2024 Resolved Issues

12/17/2024

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API

 Fixed an issue where the Opportunities POST endpoint failed to populate the OpportunityTemplateID, preventing the associated template name from appearing on the Opportunity screen.

Invoicing

Fixed an issue where the Payments Search List incorrectly displayed failed electronic payment statuses as successful.

Opportunities

• Fixed an issue where typing item names in the estimate item drop-down for contracts caused inconsistent width adjustments.
• Fixed an issue where inserting an image into Proposal Description 1 or Proposal Description 2 caused duplicate images to appear in the Attachments section.
• Fixed an issue where renewing specific opportunities caused an error that prevented Aspire from displaying the new opportunity, although the opportunity was successfully created.
• Fixed an issue where 0-occurrence fixed payment services in a contract could not be deleted during a contract revision.

Reports

• Fixed an issue where applying a total to any column in the Daily Plan Report caused an error that prevented the report from loading data.
• Fixed an issue where the Opportunity Service Report displayed the change order opportunity number instead of the original opportunity number. We’ve added a "Revision Number" column to clarify distinctions between change orders.
• Fixed an issue where the system did not calculate Revenue Variance correctly for opportunities with invoiced revenue assigned to one division, leading to missing or incorrect records and Over/Under Amount discrepancies.

Scheduling

Fixed an issue where the landline clock-in system failed to allow employees to enter their PIN.

11/14/2024

Administration

Fixed an issue in QuickBooks Desktop branch-level accounting setup where the AP Account field was displayed as a dropdown instead of an input field.

Advanced Search

• Fixed an issue where filtering by Vendor(s) in the Work Ticket advanced search caused a 500 internal server error.
• Fixed an issue where UTC shifts were inconsistently applied to display fields, causing incorrect dates and times to appear in local time zones.

Invoicing

• Fixed an issue where the tax recalculation on Fixed Price Open Billing (FPOB) final invoices could display incorrect tax amounts on detail lines, leading to total tax value mismatches.

Notifications

• Fixed an issue where a Work Ticket Complete notification was sent even when the customer did not opt-in for SMS notifications.
• Fixed an issue where enabling notifications for a specific branch triggered an error that prevented successful notification activation.

Opportunities

• Fixed an issue where Landcare estimate imports took significantly longer than expected, reducing import times from around 20 seconds to the standard 3–4 seconds for more efficient estimate creation.
• Fixed an issue where the route map failed to display in Google Maps when the address included a suite number.

Reports

• Fixed an issue where non-inventory and one-time Item Allocation records were incorrectly associated in the Inventory Allocation report.
• Fixed an issue where the Work Ticket Transaction report did not display the route's location pin color when grouping by Start or EndLocation. The report now correctly indicates the associated pin color (Red, Yellow, or Green) and the sum of the grouped values.
• Fixed an issue in Report Designer where items with identical names from different services were duplicated in the Work Ticket layout, causing multiple entries for the same material.
• Fixed an issue in the Web Report Designer where an extra Visit Notes field was incorrectly duplicated in the Invoice layout.

10/31/2024

10/18/2024

Administration & Dashboard

• Fixed an issue where users could not preview the Inventory Allocation Receipt report layout in the Web Report Designer.

Contacts

• Fixed an issue where the Facial Recognition Enrollment option was visible in the Contacts search list for clients without the feature enabled.

Crew Mobile

• Fixed an issue where Crew Mobile and Aspire Mobile incorrectly applied the conversion ratio to catalog item allocations which resulted in inaccurate costs on work tickets.

Customer Portal

• Fixed an issue in Customer Portal 2.0 where newly created issues were assigned only to the customer, excluding the Account Owner from the assignment.

Opportunities

• Fixed an issue where the Opportunity Number was omitted from the Web Report Designer PDF attachment title when emailing a proposal.
• Fixed an issue where the Mandatory option for a One-Time Visit Checklist in Opportunity Services was not saved on the first attempt.
• Fixed an issue where addresses containing the '/' symbol were not displayed correctly on the map, resulting in an error message instead of the location.
• Fixed an issue that prevented users from winning contract changes for multi-year contracts with at least one service item.
• Fixed an issue where customers could only view the first page of multi-page proposals emailed for electronic signature, preventing access to the complete document on mobile devices.
• Fixed an issue where a user could bypass the opportunity approval workflow if no branch was specified, allowing opportunities to be incorrectly marked as Approved.

Purchasing

• Fixed an issue where validation errors were incorrectly displayed when adding or changing the Inventory location on a purchase receipt, even before the receipt was saved.

Reports

• Fixed an issue where the OperationsScorecardReport would error out when duplicate service types within the same division were present.
• Fixed an issue where the Tax Entity Report displayed incorrect payment amounts when an invoice was tied to two Opportunities, one of which had a branch override, resulting in an inflated payment value
• Fixed an issue where the Daily Total OT hours were incorrectly calculated in the Employee Overtime Report when multiple time entries existed for a single or multiple work tickets.
• Fixed an issue that caused the Work Ticket Time Audit Report to time out.
• Fixed an issue in the Email Report Processor that caused deadlocks and prevented invoice report generation when sending invoices with attachments marked for inclusion, improving overall performance.

Scheduling

• Fixed an issue where Clock Time Entry Record Conflicts and Work Ticket Time Entry Record Conflicts could not be correctly sorted by date.
• Fixed an issue where the Default Pay Code from a Service was not automatically applied in Crew Mobile, requiring users to manually assign the Pay Code during time entry.
• Fixed an issue that prevented users from updating routes when State or Province values were non-standard.
• Fixed an issue where deleting the same Visit multiple times in a slow system triggered an error message.
• Fixed an issue that caused improper lunch hour calculations in Time Entry, resulting in incorrect drive time when a crew member's clock time was reassigned and lunch hours were added or removed.
• Fixed an issue where Clock Ticket and Work Ticket Time Conflicts could not be removed if the time entries were in a closed month, leaving users unable to resolve alerts.

Most Recent Enhancements - 10/18/2024

💡Automatic PDF invoice saving and attachment

We’re thrilled to introduce a new feature that automatically saves a PDF copy of each work order invoice as a property attachment when an invoice batch is completed. This enhancement ensures you can always access accurate copies of previously sent invoices, reducing manual effort and minimizing discrepancies. The saved invoices are time-stamped for easy retrieval and are accessible to any user with property attachment permissions. This functionality is enabled by default for all work order opportunities, while contract opportunity invoices are excluded.

💡New consolidated layout for change orders

Introducing a new proposal layout that combines an original opportunity estimate and selected change orders into a single, comprehensive document. This feature includes an integrated cover sheet that summarizes key details, reducing the need for manual effort and third-party tools. Administrators can now select and print multiple change orders at once. This update improves the user experience by automating proposal creation and ensuring clear communication of changes to clients. This layout simplifies proposal management and is available for all work order opportunities. For more information, see the Change Order Section in the Opportunity screen article.

10/3/2024

Administration

• Fixed an issue in the calendar where appointments appeared duplicated due to multiple records for the same contact, leading to an inaccurate display of scheduled appointments.
• Fixed an issue where emails sent from Aspire displayed apostrophes as incorrect symbols instead of the standard apostrophe character.
• Fixed an issue where the Reply To Override option for notification templates did not update the reply address for emails sent by the Operations Manager and Sales Rep, ensuring that the specified override address is now correctly used in all relevant notifications.
• Fixed an issue where the Shared With All Roles search list was not available when creating a new Metric, requiring individual users or roles to be directly shared on the list for it to be used.

API

Fixed an issue where enabling the Restrict Editing Employees option on the Aspire Configuration page prevented users from updating employee contacts via thePUT Contacts REST API.

Properties

Fixed an issue where the NOT IN filter for property tags in the Process Electronic Payments search list incorrectly eliminated records for properties with no tags.

Opportunities

• Fixed an issue where the list of available proposal layouts differed between the Opportunity and Estimate screens for users with access to multiple branches. Now, the proposal layout options are consistent across both screens.
• Fixed an issue where resetting an opportunity to the Bidding stage did not remove the assigned WorkflowProcessStepID.  

Reports

• Fixed an issue in the Purchase Pivot Table report where the allocation unit cost was incorrectly calculated by dividing total extra cost by purchase units instead of allocation units, resulting in inflated values.
• Fixed an issue in the Equipment Utilization Report where data did not display correctly in 4/4/5 accounting systems, causing all values to show as zero despite actual equipment usage.
• Fixed an issue where the wrong system parameters were displayed when previewing a layout in the Web Report Designer, causing users to see data from the incorrect system.
• Fixed an issue where the Contract Renewal report displayed incorrect Lost $ amounts for opportunities that were canceled after renewal, causing the report to reflect the renewal amount instead of the original contract's lost value.
• Fixed an issue where the emailed invoice layout did not display the City, State, and Zip code in the Customer Billing and Property address sections, while the printed layout displayed this information correctly.

Work Tickets 

• Fixed an issue that prevented users with the Approve Work Ticket permission from approving certain work tickets when the account owner had a higher role hierarchy value. Users can now approve work tickets regardless of the account owner's role, provided they possess the necessary approval permission.
• Fixed an issue where work ticket notes exceeding 1,000 characters caused the system to time out. A message now displays "Notes exceed 1000 characters, click into ticket to see notes" when notes are too long.
• Fixed an issue where changing the effective date in the default Inventory Allocations list without the Allocate Item column displayed caused an error.
  

9/5/2024

Administration

Fixed an issue where the Inova Burden True-Up process errored out with a 500 status due to unanticipated null values in the payroll end date. Added a filter to exclude non-relevant payroll types and implemented a null check for payroll end dates.

Customer Portal

Fixed an issue where the DACPAC script did not consistently create Aspire Audit users/contacts, which could prevent users from logging into Customer Portal 2.0.

Invoicing

Fixed an issue where invoice revenue for multi-division opportunities could be off by a few cents due to rounding errors, leading to minor discrepancies in Over Under amounts and revenue variance for Fixed Price Contracts.

Purchasing

Fixed an issue where the Purchasing Assistant failed to load when the same item was added to a Change Order with different Estimating Notes, causing the application to lock up.

Reports

• Fixed an issue where deleting the Year Beginning date and selecting the New/Ideas hyperlink in the Client Budget report details resulted in a generic error message instead of informing the user that a Year Beginning date is required.
• Fixed an issue where the Revenue Over Under report displayed duplicated invoice amounts and retainage for Fixed Price Open Billing (FPOB) work orders invoiced across multiple invoices, leading to incorrect Over Under amounts.
• Fixed an issue where deleting the Start Date in the Client Budget report details caused a 404 error. Now, a specific error message appears, indicating that the Opportunity start date is required.
• Fixed an issue where adjusted hours in the Construction WIP Adjustment Report incorrectly updated the estimated hours on work tickets, leading to inaccurate labor estimates and cost projections.

8/23/2024

Global

• Fixed an issue where removing the Display Name from a search list field caused the data in that column to be incorrectly displayed or hidden.
• Fixed an issue where the Restrict Editing of Employees setting was ignored in Mobile CRM, allowing unauthorized employee edits.

Opportunities

• Fixed an issue where an Opportunity was created from a template even after selecting Cancel on a Property without an email contact.
• Fixed an issue where Metrics showed an error instead of the correct result in the Opportunity search list when using a custom formula.

Purchasing

Fixed an issue where the Inventory Location dropdown failed to load options when creating a new Purchase Receipt.

Scheduling

Fixed an issue where editing a recurring schedule from the Calendar caused Visit Dates to shift incorrectly when the first visit did not start on day 1. 

Work Tickets 

• Fixed an issue where Labor Cost Est and Labor Cost Act were not available as options when creating a Metric from a Work Ticket search list.
• Fixed an issue where multi-year contract revisions had inaccurate Scheduled Start Date and Anticipated Start Date values for services added in later contract years.
• Fixed an issue where up and down arrows were missing from Work Ticket Item allocations, requiring users to manually enter quantities instead of adjusting them with a click.
• Fixed an issue where the T&M Calc did not apply Category Overrides on one-time items, resulting in the use of standard markup instead.
  

8/8/2024

Administration

Fixed an issue where the Inventory Cost screen for Catalog Items lacked a scroll option, causing the Save button to disappear when adding new lines.

Crew Mobile

Fixed an issue where applying Time Attestation did not assign an end time to work ticket times in Crew Mobile.

Global

Fixed an issue where the width of a grouped column in Advanced Search reverted to the default width after saving or applying display fields.

Opportunities

Fixed a bug causing failure to generate a negative Schedule Of Values when changing from Fixed Price On Completion to Fixed Price Open Billing with a negative change order, ensuring accurate invoicing and preventing potential overbilling.

Purchasing

• Fixed an issue where backdated inventory adjustments did not correct inventory variance on the Inventory Screen.
• Fixed an issue where correcting item quantity on a received purchase did not adjust the inventory variance, leading to discrepancies in actual inventory.
• Fixed an issue where an error on a Purchase Receipt resulted in inaccurate item allocation quantities when switched to storage without a location assigned.
• Fixed an issue where purchasing inactive items triggered an inventory warning, preventing their receipt.

Reports

• Fixed an issue where selecting Include In Client Budget on the Client Budget report details caused a 404 error.
• Fixed an issue where entering a Start Date in the Totals row of the Client Budget report details caused a 404 error.
• Fixed an issue where the Daily Plan Report filter included inactive routes in the dropdown menu.
• Fixed an issue where the Employee Overtime Report produced a 408 error with large databases, preventing users from viewing results.

Work Tickets

• Fixed an issue where allocations from job inventory to a work ticket were incorrectly applied from the inventory location instead of the receipt’s job inventory.
• Fixed an issue where negative item allocations on a work ticket were prevented, disallowing the adjustment of costs applied in a closed month.

7/26/2024

Administration

• Fixed an issue where the Search Issues function would error out if ActivityToDoDayCount was not set, preventing viewing of issues over the next X days.
• Fixed an issue where a metric fails to load if it references a custom formula with a custom field, causing an error and displaying zero instead of the correct number.
• Fixed an issue where, after adding a display field to aSearch List and renaming it, adding another field would revert the renamed field to its original name.
• Fixed an issue in Search Lists where if a user changed the total for a column and then revisited the Display dialog, the total value was not saved, causing confusion among users expecting the Total column to reflect None for the Budgeted $ field with the display name Value but finding it reverted to Sum.
• Fixed an issue where the Subject line in Appointment, Task, Issue, and Email forms allowed users to select invalid tokens that should not be included as options.
• Fixed an issue where Credit Memos could not be created for a Tax Jurisdiction that had a Federal Tax Percent set to NULL, causing the save button to become unresponsive; now, Tax Jurisdictions with NULL Federal Tax Percent are treated as 0, allowing users to create Credit Memos as expected.
• Fixed an issue where Catalog Item Price Lists incorrectly showed Select One for those not associated with a branch, resolving errors that prevented Price List data from loading when inactivated, ensuring all Price Lists display their names correctly.
• Fixed an issue where syncing with QuickBooks reactivated vendors that were deactivated in Aspire.

Global

• Fixed an issue where the top contact or property search result was cut off in Mobile CRM, rendering it unreadable.
• Fixed an issue where the login page displayed Company Code instead of Company for users with access to multiple sites.
• Fixed an issue where the Reply To Override option for notification templates did not change the Reply-To address on email notifications.
• Fixed an issue where users with limited branch access saw Time Conflict Alerts for branches outside their access.

Invoicing

• Fixed an issue where multiple T&M Per Service items on an invoice would display the same name, causing inaccurate descriptions for non-labor items.
• Fixed an issue where clicking the drop-down before typing in the New PaymentSelect Payment Account pop-up would cause the selected Company or Contact to be unselected; selections now remain after interaction with the drop-down menu.

Opportunities

• Fixed an issue where duplicate job records for an opportunity could prevent the Purchasing Assistant, InvoicingAssistant, Property, and Opportunity search list from loading.
• Fixed an issue where autogenerated SOV records incorrectly checked the Linked to Service checkbox for systems defaulting to Dollars instead of Percentage, ensuring the checkbox is correctly selected based on admin configuration for grouping By Service Type.

Properties

Fixed an issue where the StartDate in the Client Budget report details did not display a calendar icon, making it unclear that the date could be changed via a pop-up calendar.

Scheduling

• Fixed an issue where the default pay code was not selected for time entries from visits if the default pay code was on the service and not the estimate.
• Fixed an issue where creating a recurring schedule on the Schedule Board would skip a month if the service schedule had the MAX flag set and included the last day of the previous month.
• Fixed an issue where the map for route scheduling failed to load initially, requiring users to refresh the screen to view the background map, which now displays as expected alongside visit arrows.
• Fixed an issue in Route Scheduling where the Set Route Order option did not allow unselecting a selected number.

Work Tickets 

• Fixed an issue where creating a recurring schedule on the Schedule Board would skip a month if the service schedule had the MAX flag set and included the last day of the previous month. 
• Fixed an issue where Job Tags disappeared from the Daily Plan Report after a service item was allocated on the Work Ticket Item SourcingReport (WTISR); now, Job Tags persist on the Daily Plan Report for easy identification of service items.
• Fixed an issue where swapped costs remained categorized as Warranty Costs even if the new ticket was not complete, ensuring that costs are reflected accurately based on ticket status.
• Fixed an issue where the Work Ticket Times Audit Report failed to display DELETE actions, ensuring that all INSERT, UPDATE, and DELETE actions are recorded and retrievable in the report, providing comprehensive audit trail information.
  

7/17/2024

Opportunities

• Fixed an issue where switching an Opportunity from Fixed Price On Completion to Fixed Price Open Billing with a negative change order failed to generate the negative Schedule of Values.
• Fixed an issue where Aspire prevented winning a $0 Fixed Price Open Billing opportunity or change order without Schedule of Values records.

6/28/2024

Administration

Fixed an issue causing the Administrative Pay Code List to timeout.

Global

We've improved notification functionality across Aspire.

Most Recent Enhancements - 6/20/2024

Gantt Chart Enhancements

We’ve made significant improvements to the Gantt chart feature to better meet your project and construction needs. The updated Gantt chart now offers enhanced capabilities, including export and print functions, comprehensive activity tracking, expanded customization options, and a redesigned user interface for defining activity types. These updates apply to both the Opportunity and Work Ticket levels, enabling more efficient project management and providing access to detailed information to improve project visualization, organization, and execution. Click on Gantt Chart to learn more.

Work In Progress Enhancements

The enhanced Work In Progress (WIP) report for work order opportunities now includes over 20 new fields and an extended date range, offering comprehensive tracking of financial data such as earned and invoiced revenue, actual and estimated values, and over/under adjustments. You can compare current and prior period financial information with no date restrictions and view detailed cost breakdowns for labor, equipment, materials, and more. This new report complements the existing WIP report and provides data exclusively at the opportunity level for work order opportunities. For more information, see Work In Progress (Work Orders) and Work In Progress (Work Orders) Report.

Recently Resolved Bug Fixes - 6/20/2024

Administration

• Fixed a problem in Accounting Sync that was causing issues when trying to update the Acumatica version from 18 to 23 for client system American Landscaping Partners.
• Fixed an issue to allow tasks created within Aspire to be moved on the Aspire Calendar.

Crew Mobile

• Fixed an issue to ensure that temperature, wind speed, and wind direction values are properly populated in Crew Mobile forms, enhancing the accuracy of weather data capture.

Global

• Fixed an issue where image resize handles in the Rich Text Editor incorrectly reduced image size instead of increasing it.
• Fixed an issue where highlighting bold text within a list and pressing Ctrl would reset all formatting, causing the bold text to lose its formatting.

Opportunities

• Fixed an issue where the T&M Duplicate Item warning incorrectly triggered for Labor items in estimates, displaying unnecessary error messages.
• Fixed an issue where a save changes prompt appeared unnecessarily when exiting an Opportunity without a specified Sales Type.
• Fixed an issue to ensure that opportunities cannot be won on inactive properties.
• Fixed a bug causing failure to generate negative Schedule Of Values when changing from Fixed Price On Completion to Fixed Price Open Billing with a negative change order, ensuring accurate invoicing and preventing potential overbilling.
• Fixed a bug where inactive Unit Types were displayed in the one-time item unit type list within estimates.

Purchasing

• Fixed an issue where tabbing between lines in the Purchase Allocations section of a Purchase Receipt no longer worked, requiring users to click each line individually to modify quantities.

Reports

• Fixed an issue in the Client Budget report where the StartDate field in the WO by Division section did not display values correctly.
• Fixed an issue in EOM - Over Under where Retainage was erroneously combined with Invoiced Revenue, resulting in discrepancies between the P&L and Over Under reports.
• Fixed an issue causing errors when attempting to print work tickets, preventing the generation of PDF files.

Scheduling

Fixed an issue where one-time items from Job Inventory could not be transferred on the Time Entry screen.

Work Tickets

Fixed an issue where the Visit Notes box could freeze when expanding all lines on a work ticket with numerous visit notes.

6/5/2024

Administration

• Fixed an issue to ensure the User Settings page is accessible even when the Photo attachment type is unchecked.
• Fixed an issue to ensure the Edit Tax Entities icon appears on the Tax Jurisdiction search list page of the Administration menu.

API 

Fixed an issue preventing the ability to filter by PropertyID when using the GET PropertyContacts endpoint.

Global

Fixed an issue to ensure text can be emboldened using the Rich Text Editor keyboard shortcut.

Invoicing

Fixed an issue to ensure the correct due date is reflected on Fixed Price Open Billing invoices.

Opportunities

• Fixed an issue to ensure printed proposals accurately reflect revision changes when checking the option to Include Revision History. 
• Fixed an issue causing the term empty to incorrectly appear under the Opportunity Revision Through field in the Report Settings dialog when printing a contract proposal.
• Fixed an issue causing the incorrect Over/Under amount of an opportunity to appear due to a Revenue Variance discrepancy.

Purchasing

• Fixed an issue to ensure the entered Quantity on Hand value on the Allocations page of the Purchasing module remains after scrolling down the page.
• Fixed an issue to ensure the correct inventory allocation rate appears even if the effective date is set before the cost-effective date for the first inventory. 

Reports

• Fixed an issue to ensure the P&L report includes invoiced revenue for divisions that are currently inactive. 
• Fixed an issue to ensure the Work Ticket Schedule Date appears on the Work Ticket Item Sourcing report when exporting to Excel.
• Fixed an issue to ensure the Inventory Allocation report returns the correct adjustment totals. 

5/23/2024

Administration

• Fixed an issue where Aspire became unresponsive when a user with access to only one branch attempted to clone an item not assigned to all branches.
• Fixed an issue that prevented the creation of Custom Forms with ten or more fields.
• Fixed an issue where display value changes were not saved when modifying search lists. Users can now abbreviate and format search lists without the risk of their changes being reverted when adding or modifying displayed fields.
• Fixed an issue to ensure that newly created Kit items save the Item Cost correctly. 

Invoicing

Fixed an issue to restore the ability to apply additional filtering on the New Payment screen.

Opportunities

Fixed an issue where canceling a Fixed Payment Opportunity before the last invoice incorrectly listed all invoices within the batch, including those unrelated to the canceled Opportunity or Property.

Purchasing

• Fixed an issue to ensure access to the Purchase Receipt search list for non-system administrators, regardless of whether a branch has a specified time zone.
• Improved the Payment Transaction History JSON response security.
• Fixed an issue where contract renewal failed if the recurring schedule included an inactive route.

Reports  

• Fixed an issue to ensure that the RevenueOver Under report correctly returns results when a custom formula is used.
• Added Receipt Status and Item AllocationStatus display fields to improve filtering and reporting accuracy.

Scheduling

Fixed an issue where scheduling a visit for a service with a Fixed Price Service Limit and a T&M As Needed overage incorrectly assigned the visit to the route specified in the Create/Schedule Visit dialog instead of the service's default route.

5/15/2024

Administration

Improved the Home screen - To-do list functionality to accurately return data for highlighted columns.

Crew Mobile

Fixed a time zone issue to ensure that work on a work ticket is accurately logged as reviewed and completed. 

Opportunities

• Fixed an issue to ensure that pricing mark-ups align with the division of the service type when added to Estimates.
• Fixed an issue to ensure that Service Name Abbreviation Override values are accurately saved. 

Purchasing

• Fixed an issue to eliminate extra space in purchase receipts created through the purchasing assistant or loaded from an existing purchase receipt.
• Fixed an issue to ensure that inventory adjustments consistently apply with the selected effective date and quantity.  

Reports  

Fixed an issue to ensure that Actual Hours, Estimated Amount, and Estimated Total Cost on Opportunities reconcile with the Revenue Over Under report.

Scheduling

Fixed an issue where Aspire prevented users from scheduling visits within an opportunity's start and end date, now allowing them to select and schedule visits within the appropriate date range.

4/18/2024

Administration

• Fixed an issue to ensure Pricing Lists can be updated for Catalog Items within accessible branches.
• Fixed an issue to ensure Price List changes are kept after changing an inventory item.

Global

• Fixed an issue to ensure proper error messaging is provided when a PDF attachment can not be added to an email. 
• Fixed an issue to ensure pasted notes can be saved when accessing Aspire from a mobile device.
• Fixed an issue to ensure the collapse/expand icon is visible on-screen when grouping on a search list.  
• Fixed an issue to ensure text typed in the search field of search lists appears appropriately.
• Fixed an issue to ensure all information properly appears at the top and bottom of the screen when accessing Aspire from a mobile device. 

Invoicing

Fixed an issue to ensure new payment methods can be saved in the Payments section of the Invoicing page and the Customer Portal. 

Opportunities

• Fixed an issue preventing the ability to reduce the price of an item in an estimate that falls within the Maximum % to Reduce Price value. 
• Fixed an issue to ensure that only services available with a branch appear on an estimate's list of services. 

Properties

Fixed an issue to ensure accurate information is reflected in a Client Budget printout for a Property. 

Purchasing

• Fixed an issue to ensure purchase receipts can be approved even when a branch is not assigned a timezone.
• Modified padding to ensure Ship To and total value information can be readily seen on the Purchase Receipts and Credits page. 

Scheduling

Fixed an issue to prevent labor rate duplication after swapping work ticket costs for work tickets with a T&M payment type.

Work Tickets 

• Fixed an issue to ensure Vendor information appears on the Work Ticket Item Sourcing report after a change order is applied to an opportunity.
• Fixed an issue to ensure that items added to an opportunity via a change order appear on the Work Ticket Item Sourcing report. 
• Fixed an issue to ensure that work tickets selected within the Work Ticket Cost dialog are properly highlighted once selected. 

4/03/2024

Administration

• Fixed an error causing the GET Opportunities endpoint to improperly time out within the REST API.
• Fixed an issue to ensure that Aspire correctly adds Visit Checklist Items to a Service when editing an Opportunity Template.
• Fixed an issue preventing users with Branch Admin permission from rightfully changing user roles.
• Fixed a Web Report Designer issue that prevented users from previewing the Work Ticket without selecting a Route.
• Fixed an issue to ensure that users with view-only access cannot edit search lists. 
• Fixed an issue to ensure that the Contact opt-in status updates correctly.

Crew Mobile

• Fixed an issue to enable users to complete a work ticket without selecting a non-mandatory checklist item.
• Fixed an issue where allocations from a purchase receipt's Job Inventory utilized incorrect costs. 

Dashboard

Fixed an issue to ensure the Customer Issues and Sales Pipeline KPIs update nightly.

Invoicing

Fixed an issue to enable users to utilize Filter Conditions in the Invoicing Assistant.

Opportunities

• Fixed an issue to ensure that renewed and invoiced Contracts display the correct Opportunity name.
• Fixed an issue to allow users to add additional item category markup overrides to a service in a T&M estimate, even after saving the initial data.

Properties

• Removed inapplicable checkboxes from the Property Opportunity search list. 
• Fixed an issue to allow users to group additional columns in addition to viewing Property Collection Notes.

Reports  

• Fixed an EOMExport issue to ensure that records appear in the correct columns, resulting in balanced debits and credits.
• Fixed an issue that caused excessive margins in the Tax Entity report.
• Fixed an issue where the EOM report didn't properly reflect invoice adjustments for Opportunities with multiple services in different divisions.
• Fixed an issue in the Tax Entity Report where the absence of set branch filters resulted in no returned invoices.

Scheduling

Fixed an issue to ensure that Visit Notes populate in time entry when a user converts a Quick Ticket. 

Work Tickets

• Fixed an issue where T&M calculations on a work ticket were inaccurate, resulting in billing errors.

3/20/2024

Administration

Fixed an issue that caused screens to freeze when using the Tab key to navigate text fields in Budgets. 

Crew Mobile

Fixed an issue that prevented users from accessing older work tickets. 

Equipment

Fixed a bulk action issue to enable users to save Equipment routes without requiring GPS Set Up. 

Opportunities

• Fixed an issue to prevent users from entering negative factors during Estimate creation.
• Fixed an issue to restrict bulk renewal to won Opportunities only and enhanced error messaging for clarity. 
• Improved the Reset to Bidding function in Opportunities for better performance with large data sets.

Properties

Fixed an issue where large text values for Property or Operations Notes in Advanced Search overlapped with other rows. 

Purchasing  

Fixed an issue to ensure that a purchase receipt reflects the correct creation date in the Purchase Receipts Search List.

Reports  

• Fixed an issue that caused excessive margins in Route Snow Planner reports. 
• Fixed an issue to ensure that renewed Contracts correctly display Opportunity numbers in Proposals.
• Fixed an issue to increase the future accounting period visibility in Reports from 12 to 24 months.

Scheduling

• Fixed an issue to ensure that the Validating Service Limit dialog closes successfully when a user moves a visit on the Schedule Board for multi-visit work tickets. 
• Fixed an issue where the Weekly Time Review failed to show a checkbox for employees marked with an OT Paycode Exception. 

Work Tickets

• Fixed an issue to ensure the bulk DeleteAs Needed Tickets process functions successfully.
• Fixed an issue to make error messages on the Work Ticket Costs screen more user-friendly.

3/14/2024

Dashboard

Fixed an issue to ensure all items appear within the time range specified on the Sales Pipeline Insight KPI.

Global

Fixed an issue causing text to be clear when switching to Code View within the RTE dialog. 

Opportunities

• Fixed an issue preventing the ability to win a contract change after As Needed Service is marked as optional.
• Fixed an issue preventing work tickets deriving from Change Orders from appearing on the Job Dashboard Gantt chart.
  
• Fixed an issue to ensure subcontractor expense changes are saved. 
• Fixed an issue to ensure that all users with the proper permissions assigned to their user role can access the Estimate of an opportunity. 

Purchasing  

Fixed an issue to ensure the Variance Date reflects the day a variance was created on a Purchasing Receipt. 

Reports  

Fixed issue to ensure that the correct contact primary and secondary phone numbers appear in the right fields on the A/R Aging List report. 

Scheduling 

• Fixed an issue causing an inaccurate indication that a crew member started clock time within the GEO Perimeter of a property. 
• Fixed an issue causing an error when generating recurring schedules in bulk. 
• Fixed an issue to prevent pop-ups from disappearing on the Time-Entry screen after completing a T&M work ticket with an item allocation. 
• Fixed an issue to issue only users with the proper role and permission can approve work tickets.
  

Work Tickets 

Fixed an issue to prevent the unintended addition of duplicate items on a work ticket after changing a catalog item name.

2/16/2024

Administration 

• Fixed an issue that caused duplicate work ticket visit notes to appear when customizing the Invoice Report using the Web Report Designer. 
• Fixed an issue to ensure that budget changes containing a decimal value can be saved after properly rounded to the nearest whole number amount. 
• Fixed an issue with Microsoft 365 sync, preventing emails from promptly being sent via Aspire to customers.
• Fixed an issue preventing the View All Routes in Mobile option from being visible on the User screen of the Administration screen when the Restrict Mobile Route Visibility option is in use. 
• Fixed an issue to ensure that assigned branches can not be removed from items and services without having the correct permission enabled under the account. 
• Fixed an issue to ensure that one user account cannot unintentionally access the information of an account logged in before them when using the same device. 
• Fixed an issue to ensure that Work Ticket Completed in Crew Mobile SMS notifications are properly sent to recipients. 

  
  

Invoicing

• Fixed an issue that permitted the removal of the Status field from the Invoicing Assistant search list when Clear All is selected from the Display dialog. 
• Fixed an issue causing Collection Notes on the Receivables advanced search screen for any entry to appear overlapped with another.

Legacy - Reports

Fixed an issue to ensure that the Over/Under amount of a closed End of Month report incorporates a revenue variance that includes opportunities from canceled contracts.

Opportunities

Fixed an issue permitting the cancellation of an Opportunity after the invoice date. 

Purchasing 

Fixed an issue to ensure that Transaction ID data associated with an Item Allocation carries over when an item is moved to a different inventory location. 

Reports

• Fixed an issue to ensure that the tax entity invoice total on the Tax Entity report properly reflects tax rate changes. 

 Scheduling 

• Fixed an issue to ensure that the price set when converting a quick ticket into a work ticket is correctly represented by the Estimated Price shown on the Opportunity.  
• Fixed an issue so that visits are immediately shown or are removed from a route when added or removed from the Recurring Schedule. 
• Fixed an issue that permitted the ability to create quick tickets for properties in branches that should not be accessed.
• Fixed an issue preventing a service's default pay code from matching the coinciding work ticket's default pay code.
• Fixed an issue to ensure the time entry screen can be accessed when the Read Only Access to Schedule Board permission is enabled under a user role. 

1/31/2024

Administration

• Fixed an issue that caused text to be removed when selecting the Clean or Plain Text options when pasting text into a rich text editor. 
• Fixed an issue that caused a 30-minute inactivity timeout, even when activity occurs on the screen. 
• Fixed an issue that caused a notification log status of Delivered to appear for contacts who have not opted into SMS. 
• Fixed an issue causing Absentee notifications to be sent from routes switched from time-based to sequence-based.
• Fixed an issue preventing users with a Branch Admin permission from making changes to a user’s account settings.
• Fixed an issue that caused an error when syncing QuickBooks with Aspire. 

Customer Portal 

• Fixed an issue preventing contracts from appearing in the Customer Portal. 

Dashboard 

• Fixed an issue preventing the Regarding field dropdown menu from appearing when creating a new issue for a property on an Android device.

Invoicing

• Fixed an issue preventing the ability to remove an invoice or invoice batch.

Legacy - Invoicing 

• Fixed an issue that permitted applying a payment to a Lost Opportunity.

Opportunity 

• Fixed an issue that caused the incorrect value to appear in the Material Cost field on the Opportunity search list.
• Fixed an issue preventing the indicator for visit notes from appearing on work tickets. 

Purchasing 

• Fixed an issue preventing the Item Code from appearing on items added to purchase receipts and credits.
• Fixed an issue to ensure all applicable records appear on the Daily Plan Report search list. 

Reports 

• Fixed an issue preventing the accurate reflection of the total price on the property budget report when there is a service price change for a per-service contract. 
• Fixed an issue preventing negative tax values on an invoice from appearing on the Tax Entity report. 
• Fixed an issue that caused the Rolling Budget report to have an error when using the Indirect Division filter. 
• Fixed an issue that caused an error when running a Clock Time audit report filtered by Branch. 

Scheduling

• Fixed an issue causing errors when interacting with the Schedule Board from an iPad 9th generation or MacOS 11 using Safari V14.1.

1/18/2024

Administration

• Fixed an issue causing the GET Properties endpoint to improperly time out within the REST API. 
• Fixed an issue preventing the cost history from being captured when price-list costs are created for Catalog Items. 
• Fixed an issue preventing the State from appearing when importing properties or contacts. 
• Fixed an issue that caused duplicate information to appear for the InvoiceOpportunityServiceItems field under the GET Invoices endpoint of the REST API. 
• Fixed an issue preventing the ability to retain a desired filter when removing a filter when the same filter with different values is added to an advanced search list.

Contacts 

Fixed an issue that caused the three-dot menu to appear missing from a narrow monitor because it is off-screen when viewing the Pay Rates screen for an Employee contact record.

Crew Mobile

We fixed an issue that permitted allocating materials to a work ticket without logging time for the current day on the material screen.

Dashboard 

Fixed an issue preventing the Status column from displaying properly when drilled into from a metric based on the invoicing assistant on the Dashboard.

Invoicing 

• Fixed an issue preventing the ability to calculate tax for Fixed Price Open Billing invoices.
• Fixed an issue that caused an error when creating an invoice batch. 

Legacy - Administration

Fixed an issue causing an error when attempting to clone a Catalog item Kit with an inactive unit type

Legacy - Invoicing 

• Fixed minor user interface concerns on the Print statement dialog screen that appears when selecting the option to print a Receivables statement.
• Fixed an issue preventing the ability to create a Miscellaneous Invoice when the Require Billing Company option is enabled on an invoice.  

Legacy - Properties 

Fixed an issue that caused the Full Property Wizard to error when filtering by Opportunity Type.

Legacy - Purchasing 

Fixed an issue preventing all opportunity numbers from displaying on the Purchase Receipt search list for contract renewals assigned to a master job.

Legacy - Reports 

• Fixed an issue causing the Drive Time to appear as the Work Ticket Start Time on the Work Ticket Pivot report.
• Fixed an issue preventing the Insert option from appearing under a default pay code generated from a service on the Opportunity Default Pay Code Audit report.
• Fixed an issue preventing the name from appearing under the Labor portion of the Profit and Loss Monthly report. 

Legacy - Scheduling

Fixed an issue that caused visit notes to disappear when a Quick Ticket is converted into an existing or new work ticket. 

Opportunities

 Fixed an issue that caused a zero value to improperly appear under the Actual Hours column of a renewal opportunity.  

Properties

•  Fixed an issue preventing the ability to select a category tag of a Site Audit when using a Google Pixel mobile device. 
• Fixed an issue that permitted the creation of estimates that generate work tickets with negative prices.
• Fixed an issue that caused the Full Property Wizard to apply the incorrect Date Range filter.
• Fixed an issue that caused the property screen to change when a long URL string was entered and saved in the Website field.

Purchasing

• Fixed an issue that caused a non-zero amount to reflect under an item that should cost $0.00 on a purchase receipt. 
• Fixed an issue that caused Extra Costs for a purchase credit to reflect as a positive value when it should reflect as a negative value on the Purchase Receipt search list.
• Fixed an issue preventing the Transaction column from appearing when exporting Item Allocation History. 

Reports 

•  Fixed an issue causing an inaccurate estimate cost to display for an opportunity in the Contract Renewal report. 
• Proper values are not being returned on the Profit and Loss Monthly report when filtered by Regions.
• Fixed an issue causing an icon to appear when printing the Route Snow Planner report. 

Scheduling

• Fixed an issue causing catalog items with nearly 200 characters to be seen entirely when adding material to a work ticket on the Time Entry screen.
• We corrected an issue that caused inaccurate burden costs to reflect when drive times are unselected and resaved on the time entry screen.
• Fixed an issue preventing the correct latitude and longitude values from appearing when selecting the location push pin on the time entry screen when two or more clock time records are combined.
• Fixed an issue preventing the removal of Default Routes when assigning no route when applying the Set Route and Sequence # bulk actions on the Schedule Event page.