Creating Indirect Opportunities

Purpose  

In order to have the indirect services available in Aspire Mobile and Time Entry, an indirect opportunity must be created. You will create one opportunity per branch in order to make indirect/overhead work tickets available in the Aspire Mobile app.

Workflow of the Overall Process

Step 1: Create Indirect Properties

⬇️

Step 2: Review and Create Indirect Services

⬇️

Step 3: Create Indirect Opportunities (This article)

Creating Indirect Opportunities

• Navigate to the Properties module on the blue side menu.

• Search for your indirect property and click into the property to view the property record.

📌 Note: If you do not have an Indirect Property, click here to learn more!

• In the indirect property record, click New Opportunity.

• Then click New Contract.

• Name your new opportunity Indirect Services.

• Select Fixed Payment for Invoice Type, Overhead/Indirect for Division, and set the Start and End dates. 

💡Tip: The recommended amount of time for an indirect contract is twelve months.

• Fill in Sales Rep as well if not filled in already as it is a required field.

• Click the status button in the upper right of the opportunity record to Create Estimate.

💡 Tip: You can also click the three dot menu and then click Create Estimate.

In the Estimate Screen

• After clicking Create Estimate, you will now see the Estimate Screen of your opportunity.

• Underneath the Default Group, click Select One in the Services dropdown and search for an active indirect service.

• Then, click the service you would like to add.

• This will then add the service to your estimate.

• You can then add the remaining indirect services!

• Once all of your indirect services have been added, you can add the labor item for each of the services.
• As you did with services, click the Item field and search for your labor item to add to your estimate.

• For each item, set Occurrences (OCC) to 12 and set the Quantity (QTY) of hours to 0.

• For each item, you will need to override to zero dollars if a price is calculated under the Per Price (P/P) column.

• The estimate saves automatically so you can leave the estimate and head back to the opportunity.
• Then set the status to Estimate Complete to finish your estimate.

• Then finally, set the status to Won to win the opportunity.

📌 Note: Keep in mind, you will need to do this for the indirect property under each branch!

All done! 🎉 Now that we have our indirect properties, services, and opportunities created, we can now efficiently track recorded hours for employees that won’t be directly costed to a job!