--- title: "Creating Indirect Opportunities" slug: "creating-indirect-opportunities" tags: ["Language - English", "Area - Administration", "Area - Estimating", "Industry - Landscaping", "Type - Task (How-To)", "Role - System Admin", "Role - Branch Admin", "Skill Level - 1 (Beginner)"] updated: 2026-01-09T20:08:11Z published: 2026-01-09T20:08:11Z canonical: "guide.youraspire.com/creating-indirect-opportunities" --- > ## 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. # Creating Indirect Opportunities 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. ![A screen shot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-902598n5.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - **Search** for your *indirect property* and **click** into the property to view the property record. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-k7rt01eb.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) 📌 **Note**: If you do not have an Indirect Property, [**click here**](https://guide.youraspire.com/docs/creating-indirect-properties) to learn more! - In the indirect property record, **click** *New Opportunity*. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-ehoju8qf.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - Then **click** *New Contract.* ![A screenshot of a list of text AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-x67mlh1u.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - **Name** your new opportunity *Indirect Services.* ![A screenshot of a new contract AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-jjc0ne69.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - **Select** *Fixed Payment* for *Invoice Type, Overhead/Indirect* for *Division,* and **set** the *Start* and *End* dates*.* ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-kmxuragm.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) 💡**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. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-wo4x8lqj.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - **Click** the status button in the upper right of the opportunity record to *Create Estimate*. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-xhybennm.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) 💡 **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. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-zv2ard3d.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - Underneath the Default Group, **click** *Select One* in the *Services* dropdown and **search** for an active indirect service. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-kn1deuvl.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - Then, **click** the service you would like to add. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-66fde8bg.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - This will then add the service to your estimate. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-nqmhkrzr.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - You can then **add** the remaining indirect services! ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-lksgm4p7.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - 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. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-34c7gc4u.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - For each item, **set** *Occurrences (OCC)* to **12** and **set** the *Quantity (QTY)* of hours to **0**. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-hxgytma3.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - For each item, you will need to **override** to zero dollars if a price is calculated under the *Per Price (P/P)* column. ![A screenshot of a web page AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-84x5zg07.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - 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. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-gpfb7wwj.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) - Then finally, **set** the status to Won to win the *opportunity*. ![A screenshot of a computer AI-generated content may be incorrect.](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/creating-indirect-opportunities-image-c0wteoq8.png?sv=2026-02-06&spr=https&st=2026-11-13T10%3A06%3A23Z&se=2026-11-13T11%3A06%3A23Z&sr=c&sp=r&sig=9GEQ%2FfQiUNZdw0aW67x9JSehFHuviaUBuZBr5ptTZng%3D) 📌 **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! ### Renewing your indirect opportunity Indirect opportunities are typically created with a fixed start and end date. To keep indirect services available in Aspire Mobile and Time Entry, you must **renew your indirect opportunity before the end date passes**. If the opportunity expires and is not renewed, indirect work tickets will no longer be available, which can prevent employees from recording indirect or overhead time. **Best practice:** - Create indirect opportunities with a **12-month duration**, and - Set a reminder to **review and renew the opportunity annually** before it expires. Renewing the opportunity ensures uninterrupted access to indirect services across all branches.