2024 Resolved Issues

7/17/2024

Opportunities

• Fixed an issue where switching an Opportunity from Fixed Price On Completion to Fixed Price Open Billing with a negative change order failed to generate the negative Schedule of Values.
• Fixed an issue where Aspire prevented winning a $0 Fixed Price Open Billing opportunity or change order without Schedule of Values records.

6/28/2024

Administration

Fixed an issue causing the Administrative Pay Code List to timeout.

Global

We've improved notification functionality across Aspire.

Most Recent Enhancements - 6/20/2024

Gantt Chart Enhancements

We’ve made significant improvements to the Gantt chart feature to better meet your project and construction needs. The updated Gantt chart now offers enhanced capabilities, including export and print functions, comprehensive activity tracking, expanded customization options, and a redesigned user interface for defining activity types. These updates apply to both the Opportunity and Work Ticket levels, enabling more efficient project management and providing access to detailed information to improve project visualization, organization, and execution. Click on Gantt Chart to learn more.

Work In Progress Enhancements

The enhanced Work In Progress (WIP) report for work order opportunities now includes over 20 new fields and an extended date range, offering comprehensive tracking of financial data such as earned and invoiced revenue, actual and estimated values, and over/under adjustments. You can compare current and prior period financial information with no date restrictions and view detailed cost breakdowns for labor, equipment, materials, and more. This new report complements the existing WIP report and provides data exclusively at the opportunity level for work order opportunities. For more information, see Work In Progress (Work Orders) and Work In Progress (Work Orders) Report.

Recently Resolved Bug Fixes - 6/20/2024

Administration

• Fixed a problem in Accounting Sync that was causing issues when trying to update the Acumatica version from 18 to 23 for client system American Landscaping Partners.
• Fixed an issue to allow tasks created within Aspire to be moved on the Aspire Calendar.

Crew Mobile

• Fixed an issue to ensure that temperature, wind speed, and wind direction values are properly populated in Crew Mobile forms, enhancing the accuracy of weather data capture.

Global

• Fixed an issue where image resize handles in the Rich Text Editor incorrectly reduced image size instead of increasing it.
• Fixed an issue where highlighting bold text within a list and pressing Ctrl would reset all formatting, causing the bold text to lose its formatting.

Opportunities

• Fixed an issue where the T&M Duplicate Item warning incorrectly triggered for Labor items in estimates, displaying unnecessary error messages.
• Fixed an issue where a save changes prompt appeared unnecessarily when exiting an Opportunity without a specified Sales Type.
• Fixed an issue to ensure that opportunities cannot be won on inactive properties.
• Fixed a bug causing failure to generate negative Schedule Of Values when changing from Fixed Price On Completion to Fixed Price Open Billing with a negative change order, ensuring accurate invoicing and preventing potential overbilling.
• Fixed a bug where inactive Unit Types were displayed in the one-time item unit type list within estimates.

Purchasing

• Fixed an issue where tabbing between lines in the Purchase Allocations section of a Purchase Receipt no longer worked, requiring users to click each line individually to modify quantities.

Reports

• Fixed an issue in the Client Budget report where the StartDate field in the WO by Division section did not display values correctly.
• Fixed an issue in EOM - Over Under where Retainage was erroneously combined with Invoiced Revenue, resulting in discrepancies between the P&L and Over Under reports.
• Fixed an issue causing errors when attempting to print work tickets, preventing the generation of PDF files.

Scheduling

Fixed an issue where one-time items from Job Inventory could not be transferred on the Time Entry screen.

Work Tickets

Fixed an issue where the Visit Notes box could freeze when expanding all lines on a work ticket with numerous visit notes.

6/5/2024

Administration

• Fixed an issue to ensure the User Settings page is accessible even when the Photo attachment type is unchecked.
• Fixed an issue to ensure the Edit Tax Entities icon appears on the Tax Jurisdiction search list page of the Administration menu.

API 

Fixed an issue preventing the ability to filter by PropertyID when using the GET PropertyContacts endpoint.

Global

Fixed an issue to ensure text can be emboldened using the Rich Text Editor keyboard shortcut.

Invoicing

Fixed an issue to ensure the correct due date is reflected on Fixed Price Open Billing invoices.

Opportunities

• Fixed an issue to ensure printed proposals accurately reflect revision changes when checking the option to Include Revision History. 
• Fixed an issue causing the term empty to incorrectly appear under the Opportunity Revision Through field in the Report Settings dialog when printing a contract proposal.
• Fixed an issue causing the incorrect Over/Under amount of an opportunity to appear due to a Revenue Variance discrepancy.

Purchasing

• Fixed an issue to ensure the entered Quantity on Hand value on the Allocations page of the Purchasing module remains after scrolling down the page.
• Fixed an issue to ensure the correct inventory allocation rate appears even if the effective date is set before the cost-effective date for the first inventory. 

Reports

• Fixed an issue to ensure the P&L report includes invoiced revenue for divisions that are currently inactive. 
• Fixed an issue to ensure the Work Ticket Schedule Date appears on the Work Ticket Item Sourcing report when exporting to Excel.
• Fixed an issue to ensure the Inventory Allocation report returns the correct adjustment totals. 

5/23/2024

Administration

• Fixed an issue where Aspire became unresponsive when a user with access to only one branch attempted to clone an item not assigned to all branches.
• Fixed an issue that prevented the creation of Custom Forms with ten or more fields.
• Fixed an issue where display value changes were not saved when modifying search lists. Users can now abbreviate and format search lists without the risk of their changes being reverted when adding or modifying displayed fields.
• Fixed an issue to ensure that newly created Kit items save the Item Cost correctly. 

Invoicing

Fixed an issue to restore the ability to apply additional filtering on the New Payment screen.

Opportunities

Fixed an issue where canceling a Fixed Payment Opportunity before the last invoice incorrectly listed all invoices within the batch, including those unrelated to the canceled Opportunity or Property.

Purchasing

• Fixed an issue to ensure access to the Purchase Receipt search list for non-system administrators, regardless of whether a branch has a specified time zone.
• Improved the Payment Transaction History JSON response security.
• Fixed an issue where contract renewal failed if the recurring schedule included an inactive route.

Reports  

• Fixed an issue to ensure that the RevenueOver Under report correctly returns results when a custom formula is used.
• Added Receipt Status and Item AllocationStatus display fields to improve filtering and reporting accuracy.

Scheduling

Fixed an issue where scheduling a visit for a service with a Fixed Price Service Limit and a T&M As Needed overage incorrectly assigned the visit to the route specified in the Create/Schedule Visit dialog instead of the service's default route.

5/15/2024

Administration

Improved the Home screen - To-do list functionality to accurately return data for highlighted columns.

Crew Mobile

Fixed a time zone issue to ensure that work on a work ticket is accurately logged as reviewed and completed. 

Opportunities

• Fixed an issue to ensure that pricing mark-ups align with the division of the service type when added to Estimates.
• Fixed an issue to ensure that Service Name Abbreviation Override values are accurately saved. 

Purchasing

• Fixed an issue to eliminate extra space in purchase receipts created through the purchasing assistant or loaded from an existing purchase receipt.
• Fixed an issue to ensure that inventory adjustments consistently apply with the selected effective date and quantity.  

Reports  

Fixed an issue to ensure that Actual Hours, Estimated Amount, and Estimated Total Cost on Opportunities reconcile with the Revenue Over Under report.

Scheduling

Fixed an issue where Aspire prevented users from scheduling visits within an opportunity's start and end date, now allowing them to select and schedule visits within the appropriate date range.

4/18/2024

Administration

• Fixed an issue to ensure Pricing Lists can be updated for Catalog Items within accessible branches.
• Fixed an issue to ensure Price List changes are kept after changing an inventory item.

Global

• Fixed an issue to ensure proper error messaging is provided when a PDF attachment can not be added to an email. 
• Fixed an issue to ensure pasted notes can be saved when accessing Aspire from a mobile device.
• Fixed an issue to ensure the collapse/expand icon is visible on-screen when grouping on a search list.  
• Fixed an issue to ensure text typed in the search field of search lists appears appropriately.
• Fixed an issue to ensure all information properly appears at the top and bottom of the screen when accessing Aspire from a mobile device. 

Invoicing

Fixed an issue to ensure new payment methods can be saved in the Payments section of the Invoicing page and the Customer Portal. 

Opportunities

• Fixed an issue preventing the ability to reduce the price of an item in an estimate that falls within the Maximum % to Reduce Price value. 
• Fixed an issue to ensure that only services available with a branch appear on an estimate's list of services. 

Properties

Fixed an issue to ensure accurate information is reflected in a Client Budget printout for a Property. 

Purchasing

• Fixed an issue to ensure purchase receipts can be approved even when a branch is not assigned a timezone.
• Modified padding to ensure Ship To and total value information can be readily seen on the Purchase Receipts and Credits page. 

Scheduling

Fixed an issue to prevent labor rate duplication after swapping work ticket costs for work tickets with a T&M payment type.

Work Tickets 

• Fixed an issue to ensure Vendor information appears on the Work Ticket Item Sourcing report after a change order is applied to an opportunity.
• Fixed an issue to ensure that items added to an opportunity via a change order appear on the Work Ticket Item Sourcing report. 
• Fixed an issue to ensure that work tickets selected within the Work Ticket Cost dialog are properly highlighted once selected. 

4/03/2024

Administration

• Fixed an error causing the GET Opportunities endpoint to improperly time out within the REST API.
• Fixed an issue to ensure that Aspire correctly adds Visit Checklist Items to a Service when editing an Opportunity Template.
• Fixed an issue preventing users with Branch Admin permission from rightfully changing user roles.
• Fixed a Web Report Designer issue that prevented users from previewing the Work Ticket without selecting a Route.
• Fixed an issue to ensure that users with view-only access cannot edit search lists. 
• Fixed an issue to ensure that the Contact opt-in status updates correctly.

Crew Mobile

• Fixed an issue to enable users to complete a work ticket without selecting a non-mandatory checklist item.
• Fixed an issue where allocations from a purchase receipt's Job Inventory utilized incorrect costs. 

Dashboard

Fixed an issue to ensure the Customer Issues and Sales Pipeline KPIs update nightly.

Invoicing

Fixed an issue to enable users to utilize Filter Conditions in the Invoicing Assistant.

Opportunities

• Fixed an issue to ensure that renewed and invoiced Contracts display the correct Opportunity name.
• Fixed an issue to allow users to add additional item category markup overrides to a service in a T&M estimate, even after saving the initial data.

Properties

• Removed inapplicable checkboxes from the Property Opportunity search list. 
• Fixed an issue to allow users to group additional columns in addition to viewing Property Collection Notes.

Reports  

• Fixed an EOMExport issue to ensure that records appear in the correct columns, resulting in balanced debits and credits.
• Fixed an issue that caused excessive margins in the Tax Entity report.
• Fixed an issue where the EOM report didn't properly reflect invoice adjustments for Opportunities with multiple services in different divisions.
• Fixed an issue in the Tax Entity Report where the absence of set branch filters resulted in no returned invoices.

Scheduling

Fixed an issue to ensure that Visit Notes populate in time entry when a user converts a Quick Ticket. 

Work Tickets

• Fixed an issue where T&M calculations on a work ticket were inaccurate, resulting in billing errors.

3/20/2024

Administration

Fixed an issue that caused screens to freeze when using the Tab key to navigate text fields in Budgets. 

Crew Mobile

Fixed an issue that prevented users from accessing older work tickets. 

Equipment

Fixed a bulk action issue to enable users to save Equipment routes without requiring GPS Set Up. 

Opportunities

• Fixed an issue to prevent users from entering negative factors during Estimate creation.
• Fixed an issue to restrict bulk renewal to won Opportunities only and enhanced error messaging for clarity. 
• Improved the Reset to Bidding function in Opportunities for better performance with large data sets.

Properties

Fixed an issue where large text values for Property or Operations Notes in Advanced Search overlapped with other rows. 

Purchasing  

Fixed an issue to ensure that a purchase receipt reflects the correct creation date in the Purchase Receipts Search List.

Reports  

• Fixed an issue that caused excessive margins in Route Snow Planner reports. 
• Fixed an issue to ensure that renewed Contracts correctly display Opportunity numbers in Proposals.
• Fixed an issue to increase the future accounting period visibility in Reports from 12 to 24 months.

Scheduling

• Fixed an issue to ensure that the Validating Service Limit dialog closes successfully when a user moves a visit on the Schedule Board for multi-visit work tickets. 
• Fixed an issue where the Weekly Time Review failed to show a checkbox for employees marked with an OT Paycode Exception. 

Work Tickets

• Fixed an issue to ensure the bulk DeleteAs Needed Tickets process functions successfully.
• Fixed an issue to make error messages on the Work Ticket Costs screen more user-friendly.

3/14/2024

Dashboard

Fixed an issue to ensure all items appear within the time range specified on the Sales Pipeline Insight KPI.

Global

Fixed an issue causing text to be clear when switching to Code View within the RTE dialog. 

Opportunities

• Fixed an issue preventing the ability to win a contract change after As Needed Service is marked as optional.
• Fixed an issue preventing work tickets deriving from Change Orders from appearing on the Job Dashboard Gantt chart.
  
• Fixed an issue to ensure subcontractor expense changes are saved. 
• Fixed an issue to ensure that all users with the proper permissions assigned to their user role can access the Estimate of an opportunity. 

Purchasing  

Fixed an issue to ensure the Variance Date reflects the day a variance was created on a Purchasing Receipt. 

Reports  

Fixed issue to ensure that the correct contact primary and secondary phone numbers appear in the right fields on the A/R Aging List report. 

Scheduling 

• Fixed an issue causing an inaccurate indication that a crew member started clock time within the GEO Perimeter of a property. 
• Fixed an issue causing an error when generating recurring schedules in bulk. 
• Fixed an issue to prevent pop-ups from disappearing on the Time-Entry screen after completing a T&M work ticket with an item allocation. 
• Fixed an issue to issue only users with the proper role and permission can approve work tickets.
  

Work Tickets 

Fixed an issue to prevent the unintended addition of duplicate items on a work ticket after changing a catalog item name.

2/16/2024

Administration 

• Fixed an issue that caused duplicate work ticket visit notes to appear when customizing the Invoice Report using the Web Report Designer. 
• Fixed an issue to ensure that budget changes containing a decimal value can be saved after properly rounded to the nearest whole number amount. 
• Fixed an issue with Microsoft 365 sync, preventing emails from promptly being sent via Aspire to customers.
• Fixed an issue preventing the View All Routes in Mobile option from being visible on the User screen of the Administration screen when the Restrict Mobile Route Visibility option is in use. 
• Fixed an issue to ensure that assigned branches can not be removed from items and services without having the correct permission enabled under the account. 
• Fixed an issue to ensure that one user account cannot unintentionally access the information of an account logged in before them when using the same device. 
• Fixed an issue to ensure that Work Ticket Completed in Crew Mobile SMS notifications are properly sent to recipients. 

  
  

Invoicing

• Fixed an issue that permitted the removal of the Status field from the Invoicing Assistant search list when Clear All is selected from the Display dialog. 
• Fixed an issue causing Collection Notes on the Receivables advanced search screen for any entry to appear overlapped with another.

Legacy - Reports

Fixed an issue to ensure that the Over/Under amount of a closed End of Month report incorporates a revenue variance that includes opportunities from canceled contracts.

Opportunities

Fixed an issue permitting the cancellation of an Opportunity after the invoice date. 

Purchasing 

Fixed an issue to ensure that Transaction ID data associated with an Item Allocation carries over when an item is moved to a different inventory location. 

Reports

• Fixed an issue to ensure that the tax entity invoice total on the Tax Entity report properly reflects tax rate changes. 

 Scheduling 

• Fixed an issue to ensure that the price set when converting a quick ticket into a work ticket is correctly represented by the Estimated Price shown on the Opportunity.  
• Fixed an issue so that visits are immediately shown or are removed from a route when added or removed from the Recurring Schedule. 
• Fixed an issue that permitted the ability to create quick tickets for properties in branches that should not be accessed.
• Fixed an issue preventing a service's default pay code from matching the coinciding work ticket's default pay code.
• Fixed an issue to ensure the time entry screen can be accessed when the Read Only Access to Schedule Board permission is enabled under a user role. 

1/31/2024

Administration

• Fixed an issue that caused text to be removed when selecting the Clean or Plain Text options when pasting text into a rich text editor. 
• Fixed an issue that caused a 30-minute inactivity timeout, even when activity occurs on the screen. 
• Fixed an issue that caused a notification log status of Delivered to appear for contacts who have not opted into SMS. 
• Fixed an issue causing Absentee notifications to be sent from routes switched from time-based to sequence-based.
• Fixed an issue preventing users with a Branch Admin permission from making changes to a user’s account settings.
• Fixed an issue that caused an error when syncing QuickBooks with Aspire. 

Customer Portal 

• Fixed an issue preventing contracts from appearing in the Customer Portal. 

Dashboard 

• Fixed an issue preventing the Regarding field dropdown menu from appearing when creating a new issue for a property on an Android device.

Invoicing

• Fixed an issue preventing the ability to remove an invoice or invoice batch.

Legacy - Invoicing 

• Fixed an issue that permitted applying a payment to a Lost Opportunity.

Opportunity 

• Fixed an issue that caused the incorrect value to appear in the Material Cost field on the Opportunity search list.
• Fixed an issue preventing the indicator for visit notes from appearing on work tickets. 

Purchasing 

• Fixed an issue preventing the Item Code from appearing on items added to purchase receipts and credits.
• Fixed an issue to ensure all applicable records appear on the Daily Plan Report search list. 

Reports 

• Fixed an issue preventing the accurate reflection of the total price on the property budget report when there is a service price change for a per-service contract. 
• Fixed an issue preventing negative tax values on an invoice from appearing on the Tax Entity report. 
• Fixed an issue that caused the Rolling Budget report to have an error when using the Indirect Division filter. 
• Fixed an issue that caused an error when running a Clock Time audit report filtered by Branch. 

Scheduling

• Fixed an issue causing errors when interacting with the Schedule Board from an iPad 9th generation or MacOS 11 using Safari V14.1.

1/18/2024

Administration

• Fixed an issue causing the GET Properties endpoint to improperly time out within the REST API. 
• Fixed an issue preventing the cost history from being captured when price-list costs are created for Catalog Items. 
• Fixed an issue preventing the State from appearing when importing properties or contacts. 
• Fixed an issue that caused duplicate information to appear for the InvoiceOpportunityServiceItems field under the GET Invoices endpoint of the REST API. 
• Fixed an issue preventing the ability to retain a desired filter when removing a filter when the same filter with different values is added to an advanced search list.

Contacts 

Fixed an issue that caused the three-dot menu to appear missing from a narrow monitor because it is off-screen when viewing the Pay Rates screen for an Employee contact record.

Crew Mobile

We fixed an issue that permitted allocating materials to a work ticket without logging time for the current day on the material screen.

Dashboard 

Fixed an issue preventing the Status column from displaying properly when drilled into from a metric based on the invoicing assistant on the Dashboard.

Invoicing 

• Fixed an issue preventing the ability to calculate tax for Fixed Price Open Billing invoices.
• Fixed an issue that caused an error when creating an invoice batch. 

Legacy - Administration

Fixed an issue causing an error when attempting to clone a Catalog item Kit with an inactive unit type

Legacy - Invoicing 

• Fixed minor user interface concerns on the Print statement dialog screen that appears when selecting the option to print a Receivables statement.
• Fixed an issue preventing the ability to create a Miscellaneous Invoice when the Require Billing Company option is enabled on an invoice.  

Legacy - Properties 

Fixed an issue that caused the Full Property Wizard to error when filtering by Opportunity Type.

Legacy - Purchasing 

Fixed an issue preventing all opportunity numbers from displaying on the Purchase Receipt search list for contract renewals assigned to a master job.

Legacy - Reports 

• Fixed an issue causing the Drive Time to appear as the Work Ticket Start Time on the Work Ticket Pivot report.
• Fixed an issue preventing the Insert option from appearing under a default pay code generated from a service on the Opportunity Default Pay Code Audit report.
• Fixed an issue preventing the name from appearing under the Labor portion of the Profit and Loss Monthly report. 

Legacy - Scheduling

Fixed an issue that caused visit notes to disappear when a Quick Ticket is converted into an existing or new work ticket. 

Opportunities

 Fixed an issue that caused a zero value to improperly appear under the Actual Hours column of a renewal opportunity.  

Properties

•  Fixed an issue preventing the ability to select a category tag of a Site Audit when using a Google Pixel mobile device. 
• Fixed an issue that permitted the creation of estimates that generate work tickets with negative prices.
• Fixed an issue that caused the Full Property Wizard to apply the incorrect Date Range filter.
• Fixed an issue that caused the property screen to change when a long URL string was entered and saved in the Website field.

Purchasing

• Fixed an issue that caused a non-zero amount to reflect under an item that should cost $0.00 on a purchase receipt. 
• Fixed an issue that caused Extra Costs for a purchase credit to reflect as a positive value when it should reflect as a negative value on the Purchase Receipt search list.
• Fixed an issue preventing the Transaction column from appearing when exporting Item Allocation History. 

Reports 

•  Fixed an issue causing an inaccurate estimate cost to display for an opportunity in the Contract Renewal report. 
• Proper values are not being returned on the Profit and Loss Monthly report when filtered by Regions.
• Fixed an issue causing an icon to appear when printing the Route Snow Planner report. 

Scheduling

• Fixed an issue causing catalog items with nearly 200 characters to be seen entirely when adding material to a work ticket on the Time Entry screen.
• We corrected an issue that caused inaccurate burden costs to reflect when drive times are unselected and resaved on the time entry screen.
• Fixed an issue preventing the correct latitude and longitude values from appearing when selecting the location push pin on the time entry screen when two or more clock time records are combined.
• Fixed an issue preventing the removal of Default Routes when assigning no route when applying the Set Route and Sequence # bulk actions on the Schedule Event page.