6.24.0 CRM Enhancements

6.24.0 CRM Enhancements

💡This release includes a range of enhancements inspired by client feedback, designed to heighten your experience using the Aspire desktop application.

Administration

💡Electronic signature updates:

• If a branch logo is uploaded, it will now display in the electronic signature page and the PDF version of proposals sent to prospects/customers.
• The company logo will be used by default if no branch logo is available.
  Tip:

  To add a logo, go to Administration: 

  • Branch logo: Navigate to Organization > Branches, select a branch, and upload a logo.
  • Company logo: Go to Configuration > Company and upload your company logo.

💡Tax Entity dropdown:

• The Tax Entity dropdown in Tax Jurisdiction List settings is now ordered alphabetically for easier selection.

💡Branch name updates for SMS and email notifications:

• SMS opt-in message: You can now display the Branch Name in SMS opt-in messages on the Notification Settings Search List screen, improving clarity and brand consistency for your customers.
• SMS auto-reply message: You can also include the Branch Name in SMS auto-reply messages.
• Bulk actions for SMS and email: Bulk actions are now available to set the Branch Name for SMS opt-in, auto-reply, and Work Ticket Complete emails.
• Issue emails: In the Administration > Application > Issues section, you can opt to include the Branch Name in issue emails. This ensures your issue communications stay on-brand and are easily associated with the correct branch. 

Check out this quick demo video from our product team that showcases the new enhancements to SMS and email notifications. In this video, you'll see how to incorporate Branch Name into your messages, ensuring consistent branding and better customer identification across SMS opt-ins, auto-replies, issue emails, and more. It's a great way to streamline your communications and maintain a professional, cohesive experience.

Equipment

💡Visit-linked equipment scheduling:

• Equipment scheduled on a visit will now move automatically if that visit is rescheduled (individually or in bulk).

• No alerts will display for this action.

• Equipment conflicts may arise if the same equipment is scheduled for multiple visits on the same day, but you can review and adjust accordingly.

Properties

💡Quality Audit Report enhancements:

• The following fields are now available for Quality Audit Report layouts:

  • Completed By Contact ID

  • Created By Contact ID

  • Last Modified By Contact ID

Site Audit Type dropdown: 

• The Site Audit Type dropdown in the Create Site Audit screen is now ordered alphabetically.

Reports

💡Daily Plan on Pick Ticket Planning reports:

• The Daily Plan field is now available in bulk-generated Pick Ticket Planning reports.

• This includes saved Daily Plan quantities from the Daily Plan Report.

• You can add this field in the Web Report Designer. 

Payroll export updates:

• Inova and QuickBooks exports now include:

  • Number of visits (E Pieces)

  • Total labor cost (E/D/T Amount)

• Aspire Payroll exports now display:

  • Flat Rate Pay Per Visit amount for applicable flat-rate pay codes.
    
    

Scheduling

💡Bulk rescheduling enhancements:

• You can now reschedule visits to earlier future dates.

• The selected visit and all later visits in the series will move back while preserving:

  • Configured day gaps

  • Weekend skip settings

Work Tickets

Work Ticket Advanced Search enhancements:

• Labor cost values now reflect flat-rate pay codes:

  • Flat Rate Labor Cost Estimated shows the estimated labor cost per visit, based on the service’s flat rate.

  • Labor Cost Actual displays the actual labor cost applied using the flat-rate pay code.

For example, if you complete 5 visits at $50 per job, both the Flat Rate Labor Cost Estimated and Labor Cost Actual will show $250 ($50 x 5 visits).