Aspire Pro Services Overview
Aspire Pro Services provides additional training, system support, and expert guidance to help clients get the most value from their Aspire software. Through a points-based model, clients can work directly with Aspire specialists for assistance with data migration, customized layouts, implementation services, system clean-up, and production and accounting training.
These services are designed to help organizations improve system efficiency, onboard new team members, optimize workflows, and follow Aspire best practices.
How Aspire Pro Services Work
Aspire Pro Services are delivered through a points-based system that allows clients to request specialized support and training from Aspire experts.
Points can be purchased as part of an annual package or as a one-time purchase for $750 per point.
Annual point packages are purchased through your Aspire Sales Representative.
One-time point purchases are processed by the Aspire Pro Services team after a request is submitted.
Note:
Points are valid for one year from the purchase date and should be used within that timeframe.
If you are unsure of your current points balance, you can submit a request through the Aspire Help Hub using the Aspire Pro Services option, and our team will be happy to assist.
Pro Services Available
Aspire Pro Services supports the following areas:
Data Migration Services
Customized Layouts
Implementation Services
Education Services
System Clean-Up Services
Accounting Services
Data Migration Services
Aspire Pro Services can assist with importing key data into your Aspire system. Clients are responsible for providing the required information in an exported data file (such as Excel or CSV) or PDF format. Our team will review the information, format it to meet Aspire requirements, and upload it into the system.
Client Responsibilities for Data Migration
To ensure a smooth and efficient data import process, clients are responsible for the following:
Providing data in an exported format such as Excel, CSV, or PDF.
Ensuring the data provided is accurate and ready for import.
Identifying any required fields or important data relationships.
Reviewing the imported data after migration to confirm accuracy.
Providing clean and complete data helps the Aspire team complete the migration process more efficiently.
Property Import
1 Point per 450 records
Clients provide property data from their CRM or other systems in an exported format. The information is reviewed, formatted according to Aspire requirements, and uploaded into Aspire.
Contact Import
1 Point per 350 records
Clients provide contact data from their CRM or other systems in an exported format. The information is reviewed, formatted according to Aspire requirements, and uploaded into Aspire.
Item Catalog Import
1 Point per 250 records
Clients provide item data from their CRM or other systems in an exported format. The information is reviewed, formatted according to Aspire requirements, and uploaded into Aspire.
Contract Import
1 Point per 75 records
Clients work with an Aspire specialist to identify the required contract fields and provide the data in an exported format. The information is then reviewed, validated, and uploaded into Aspire.
Customized Layouts
Starting at 1 Point per Layout
This service includes up to 4 hours of work with a Layout Specialist to configure a customized layout within Aspire. If the layout requires additional time, extra points may be required depending on the scope and complexity of the request.
What’s Included
One-on-one collaboration with a Layout Specialist to create layouts aligned with Aspire's best practices.
Assistance adapting your pre-designed layout to work with Aspire’s data configuration and functionality.
A detailed Scope of Work provided before work begins.
Estimated start dates and completion timelines discussed during the discovery and scoping process.
An initial response within approximately 72 hours confirming the request has been received.
Important Notes
Note:
Layout Specialists focus on configuring layouts within Aspire using customer-provided designs or templates from the Aspire Layout Catalog. Graphic design services are not included. All layouts must be based on customer-provided templates or designs selected from Aspire’s Layout Catalog.
Note:
Turnaround times may vary based on current project backlog and support demand. While our Layout Specialists strive to complete requests as efficiently as possible, Production Support cases that impact system functionality or customer operations are always prioritized.
Implementation Services
Acquisition Full Implementation
15 Points per Company
Designed for Aspire clients who have acquired a new company and require a new Aspire system setup and full implementation support.
Includes:
90-day implementation process
Two weekly 1-hour meetings
60 days of training
30 days of go-live support
Assistance from an Accounting Specialist
Acquisition Implementation
10 Points per Company
Designed for companies adding a new branch or acquired company into an existing Aspire system.
Includes:
60 days of implementation training
Two weekly 1-hour meetings
Accounting specialist assistance if needed
Implementation Extension
4 Points per Company
For clients who need additional support between implementation and going live with production.
Includes:
30 days of extended implementation support
Two weekly 1-hour meetings
System review and preparation across Aspire modules
Production training and Aspire Mobile review
Education Services
Clients can work one-on-one with a Client Education Specialist for training related to production and operations.
Each point includes up to three 1-hour training sessions.
A discovery call will be scheduled to better understand your needs, define the scope of work, and determine the number of points required.
The project timelines are scope-dependent, with the expectation to utilize each designated point within a 30-day period.
Production Training by Module
Starting at 1 Point
This training supports Aspire users who need a deeper understanding of specific Aspire modules and workflows.
Available Training Modules
Property and Contact Management Best Practices
Administration
Roles and Permissions
Opportunities and Estimating
Scheduling & Work Ticket Management
Invoicing Management
Purchase Receipt Management
List Building and Reporting
Aspire Mobile
Equipment
All About Snow
Starting at 1 Point
Training for Aspire users who provide snow services and need guidance on setup and workflows.
Snow Training Areas
Administration Setup
Override Pay Codes
Estimating & Scheduling
Work Ticket Management
Purchasing & Invoicing
Subcontractor Setup & Portal
All About Construction
Starting at 1 Point
Training designed for Aspire users who manage construction or design-build services.
Construction Training Areas
Estimating Open Billing and T&M per Service
General Conditions
Change Orders
Production & Work Ticket Management
Purchasing & Invoicing
System Clean-Up Services
Starting at 1 Point
This service helps clients review and clean up system data to improve reporting accuracy, organization, and overall usability within Aspire.
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
Accounting Services
Clients can work one-on-one with an Aspire Accounting Specialist for accounting training.
Each point includes up to three 1-hour sessions.
Accounting Training by Module
Starting at 1 Point
Training designed for Aspire users who want a deeper understanding of accounting workflows.
Accounting Training Modules
Purchase Receipt Reconciliation
Payment & Deposit Reconciliation
Inventory & Inventory Reconciliation
Closing the Month & Recording Journal Entries
End-of-Month Review
Payroll & Reconciliation
Over / Under & Revenue Variance
Full End-of-Month Process
3–4 Points per Month (Average)
Work with an Aspire specialist to complete the full end-of-month close process for one or more accounting periods.
Important:
Final point usage will depend on the complexity of the work required.
Transition from Invoiced to Earned Revenue
3 Points
Support for Aspire users transitioning their accounting processes from invoiced revenue reporting to earned revenue reporting.
How to Submit a Request to the Pro Services Team
Pro Services requests must be submitted by an Aspire Power User within your organization.
To Submit a Request
Sign in to the Aspire Help Hub.
Select the Aspire Pro Services option.
Complete and submit the request form.
The Pro Services team will follow up to review your request and schedule next steps.
Aspire will make reasonable efforts to align services with requested timelines.