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: Purchasing > 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: Administration > 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: Reports > 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: Invoicing > 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: Reports 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: Invoice 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: Summarizes sales scorecard records for the period specified by the KPI.

Location in Aspire: Home screen > KPI Section > Any Sales Score Card KPI > Click on chart

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