Property Overview Screen
  • 21 Dec 2021
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Property Overview Screen

  • PDF

The Property Overview screen is a read-only screen that provides an overview for a property showing key information about the property, a financial overview for business on the property, opportunities associated with the property, property contacts, and issues identified on the property. It also provides icons and hyperlinks to access or edit other property-related information.


Mobile Properties screen


The Properties screen is available from the following locations in Aspire:

  • Property line items on the Properties Search List screen
  • Property hyperlinks in the Properties section of the Company screen
  • Property hyperlink on the Work Ticket screen
  • Property hyperlink on the Opportunity screen
  • Property line items on the Info tab of the Contact screen
  • Property icon on the Issue screen
  • Property icon on the Email screen
  • Property icon on the Appointment screen
  • Property icon on the Task screen

The following table describes the elements available on this screen: 

Screen ElementDescription
Property NameWhen the user is creating a new property, this is blank. If they are viewing an existing property, the property name is displayed.
Edit PropertySelecting this from the More drop-down redirects the user to the Property Details screen and allows the user to make changes to the property and save them.
P&L ReportSelecting this from the More drop-down displays the report menu providing access to the following property-specific reports: P&L, Transaction List, Client Budget, and Visit Notes.
P&L Completed ReportSelecting this from the More drop-down displays the Report for Completed Work Profit & Loss.
Edit PropertySelecting this from the More drop-down allows the user to edit the property by displaying the Property screen.
TakeoffsSelecting this from the More drop-down allows the user to specify takeoff measurements specific to the property by displaying the Property Takeoffs screen.
Transaction ListSelecting this from the More drop-down displays the list of transactions, i.e. invoices, for the property.
Client BudgetSelecting this from the More drop-down displays the Property budget for the year specified.
Account OwnerCompany person with overall responsibility for the property.
Primary ContactExternal primary contact for the property.
CompanyName of the company with which the property is associated. This field is displayed as a hyperlink. Clicking on the Company hyperlink displays the Company screen.
Next ActivityShows the next activity that is due for completion and is associated with the property. The activity is displayed as a hyperlink. Clicking the hyperlink displays the activity so that the user can update it.
More ActivitiesSelecting this from the More drop-down displays a search list of all activities (appointments, issues, emails, tasks, and milestones) associated with the opportunity. Clicking on an item in the returned search list will allow the user to edit the selected activity.
New Appointment Allows the user to schedule a new appointment that is associated with the property.
New Task Allows the user to create a new task that is associated with the property.
AttachmentsDisplays a hyperlink showing the number of attachments that have been saved for the property. If there are attachments, clicking the hyperlink will provide a list of the existing attachments allowing the user to edit them or remove attachments from the property.
Upload FilesClick this icon to add an attachment to the property. Attachments are frequently documents or photos that provide additional information about the property. When the user adds the attachment, they will be given the opportunity to make the attachment available to crew members in their mobile app when they are doing work associated with the property.
WebsiteIf a website was provided for the property when the property was created, this field displays a hyperlink to that site.
Revenue sectionThis section is only displayed if the user has View Revenue permission.
Revenue (Last 12 Mo.)A hyperlink that displays the running 12 months earned revenue for the property (excludes the current month). Clicking the hyperlink displays the Property P&L Report to provide additional information.
Account BalanceHyperlink displays the outstanding unpaid invoice balance for the property. Clicking the hyperlink displays a search list showing the receivables that reflect the account balance allowing further review.
Previous Site AuditSee Site Audits for a complete description.
Gross Margin(Revenue – Direct Cost) / Revenue) expressed as a percentage based on running 12 months.
Previous VisitHyperlink displays the scheduled date of the work ticket scheduled most recently relative to the current day for the property. Clicking the hyperlink displays the Work Ticket screen for the visit.
Next VisitHyperlink displays the scheduled date of the next scheduled work ticket for the property. Clicking the hyperlink displays the for the visit.
Visit NotesSelecting this from the More drop-down displays the Visit Notes screen allowing the user to select notes from a visit.
Full Property WizardSelecting this from the More drop-down displays a Full Property Wizard report summarizing financial and work time statistics over a time period that the user selects. It includes the following sections: service summary, completed work summary, work in progress summary, and work backlog summary.
Opportunities sectionThe Opportunities section provides a search list showing opportunities that have been created for the property. To create a new opportunity for the property, click.
Contacts sectionThe Contacts section allows the user to view, email, add and edit contacts associated with the property. This section of the screen is detailed in the Property Contacts List.
Property Issues sectionThe Property Issues section summarizes the recent customer issues associated with the property. The graph is based on open and completed issues for the property. The bars in the chart are defined as follows:
  • Created: Issues for the property created in the last 30 days
  • Completed: Issues for the property completed in the last 30 days
  • Open: Open issues for the property
Clicking on one of the bars in the graph displays a list of the issues represented by the bar.
Weathermatic IconWeathermatic is a third-party that provides smart property watering solutions that include watering systems. These systems provide remote management of watering systems from computers and mobile devices. Aspire provides an interface to the Weathermatic web site for the property by clicking this link. This icon is only available if the Enable Weathermatic Integration checkbox has been selected on the Application tab of the Application Configuration screen.