creation of duplicate properties and contacts when created from the Quick Menu.  

API

• Fixed an issue in which the WorkTicketID parameter was missing from the GET WorkTicketItems endpoint. 
• Fixed an issue that inaccurately returned a Job Status of Null instead of In Process when retrieving opportunities that contain a change order.  

Calendar

Fixed an issue that caused duplicate appointments to appear when syncing a Microsoft 365 account to Aspire.

Crew Mobile

• Fixed an issue that caused a route manager of a disabled route to receive email notifications when the Crew Leader of that disabled route created a comment on an issue in Crew Mobile under their other routes. 
• Fixed an issue preventing the ability to create a quick ticket on a property.
• Fixed an issue that caused line items within custom forms to automatically auto-populate information when they should be left blank.

Equipment

Fixed an issue that caused an error message to populate when  Azuga IMEIs were copied and pasted in the GPS Identifier field of the GPS Set Up modal on the equipment details page.

Invoicing

• Fixed an issue that prevented the ability to generate an invoice due to a lag that occurred after clicking Generate Invoice in the Invoicing Assistant. 
• Fixed an issue causing the payment date for payments to reflect the following day of the actual payment date.
• Corrected an issue preventing the sales tax value from being calculated for kit items with Force Single Unit Pricing enabled on a contract estimate. Now, a note will be listed under the Force Single Unit Pricing stating that the function only applies to work orders.  
• Fixed an issue preventing opportunity attachments from being included in an emailed invoice that includes change orders. 
• Fixed an issue that caused an error message to appear when attempting to copy spreadsheet cells into the rich text editor on the Invoice screen.
• Fixed an issue that prevented the ability to send out invoicing emails. 
• Fixed an issue preventing the ability to bulk email invoices.

Opportunity

• Fixed an issue that caused inaccurate information to display under custom property fields on the Opportunity and Property search list screen.
• Fixed an issue preventing the ability to make changes for As Needed opportunity services on a contract opportunity type. 
• Fixed an issue that permitted the ability to improperly convert a work ticket with an as-needed service to an optional service from the Work Ticket search list. 
• Fixed an issue that prevented items added to a kit from being retained when added from a one-time item when the option to Add to a Catalog is selected. 

Properties

Fixed an issue that caused information in the custom fields to disappear when searched for on the Property search list screen. 

Purchasing

Fixed an issue that caused the incorrect mailing address to be selected when a branch is designated on the Purchas Receipt screen. 

Reports

• Fixed an issue that prevented an accurate reflection of price list cost adjustments on an EOM report. 
• Fixed an issue that caused an error message to appear when the Division filter is used to carry out searches in the Weather Events report. 
• Fixed an issue that caused a discrepancy in the values reflected in the Rolling Budget report when filters are updated. 

Scheduling

• Fixed an issue that prevented the correct equipment assets from appearing on the Equipment Location Search Map.
• Fixed an issue that permitted the ability to see properties under a branch in which access has not been granted on the Route screen.
• Fixed an issue that prevented the ability to select a Crew Leader after making changes to Item Allocation on the Time Entry screen. 
• Fixed an issue that caused duplicate visits to populate when the order of work tickets on a route is re-sorted. 
• Fixed an issue that caused an inaccurate reflection of the time in the Created Time field on the Audit Time Entry screen.