September 2021 Release Notes

Collections Notes Added

Aspire adds the ability to track collection notes that are associated with properties. This feature includes the following enhancements:

1. Property Detail Screen - A new Collection Notes rich text editor field has been added just below the other notes fields for creating, viewing and editing collection notes associated with the property.
2. A/R Aging List - The Collection Notes field has been made available on the A/R Aging List accessed from the Reports screen for filter, display, sort and group.
3. Receivables Search List - The Collection Notes field has been made available on the Receivables Search Listfor filter, display, sort and group. Adding this option for display adds a menu icon to each line providing a Collection Notes option which when selected, displays a dialog showing the collection notes and allowing them to be edited.
4. Payment Screen - A Collection Notes field has been added to the Payment screen next to the existing Payment Notes field. The field has an associated drop-down allowing you to select a desired property (if the payment has been applied to multiple properties) for which the collection notes should be displayed.  If you clicks on the collection note field, an editor dialog is displayed for editing the collection notes.
5. Properties Search List - The Collection Notes field has been made available on the Properties  Search List for filter, display, sort and group.

Subcontractor Portal Allow Marking Work Ticket Visit Complete

In the Subcontractor Portal, when you click the Submit icon at the day, route or visit level, Aspire presents a dialog allowing the subcontractor user complete the work ticket or work tickets for which time or materials are being submitted. Work tickets are prompted for completion only if they meet the following conditions:

1. Work ticket is in open or scheduled status.
2. Associated service is not configured in Admin Services to be "Multi-visit"
3. There are no future visits scheduled for the work ticket

In the Aspire Desktop Time Entry, if you denies the time and materials submitted by the subcontractor, then the work ticket is not completed.

Subcontractor Portal Allow Visit Notes and Attachments

In the Subcontractor Portal, the subcontractor user can add visit notes to a work ticket visit by clicking the Visit Notesicon that is now available for each work ticket visit.

Crew Mobile - Service list under Schedule option to display Service Abbreviation instead of Service Name

Throughout the Crew Mobile App, services have been identified by the Service Abbreviation value except in the case of the service list displayed when you drilled into a property from the Schedule screen to display the Choose Service screen, in which case the Service Name value was displayed. For improved consistency within the Crew Mobile App, the Service Abbreviation is now displayed on the Choose Service screen.

Crew Mobile - Merge Clock-ins for crew members

Aspire provides a new system parameter called Single Clock Time available on the Time Reporting tab of the Branch screen. If this option is enabled for a branch, you can specify a time interval in minutes (the default value is 5 minutes).  When crew members are clocking in or clocking out of Crew Mobile on the crew leader's mobile device, all crew members who clock in or out within the specified interval will show in Time Entry (in Aspire Desktop) as having clocked in at the same time (time of first crew member to clock in).

Branch-level Crew Mobile Time Prompts

Aspire administrator users can manage the following settings at the system level to control the behavior of the Crew Mobile App:

1. Use California Time Prompts
2. Equipment Reading Clock Out Prompt
3. Prompt for New Ticket in Crew Mobile

Aspire has been enhanced to allow the administrator user to set these settings at the branch level.

Display name for Actual Gross Margin % has changed to Earned Gross Margin %

Display name for Actual Gross Margin % has changed to Earned Gross Margin %. This change was made in the following search lists:

1. Opportunity Search List
2. Contract Renewal Report
3. Property Opportunity Search List
4. Sales Score Card Report
5. Profit & Loss Ticket Report
6. Revenue Over Under Report within the End of Month Report
7. Work in Progress Report
8. Contract Renewal Report

Invoice Gross Margin % has been added as a field on the Opportunity Search List

The Invoice Gross Margin % field has been added to the Opportunity Search List for filter, display, sort, and group.

Probability has been added as a field on the Contract Renewal Report

The Probability field has been added to the Contract Renewal Search List Report for filter, display, sort and group. This value is entered on the Opportunity screen.

Item Name has been added as a field on the Work Ticket Transaction Report

The Item Name field has been added on the Work Ticket Transaction Report for filter, display, sort and group so users can we what materials have been referenced. If there are multiple material items allocated for a work ticket time transaction, they are displayed as a comma-separated list.

Auto Expense indicator has been added as a field on the Purchasing Assistant

An Auto Expense indicator field has been added on the Purchasing Assistant search list for filter, display, sort and group. A checkmark will be displayed for items that were created by auto-expenses.

Property has been added as a field on the Contact Search List

The Property field has been added to the Contact Search List for filter, display, sort and group. If a contact is associated with multiple properties, the properties will be shown in the display field as a comma-separated list.

From Work Ticket Search Lists support bulk update of Anticipated Start Date

From the Work Ticket Search Lists (main list and list available from the Opportunity screen), a new bulk action has been added to allow you to set the Anticipated Start Date for all selected work tickets.

Additional Billing Contact fields have been added to the Opportunities Search List

Additional billing contact fields have been added to the Opportunities Search List for filter, display, sort, and group.  The following fields have been added:

1. Billing Contact Title
2. Billing Contact Address Line 1
3. Billing Contact Address Line 2
4. Billing Contact City
5. Billing Contact State/Province Name
6. Billing Contact State/Province Code
7. Billing Contact ZIP Code

Opportunity Tag has been added as a field in the Invoicing Assistant

The Opportunity Tag field has been added to the Invoicing AssistantSearch List for filter, display, sort and group. If an invoicing recommendation is associated to an opportunity having multiple opportunity tags, the opportunity tags will be shown in the display field as a comma-separated list.