--- title: "Aspire Search Lists" slug: "aspire-search-lists" updated: 2025-06-03T14:41:52Z published: 2025-06-03T14:41:52Z canonical: "guide.youraspire.com/aspire-search-lists" --- > ## 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 Lists - Where to Find Them Within Aspire, search lists provide a mechanism for displaying data about various types of information. They are often used to locate specific information at a given time and sometimes to create reports for reference. See the Creating Search Lists in Aspire article for additional information on creating and using search lists. This article enumerates all the search lists available within Aspire, describes the items in the search list, and provides instructions on where each list can be found. Below is a list describing available search lists and instructions explaining where to go to find them. #### Attachment Type **Represented Item:** Attachment types established from Aspire Admin. **Location in Aspire**: *Administration* > *Application* > *Lists* > *Attachment Type* #### Audit Time Entry **Represent Item:** audit records recording the creation or modification of a work ticket time allocations. **Location in Aspire:** *Scheduling* > *Weekly Time Review* > select a time entry > select *Time Entry Audit* #### Auto Expense Report **Represented Item:** Aspire provides a feature that allows work tickets for subcontracted services to automatically generate expense items when the associated work ticket is completed. This report allows users to summarize or edit existing auto expenses or add new ones to existing opportunity services. **Location in Aspire:** *Reports* > *Standard Reports* > *Sales* section > *Auto Expense* #### Back Orders **Represent Item:** Purchase receipts associated with the original purchase. **Location in Aspire:** *P**urchasing* > *Purchase Receipts* > select a purchase order containing a backorder > select three dots menu > *View Back Orders* #### Batch **Represent Item:** Purchase receipts associated with the original purchase. **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoice Batches option > Click into batch #### Branch **Represented Item:** Branches defined for the organization in Aspire Admin **Location in Aspire:** *Administration* > *Organization* > *Branches* #### Budgets **Represented Item:** Annual cost/revenue budgets defined for the organization in Aspire Admin. **Location in Aspire:** *Administration* > *Estimating* > *Budgets* #### Catalog Item Category **Represented Item**: Catalog item categories established by Aspire Admin **Location in Aspire**: *Administration* > *Application* > *Lists* > *Catalog Item Category* #### Catalog Item Price List **Represented Item:** Catalog price lists established by Aspire Admin. **Location in Aspire:** *A**dministration* > *Application* > *Lists* > *Catalog Price List* #### Certification Type **Represented Item:** Certification types established by Aspire Admin. **Location in Aspire:** *Administration* > *Application* > *Lists* > *Certification Types* #### Client Management **Represented Item:** Per property, summarizes contract losses, new contracts, or upsell work orders during a specified period defined for a KPI. **Location in Aspire:** *Dashboard* > *KPI Section* > select any *Client Management KPI* > select on the chart #### Companies **Represented Item:** Companies with which contacts may be associated **Location in Aspire:** *Administration* > *Configuration* > *Company* #### Competitor **Represented Item:** Industry Competitors **Location in Aspire:** *Administration* > *Application* > *Lists* > *Competitors* #### Completed Labor Efficiency **Represented Item:** Per property summarizes hours estimated, scheduled, and completed during a specified period defined for a KPI. **Location in Aspire:** *Dashboard* > *KPI* section > a *Completed Labor Efficiency KPI* > select *Chart*. #### Completed Work Tickets **Represented Item:** Work tickets represented by the selected number on the completed work tickets report. **Location in Aspire:** *Reports* > *Completed Work Profit and Loss Report* > select a row in the revenue or expenses section #### Completed Work Tickets (Opportunities Screen) **Represented Item:** Work tickets represented by the selected number on the report **Location in Aspire:** *Opportunities* > select an opportunity > select ellipses (three dots)menu > *Job Reports* #### Construction WIP Adjustments **Represented Item:** List of work order opportunities with associated costs to complete. **Location in Aspire:** *R**eports* > *Standard Report* > *Production* section > *Construction WIP Adjustments* #### Contact Type **Represented Item:** Contact type created by an Admin in Aspire. **Location in Aspire:** *Administration* > *Application* > *Lists* > select *Contact Type* #### #### Contacts **Represented Item:** Individuals with a contact record in Aspire. **Location in Aspire:** *Main Menu* > *Contacts* #### Contract Renewals **Represented Item:** Contracts that are due for renewal, including contracts that have been renewed. Contracts become due for renewal 45 days after their start date. **Location in Aspire:** *Reports* > *Standard Reports* tab > *Sales* section > *Contract Renewals* #### Credit Memos **Represented Item:** Credit Memos **Location in Aspire:** *Reports* > *End of Month Report* > locate *Credit Memos* section in report > select a dollar value. #### Create Back Order **Represented Item**: Items on the purchase receipt that can be partially ordered. **Location in Aspire***: Purchasing* > *Purchase Receipts* option > select a *purchase receipt* > *Options* (lower right corner) > *Receive Partial* option #### Deposits **Represented Item:** Individual bank deposits **Location in Aspire:** *Invoicing* > *Deposits* #### Depreciation Report **Represented Item:** Equipment that experienced depreciation during the reporting period. **Location in Aspire:** *Equipment* > *Depreciation Report* #### Devices **Represented Item:** Aspire device registrations **Location in Aspire:** *Administration* > *Application* > *Devices* #### Districts **Represented Item:** Districts defined for the organization in Aspire Admin. **Location in Aspire:** *Administration* > *Organization* > *Districts* #### Division **Represented Item:** Divisions established from Aspire Admin**.** **Location in Aspire:** *Administration* > *Application* > *Lists*> *Divisions* #### Electronic Payments Log **Represented Item:** Electronic Payments **Location in Aspire:** *I**nvoicing* > *Electronic Payments Log* #### Employee Clock Time Report **Represented Item:** List of employees or subcontractors and whether they have clock time during the prior seven days. **Location in Aspire:** *Reports* > *Standard Report* > *Employee Clock Time* #### Employee Incident Type **Represented Item:** Employee incident types established from Aspire Admin. **Location in Aspire:** *Administration* > *Application* > *Lists* > *Employee Incident Type* #### Employee Incidents **Represented Item:** Employee incidents recorded in Aspire **Location in Aspire:** *Reports* > *Standard Report* tab > *Drill Down Reports* section > *Employee Incidents* #### Employees **Represented Item:** Contacts of type *Employee* **Location in Aspire:** *Scheduling* > *Schedule Board* screen > right-click on a day > select *Open Time Entry* > *Time Entry* screen > add icon #### Equipment **Represented Item:** Equipment items **Location in Aspire:** *Equipment* #### Equipment Classes **Represented Item:** Equipment class defined in Aspire Admin **Location in Aspire:** *Administration* > *Equipment* > *Classes* #### Equipment Disposal Reasons **Represented Item:** Equipment disposal reasons defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Disposal Reason* #### Equipment Maintenance Due **Represented Item:** Equipment maintenance services due based on equipment service schedules. **Location in Aspire:** *Equipment* > *Maintenance Due* #### Equipment Manufacturers **Represented Item:** Equipment manufacturers defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Manufacturers* #### Equipment Models **Represented Item:** Equipment models defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Models* #### Equipment Reading Logs **Represented Item:** Equipment meter readings recorded. **Location in Aspire:** *Equipment* > *Reading Logs* #### Equipment Service Logs **Represented Item:** Equipment service log entries. **Location in Aspire:** *Equipment* > *Service Log* #### Equipment Service Tags **Represented Item:** Equipment service tags defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Service Tags* #### Equipment Sizes **Represented Item:** Equipment sizes defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Sizes* #### Estimate Custom Columns **Represented Item:** Custom columns are available on the Estimate screen as defined in Aspire Admin. **Location in Aspire:** *Administration* > *Estimating* > *Estimates Custom Column* #### Event Types Event Types (no title displayed on screen) **Represented Item:** Event types established from Aspire Admin. **Location in Aspire:** *Administration* > *Application* > *Lists* > *Event Type* #### Events **Represented Item:** Listed of logged events. **Location in Aspire:** *Invoicing* > *Log Event* #### Expense Work Tickets **Represented Item:** Work tickets are represented by the selected number on the report. **Location in Aspire:** *Reports* > *Profit & Loss Monthly* > select a number in the *Revenue*, *Material,* *Equip, Sub,* or *Other* column #### Forecast Budget **Represented Item:** Summarizes anticipated revenue and labor cost based on annual budget split by division and item type **Location in Aspire:** *Dashboard* > *KPI* section > any *Forecast* report > select the *Revenue* or *Budget* bar #### Forecast Labor **Represented Item:** Summarizes estimated labor cost per opportunity during the period specified by the KPI. **Location in Aspire:** *Dashboard* > *KPI* section > any *Forecast* report > select the *Labor* bar #### Forecast Revenue **Represented Item:** Summarizes estimated revenue per opportunity during the period specified by the KPI. **Location in Aspire:** *Dashboard* > *KPI* section > any *Forecast* report > select the *Revenue* bar #### Forms **Represented Item:** mTime Forms defined in Aspire Admin. **Location in Aspire:** *Administration* > *Application* > *Custom Forms* #### Fuel Cost **Represented Item:** Fuel Consumption/Cost by Equipment **Location in Aspire:** *Equipment* > *Fuel Costs* #### Fuel Rates **Represented Item:** Establish fuel costs by branch. **Location in Aspire:** *Equipment* > *Fuel Rates* #### Industry **Represented Item:** Industries created by an admin in Aspire. **Location in Aspire:** *Administration* > *Application* > *Lists* > *Industry* #### Inventory Adjustments **Represented Item:** Adjustments to inventory quantities during the period specified on the *End of Month Report*. **Location in Aspire:** *Reports* > *End of Month* report > *Inventory* tab > *Job Inventory Materials* > select line #### Inventory Allocations **Represented Item:** Each line represents the inventory level for items in the item catalog marked as Inventory Items**.** **Location in Aspire:** *Purchasing* > *Inventory* #### Inventory Cost Adjustments **Represented Item:** Adjustments to item costs for inventory items during the period specified on the End of Month Report. **Location in Aspire**: Reports icon in the Aspire Navigation Bar > End of Month Report > Inventory tab > locate Inventory Catalog Cost Changes section > Click on line. #### Inventory Variance **Represented Item**: Items whose purchase cost differed from the catalog item cost during the period specified on the End of Month Report. **Location in Aspire**: Reports icon in the Aspire Navigation Bar > End of Month Report > Inventory tab > locate Purchase Cost Differs from Item Catalog section > Click on line #### Invoice **Represented Item:** Invoices created in Aspire **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoices option #### Invoice Payments #### Invoice (Payment Tab) **Represented Item:** Payments made on the selected invoice **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoices option > select an invoice > Payments tab #### Invoice Adjustments **Represented Item:** Adjustments to invoices **Location in Aspire: R**eports icon in the Aspire Navigation Bar > End of Month Report > locate Invoice Adjustments section on the Revenue tab in report > Click into dollar value #### Invoice Batches #### **Represented Item:** Invoice batches **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoice Batches option #### Invoice Electronic Payments **Represented Items:** Electronic payments for a specific invoice **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoices option > Select Invoice option > Electronic Payments tab #### Invoice Revenue **Represented Item:** Invoices represented by the invoice amount that was clicked into on the Revenue tab of the End of Month Report **Location in Aspire:** Reports icon in the Aspire Navigation Bar > End of Month Report > locate Invoices section in report > Click into dollar value #### Invoices **Represented Item:** Invoices created in Aspire **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoices option #### Invoicing Assistant **Represented Item:** Recommendations for the creation of invoices based on won opportunities **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoicing Assistant option #### Issue List **Represented Item:** Types of issues established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Issue List option #### Items **Represented Item:** Individual items in the item catalog (material, labor, sub, equipment, other) established in Aspire Admin. **Location in Aspire:** Administration screen > Manage Items icon under Estimating #### Job Status **Represented Item****:** Job statuses displayed in Aspire. These names can be modified, but the records cannot be removed. **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Job Status option #### Lead Source **Represented Item:** Lead sources established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Lead Source option #### #### Locality **Represented Item:** Localities (usually counties) in Aspire define where employees work for the purposes of calculating W2 withholding for payroll taxes. **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select list type of Locality #### Mobile Forms Report #### **Represented Item:** Show values collected for a specific version of a mobile form. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Mobile Forms Report #### Operations Scorecard Service Type **Represented Item:** Work tickets represented by the selected number on the report **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Operations Scorecard > Click on a service row #### Opportunities **Represented Item:** Opportunities **Location in Aspire:** Opportunity icon in the Aspire Navigation Bar #### Opportunity Service Report **Represented Item:** Services contained in estimates on opportunities **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Reports tab > Drill Down Reports section Opportunity Service Report #### Opportunity Stage **Represented Item:** Opportunity stages established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Opportunity Stage option #### Opportunity Status **Represented Item:** Opportunity statuses established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Opportunity Status option #### Opportunity Templates **Represented Item:** Opportunity templates **Location in Aspire:** Administration screen > Manage Opportunity Templates icon under Estimating #### Overhead Recovery Budget **Represented Item:** Summarizes the budget estimates by year and by branch that comprise the Budget Bar in the associated KPI chart. **Location in Aspire:** Home screen > KPI Section > Any Overhead Recovery Report > Click on Budget bar #### Overhead Recovery - Projected **Represented Item:** Summarizes the budget estimates by year and by branch that comprise the Budget Bar in the associated KPI chart. **Location in Aspire:** Home screen > KPI Section > Any Overhead Recovery Report > Click on Budget bar #### Pay Code **Represented Item:** Pay codes established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Pay Code option #### Pay Schedule **Represented Item:** Pay schedules established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Pay Schedule option #### Payment Category **Represented Item:** Payment categories established from Aspire Admin **Location in Aspire:** Administration screen ➔ Manage Lists icon under Application ➔ Select Payment Category option #### Payment Terms **Represented Item:** Payment Terms established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Payment Terms option #### Payments (Customer) **Represented Item:** Customer payments recorded in Aspire **Location in Aspire: I**nvoice icon in the Aspire Navigation Bar > Payments option #### Payments (Customer) **Represented Item:** Customer payments represented by the line drilled into on the Tax Jurisdiction Report. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Reports tab >Tax Entity Report > Click into dollar amount on right half of report. #### Profit & Loss - Budget **Represented Item:** Summarizes budgeted revenue, labor cost, direct cost and gross profit for work tickets during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Budget bar (blue) for revenue, labor or gross margin $ #### Profit & Loss - Earned Revenue Actual **Represented Item:** Summarizes earned revenue for work tickets by division and service during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for earned revenue #### Profit & Loss - Gross Margin Actual **Represented Item:** Summarizes actual gross margin for work tickets by division and service during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for revenue, labor or gross margin $ #### Profit & Loss - Invoiced Revenue Actual **Represented Item:** Summarizes invoiced revenue for work tickets by division and service during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for invoiced revenue #### Profit & Loss - Labor Actual **Represented Item:** Summarizes labor hours and cost for work tickets by division, property, and service during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for labor #### Properties **Represented Item:** Properties established in Aspire **Location in Aspire:** Properties icon in the Aspire Navigation Bar #### Property Client Budget (no title displayed on screen) **Represented Item:** Work order opportunities for the property **Location in Aspire:** Properties icon in the Aspire Navigation Bar > Select a property > Report icon (upper right) > Client Budget option > Click into number for a work order (not a contract) #### Property Group **Represented Item:** Property groups established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Property Group option #### Property Opportunities (Embedded in Prpoerty Overview screen) **Represented Item:** Opportunities for the property **Location in Aspire:** Properties in the Aspire Navigation Bar icon > Select a Property > Search list appears about half-way down the screen #### Property Route Assignment **Represented Item:** Summarize the assignment of properties to routes as defined on the Property tab of the Route screen. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Reports tab > Drill Down Reports section Property Route Assignments Report #### Property Status **Represented Item:** Account receivables list of invoices with associated payments and credit memos **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > A/R Aging List #### Purchase Receipt Work Tickets (no title displayed on screen) **Represented Items:** Work tickets **Location in Aspire:** Purchasing icon in the Aspire Navigation Bar > Purchase Receipts option > Select a purchase receipt > Purchase Receipt screen > Work Ticket Search icon #### Purchase Receipts **Represented Item:** Purchase receipts created in Aspire **Location in Aspire:** Purchasing icon in the Aspire Navigation Bar > Purchase Receipt option #### Purchasing Assistant **Represented Item:** Recommended purchases based on materials included in opportunity estimates **Location in Aspire:** Purchasing icon in the Aspire Navigation Bar > Purchasing Assistant option #### Receipt Status **Represented Item:** Activity (email, issue, task or appointment) **Location in Aspire:** Home screen > Search Activities icon in To Do List section #### Regions **Represented Item:** Regions defined for the organization in Aspire Admin **Location in Aspire:** Administration screen > Manage Regions icon under Organization #### Report **Represented Item:** Invoice, payment, and credit transactions for the property **Location in Aspire:** Property icon in the Aspire Navigation Bar > Select a property > Report icon (upper right) > Transaction List option #### Reports **Represented Item:** Reports saved by the user currently logged in **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Favorite Reports tab #### Revenue Over Under **Represented Item:** Opportunities matching the over/under value drilled into for which the earned revenue does not match invoiced revenue **Location in Aspire:** Reports icon in the Aspire Navigation Bar > End of Month Report > locate Over/Under section on Revenue tab in report > Click into dollar value #### Revenue Variance **Represented Item:** Revenue variance records generated by Aspire. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > End of Month Report > locate Revenue Variance section on Revenue tab in report > Click into dollar value #### Routes **Represented Item:** Routes created in Aspire **Location in Aspire:** Administration screen > Manage Routes icon under Scheduling #### Sales Commission **Represented Item:** Invoices for each opportunity upon which sales commissions can be based **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Sales Commission #### Sales Score Card **Represented Item:** Displays the opportunities used to calculate estimated and actual scorecard values. **Location in Aspire:** Employee Contact > Scorecards section > Drill into scorecard > Select the numeric hyperlink in the Closed Actual column #### Sales Type **Represented Item:** Define Activity Categories **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Activity Category option #### Schedule an Event **Represented Item:** Opportunity Services **Location in Aspire:** Scheduling icon in the Aspire Navigation Bar > Scheduling option > Schedule Board screen > Bulk Actions icon > Schedule an Event option #### Schedule Work Tickets #### **Represented Item:** Work tickets **Location in Aspire:** Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Show Work Tickets icon in lower right-hand corner #### Score Card Detail **Represented Item:** List of opportunities that comprise the value of proposed sales that was selected on the sales scorecard **Location in Aspire:** Contacts icon in the Aspire Navigation Bar > Select contact (must be a user for whom a sales scorecard has been established) > Contact screen > Scorecard tab > Drill into a scorecard in the list > Click into a number on the Proposed Actual column #### Select Attachment **Represented Item:** Existing attachments on emails, issues, opportunities and properties **Location in Aspire:** Home screen > Click Bar in the graph under Customer Issues > Click one of the Issues > Find Old Attachments icon #### Services **Represented Item:** Services established in Aspire Admin **Location in Aspire:** Administration screen ➔ Manage Services icon under Estimating #### Services **Represented Item:** Work tickets that comprise the number value clicked **Location in Aspire:** Properties icon in the Aspire Navigation Bar > Select a property > Select the More ink to the right of the next visit link > Full Property Wizard screen > Click on one of the service or division numbers #### Site Audit Categories **Represented Item:** Site audit categories established from Aspire Admin **Location in Aspire:** Administration screen > Manage Site Audit Categories icon under Scheduling #### Site Audit Types **Represented Item:** Site audit types established from Aspire Admin **Location in Aspire:** Administration screen > Manage Service Notifications icon under Scheduling #### Site Audits **Represented Item:** Site audits for the selected property **Location in Aspire:** Properties in the Aspire Navigation Bar icon > Select a Property > Previous Site Audit hyperlink (middle left of the page) #### Site Audits **Represented Item:** Site Audit **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Site Audits #### Swap Work Ticket Costs **Represented Item:** Work tickets **Location in Aspire:** Scheduling icon > Schedule Board screen > Right Click on day > Open Time Entry option > Time Entry screen > Left click on a ticket link > Swap Ticket Cost option #### Tag **Represented Item:** Define available tags for properties, contacts, and opportunities **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select list type of Tag #### Takeoff Group **Represented Item:** Advanced Search Formulas established in Aspire Admin **Location in Aspire:** Administration screen > Manage Advanced Search Formulas icon under Application #### Tax Entity **Represented Item:** Creation or modification of clock in/out entries for the selected employee **Location in Aspire:** Scheduling icon in the Aspire Navigation Bar > Schedule Board > Weekly Time Review icon > Click a time entry > Select Clock Time Audit option #### Tax Jurisdiction **Represented Item:** Tax jurisdictions established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Tax Jurisdiction option #### Time Entry **Represented Item:** Work ticket employee time allocations to jobs **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Time Entry #### Time Entry Sync Log **Represented Item:** Record of all time entry transactions transmitted from Aspire to QuickBooks during the selected synchronization instance **Location in Aspire:** Only available for Aspire systems set up to export to QuickBooks Desktop by properly integrating with QuickBooks Web Connector. Scheduling Board > Weekly Time Review > View sync Summary link (the system must be set up for export to the accounting system) > Click on the Sync Summary entry for which you want to view additional details. #### Time Entry Sync Summary **Represented Item:** Record of synchronization attempts between Aspire and your accounting system **Location in Aspire:** Only available for Aspire systems set up to export to QuickBooks Desktop by properly integrating with QuickBooks Web Connector. Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Weekly Time Review icon > Weekly Time Review screen > View Sync Summary link (upper right corner, but only if your system is set up for export to the accounting system) #### Time Entry Work Tickets (no title displayed on screen) **Represented Item:** Work tickets **Location in Aspire:** Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Right click on day > Open Time Entry option > Search All icon under the ticket list #### Unit Type **Represented Item:** Measurement unit types as established in Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select list type of Unit Type #### Users **Represented Item:** Aspire system users **Location in Aspire:** Administration screen > Manages Users icon under Application #### Vendor **Represented Items:** Vendors providing materials and services as defined in Aspire Admin or imported from the accounting system **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select list type of Vendor #### Weather Events **Represented Item:** Weather events as defined on the Events screen available from the Log Event option in the Invoice icon of the Aspire Navigation Bar **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Weather Events #### Weekly Time Review **Represented Item**: Row for each week of time. For this search list it is essential that the list be grouped by Employee Display Name (the default) **Location in Aspire:** Scheduling icon > Schedule Board screen > Weekly Time Review icon #### Work in Progress Report **Represented Item:** This drill-down report supports the analysis of work in progress during a specified time. It is accessed from the Reports screen. The search list returns unique records by opportunity, invoice type, branch, and division, showing the breakdown of cost and revenue incurred across these categories over the specified time period. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work in Progress #### Work Ticket Notifications **Represented Item:** Service notifications established in Aspire Admin determining conditions under which Aspire sends automatic notifications **Location in Aspire:** Administration screen > Manage Service Notifications icon under Scheduling #### Work Ticket Status **Represented Item:** Clock in/out entries for the selected employee **Location in Aspire**: Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Weekly Time Review icon > Weekly Time Review screen > Click on time value > Select Clock Time Audit option #### Work Ticket Transactions **Represented Item:** Work ticket visits **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work Ticket Transaction #### Work Ticket Visits **Represented Item:** Work ticket visits **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work Ticket Visits #### Work Tickets **Represented Item:** Work tickets **Location in Aspire:** Work Tickets icon #### Workers Compensation (no title displayed on screen) **Represented Item:** Workers compensation types established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Workers Compensation option #### Workflow **Represented Item:** Workflows established in Aspire Admin **Location in Aspire:** Administration screen > Manage Workflow icon under Estimating **Represented Item:** Attachment types established from Aspire Admin. **Location in Aspire**: *Administration* > *Application* > *Lists* > *Attachment Type* **Represented Item:** Aspire provides a feature that allows work tickets for subcontracted services to automatically generate expense items when the associated work ticket is completed. This report allows users to summarize or edit existing auto expenses or add new ones to existing opportunity services. **Location in Aspire:** *Reports* > *Standard Reports* > *Sales* section > Auto Expense **Represented Item:** Industry Competitors **Location in Aspire:** *Administration* > *Application* > *Lists* > *Competitors* **Represented Item:** Per property summarizes hours estimated, scheduled, and completed during a specified period defined for a KPI. **Location in Aspire:** *Dashboard* > *KPI* section > a *Completed Labor Efficiency KPI* > select *Chart*. Completed Work Tickets (Opportunity screen) **Represented Item:** Work tickets represented by the selected number on the report **Location in Aspire:** *Opportunities* > select an opportunity > select ellipses (three dots)menu > *Job Reports* **Represented Item:** List of work order opportunities with associated costs to complete. **Location in Aspire:** *R**eports* > *Standard Report* > *Production* section > *Construction WIP Adjustments* **Represented Item:** Contact type created by an Admin in Aspire. **Location in Aspire:** *Administration* > *Application* > *Lists* > select *Contact Type* **Represented Item:** Individuals with a contact record in Aspire. **Location in Aspire:** *Main Menu* > *Contacts* **Represented Item:** Contracts that are due for renewal, including contracts that have been renewed. Contracts become due for renewal 45 days after their start date. **Location in Aspire:** *Reports* > *Standard Reports* tab > *Sales* section > *Contract Renewals* **Represented Item**: Items on the purchase receipt that can be partially ordered. **Location in Aspire***: Purchasing* > *Purchase Receipts* option > select a *purchase receipt* > *Options* (lower right corner) > *Receive Partial* option **Represented Item:** Individual bank deposits **Location in Aspire:** *Invoicing* > *Deposits* **Represented Item:** Equipment that experienced depreciation during the reporting period. **Location in Aspire:** *Equipment* > *Depreciation Report* **Represented Item:** Aspire device registrations **Location in Aspire:** *Administration* > *Application* > *Devices* **Represented Item:** Districts defined for the organization in Aspire Admin. **Location in Aspire:** *Administration* > *Organization* > *Districts* **Represented Item:** Divisions established from Aspire Admin**.** **Location in Aspire:** *Administration* > *Application* > *Lists*> *Divisions* **Represented Item:** Electronic Payments **Location in Aspire:** *I**nvoicing* > *Electronic Payments Log* **Represented Item:** List of employees or subcontractors and whether they have clock time during the prior seven days. **Location in Aspire:** *Reports* > *Standard Report* > *Employee Clock Time* **Represented Item:** Employee incidents recorded in Aspire **Location in Aspire:** *Reports* > *Standard Report* tab > *Drill Down Reports* section > *Employee Incidents* **Represented Item:** Contacts of type *Employee* **Location in Aspire:** *Scheduling* > *Schedule Board* screen > right-click on a day > select *Open Time Entry* > *Time Entry* screen > add icon **Represented Item:** Equipment items **Location in Aspire:** *Equipment* > *Equipment* **Represented Item:** Equipment class defined in Aspire Admin **Location in Aspire:** *Administration* > *Equipment* > *Classes* **Represented Item:** Equipment maintenance services due based on equipment service schedules. **Location in Aspire:** *Equipment* > *Maintenance Due* **Represented Item:** Equipment manufacturers defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Manufacturers* **Represented Item:** Equipment models defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Models* **Represented Item:** Equipment meter readings recorded. **Location in Aspire:** *Equipment* > *Reading Logs* **Represented Item:** Equipment service log entries. **Location in Aspire:** *Equipment* > *Service Log* **Represented Item:** Equipment service tags defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Service Tags* **Represented Item:** Equipment sizes defined in Aspire Admin. **Location in Aspire:** *Administration* > *Equipment* > *Sizes* **Represented Item:** Custom columns are available on the Estimate screen as defined in Aspire Admin. **Location in Aspire:** *Administration* > *Estimating* > *Estimates Custom Column* Event Types (no title displayed on screen) **Represented Item:** Event types established from Aspire Admin. **Location in Aspire:** *Administration* > *Application* > *Lists* > *Event Type* **Represented Item:** Listed of logged events. **Location in Aspire:** *Invoicing* > *Log Event* **Represented Item:** Work tickets represented by the selected number on the report. **Location in Aspire:** *Reports* > *Profit & Loss Monthly* > select a number in the *Revenue*, *Material,**Equip, Sub,* or *Other* column **Represented Item:** Summarizes anticipated revenue and labor cost based on annual budget split by division and item type **Location in Aspire:** *Dashboard* > *KPI* section > any *Forecast* report > select the *Revenue* or *Budget* bar **Represented Item:** Summarizes estimated labor cost per opportunity during the period specified by the KPI. **Location in Aspire:** *Dashboard* > *KPI* section > any *Forecast* report > select the *Labor* bar **Represented Item:** Summarizes estimated revenue per opportunity during the period specified by the KPI. **Location in Aspire:** *Dashboard* > *KPI* section > any *Forecast* report > select the *Revenue* bar **Represented Item:** mTime Forms defined in Aspire Admin. **Location in Aspire:** *Administration* > *Application* > *Custom Forms* **Represented Item:** Fuel Consumption/Cost by Equipment **Location in Aspire:** *Equipment* > *Fuel Costs* **Represented Item:** Establish fuel costs by branch. **Location in Aspire:** *Equipment* > *Fuel Rates* **Represented Item:** Industries created by an admin in Aspire. **Location in Aspire:** *Administration* > *Application* > *Lists* > *Industry* **Represented Item:** Adjustments to inventory quantities during the period specified on the *End of Month Report*. **Location in Aspire:** *Reports* > *End of Month* report > *Inventory* tab > *Job Inventory Materials* > select line **Represented Items:** Electronic payments for a specific invoice **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoices option > Select Invoice option > Electronic Payments tab **Represented Item:** Invoices represented by the invoice amount that was clicked into on the Revenue tab of the End of Month Report **Location in Aspire:** Reports icon in the Aspire Navigation Bar > End of Month Report > locate Invoices section in report > Click into dollar value **Represented Item:** Invoices created in Aspire **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoices option **Represented Item:** Recommendations for the creation of invoices based on won opportunities **Location in Aspire:** Invoice icon in the Aspire Navigation Bar > Invoicing Assistant option **Represented Item:** Types of issues established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Issue List option **Represented Item:** Individual items in the item catalog (material, labor, sub, equipment, other) established in Aspire Admin. **Location in Aspire:** Administration screen > Manage Items icon under Estimating **Represented Item****:** Job statuses displayed in Aspire. These names can be modified, but the records cannot be removed. **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Job Status option **Represented Item:** Lead sources established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Lead Source option **Represented Item:** Localities (usually counties) in Aspire define where employees work for the purposes of calculating W2 withholding for payroll taxes. **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select list type of Locality **Represented Item:** Show values collected for a specific version of a mobile form. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Mobile Forms Report **Represented Item:** Work tickets represented by the selected number on the report **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Operations Scorecard > Click on a service row **Represented Item:** Opportunities **Location in Aspire:** Opportunity icon in the Aspire Navigation Bar **Represented Item:** Services contained in estimates on opportunities **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Reports tab > Drill Down Reports section Opportunity Service Report **Represented Item:** Opportunity stages established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Opportunity Stage option **Represented Item:** Opportunity statuses established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Opportunity Status option **Represented Item:** Opportunity templates **Location in Aspire:** Administration screen > Manage Opportunity Templates icon under Estimating **Represented Item:** Summarizes the budget estimates by year and by branch that comprise the Budget Bar in the associated KPI chart. **Location in Aspire:** Home screen > KPI Section > Any Overhead Recovery Report > Click on Budget bar **Represented Item:** Summarizes the budget estimates by year and by branch that comprise the Budget Bar in the associated KPI chart. **Location in Aspire:** Home screen > KPI Section > Any Overhead Recovery Report > Click on Budget bar **Represented Item:** Pay codes established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Pay Code option **Represented Item:** Pay schedules established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Pay Schedule option **Represented Item:** Payment categories established from Aspire Admin **Location in Aspire:** Administration screen ➔ Manage Lists icon under Application ➔ Select Payment Category option **Represented Item:** Payment Terms established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Payment Terms option **Represented Item:** Customer payments recorded in Aspire **Location in Aspire: I**nvoice icon in the Aspire Navigation Bar > Payments option **Represented Item:** Summarizes budgeted revenue, labor cost, direct cost and gross profit for work tickets during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Budget bar (blue) for revenue, labor or gross margin $ **Represented Item:** Summarizes earned revenue for work tickets by division and service during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for earned revenue **Represented Item:** Summarizes actual gross margin for work tickets by division and service during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for revenue, labor or gross margin $ **Represented Item:** Summarizes invoiced revenue for work tickets by division and service during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for invoiced revenue **Represented Item:** Summarizes labor hours and cost for work tickets by division, property, and service during the period specified by the KPI. **Location in Aspire:** Home screen > KPI Section > Any Profit & Loss Report > Click on Actual bar (green) for labor **Represented Item:** Properties established in Aspire **Location in Aspire:** Properties icon in the Aspire Navigation Bar **Represented Item:** Work order opportunities for the property **Location in Aspire:** Properties icon in the Aspire Navigation Bar > Select a property > Report icon (upper right) > Client Budget option > Click into number for a work order (not a contract) **Represented Item:** Property groups established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Property Group option **Represented Item:** Opportunities for the property **Location in Aspire:** Properties in the Aspire Navigation Bar icon > Select a Property > Search list appears about half-way down the screen **Represented Item:** Summarize the assignment of properties to routes as defined on the Property tab of the Route screen. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Reports tab > Drill Down Reports section Property Route Assignments Report **Represented Item:** Account receivables list of invoices with associated payments and credit memos **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > A/R Aging List **Represented Items:** Work tickets **Location in Aspire:** Purchasing icon in the Aspire Navigation Bar > Purchase Receipts option > Select a purchase receipt > Purchase Receipt screen > Work Ticket Search icon **Represented Item:** Purchase receipts created in Aspire **Location in Aspire:** Purchasing icon in the Aspire Navigation Bar > Purchase Receipt option **Represented Item:** Recommended purchases based on materials included in opportunity estimates **Location in Aspire:** Purchasing icon in the Aspire Navigation Bar > Purchasing Assistant option **Represented Item:** Activity (email, issue, task or appointment) **Location in Aspire:** Home screen > Search Activities icon in To Do List section **Represented Item:** Invoice, payment, and credit transactions for the property **Location in Aspire:** Property icon in the Aspire Navigation Bar > Select a property > Report icon (upper right) > Transaction List option **Represented Item:** Reports saved by the user currently logged in **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Favorite Reports tab **Represented Item:** Opportunities matching the over/under value drilled into for which the earned revenue does not match invoiced revenue **Location in Aspire:** Reports icon in the Aspire Navigation Bar > End of Month Report > locate Over/Under section on Revenue tab in report > Click into dollar value **Represented Item:** Revenue variance records generated by Aspire. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > End of Month Report > locate Revenue Variance section on Revenue tab in report > Click into dollar value **Represented Item:** Routes created in Aspire **Location in Aspire:** Administration screen > Manage Routes icon under Scheduling **Represented Item:** Invoices for each opportunity upon which sales commissions can be based **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Sales Commission **Represented Item:** Define Activity Categories **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Activity Category option **Represented Item:** Opportunity Services **Location in Aspire:** Scheduling icon in the Aspire Navigation Bar > Scheduling option > Schedule Board screen > Bulk Actions icon > Schedule an Event option **Represented Item:** List of opportunities that comprise the value of proposed sales that was selected on the sales scorecard **Location in Aspire:** Contacts icon in the Aspire Navigation Bar > Select contact (must be a user for whom a sales scorecard has been established) > Contact screen > Scorecard tab > Drill into a scorecard in the list > Click into a number on the Proposed Actual column **Represented Item:** Existing attachments on emails, issues, opportunities and properties **Location in Aspire:** Home screen > Click Bar in graph under Customer Issues > Click one of the Issues > Find Old Attachments icon **Represented Item:** Services established in Aspire Admin **Location in Aspire:** Administration screen ➔ Manage Services icon under Estimating **Represented Item:** Site audit categories established from Aspire Admin **Location in Aspire:** Administration screen > Manage Site Audit Categories icon under Scheduling **Represented Item:** Site audits for the selected property **Location in Aspire:** Properties in the Aspire Navigation Bar icon > Select a Property > Previous Site Audit hyperlink (middle left of the page) **Represented Item:** Site Audit **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Site Audits **Represented Item:** Work tickets **Location in Aspire:** Scheduling icon > Schedule Board screen > Right Click on day > Open Time Entry option > Time Entry screen > Left click on a ticket link > Swap Ticket Cost option **Represented Item:** Define available tags for properties, contacts and opportunities **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select list type of Tag **Represented Item:** Advanced Search Formulas established in Aspire Admin **Location in Aspire:** Administration screen > Manage Advanced Search Formulas icon under Application **Represented Item:** Creation or modification of clock in/out entries for the selected employee **Location in Aspire:** Scheduling icon in the Aspire Navigation Bar > Schedule Board > Weekly Time Review icon > Click a time entry > Select Clock Time Audit option **Represented Item:** Tax jurisdictions established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Tax Jurisdiction option **Represented Item:** Work ticket employee time allocations to jobs **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Time Entry **Represented Item:** Record of all time entry transactions transmitted from Aspire to QuickBooks during the selected synchronization instance **Location in Aspire:** Only available for Aspire systems set up to export to QuickBooks Desktop by properly integrating with QuickBooks Web Connector. Scheduling Board > Weekly Time Review > View sync Summary link (the system must be set up for export to the accounting system) > Click on the Sync Summary entry for which you want to view additional details. **Represented Item:** Work tickets **Location in Aspire:** Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Right click on day > Open Time Entry option > Search All icon under the ticket list **Represented Item:** Measurement unit types as established in Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select list type of Unit Type **Represented Item:** Aspire system users **Location in Aspire:** Administration screen > Manages Users icon under Application **Represented Items:** Vendors providing materials and services as defined in Aspire Admin or imported from the accounting system **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select list type of Vendor **Represented Item:** Weather events as defined on the Events screen available from the Log Event option in the Invoice icon of the Aspire Navigation Bar **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Weather Events **Represented Item**: Row for each week of time. For this search list it is essential that the list be grouped by Employee Display Name (the default) **Location in Aspire:** Scheduling icon > Schedule Board screen > Weekly Time Review icon **Represented Item:** This drill-down report supports the analysis of work in progress during a specified time. It is accessed from the Reports screen. The search list returns unique records by opportunity, invoice type, branch, and division, showing the breakdown of cost and revenue incurred across these categories over the specified time period. **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work in Progress **Represented Item:** Service notifications established in Aspire Admin determining conditions under which Aspire sends automatic notifications **Location in Aspire:** Administration screen > Manage Service Notifications icon under Scheduling **Represented Item:** Clock in/out entries for the selected employee **Location in Aspire**: Scheduling icon in the Aspire Navigation Bar > Schedule Board screen > Weekly Time Review icon > Weekly Time Review screen > Click on time value > Select Clock Time Audit option **Represented Item:** Work ticket visits **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work Ticket Transaction **Represented Item:** Work ticket visits **Location in Aspire:** Reports icon in the Aspire Navigation Bar > Standard Report tab > Drill Down Reports section > Work Ticket Visits **Represented Item:** Work tickets **Location in Aspire:** Work Tickets icon **Represented Item:** Workers compensation types established from Aspire Admin **Location in Aspire:** Administration screen > Manage Lists icon under Application > Select Workers Compensation option **Represented Item:** Workflows established in Aspire Admin **Location in Aspire:** Administration screen > Manage Workflow icon under Estimating