Aspire Pro Services

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Note: As of October 2026, the Aspire Points Program is being sunset, and new points are no longer issued. Existing balances remain redeemable through their expiration date. After that date, any unused points expire. If you have questions, contact your Customer Success representative.

Aspire Pro Services overview

Aspire Pro Services provides additional training, system support, and expert guidance to help you get the most value from Aspire. You can partner directly with Aspire specialists for hands-on support with key operational needs, including implementation services, data migration, accounting and production training, system clean-up, and customized layouts.

These services help your organization improve system efficiency, onboard new team members, optimize workflows, and follow Aspire best practices.

How to submit a request to the Pro Services team

Pro Services requests must be submitted by an Aspire Power User in your organization.

Sign in to the Aspire Help Hub.
Open the Aspire Pro Service Portal, and then submit a ticket.
Describe the service you need.

The Pro Services team follows up on your request and schedules next steps. Aspire makes reasonable efforts to align services with your requested timelines.

Aspire Pro Services available

Aspire Pro Services supports the following areas:

Data Services
Custom Layouts
Education Services
System Clean-Up Services
Accounting Services
M&A Implementation Services
Contractor Advisory Services

Data Services

Data Migration Services

Aspire's Data Migration Team collects, reviews, and imports your existing business data into your Aspire environment. The goal is to have your data structured and validated to meet Aspire's requirements.

What's included

A dedicated Data Quality Analyst who's your main contact.
A series of calls to request your source data files, ask discovery questions, and walk through the imported data with you.
Import of your data into Aspire, plus any necessary data clean-up.
Confirmation of the exact importable scope at the data kickoff call, with guidance on anything that needs to be prepared or formatted differently.

Data types imported

Contacts
Properties
Opportunities (contracts and work orders imported with a status of New or Bidding)
Item Catalog

What to expect

Data migration is a collaborative process from initial file collection through final sign-off.
Specific field availability can change with platform updates and the details of your account. Your Data Quality Analyst confirms the exact scope once the engagement begins.
You review all migrated data and let Aspire know about any missing or inaccurate records. Your data review sign-off is the formal confirmation that all imported data has been reviewed and approved for go-live.

Ready to get started or want to learn more? Submit a ticket in the Aspire Help Hub through the Aspire Pro Service Portal, or contact your Customer Success representative. Include the name of this service in your request so it's routed to the right team.

Custom Layouts

Work with an Aspire Layout Specialist to configure a customized layout in Aspire that follows Aspire best practices.

What's included

One-on-one collaboration with a Layout Specialist.
Help adapting your pre-designed layout to work with Aspire's data configuration and functionality.
A detailed Scope of Work before work begins.
Estimated start dates and completion timelines discussed during discovery and scoping.
An initial response within about 72 hours confirming Aspire received your request.

What to expect

Turnaround times vary with current backlog and support demand.
Production Support cases that affect system functionality or customer operations are always prioritized.
If a layout takes longer than the initial scope, additional hours may be required depending on scope and complexity.

Not included

Graphic design. Layouts must be based on a template or design you provide, or a template chosen from the Layout Catalog.

Education Services (per hour)

Work one-on-one with an Aspire Client Education Specialist for training on production and operations. A discovery call outlines your needs, defines the scope, and sets the number of hours. Training can cover one or more of the areas below, as agreed in writing after the discovery call.

Production training by module

CRM: Contacts, Properties, Activities, Metrics
Estimating: Contracts and Work Orders
Scheduling
Aspire Mobile
Aspire Mobile in Spanish
Time Entry
Purchasing
Invoicing
Equipment
Customer Portal
List Building & Reporting
Kits & Takeoffs

Production training by specific topic

All About Snow: Administration Setup, Override Pay Codes, Estimating, Scheduling, Work Ticket Management, Purchasing, Invoicing, and Subcontractor Setup & Portal.
All About Construction: Estimating Open Billing and T&M per Service, General Conditions, Change Orders, Work Ticket Management, Reporting, Purchasing, and Invoicing.

What to expect

Training is customized to what you define on the discovery call.
Your Client Education Specialist leads all sessions, keeps the schedule, gives best-practice guidance, and manages any change requests.
Timelines and hours depend on scope.

System Clean-Up Services (per hour)

Work one-on-one with a System Clean-Up Specialist to review and clean up your system data. The goal is more accurate reporting and a better-organized, easier-to-use Aspire system.

Common clean-up areas

Duplicate property and contact management
Contact and property data standardization
Inactive or duplicate item review
Opportunity and estimate clean-up
Invoicing and accounts receivable review and clean-up

What to expect

A discovery call defines your scope and the number of hours required.
Your specialist reviews your data with you and recommends changes.
Aspire doesn't make permanent data changes without your confirmation. You review and approve changes before they're finalized.
Hours not used within the timeline defined in your Scope of Work may be forfeited.

Accounting Services

Work one-on-one with an Aspire Accounting Specialist to learn accounting workflows in Aspire and, where needed, get hands-on help completing your month-end close. The number of hours depends on the complexity and scope of the work.

Accounting training by module

Purchase Receipt Reconciliation: Reconcile purchase receipts in Aspire to your accounting system, looking for anomalies, duplicates, and discrepancies.
Payment & Deposit Reconciliation: Reconcile payments to deposits in Aspire, and deposits in Aspire to your accounting system.
Inventory & Inventory Reconciliation: Review how Aspire transfers purchases to your accounting system and how the end-of-month journal entry affects your balance sheet, whether you use Simplified (SAS) or Standard (SAAS) accounting. Identify and address differences between your balance sheet and Aspire.
Closing the Month & Recording Journal Entries: A step-by-step review of Aspire's end-of-month process, including reconciliation of purchases, deposits, payments, and invoices. You then enter journal entries and tie out to the balance sheet if you use SAS, or to the profit and loss (P&L) statement and balance sheet if you use SAAS. This can take from one to ten hours, depending on how quickly your team self-trains and completes assigned homework.
End-of-Month Review: Review your data after journal entries are complete as part of the close.
Payroll & Reconciliation: Learn to build a pivot table to reconcile payroll in Aspire, with a walk-through for one or more pay periods.
Over/Under & Revenue Variance: Step-by-step instruction on reviewing and reconciling revenue variance, and a walk-through of the over/under process.

Full End-of-Month Process

Work with an Aspire Accounting Specialist to complete your full end-of-month close for one or more accounting periods. This includes reviewing and correcting data, entering journal entries, and reconciling balance sheet accounts once close activities are complete. Hours depend on the complexity of the work.

Transition from Invoiced to Earned Revenue

Support if you're moving from invoiced revenue reporting to earned revenue reporting. This includes help cleaning up old contract and work order issues, a review of work tickets and how they relate to the earned revenue model, and a step-by-step review of the over/under process so you understand it going forward.

What to expect

A discovery call defines your scope and hours.
Your Accounting Specialist leads sessions and gives accounting best-practice guidance.

M&A Implementation Services

Mergers and acquisitions (M&A) Implementation helps you bring a newly acquired company (the "Operating Company") onto your existing Aspire system (the "Parent Company"). It combines the Operating Company's operating needs with your standards and Aspire best practices.

Full M&A Implementation

A 90-day implementation for a newly acquired company merging into your Aspire environment. The result is an operating Aspire environment your acquired team uses every day, with accounting integrated and the team prepared for its first live payroll and end-of-month close.

Includes

Biweekly one-on-one training meetings with your assigned M&A Implementation Manager.
Accounting Specialist support.
Accounting group training classes.
Go-live support, with preparation for the first end-of-month close.
Unlimited access to the Aspire Knowledge Base, including help documentation and training videos.

M&A Implementation Training Only

A 60-day training engagement that gives your acquired company's key users module-by-module virtual training using a train-the-trainer approach. The goal is for those users to operate the system confidently and train their own teams.

Includes

One-on-one virtual training with your M&A Implementation Manager: two one-hour Zoom sessions per week for 60 days.
Training on Contacts, Properties, Estimating and Opportunity Creation, Work Ticket Management, Scheduling, Aspire Mobile, Purchasing, and Invoicing.
A structured guide of work to complete between sessions.
Direct email access to your M&A Implementation Manager for questions about the new acquisition's implementation.

M&A System Configuration

A configuration engagement that sets up your acquired company inside your existing Aspire environment and establishes a self-service branching model. The result is an operating platform your team uses daily.

Includes

Eight one-on-one virtual sessions with your M&A Implementation Manager: two sessions per week for four weeks, up to one hour each.
A structured guide of work to complete between sessions.
Email access to your M&A Implementation Manager between sessions.

Configuration areas (as they apply to you)

Pay Code Configuration: Pay code structure aligned with payroll needs and your standards.
Time Attestation: Deciding whether you need time attestation based on how you operate.
Branch Configuration & Invoicing: Branch-level settings, including invoicing templates, workflows, and approval structures.
Customer Portal: Setup and customization of the customer-facing portal, including access permissions and communication preferences.
Accounting Setup: Accounting parameters, including general ledger mapping, tax settings, and integration alignment.
Layout Publishing: Review and publication of layouts for opportunities, invoices, and purchase receipts.
Inventory Setup: Configuration of your inventory system and items.

Contractor Advisory Services

Contractor Advisory Services put an Aspire consultant alongside your business to review how you use Aspire, set up your pricing, and provide expert guidance. Services are delivered remotely, except the On-Site Advisory Visit.

Service	What it is
Account Review	A structured audit of how your business uses Aspire, offered in three tiers: Tier 1 documents your current setup. Tier 2 adds a profitability and gap analysis. Tier 3 adds a single-system vs. multi-system architecture analysis.
Pricing Consult	Design and configuration of your pricing and markup model.
Custom Advisory (per hour)	On-demand advisory support scoped per project.
On-Site Advisory Visit	A consultant works at your location.

Ready to get started or want to learn more? Submit a ticket in the Aspire Help Hub through the Aspire Pro Service Portal, or email advisory@youraspire.com.