---
title: "Aspire Search List Field Definitions (abridged)"
slug: "aspire-search-list-field-definitions-abridged"
updated: 2024-01-26T17:25:46Z
published: 2024-01-26T17:25:46Z
canonical: "guide.youraspire.com/aspire-search-list-field-definitions-abridged"
---
> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Aspire Search List Field Definitions (abridged)
Within Aspire, Search Lists provide a mechanism for displaying data about various types of information. The following are a few of the many search lists available within Aspire:
- Contacts
- Opportunities
- Invoices
- Properties
- Tickets
- Purchase Receipts
Search lists allow you to create reports that fit your needs or locate specific data items pertinent to a task. This is a reference article that defines many of the key fields that are available in various lists throughout Aspire. Another article, [Aspire Search Lists - Where to Find Them](/may-2021/docs/aspire-search-lists), shows how to navigate any list.
## Accounts Receivable
### Account Manager
Person at your company responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Add Payment
Icon allows the ability to enter a payment for an invoice.
### Aging 1-30
Invoiced dollars aged from the payment terms set on a property (Terms of Net 30 would cause invoiced dollars to fall into this field 31 days after the invoice date)
### Aging 31-60
Invoiced dollars aged from the payment terms set on a property (Terms of Net 30 would cause invoiced dollars to fall into this field 61 days after the invoice date)
### Aging 61-90
Invoiced dollars aged from the payment terms set on a property (Terms of Net 30 would cause invoiced dollars to fall into this field 91 days after the invoice date)
### Aging 91+
Invoiced dollars aged from the payment terms set on a property (Terms of Net 30 would cause invoiced dollars to fall into this field 121 days after the invoice date)
### Balance
The invoiced balance is due for the property and company/contact (the amount remaining minus current credits). It is the same as the Net Due field in the Accounts Receivable list.
### Branch
Branches represent separately run operations within your company.
### Current
The portion of invoiced dollars that have not aged is based on property payment terms.
### Net Due
The invoiced balance is due for the property and company/contact (the amount remaining minus current credits). Same as the Balance field in the Accounts Receivable list
### New Email
The field provides an icon that, when clicked, initiates the creation of an email message.
### On Account
Credits available to be applied to the account
### Past Due
The sum of all invoiced dollars aged beyond the current limit specified by payment terms.
## Activity
### Activity Category
You can set up Activity Categories in Administration under the Lists option. These categories then allow you to group activities based on your established categories. Some examples of Activity Categories might be: To Do, Complaint, Letter, Phone Call, etc. The field in the Activity list allows you to determine the activity category.
### Activity Type
Activity type can be any of the following: Appointment, Task, Issue, or Email.
### Complete Date
The date that the activity was completed.
### Created By User Name
Name of the Aspire system user who created the activity.
### Due Date
For activities of Task or Issue, specify when the activity is due for completion.
### End Date
For Appointments, specify the date the appointment is scheduled to end.
### Include Client
For activities of type Issue or Appointment, specify whether your primary contact for your client is to receive notification regarding the activity when it is created.
## Audit Clock Time
### Accepted By First Name
First name of user who accepted (not approved) time entered by the employee.
### Accepted By Last Name
Last name of the user who accepted (not approved) time entered by the employee.
### Accepted Date Time
Date and time at which the time was accepted (not approved) on the time-entry screen.
### Audit Action
Field reflects one of two audit statuses: Insert (original clock time) Update (Adjusted Clock time)
### Audit Date Time
Log associated with the clock time entry
### Break Time
Number of hours spent on lunch break
### Clock End
Clock out time.
### Clock Start
Clock in time.
### Clock Time ID
The system-generated number is associated with a clock time entry.
## Audit Time
### Audit Action
Field reflects one of two audit statuses: Insert (original time log) Update (Adjusted time log).
### Audit Date Time
Time at which audit record was created.
### Branch
Branches represent separately run operations within your company.
### Created By
Person who created the original time entry.
### Created Time
Date and time that the time entry was created.
### Last Modified By
Person responsible for a time adjustment.
### Property Name
Name of property at which work was completed.
### Work Date
Date the time was entered on a visit.
## Bank Deposit
### Accounting Message
A system-generated message explaining why a deposit record failed to sync with the accounting system.
### Branch Name
Branch for which the deposit applies. Branches represent separately run operations within your company.
### Created By Contact Full Name
Full name of user who created the deposit.
### Date Created
Date that the user created the deposit.
### Date Sent To Accounting
Date that the user sent the deposit to the accounting system
### Deposit Amount
Total amount of the bank deposit.
### Deposit Date
Date of the bank deposit.
### Deposit Status
Deposit status is New when the deposit is initially created and changes to Sent once sent to the accounting system.
### Payment Count
Specifies the number of checks deposited.
### Sent To Accounting Contact Full Name
Full name of the user who sent the deposit to the accounting system.
## Catalog Item
### Active
Specifies whether the catalog item is Active and may thus be assigned to services for new Opportunities.
### Allocation Unit Type
The unit measure allocated for a catalog item to a work ticket
## Clock Time
### Accepted By First Name
First name of user who accepted (not approved) time entered by the employee.
### Accepted By Last Name
Last name of user who accepted (not approved) time entered by the employee.
### Accepted Date Time
Date and time at which the time was accepted (not approved) on the time-entry screen.
### Break Time
Number of hours spent on lunch break.
### Clock End
Date and time at which the worker clocked out or was clocked out by office staff.
### Clock In Feet Away
The Number of feet a worker is from the property center when they clock in.
### Clock In-Range
If the worker clocked in from their mobile device, this value specifies if they were outside the geo-perimeter for the property. Values can be Yes, No or Unknown. Geo perimeter is defined by a specified radius (in feet) from the map point defining the center of the property. A default radius is defined for your whole system but can be overridden for any property. If the clock-in time was specified in the office and not from a remote mobile device, then the value is set to Unknown.
### Clock Out Feet Away
The Number of feet a worker is from the property center when they clock out.
### Clock In In-Range
If the worker clocked out from their mobile device, this value specifies if they were outside the geo-perimeter for the property. Values can be Yes, No, or Unknown. Geo perimeter is defined by a specified radius (in feet) from the map point defining the center of the property. A default radius is defined for your whole system but can be overridden for any property. If the clock-out time was specified in the office and not from a remote mobile device, then the value is set to Unknown.
### Clock Start
Date and time the worker clocked in or was clocked in by office staff.
### Device Name
A name is assigned to each device that accesses Aspire before the device is authorized. This field identifies the device by name on which the worker clocked into the system.
### Employee First Name
First name of the worker who clocked in and out.
### Employee Last Name
Last name of the worker who clocked in and out.
### Employee Number
Employee number of the worker who clocked in and out.
## **Company**
### Active
The contact is Active and may be selected in various places throughout Aspire to be associated with opportunities, properties, etc.
### Branches Name
Branches represent separately run operations within your company.
### Contact Employee
Specifies whether or not the contact is an employee of your company.
### New Appointment
The field provides an icon that, when clicked, initiates the creation of a new appointment.
### New Email
The field provides an icon that, when clicked, initiates the creation of an email message.
### New Issue
The field provides an icon that, when clicked, initiates the creation of a new issue to be tracked.
### New Task
The field provides an icon that, when clicked, initiates the creation of a new task.
## Contract Renewal
### Account Owner
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Branch Name
Branches represent separately run operations within your company.
### Change in Price
Difference between the existing contract and the renewal contract.
### Client Budget
A clickable icon that allows you to view the property's budget for services by division.
### Contract Amount
Estimated amount on the existing contract.
### Contract End Date
End date specified on the existing contract.
### Contract Monthly Amount
Amount paid per month by a customer for the existing contract.
### Contract Renewal Date
Renewal Date specified on the existing contract.
### Contract Start Date
Start Date specified on the existing contract.
### Days Remaining
Number of days until the end date of the existing opportunity.
### Division
Profit Center associated with the existing opportunity.
### Gross Margin
Difference between revenue and cost of goods sold divided by revenue for the existing contract, expressed as a percentage.
### Industry
Industry associated with the property for the existing and renewal opportunities.
### Job Report
A clickable icon that allows you to view the Job Report allowing analysis of the existing job being renewed.
### Job Status
Job-status of the existing opportunity.
### Lost Amount
Estimated dollars associated with a lost renewal opportunity
### Opportunity
Opportunity name for the existing opportunity.
### Opportunity Number
The number of the original opportunity that is being renewed.
### Property
Property associated with both the existing contract and the renewal contract. A renewal, by definition, is for the same property as the existing contract.
### Proposed Amount
Dollar value of the opportunity delivered to the client.
### Renewal Amount
Estimated amount on the renewal contract.
### Renewal End Date
The end date specified on the renewal contract.
### Renewal Monthly Amount
Amount paid per month by a customer for the renewal contract.
### Renewal Opportunity
Opportunity name for the renewal opportunity.
### Renewal Opportunity Number
Number of renewal opportunities.
### Renewal Sales Rep
Name of sales rep assigned to the renewal contract.
### Renewal Start Date
Start date specified on the renewal contract.
### Renewal Status
Opportunity status of the renewal. (New, Pending Approval, Bidding, Approved, Delivered) Opportunity status of the renewal. (New, Pending Approval, Bidding, Approved, Delivered)
### Renewed Amount
Amount of the renewal contract once it has been won. Up until that time, the Renewed Amount is zero.
## Credit Memo
### Amount
The dollar value of the credit
## Device
### Activation Date
The date on which the device was activated in Aspire.
### Active
Specifies whether the device is Active and may gain access to Aspire.
### Controls
The field displays icons to approve or disapprove the device.
### Deactivation Date
The date on which a particular device will be automatically deactivated within Aspire.
### Device Name
The name of the device is specified when that user initiates the device registration from the device or the value is overridden by the office worker when the device is approved.
### Device Type
A free-form value entered by the system administrator to identify the type of device (e.g., iPhone, iPad, HP Notebook, Dell Desktop, LG Android Phone, etc.)
### Last Login
The most recent date that the device was used to log into Aspire.
### LastUserAgent
The information provided by the browser that most recently connected to Aspire from the device may sometimes be useful for troubleshooting.
### Mobile Number
The mobile number recorded by the System Administrator for the device.
## Employee
### Active
Specifies whether the employee is Active and may gain access to the Aspire system.
## Inventory Adjustments
### Allocated Date
The date the item was allocated to a work ticket
### Branch Name
Branches represent separately run operations within your company.
## Inventory Allocation
### Allocate Item
The material, subcontractor, equipment, or other item allocated from the catalog or purchased on a purchase receipt.
### Item Name
Material, Subcontractor, Labor, Equipment, or Other Catalog name.
### Last Allocated Date
The day the item was last purchased into inventory or released to a job ticket.
### Last Purchased Date
The day the item was last purchased into inventory.
### Quantity
Number of the items in inventory.
### Quantity on Hand
The field was filled in from a physical inventory count.
### Total Cost
Item Quantity Unit Cost.
### Unit Cost
Cost of the item as stated in the catalog.
### Active
Specifies whether the inventory location is active and may be selected when assigning a purchased item to inventory.
### Branch Name
Branches represent separately run operations within your company.
## Invoice
### Account Manager
A person at your company responsible for all actions on a specific Property. This person is assigned on the Property screen.
### Adjustment
Dollar value - either plus or minus - of the actual invoiced amount.
### Aging Days
The number of days past the invoice date.
### Amount
Dollar Value of the Invoice.
### Amount Remaining
Balance due on an Invoice.
### Billing Contact
Name of the billing contact for the invoice.
### Branch
Branches represent separately run operations within your company.
### Formatted Invoice #
Invoice number with additional formatting for display to a customer. Additional formatting might include a prefix before the invoice number to identify the branch.
### Invoice Batch Status
This field provides the status of the invoice batch with which the invoice is associated. The value can be either Draft or Sent.
### Invoice Date
Date of the invoice.
### Invoice Number
Invoice number - not to be confused with "Formatted Invoice Number".
### Net $
Revenue excluding tax
## Invoice Adjustments
### Account Manager
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Adjustment Amount
Dollar value either plus or minus the actual invoiced amount
### Amount
Dollar Value of the Invoice Adjustment.
### Amount Remaining
Balance due on an Invoice after subtracting the adjustment.
### Branch
Branches represent separately run operations within your company.
### Formatted Invoice #
Invoice number with additional formatting for display to a customer. Additional formatting might include a prefix before the invoice number to identify the branch.
### Invoice Date
Date of the invoice.
### Invoice Number
Invoice number - not to be confused with "Formatted Invoice Number".
## Invoice Batch (Details)
### Amount
Dollar value of the Invoice.
### Invoice Date
Date of the invoice.
### Invoice Number
Invoice number - not to be confused with "Formatted Invoice Number".
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion).
## Invoice Batch (Search)
### Branch
Branches represent separately run operations within your company.
## Invoice Jurisdiction
### Account Manager
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Branch
Branches represent separately run operations within your company.
### Invoice Date
Date of the invoice.
### Invoice Number
Invoice number - not to be confused with "Formatted Invoice Number".
## Invoice Payments
### Payer
The name of the person or entity paying the invoice. (The Field name needs to change from Payee to Payer.)
### Payment Amount
Amount of the invoice payment received.
### Payment Date
Date of the invoice payment received.
### Payment Type
Method of payment (check, cash, credit card, credit memo, or EFT)
### Reference Number
Reference number for the payment - commonly a check number.
## Invoice Revenue
### Account Manager
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned to the Property screen.
### Branch
Branches represent separately run operations within your company.
### Invoice Date
Date of the invoice.
### Invoice Number
Invoice number - not to be confused with "Formatted Invoice Number".
## Invoicing Assistant
### Account Manager
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Branch Name
Branches represent separately run operations within your company.
### Invoice Amount
Amount invoiced.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion).
## Opportunity
##
### Account Owner
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Act Cost
The total of all the costs applied to an opportunity during production.
### Act Gross Margin $
The margin dollars are calculated by Actual Costs - Actual Earned Revenue.
### Act Gross Margin %
The margin percentage is calculated by 1 - Actual cost/Actual Earned Revenue.
### Act Labor Hours
The actual hours worked on an Opportunity.
### Actual Labor Cost
The labor hours worked times the hourly cost of the employees that worked on that opportunity.
### Actual Material Cost
The cost of the materials allocated to an opportunity.
### Actual Sub Cost
The cost of the subcontractors allocated to an opportunity.
### Antic. Close Date
The date your sales team expects or expects to reach an agreement with your prospect to perform work.
### Approved Date
The date the estimate was approved for submission to your company’s prospective customer.
### Branch Name
Branches represent separately run operations within your company.
### Earned Revenue
The total revenue earned to date for the opportunity is based on hours completed and materials installed compared to estimated revenue.
### End Date
Day selected for the last day of the contract opportunity.
### Estimated $
Estimated revenue for the opportunity.
### Estimated Break Even $
Estimated revenue for the opportunity, at which point revenue equals cost.
### Estimated Cost $
Estimated cost for the opportunity.
### Estimated Gross Margin $
Estimated dollar difference between revenue and cost for the opportunity.
### Estimated Gross Margin %
Estimated difference between revenue and cost divided by revenue for the opportunity expressed as a percentage.
### Estimated Labor Cost
Estimated cost of labor for the opportunity.
### Estimated Labor Cost Per Hour
Estimated labor cost per hour for the opportunity.
### Estimated Labor Hours
Estimated labor hours for the opportunity.
### Estimated Material Cost
Estimated cost of materials for the opportunity.
### Estimated Net Profit $
Estimated profit for the opportunity considers costs not directly related to the job.
### Estimated Net Profit %
Estimated profit for the opportunity taking into account costs not directly related to the job and divided by revenue expressed as a percentage.
### Estimated Overhead $
The estimated overhead associated with the job is based primarily on markup percentages specified in the Price Settings screen under Administration.
### Estimated Realize Rate
Dollars earned (realized) per hour for the opportunity based on the following formula: ([TotalRevenue] -
(([MaterialCostEst] + [EquipmentCostEst] + [SubCostEst] + [OtherCostEst] + [MaterialMarkupEst] +
[EquipmentMarkupEst] + [SubMarkupEst] +
[OtherMarkupEst]) / (1 - Net ProfitPercent]))) /
[TotalHoursEst]
### Estimated Sub Cost
Estimated subcontractor cost.
### Industry Name
Industry associated with the property for the opportunity. Aspire allows you to define available Industries in the lists found under Administration.
### Initial Estimated $
Not used in Aspire.
### Invoice Type
Type of invoice set up for the opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion)
### Invoiced Revenue
Total Invoiced revenue on an opportunity at the time of viewing the list.
### Job Status
The status of a job for an opportunity that has been won. Valid statuses are In Process, Complete, Canceled, and Changed. These values can be customized for your system in the Job Status list under Administration.
### Last Activity
The last email, task, issue, or appointment assigned to that opportunity.
### Master Opportunity Name
A master opportunity is the first opportunity in a series of renewals. If the opportunity displayed is a renewal, this field provides the name of the master opportunity.
### Master Opportunity Number
A master opportunity is the first opportunity in a series of renewals. This field provides the opportunity number of the master opportunity if the opportunity displayed is a renewal.
### Master Opportunity Start
A master opportunity is the first opportunity in a series of renewals. If the opportunity displayed is a renewal, this field provides the master opportunity start date.
### New Appointment
The field provides an icon that, when clicked, initiates the creation of a new appointment.
### New Email
The field provides an icon that, when clicked, initiates the creation of an email message.
### New Issue
The field provides an icon that, when clicked, initiates the creation of a new issue to be tracked.
### New Task
The field provides an icon that, when clicked, initiates the creation of a new task.
### Opportunity Stage Sort
Opportunity Stages are established to define the stages of an opportunity in the following order: Pre Bid, Estimate, Propose, Won, Lost. These stages can be assigned to Opportunity statuses in the Administration Lists screen on the Opportunity Status list. This assignment allows Aspire to determine an opportunity's stage based on its status. This field allows you to sort the Opportunity list by Opportunity Stage.
### Opportunity Status Sort
The sort order of Opportunity Statuses is established on the Administration Lists screen on the Opportunity Status list. The Opportunity Status Sort field allows you to sort the Opportunity list by Opportunity Stage.
### Percent Complete
The percent completion status of a job is derived from the actual versus estimated cost.
### Probability
The chance a salesperson guestimates that he can sell that project.
### Projected $
This field is computed based on estimated dollars for Won opportunities. Opportunities that have not yet been won are based on the opportunity win probability multiplied by the estimated dollars.
### Property State/Province Code
Two-digit code of the state or province of the property with which the opportunity is associated.
### Property State/Province Name
Full name of the state or province of the property with which the opportunity is associated.
### Renewal Date
The projected date that a contract should be considered for renewal.
### Revision Number
The system assigned a number for a revision on a work order opportunity.
### Stage Name
1 of 5 stages of an opportunity - pre-bid, estimate, proposed, won, lost.
### Status Name
One of eight statuses available for an opportunity - new, bidding, pending approval, approved, denied, delivered, won, lost.
### Won Date
The date that the opportunity was won.
## Opportunity Service Report
### Account Owner
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Branch Name
Branches represent separately run operations within your company.
### Industry Name
Industry associated with the property for the opportunity. Aspire allows you to define available Industries in the lists found under Administration.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion)
### Opportunity Status Sort
The sort order of Opportunity Statuses is established on the Administration Lists screen on the Opportunity Status list. The Opportunity Status Sort field allows you to sort the Opportunity list by Opportunity Stage.
### Price
The value per occurrence of a service.
### Service Lookup
A free-form way to look up services.
### Service Name
The service name as defined in the service catalog
## Payment
### Branch Name
Branches represent separately run operations within your company.
### Company Name
Payments can be made by companies or by individual contacts. If a company made the payment, this field identifies the company name.
### Contact Full Name
Companies or individual contacts can make payments. If a contact made the payment, this field identifies the contact's full name.
### Credit Memo #
This field contains the Aspire-generated credit memo number if the payment represents a credit memo.
### Deposit Status
When the payment is first created, its status is set to New. When the payment has been exported to the accounting system, the status is changed to Sent - that is, sent to the accounting system.
### Payment Allocated Amount
Aspire allows you to allocate payments to one or more specific opportunities. This field indicates how much of the payment has been allocated.
### Payment Amount
Amount of the invoice payment received.
### Payment Category
Aspire allows you to establish Payment Categories in the lists found under Administration. Each payment can be assigned to a category that you have defined. This field contains the category you have selected for the payment.
### Payment Date
Date of the invoice payment received.
### Payment Note
Displays the payment note established by the creator of the payment.
### Payment Reference
Payment reference string or number - typically used to identify the payment for the payer, i.e., the check number of the payment check.
### Payment Remaining Amount
Amount of payment that has not been applied to an invoice.
### Payment Type
Method of payment (check, cash, credit card, credit memo, or EFT)
## Payment Jurisdiction
### Branch Name
Branches represent separately run operations within your company.
### Invoice Date
Date of the invoice.
### Invoice Number
Invoice number - not to be confused with "Formatted Invoice Number".
## Property
### Account Owner Name
The person at your company responsible for all actions on a specific Property is assigned on the Property Edit screen.
### Active
Specifies whether the property is active and may be assigned to an opportunity.
### Branch Name
Branches represent separately run operations within your company.
### Company Name
Name of the company responsible for the property.
### Industry Name
Industry associated with the property for the opportunity. Aspire allows you to define available Industries in the lists found under Administration.
### New Appointment
The field provides an icon that, when clicked, initiates the creation of a new appointment.
### New Email
The field provides an icon that, when clicked, initiates the creation of an email message.
### New Issue
The field provides an icon that, when clicked, initiates the creation of a new issue to be tracked.
### New Task
The field provides an icon that, when clicked, initiates the creation of a new task.
### Paperless Invoices (Email)
A checkbox tells the system that invoices should not be printed by default. When printing from batch, you can include or exclude paperless.
### Property State/Province Code
Two-digit code of the state or province of the property.
### Property State/Province Name
Full name of the state or province of the property.
### QA Date
The date of the last completed quality audit.
### QA Score
The rating of the last completed quality audit.
### Sequence Number
A field used to sequence properties used for scheduling tickets.
### Status
A company-defined list of stages that properties are in, i.e., customer, prospect, past customer
## Property Client Budget
### Include in Client Budget
A checkbox on an opportunity - shown in a list
### Stage Name
1 of 5 stages of an opportunity - pre-bid, estimate, proposed, won, lost
### Status Name
One of eight statuses available for an opportunity - new, bidding, pending approval, approved, denied, delivered, won, lost
## Purchasing Assistant
### Account Owner
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Branch Name
Branches represent separately run operations within your company.
### Division
Profit center of the company
### Estimated Item Quantity
Number of individual items estimated to be used on a work ticket
### Estimated Item Unit Cost
The dollar value of the item is typically based on the catalog Purchase Unit Price
### Inventory
Location where items are held in stock at the company
### Item Code
An ID assigned to an item based on a vendor’s item number
### Item Name
Catalog Item Name
### Item Quantity Allocated
Quantity of an item purchased or applied from inventory to a work ticket
### Item Quantity Remaining
Estimated Quantity - Allocated Quantity
### Item Type
One of four purchase categories assigned to a catalog item: Material, Sub(contractor), Equipment or Other
### Occur
The occurrence number of the work ticket for which the purchase is being recommended in the Purchasing Assistant.
### Opportunity Name
Name of the sold opportunity associated with an item on a work ticket
### Opportunity Number
Number of the sold opportunities associated with an item on a work ticket
### Property Name
Name of the property associated with the sold opportunity
### Quantity to Order
The recommended quantity of an item to purchase based on the estimated quantity
### Sales Rep
The salesperson associated with the sold opportunity
### ScheduledStartDate
The starting work date for the work ticket associated with the item
### Service Name
The task name is associated with the work ticket.
### Status
One of the three stages of a purchase receipt: New, Received, Approved
### Unit Type
The size or unit of measure of an estimated item
### Work Ticket #
System-assigned number used to identify the work ticket associated with the estimated items
## Receipt
### Approved Date
Date on which the purchase receipt was approved.
### Branch Name
Branches represent separately run operations within your company.
### Created By
Name of Aspire user who created the purchase receipt.
### Created Date
The date on which the purchase receipt was created.
### Extra Costs
A portion of the total cost of the purchase is represented by tax and shipping.
### Formatted Receipt #
Purchase receipt number that includes prefix associated with the branch (if any) and additional suffix for back-ordered purchases.
### Purchase Type
The purchase type specifies the nature of the purchase. The possibilities supported are material, sub (subcontract work), equipment, or other.
### Receipt #
Purchase receipt number. Do not confuse this with the Formatted Receipt #, which includes a prefix associated with the branch (if any) and additional suffixes for back-ordered purchases.
### Receipt Status Name
Status that shows the current progression of the purchase receipt. Possible values are New, Approved, Received, and Complete.
### Receipt Total Cost
Total cost of receipt, including tax and shipping.
### Received Date
Date that you recorded the purchase as having been received by your company.
### Revision Number
Additional purchase receipts are created from the original purchase receipt when items are back-ordered. Each backorder generates a new revision of the purchase receipt. The revision number field differentiates between the various revisions. The field is in the form - . The segment is not displayed for the base purchase order - only for revisions.
### Service Name
If the purchase receipt is associated with a particular ticket, this field specifies the name of the service upon which the ticket was based.
### Sync Error
When Aspire exports records to the accounting system, the accounting system may generate an error when trying to import the purchase receipts. This field shows the error message generated by the accounting system.
### Vendor Invoice Date
The date on the vendor's invoice for the purchase.
### Vendor Invoice Number
Vendor's invoice number for a purchase.
### Vendor Name
Name of vendor from whom the purchase was made.
### Work Ticket #
System assigned number used to identify the work ticket associated with the items on the purchase receipt.
## Receipt Allocations
### Allocation
Specifies how the item was allocated. If it was allocated to inventory, specify the inventory location. If it was allocated to a ticket, provide the following information: Property Name, Opportunity Name, Work Ticket Number.
### Item Name
Name of item that is back-ordered.
### Item Quantity
The original quantity was ordered.
### Item Type
One of four purchase categories assigned to a catalog item: Material, Sub(contractor), Equipment, or Other
### Received Quantity
The quantity actually received was due to backorder.
## Receipt Backorders
### Receipt Number
Purchase receipt number.
### Receipt Status
Status that shows the current progression of the purchase receipt. Possible values are New, Approved, Received, and Complete.
### Received Date
Date that you recorded the purchase as having been received by your company.
### Received User
Name of Aspire user who marked the purchase receipt as having been received.
### Vendor Invoice Date
The date on the vendor's invoice for the purchase.
### Vendor Invoice Number
Vendor's invoice number for a purchase.
## Report Favorite
### Created By
Name of the Aspire user who created the report favorite.
### Display Order
Provides a mechanism for explicitly sorting the favorite report list.
### Report Code
Code that uniquely identifies the underlying report on the Standard Reports screen upon which the favorite report is based. Valid values are (OPSC, PL, JOB, TAXENT, PVTWT, PVTPCH, PVTHRS, PVTSLS, ARAGE, ARAGED, TIME ENTRY, SALES COMMISSION, CONTRACT RENEWAL, OPPORTUNITYSERVICE, PLM, PLTICKETMONTHLY, CLOCKTIME)
### Report View Description
The description is given to a favorite report when it is saved by the user.
### Report View Name
Name given to a favorite report when it is saved by the user.
## Revenue Over/Under
### Branch
Branches represent separately run operations within your company.
### Invoice Amount
Amount invoiced.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule.
## Route
### Active
Specifies whether a route is active and can, therefore, have tickets assigned to it on the Schedule Board.
### Branch
Branches represent separately run operations within your company.
## Sales Commission
### Account Owner
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Act Equipment Cost
The cost of rental equipment allocated to an opportunity.
### Act Labor Cost
The labor hours worked times the hourly cost of the employees that worked on that opportunity.
### Act Material Cost
The cost of the materials allocated to an opportunity.
### Act Other Cost
The cost of other item-type catalog items is allocated to an opportunity.
### Act Sub Cost
The cost of the subcontractors allocated to an opportunity
### Gross Margin
Difference between revenue and cost of goods sold divided by revenue for the existing contract, expressed as a percentage.
### Invoice Amount
Amount invoiced.
### Invoice Date
Date of the invoice.
### Invoice Number
Invoice number - not to be confused with "Formatted Invoice Number".
## Sales Scorecard Closed
### Account Owner
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Act Cost
The total of all the costs applied to an opportunity during production
### Act Gross Margin $
The margin dollars are calculated by subtracting the actual costs from the revenue.
### Act Gross Margin %
The margin percentage calculated by 1 - Actual cost/Actual Earned Revenue
### Act Labor Hours
The actual hours worked on an Opportunity
### Actual Labor Cost
The labor hours worked times the hourly cost of the employees that worked on that opportunity.
### Actual Material Cost
The cost of the materials allocated to an opportunity
### Actual Sub Cost
The cost of the subcontractors allocated to an opportunity
### Antic. Close Date
The date your sales team expects or expects to reach an agreement with your prospect to perform work.
### Branch Name
Branches represent separately run operations within your company.
### Industry Name
Industry associated with the property for the opportunity. Aspire allows you to define available Industries in the lists found under Administration.
### Initial Estimated $
Not used in Aspire.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion)
### New Appointment
The field provides an icon that, when clicked, initiates the creation of a new appointment.
### New Email
The field provides an icon that, when clicked, initiates the creation of an email message.
### New Issue
The field provides an icon that, when clicked, initiates the creation of a new issue to be tracked.
### New Task
The field provides an icon that, when clicked, initiates the creation of a new task.
### Opportunity Stage Sort
Opportunity Stages are established to define the stages of an opportunity in the following order: Pre-Bid, Estimate, Proposal, Won, and Lost. These stages can be assigned to Opportunity statuses in the Administration Lists screen on the Opportunity Status list. This assignment allows Aspire to determine an opportunity's stage based on its status. This field allows you to sort the Opportunity list by Opportunity Stage.
### Opportunity Status Sort
The sort order of Opportunity Statuses is established on the Administration Lists screen on the Opportunity Status list. The Opportunity Status Sort field allows you to sort the Opportunity list by Opportunity Stage.
### Property State/Province Code
Two-digit code of the state or province of the property with which the opportunity is associated.
### Property State/Province Name
Full name of the state or province of the property with which the opportunity is associated.
## Sales Scorecard Proposed
### Account Owner
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### Act Cost
The total of all the costs applied to an opportunity during production
### Act Gross Margin $
The margin dollars are calculated by subtracting the actual costs from the revenue.
### Act Gross Margin %
The margin percentage calculated by 1 - Actual cost/Actual Earned Revenue
### Act Labor Hours
The actual hours worked on an Opportunity
### Actual Labor Cost
The labor hours worked times the hourly cost of the employees that worked on that opportunity.
### Actual Material Cost
The cost of the materials allocated to an opportunity
### Actual Sub Cost
The cost of the subcontractors allocated to an opportunity
### Antic. Close Date
The date your sales team expects or expects to reach an agreement with your prospect to perform work.
### Branch Name
Branches represent separately run operations within your company.
### Industry Name
Industry associated with the property for the opportunity. Aspire allows you to define available Industries in the lists found under Administration.
### Initial Estimated $
Not used in Aspire.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion)
### New Appointment
The field provides an icon that, when clicked, initiates the creation of a new appointment.
### New Email
The field provides an icon that, when clicked, initiates the creation of an email message.
### New Issue
The field provides an icon that, when clicked, initiates the creation of a new issue to be tracked.
### New Task
The field provides an icon that, when clicked, initiates the creation of a new task.
### Opportunity Stage Sort
Opportunity Stages are established to define the stages of an opportunity in the following order: Pre Bid, Estimate, Propose, Won, Lost. These stages can be assigned to Opportunity statuses in the Administration Lists screen on the Opportunity Status list. This assignment allows Aspire to determine an opportunity's stage based on its status. The Opportunity Stage Sort field allows you to sort the Opportunity list by Opportunity Stage.
### Property State/Province Code
Two-digit code of the state or province of the property with which the opportunity is associated.
### Property State/Province Name
Full name of the state or province of the property with which the opportunity is associated.
## Schedule
### Account Owner Name
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned to the Property Edit screen.
### Act Hrs
The hours worked on a ticket
### Actual Occurrences
The system-generated ticket occurrence assigned to each work ticket
### Annualized Occur
The occurrence at a point in the year determined by the service schedule of a ticketed service
### Anticipated Start Date
Date on which you expect or expect to start performing work for your customer.
### Branch
Branches represent separately run operations within your company.
### Contract Year
This field is especially useful for tickets on multi-year contracts. It specifies the sequential year of the contract in which the ticket occurs. The value of this field is 1 for tickets that occur in the first year of the multi-year contract.
### Created Date
Date on which the work ticket was created.
### Future Scheduled Hours
Future hours are scheduled in visits on the Schedule Board for the work ticket.
### Hours Unsched
Total estimated hours for the work ticket less hours scheduled on the Schedule Board.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion)
### Price
Total estimated price of the work ticket.
### Property Sequence
The property sequence number is specifically used for snow removal. Sequence numbers are assigned to properties to specify the order in which properties are displayed on mobile devices for snow-removal crew members.
### Property State Province Code
Two-digit code of the state or province of the property with which the work ticket is associated.
## Schedule an Event
### Account Owner
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned on the Property screen.
### As Needed
A Service that has not yet been assigned a ticket number. It is used when necessary to create a work ticket.
### Branch
Branches represent separately run operations within your company.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion)
## Service
### Active
Specifies whether the service in the service catalog is active and can be selected when estimating an opportunity.
### Approve Ticket On Completion
Do tickets for that service require approval by an account manager or other authority when completed before invoicing? This adds a step between scheduled and complete.
### Contract Service
The checkbox, if checked, specifies that the service is contracted out.
### Display Name
Name of the service as it appears in the Estimate.
### Division Name
Profit Center associated with the service
### Equipment Taxable
The checkbox, if checked, specifies that equipment revenue is taxable for the service.
### Labor Taxable
The checkbox, if checked, specifies that labor revenue is taxable for the service.
### Material Taxable
The checkbox, if checked, specifies that revenue from the sale of materials is taxable for the service.
### Minimum Service Charge
Minimum charge Aspire will allow for the service on an estimate.
### Other Taxable
If checked, the checkbox specifies that revenue other than labor, sub, materials, or equipment is taxable for the service.
### Service Description
Description of service is defined when the service is established in the service catalog.
### Service Name
Name of the service.
### Service Name Abr
Abbreviated name of the service established in the service catalog.
### Service Type Name
Each service can be assigned a service type. You define the available service types in the Lists screen under Administration.
### Sub Taxable
The checkbox, if checked, indicates that the sub-contractor hours are taxable.
## Service Notification
### Branch
Branches represent separately run operations within your company.
### Services
The service name as defined in the service catalog
### Type
One of several system-defined categories that define the notification: Schedule Change, Status to Open, Status to Complete, Status to Scheduled, Status to Pending Approval, Status to Canceled
## Time Entry
### Branch
Branches represent separately run operations within your company.
### Distributed Time
If checked, the checkbox specifies that Aspire automatically generated the time entry to distribute drive time to a ticket.
### Pay Code
Designate a special pay rate for that time entry. Valid pay codes are set up in admin.
## Time Entry Sync Log
### Processed Block
Aspire exports groups of payroll records in logical blocks. The Processed Block field contains a unique number identifying the records block passed to your accounting system.
### Sync Error
When Aspire exports records to the accounting system, the accounting system may generate an error when trying to import the payroll records. This field shows the error message generated by the accounting system.
## Transaction List
### Check #
Contains the check # for payment transactions made by check.
## Unit Type
### Active
Specifies whether the unit type is active and can thus be associated with
## User
### Active
Specifies whether the user is active and can access the Aspire system.
## Work Ticket
##
### Account Owner Name
The person at your company responsible for all actions on a specific Property is assigned on the Property Edit screen.
### Act Hrs
The hours worked on a ticket.
### Actual Occurrence
The system-generated ticket occurrence assigned to each work ticket
### Annualized Occur
The occurrence at a point in the year determined by the service schedule of a ticketed service
### Anticipated Start Date
Date on which you expect or expect to start performing work for your customer.
### Branch
Branches represent separately run operations within your company.
### Completed Date
The date that the ticket was marked as complete.
### Contract Year
This field is especially important for multi-year contracts. It specifies the sequential year of the contract in which the ticket occurs. The value of this field is 1 for tickets that occur in the first year of the multi-year contract.
### Created Date
The date on which the work ticket was created.
### Est Hrs
Hours estimated required to complete the work ticket.
### Gross Margin
The difference between revenue and cost of goods sold divided by revenue for the work ticket is expressed as a percentage.
### Gross Profit
The difference between revenue and cost of goods sold is expressed in dollars.
### Hours Scheduled
Hours (past and future) are scheduled in visits on the Schedule Board for the work ticket.
### Hours Unsched
Total estimated hours for the work ticket less hours scheduled on the Schedule Board.
### Hours Variance Bud
Hours estimated on the work ticket are fewer hours completed based on time logged to the ticket.
### Hours Variance Sched
The total hours scheduled on the Schedule Board (past and future) minus the actual hours completed based on the time logged to the ticket.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion)
### New Issue
The field provides an icon that, when clicked, initiates the creation of a new issue to be tracked.
### On-Site Hours
Hours clocked on site excluding drive-time.
### On-Site Variance
On-site hours are subtracted from Estimated Hours.
### Percent Complete
The percent completion status of a work ticket derived from the actual versus estimated costs
### Price
Total estimated price of the work ticket.
### Property Sequence
The property sequence number is specifically used for snow removal. Sequence numbers are assigned to properties to specify the order in which they are displayed on mobile devices for snow-removal crew members.
### Property State Province Code
Two-digit code of the state or province of the property with which the work ticket is associated.
### Realize Rate
Dollars earned (realized) per hour for the work ticket based on the following formula: ([TotalRevenue] -
(([MaterialCostEst] + [EquipmentCostEst] + [SubCostEst] + [OtherCostEst] + [MaterialMarkupEst] +
[EquipmentMarkupEst] + [SubMarkupEst] +
[OtherMarkupEst]) / (1 - Net ProfitPercent]))) /
[TotalHoursEst]
### Recurring Schedule
The field displays in the list an icon that you can click to view the parameters for the recurring schedule on which the ticket is based.
### Revenue
Expected revenue for the ticket.
### Revenue/Hour (Actual)
Earned revenue per hour is based on total earned revenue divided by actual hours expended.
### Revenue/Hour (Estimate)
Expected earned revenue per hour based on estimated earned revenue divided by estimated hours expected for the work ticket.
### Revision Number
Change Orders can be added or modified on Work Orders when a revision is created for the Work Order. Each revision of the Work Order receives a sequential number. The revision number field comprises the original Work Order number with the sequence number appended, separated by a period. (i.e. 5467.1)
## Work Ticket (Generic)
### Account Owner Name
The person at your company responsible for all actions on a specific Property is assigned on the Property Edit screen.
### Act Hrs
The hours worked on a ticket.
### Act. Equipment Cost
The cost of rental equipment allocated to an opportunity
### Act. Labor Cost
The labor hours worked times the hourly cost of the employees working on that ticket.
### Act. Other Cost
The cost of other item-type catalog items is allocated to an opportunity.
### Act. Sub Cost
The cost of the subcontractors allocated to an opportunity.
### Act. Total Cost
The total of all the costs applied to a work ticket.
### Actual Occurrences
The system-generated ticket occurrence is assigned to each work ticket.
### Annualized Occur
The service schedule of a ticketed service determines the occurrence at a point in the year.
### Anticipated Start Date
Date on which you expect or expect to start performing work for your customer.
### Branch
Branches represent separately run operations within your company.
### Contract Year
This field is especially important for multi-year contracts. It specifies the year of the contract in which the ticket occurs. The value of this field is 1 for tickets that occur in the first year of the multi-year contract.
### Created Date
The date on which the work ticket was created.
### Gross Margin
The difference between revenue and cost of goods sold divided by revenue for the work ticket is expressed as a percentage.
### Gross Profit
The difference between revenue and cost of goods sold is expressed in dollars.
### Hours Scheduled
Hours (past and future) are scheduled in visits on the Schedule Board for the work ticket.
### Hours Unsched
Total estimated hours for the work ticket less hours scheduled on the Schedule Board.
### Hours Variance Bud
Hours estimated on the work ticket are fewer hours completed based on time logged to the ticket.
### Hours Variance Sched
The total hours scheduled on the Schedule Board (past and future) minus the actual hours completed based on the time logged to the ticket.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion).
### New Issue
The field provides an icon that, when clicked, initiates the creation of a new issue to be tracked.
### Property Sequence
The property sequence number is specifically used for snow removal. Sequence numbers are assigned to properties to specify the order in which properties are displayed on mobile devices for snow-removal crew members.
### Property State Province Code
Two-digit code of the state or province of the property with which the work ticket is associated.
### Revenue
Expected revenue for the ticket.
## Work Ticket (P&L Monthly)
### Account Owner Name
The person at your company is responsible for all actions conducted on a specific Property. This person is assigned to the Property Edit screen.
### Branch
Branches represent separately run operations within your company.
### Revenue Bud
Budgeted revenue for the ticket based on the opportunity estimate.
### Revenue Earned This Period
Total revenue earned for the work ticket during the time period specified in the report filters based on hours completed and materials installed compared to estimated revenue.
### Revenue Earned To Date
Total revenue earned to date for the work ticket based on hours complete and materials installed compared to estimated revenue.
## Work Ticket (P&L)
### Account Owner Name
The person at your company responsible for all actions conducted on a specific Property is assigned on the Property Edit screen.
### Actual Realize Rate
Dollars earned (realized) per hour for the work ticket based on the following formula: ([TotalRevenue] -
(([MaterialCostEst] + [EquipmentCostEst] + [SubCostEst] + [OtherCostEst] + [MaterialMarkupEst] +
[EquipmentMarkupEst] + [SubMarkupEst] +
[OtherMarkupEst]) / (1 - Net ProfitPercent]))) /
[TotalHoursEst]
### Branch
Branches represent separately run operations within your company.
### Gross Margin Act
The difference between revenue and cost of goods sold divided by revenue for the work ticket is expressed as a percentage.
### Gross Margin Est
The difference between estimated revenue and estimated cost of goods sold divided by revenue for the work ticket is expressed as a percentage.
### Invoice Amount
Amount invoiced.
### Invoice Date
Date of the invoice.
### Revenue Bud
Budgeted revenue for the ticket based on the opportunity estimate.
## Work Ticket Time Entry
### Account Owner Name
The person at your company responsible for all actions on a specific Property is assigned on the Property Edit screen.
### Act Hrs
The hours worked on a ticket.
### Actual Occurrences
The system-generated ticket occurrence assigned to each work ticket
### Annualized Occur
The occurrence at a point in the year determined by the service schedule of a ticketed service
### Anticipated Start Date
Date on which you expect or expect to start performing work for your customer.
### Branch
Branches represent separately run operations within your company.
### Contract Year
This field is especially important for multi-year contracts. It specifies the year of the contract in which the ticket occurs. The value of this field is 1 for tickets that occur in the first year of the multi-year contract.
### Created Date
The date on which the work ticket was created.
### Future Scheduled Hours
Future hours are scheduled in visits on the Schedule Board for the work ticket.
### Hours Scheduled
Hours (past and future) are scheduled in visits on the Schedule Board for the work ticket.
### Invoice Type
Type of invoice set up for the associated opportunity (One of the following: Contract Fixed Price, Contract Per Service, Contract T&M, Contract Optional, Work Order Fixed Price on Completion, Work Order Fixed Price on Payment Schedule, Work Order Fixed Price Open Billing, Work Order T&M on Completion)
### Property Sequence
The property sequence number is specifically used for snow removal. Sequence numbers are assigned to properties to specify how properties are displayed on mobile devices for snow-removal crew members.
### Property State Province Code
Two-digit code of the state or province of the property with which the work ticket is associated.
### Revenue
Expected revenue for the ticket.
## Workflow
### Branch Name
Branches represent separately run operations within your company.
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