- 23 Jan 2023
- Impresión
- PDF
Configuration Screen
- Actualizado en 23 Jan 2023
- Impresión
- PDF
The Application Configuration screen enables you to establish Aspire system parameters that define the overall behavior of Aspire for their company such as fiscal year start, revenue reporting model (earned or invoiced), time zone, company info such as name and website, time reporting information, invoicing setup and accounting synchronization to name a few. It is available from the Application Configuration option on the Administration screen.
The Application Configuration screen is comprised of tabs that organize the available system-wide parameters:
- Application
- Company
- Time Reporting
- Invoicing
- Accounting Sync
- Electronic Signature
- Aspire GPS Integration
- Electronic Payments
- Customer Portal
Application Tab
The Application tab enables you to define Aspire's operating parameters. Most values will be established when they initially configure the system and remain static thereafter. The Snow Mode checkbox is a notable exception which some companies change annually.
Each of the screen elements on the Application tab of the Application Configuration screen is described in the following table.
Screen Element | Description | ||||||
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Login Type | Read-only. The value displayed here is provided by Aspire during the initial system configuration. | ||||||
Fiscal Start | Enables you to specify the month in which your company’s fiscal year begins. The drop-down menu enables you to choose the appropriate month. | ||||||
Start Revenue Variance Adjustment After | This field enables you to specify the date after which Aspire will begin to adjust the reported variance between earned revenue and invoiced revenue as reported in the over/under values of the End of Month Report. Revenue variance adjustment and setup of this capability are explained more fully in the article, Revenue Variance. | ||||||
Revenue Reporting | This field previously enabled you to specify the default behavior of the P&L reports – whether they are based on earned revenue or invoiced revenue. As of Aspire V5.0, this parameter has no known function. | ||||||
Time Zone | This field enables you to specify the time zone of the company’s primary location. Time zones for branch locations can be specified independently for the branches on the Basic Details tab of the Branch screen. | ||||||
Crew Leader Role | Specify which security role is properly configured for crew leaders in the organization. To work properly, the selected security role must at least have the “Crew Leader” permission checked. | ||||||
Default Division for Work Orders | Enables you to specify the division that is specified by default when creating new work orders. When creating a work order, they can override the default value. | ||||||
Defaults for Formatted Fields | Required. Default font and font size used in formatted fields throughout Aspire. Examples of formatted fields include the Proposal Descriptions fields and the Invoice Notes field on the Opportunity screen. | ||||||
Schedule Month View Display Cap | Required. Specifies the maximum number of visit tiles to display in any cell on the Month view of the Schedule Board screen. If more visits are available on any given day than what is displayed, Aspire displays ellipses to indicate additional visits. Users must specify a value greater than zero. | ||||||
Default Attachment Size | Enables you to specify the default image size (Small, Medium, Large or Actual Size) to be initially selected when any user adds an image to a property, opportunity, issue, etc. You can always override the default each time they save an image – this option simply sets the default. | ||||||
Snow Mode | Checkbox. Choosing this option places Aspire into Snow Mode to improve the operational efficiency of crew members during the winter season by providing a checkbox on the login screen of the Crew Mobile App, which when checked by the crew leader, causes Aspire to hide non-snow services and inventory items on the mobile device. | ||||||
Opportunity Branch Override | Checkbox. When selected, displays a branch override field on the opportunity so you can give the revenue and expense to a branch other than the branch where the property is currently assigned. | ||||||
Disable Automatic Ticket Approval | Normally, if a team member who is the account owner on the associated property completes a work ticket that requires approval, the ticket status automatically goes from Scheduled to Complete skipping the Pending Approval status. When the Disable Automatic Ticket Approval checkbox is checked, automatic approval is disabled meaning that the Pending Approval status will not be skipped in this case. Even the account owner must explicitly approve the work ticket by choosing the Approve option before it will advance to Complete status. | ||||||
Require Unique Vendor Invoice # | When specifying the vendor invoice number on a purchase receipt, ensures that you do not enter the same vendor invoice number for the same vendor on two different purchase receipts. This can help to prevent the creation of duplicate purchase receipts or applying two different purchase receipts to the same invoice. | ||||||
Restrict Editing of Employees | This option should only be enabled for companies that manage employee information in a separate system that has been integrated with Aspire. Selecting this option prevents all users from editing information for employee contacts. The expectation is that such modifications will be performed in the alternate system, and changes will be automatically loaded into Aspire. | ||||||
Create Property from Contact | If this option is enabled, Aspire will add an icon to the bottom of the Contact screen which, when clicked, will initiate the creation of an associated property. | ||||||
Enhance Branch Admin Security | For larger companies with many branches and larger infrastructure, allows distribution of greater responsibility to branch managers while properly enforcing limitations to branches they are authorized to manage as described below. | ||||||
Hide Schedule Progress Bar | If checked, prevents the work ticket progress bar from displaying on visit tiles on the Scheduling Board screen. | ||||||
Show Gross Margin Less Sub | If enabled, calculate Gross Margin on the Estimate screen without subcontractor cost as follows: Net Gross Margin (%) = (Total Rev - (Labor Cost + Material Cost + Equipment Cost + Other Cost + Sub Cost)) / (Total Rev – Sub Cost) This compares with the standard gross margin formula: Net Gross Margin (%) = (Total Rev - (Labor Cost + Material Cost + Equipment Cost + Other Cost + Sub Cost)) / (Total Rev) When this option is set, the new calculation is reflected in the following areas:
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Show Only Gross Margin on Estimating Screen | This checkbox determines how totals are displayed on the Estimate screen for opportunities. The two display formats are depicted below. Unchecked | ||||||
Auto Approve Device | This box modifies the behavior of device authorization. If this box is checked and a user enters a valid username and password on a device that has never been used before, the device will automatically be authorized and you will be able to log in without intervention by a system administrator. WARNING: Enabling this option relaxes security making it easier for hackers to break into the system. | ||||||
Default Schedule of Values to % vs Dollars | This checkbox is interpreted as follows:
In either case, you can modify the default schedule of values for the work order before winning the opportunity. For example, you can specify the schedule of values based on the number of items installed. | ||||||
Enable Weathermatic Integration | Weathermatic 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 Weathermatic by property. Once Weathermatic has been enabled using this option, Aspire provides direct access to the Weathermatic website for the property represented on the screen in the following locations:
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Require Contract End Date | This option determines whether open-ended contracts are allowed. If this option is selected, all contracts must have an end date specified before they can be saved. Requiring end dates for contracts is considered an Aspire best practice because establishing a new contract each year reduces the complexity introduced by using contract changes to update contract terms over multiple years. | ||||||
Add New Reading | This option affects the default behavior of the AddNew Reading checkbox on the New Service Log screen. If this Add New Reading option in Admin is selected, the Add New Reading checkbox on the New Service Log screen is enabled by default. Otherwise, it is disabled by default. In either case, you can change the value of the Add New Reading checkbox on the New Service Log screen. | ||||||
Require No Open Invoices Check When Changing Jurisdiction | This option affects Aspire’s behavior of validation when you change the tax jurisdiction for a property on the Property screen. If enabled, an additional check determines whether there are any unpaid invoices for the property and if so, prevents you from changing the tax jurisdiction. If the change to the tax jurisdiction is blocked by the check, Aspire displays the following message: “There are one or more unpaid invoices for this property. In order to change the jurisdiction on the property, those invoices will need to be deleted before the jurisdiction can change. This will prevent taxable dollars from changing jurisdictions.” | ||||||
Enable Negative Schedule of Value Lines | This option determines how Aspire users are required to apply negative changes (i.e. removal of materials or labor) from a work order using a change order for Fixed Price Open Billing work orders.
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Enable LandscapeHub Integration | Aspire provides direct integration with LandscapeHub – a web-based marketplace for plants and landscape supplies – to streamline the material acquisition process. This option enables you to access to the Submit to LandscapeHub option on the Purchase Receipt screen in the Actions menu if you have the Submit Receipt to LandscapeHub permission enabled | ||||||
Display Tax on Estimate | This option determines whether the tax amount is shown on the Estimate screen based on the tax percent for the tax jurisdiction of the associated property. If the option is enabled, tax is only shown for opportunities the estimate has been marked complete. | ||||||
Enable SiteOne Price Book Integration | Aspire provides integration with SiteOne - a hub for purchase of grounds maintenance materials. Before setting up SiteOne in Aspire, a SiteOne account must be established. This option enables the feature telling Aspire to perform daily updates of the Aspire Item Catalog products and pricing from SiteOne. These items become available when adding items to an estimate from the Aspire Estimating screen. When this option is enabled, it is also necessary to configure each branch to specify the types of materials that should be loaded for the branch. |
Enhance Branch Admin SecurityThe checkbox called Enhance Branch Admin Administration Securitya on the Company tab of the System Configuration screen provides enhanced edit capabilities for branch administrators. This capability is especially useful for large organizations with many branches. When the Enhance Branch Admin Administration Security checkbox is checked, you will have specified management capabilities under the following Administration sections if have Branch Admin permission but do not also have System Admin permission:
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The functions associated with those icons are limited based on the branch administrator’s branch access as described below:
Admin Screen Function | Branch Admin Limitations | ||
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Manage Users | As a branch administrator, you can only view or edit users from the Users Search List screen for users whose contact is assigned to a branch to which the branch administrator has access as specified in the Branch Access field on the User tab of the User screen. You can add new user accounts. When adding or editing user accounts, you can only provide branch access for branches to which they themselves have access. Additionally, you cannot assign any security role that includes the System Admin permission. | ||
Manage Services | As a branch administrator, you will be able to locate and view any service in the Service Search List screen, regardless of branch access. However, you will have read-only access that prevents you from editing services that are assigned to branches to which you have no access. The Bulk Actions menu with the Set Completion Form action will not be available. When adding new services, you will only be able to add branches to which they have access. When adding services to an estimate, only services assigned to branches for which they have access will be available. In search lists throughout Aspire, service dropdowns only allow the selection of services to which you have branch access including services that provide access to all branches. | ||
Manage Items | Enabling Enhanced Branch Admin Security allows specific branches to be associated with items in the item catalog. As a branch administrator, you can view all items on the Items Search List screen regardless of their branch access. However, they have read-only access preventing them from editing items that are assigned to branches to which you have no access - except that you will be able to add or edit an allocation item cost to price lists that are set up on the branches to which they have access. The Bulk Actions menu3 is not available to branch administrators at the bottom of the Item Search List screen unless you also have System Admin permission. If you do not have the System Admin permission or All Branch access, then the Assigned Branch field is required when adding a new item or kit. The only branches that are available are the branches that you have access to. If you are adding a kit and are required to set the Assigned Branch field, then the available items to add to the kit are items where the Assigned Branch field is null or match the assigned branch on the current item. In search lists throughout Aspire, item dropdowns only allow selecting items to which you have branch access including items that provide access to all branches. | ||
Manage Workflows | As a branch administrator, you can only view or edit workflows on the Work Flows Search List screen to which you have branch access as specified in the Branch Access field on the User tab of the User screen. You can add new workflows, but only for branches to which they have access. | ||
Manage Pricing | As a branch administrator, you can only view or edit price settings on the Pricing Settings screen to which you have branch access as specified in the Branch Access field on the User tab of the User screen. You can add new price settings but will be required to specify a branch for which you have access. | ||
Manage Branches |
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Company Tab
The Company tab allows you to specify company-specific configuration information.
Each of the screen elements on the Company tab of the Application Configuration screen is described in the following table.
Screen Element | Description |
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Name | Required. Name of the company. |
Company Code | The company code identifies a company’s Aspire system among the landscape companies that utilize Aspire. This code improves system security. It is used when individuals in the organization authorize their devices the first time that they log into Aspire. |
Website | The URL for the company’s website. |
Phone | Company’s phone number. |
Fax | Company’s fax number. |
Logo | Clicking on the area to the right of the Logo label displays the Upload Attachment screen that enables you to select the image file containing the company logo. Once you have uploaded the logo, it will be displayed after the logo label. The logo can be incorporated into layouts for forms generated by Aspire such as proposals and customer invoices. |
Address Line 1 | The first line of the company’s address. |
Address Line 2 | The second line of the company’s address. |
City | The company’s address city. |
State | The company’s address state. |
Zip | The company’s address zip code. |
Upload Attachment ScreenThe upload attachment screen enables you to select an image file from their computer representing their company logo. |
Time Reporting Tab
The Time Reporting tab enables you to specify configuration information related to time reporting.
Each of the screen elements on the Time Reporting tab of the Application Configuration screen is described in the following table.
Screen Element | Description | ||
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Mobile Time Reporting Timeout (seconds) | Period of inactivity after which the mobile time app will be automatically be logged out on the mobile device for security reasons. The recommended timeout is 300 seconds (5 minutes). | ||
Break Time | If you do not require crew members to clock out for lunch and assume a standard lunch break period, specify the standard period here in hours. For example, specifying a value of .5 is ½ hour. If you require crew members to clock out during lunch, set this value to zero. | ||
Disable Mobile Crew Management | Normally, crew leaders can clock in and out on behalf of crew members. To require individual crew members to clock in themselves, check this box. When this checkbox is checked, the Crew button will not be available to crew leaders in the Crew Mobile App. | ||
First Day of Week | Required. Specify the first day of the workweek for payroll purposes. Valid values are Monday, Tuesday, Wednesday, Thursday, Friday, Saturday, or Sunday. | ||
Past Days to Allow Edit of Time Entry | Enables you to specify how many days prior to the current day authorized users may edit time entry values. | ||
Default GEO Perimeter | Enables you to specify a circular area measured in feet from the center of a property within which, crew members are required to clock-in to their work sights. The property center is based on Google’s latitude/longitude for the address. Determines the color of push-pins on the Time Entry screen for time clock-in (vs. property start for jobs). | ||
Round clock in/out times to the nearest 15 minutes | If checked, Aspire will round clock in and clock out times to the nearest 15 minutes. This selection does not affect job time entries. | ||
Enable Sub tickets to be created from Crew Mobile | When disabled, prevents subcontractor Crew Mobile users from creating work tickets from As Needed services. Unlike the “Enable tickets to be created from Sub Portal” option, the Crew Mobile users are not prevented by this option from adding time to unscheduled work tickets that already exist. | ||
Enable partial occurrence to be specified from Crew Mobile | When this option is enabled, a Partial Occurrence button becomes available in the Crew Mobile App on the Work Ticket screen. Clicking this icon allows crew leaders (especially for subcontractors) to specify a partial occurrence percent indicating how much of the expected effort/time was required on per service work tickets. This value is made available on the Work Ticket screen to provide guidance for office staff when setting partial occurrence value for the work ticket. | ||
Include Dates in Paychex Export | This option should be checked if you are synchronizing payroll information with Paychex Desktop or Paychex Online. Otherwise, leave unchecked. | ||
Payroll Export Format | Determines the format of the export file generated when a user selects the Export or Export All Employees option from the Bulk Actions menu on the Weekly Time Review screen. Provides the following options: Preview, Preview tab-delimited, Flex, QuickBooks Desktop, Ultimate, Paychex Flex with Job Number, Aspire Payroll. Companies that use a payroll service will work with their payroll service to determine the appropriate export format by providing examples of the Preview format, the Preview (Tab Delimited) format, and the Flex format. The Flex format is specifically designed for use with the Paychex payroll service. The Aspire Payroll option is designed for use with the Cornerstone payroll company, Aspire’s preferred payroll vendor. The Ultimate format is used for companies that utilized the payroll system by the same name. | ||
Include Drive Time when Logging Equipment from Crew Mobile | This setting instructs Aspire to add drive time to the time logged for equipment. When the crew leader starts time on a work ticket from the Crew Mobile App, and there is equipment estimated for the work ticket, and the route has the Allow Equipment Time Reporting option enabled, they have the option to also log the time to the equipment. Time allocated to equipment in this manner shows up in the Time Entry screen of the Aspire Desktop. When the Include Drive Time when Logging Equipment from Crew Mobile option is enabled and office staff accepts time, Aspire will update the logged equipment hours value to include drive time calculated for the work ticket. If the Aspire Desktop user goes back into the Time Entry screen, they will see that the time allocated for equipment matches the time on the work ticket including drive time. | ||
Minutes that need to elapse between clock out and clock in. Otherwise, give an early return from lunch warning. |
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Use Time Prompts |
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OT Calculation | Allows you to choose one of two options for Aspire to calculate overtime for employees:
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Equipment Reading Clock Out Prompt | Aspire enables you to configure the Crew Mobile App to prompt crew members for equipment meter readings. This field also permits you to enable this feature and to specify when the Crew Mobile App will prompt the crew leader. Readings can be collected never, upon clicking the Complete button for a job, on clock out each day, or on clock out for a chosen day of the week. Available options are; blank (option disabled), Per Job, End of Day, Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, or Saturday. | ||
Prompt for New Ticket in Crew Mobile App checkbox | The Aspire Crew Mobile App supports two possible behaviors when the crew leader selects a service from the Schedule screen if there was an existing work ticket for that service that had time logged to it in the prior twenty-four hours. This checkbox enables you to choose the behavior of the Crew Mobile App. If this checkbox is checked (enabled) Aspire will prompt you to ask them whether to use the work ticket that already has time on it or to select another open work ticket. For some companies, it is better not to display this prompt to crew leaders, but rather to always have Aspire use a new work ticket. To support this approach, unchecking this checkbox (disabling) prevents Aspire from prompting you to use an existing ticket or select a new one – rather, it automatically picks a new one and takes the crew leader directly to the Work Ticket screen. | ||
Enable Sub Access to Crew Mobile | Checking this box will allow subcontractor contacts without user accounts to log into the Crew Mobile App. Subcontractor contacts that do have user accounts established will be able to log into crew mobile regardless of this setting. | ||
Enable Sub Portal | Checking this box will allow subcontractor contacts who have been provided with user accounts to access the Subcontractor Portal. | ||
Enable tickets to be created from Sub Portal | When disabled, prevents the Subcontractor Portal user from creating work tickets for any service that is not scheduled on the Schedule Board. | ||
Enable partial occurrence to be specified from Sub Portal | When this option is enabled, a Partial Occurrence icon becomes available in the Subcontractor Portal on the Work Ticket screen. Clicking this icon allows subcontractors to specify a partial occurrence percent indicating how much of the expected effort/time was required for per service work tickets. This value is made available on the Work Ticket screen to provide guidance for office staff when setting the partial occurrence value for the work ticket. | ||
Allow Sub Portal Time After Month Has Been Closed | When this option is disabled, and a subcontractor logs into the Subcontractor Portal and sets the date at the top of the screen to a month that is closed, the screen will be disabled so that they cannot add time or materials. When this option is enabled, and you set the date at the top of the Subcontractor Portal screen to a closed month, the screen is enabled, but you are allowed to directly enter the number of hours worked – they cannot specify the start and stop times for the work. | ||
Default Clock Time on Employee Time Card Report | If this option is selected (checked), then the CLOCK IN and CLOCK OUT times on the Employee Time Card Report are only determined by the earliest Clock In time and latest Clock Out time for the employee for the day – work ticket start and stop times are not considered. Otherwise, the earliest and latest work ticket times are considered as well. | ||
Allow Crew Member Mobile Clock-In Without Crew Leader | This feature provides the ability for crew members to clock in from their own mobile devices. The crew leader will need to authorize this by first logging in on the device that the crew member will be using. The crew member will then need to log in with their PIN and they can then clock in. This setting can be enabled at both the system and branch levels. When the setting is enabled at the system level, it can not be seen on the branch details screen. Enable for select branches by disabling this option under the Time Reporting section of the Configuration section of the Administration menu and enable the feature individually at the branch level. |
Invoicing TabThe Invoicing tab enables you to specify configuration information related to invoicing customers. Each of the screen elements on the Invoicing tab of the Application Configuration screen is described in the following table. |
Screen Element | Description |
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Standard Billing Overdue After Days | Specify the number of days from work completion or scheduled invoice date (depending on invoice type) after which the Invoicing Assistant color codes standard billing payments as Overdue for billing to the customer. The Invoicing Assistant screen color codes invoice recommendations that are overdue and labels them as Overdue in the color-coding legend. Standard billing represents the following invoice types: Fixed Payment, T&M, Per Service, and Fixed Price on Completion. |
Standard Billing Ready after Days | Specify the number of days from work completion or scheduled invoice date after which the invoice assistant color codes a billing payment as Ready for billing the customer. The Invoicing Assistant screen color codes invoice recommendations that are ready and labels them as Ready in the color-coding legend. Standard billing represents the following invoice types: Fixed Payment, T&M, Per Service, Fixed Price on Completion. Note that Fixed Price on Payment Schedule services is recommended in purchase assistant based on percent complete – not on a date. |
Open Billing Overdue After Days | For construction, it is common to set work orders up with open billing, and then bill monthly. This field enables you to specify the number of days from the prior invoice date after which the Invoicing Assistant color codes the next open billing payment as overdue for billing to the customer. The Purchasing Assistant screen color codes invoice recommendations that are overdue and labels them as Overdue in the color-coding legend. Open billing represents the Fixed Price Open Billing invoice type. |
Open Billing Ready After Days | For construction, it is common to set work orders up with open billing, and then bill monthly. This field allows you to specify the number of days from the prior invoice date after which Invoicing Assistant will present a recommended payment as ready for invoicing. The Invoicing Assistant screen color codes invoice recommendations that are ready and labels them as “Ready” in the color-coding legend. Open billing represents the Fixed Price Open Billing invoice type. |
Require Billing Company | Indicates that properties on an opportunity must have a designated company before Aspire will allow invoices to be generated. This option will typically only be used by clients who work exclusively on commercial contracts and work orders – not residential – or who require that “companies” are set up in Aspire for their residential customers. If this checkbox is checked, then residential customers must be set up as companies in Aspire. Enabling this option affects the behavior of the Invoicing Assistant screen which displays invoice recommendations based on invoice payments that are upcoming or due as determined by in-process opportunities and the invoice types of their associated services. If this option is enabled, and the billing contact for the property associated with a service that is due for payment is not assigned to a company, then Aspire will color-code that recommendation on the Invoicing Assistant screen. |
Invoice Email From | When Aspire sends invoices to the customer, the value that you specify here determines from whom the email will be sent. You may choose for invoices to be sent from the employee marked as the account owner for the associated property or specify a specific employee contact. If a more specific value is specified at the region or branch level, the most specific value will be used. |
Invoice Email CC | Enables you to specify an email address that will be cc’d when invoices are sent. If a more specific value is specified at the region or branch level, the most specific value will be used. |
Invoice Email Subject | Enables you to specify an email subject that will be displayed when invoices are sent via email. If a more specific value is specified at the region or branch level, the most specific value will be used. This field allows you to insert expandable tokens that are replaced with specific values for the invoice. |
Invoice Email Body | Enables you to specify an email body that will be presented when invoices are sent via email. If a more specific value for the email body is specified at the region or branch level, the most specific value will be used. This field enables you to insert expandable tokens that are replaced with specific values for the invoice and to insert images. |
Invoice on Completion Description | For invoices on services marked for invoice upon completion (T&M or fixed price), enables you to specify the line-item that will be displayed on the invoice. If a more specific value for this description is specified for the Invoice on Completion Description at the region or branch level, the most specific value will be used. This field enables you to insert expandable tokens that are replaced with specific values for the invoice. |
Accounting Sync Tab
The Accounting Sync tab is used for initial setup with Aspire to integrate with the accounting system. An Aspire account manager will guide you through this process. The screen layout differs depending on the accounting system with which Aspire is being integrated. Accounting systems supported as of this writing include:
- QuickBooks Online
- QuickBooks Desktop
- Acumatica
- Great Plains
- Net Suite
The Accounting Sync taba for each of the accounting systems provides a checkbox at the top labeled Perform Accounting Integration at Branch Levelb. Selecting this checkbox makes available all the account fields on the Branch screen so that sync accounts can be set up for each branch. |
Accounting Sync Tab for QuickBooks Online
The following image depicts how the Accounting Sync tab is laid out when the QuickBooks Online option is selected in the Integrate with External Accounting at System Level field.
Enabling Inventory as Expense
An option is provided to specify that inventory should be treated as an expense. When this option is enabled, the month-end expense export to Excel will include direct job costs and inventory purchases. Additionally, the behavior of the Purchase Receipt screen changes.
The option Enable Inventory as Expensea is available on the Accounting Sync tab of the Application Configuration screen as depicted below. The option is only available when the Enable EOM Export optionb is enabled.
Accounting Sync Tab for QuickBooks Desktop
The following image depicts how the Accounting Sync tab is laid out when the QuickBooks Desktop option is selected in the Integrate with External Accounting at System Level field.
Accounting Sync Tab for Acumatica
The following image depicts how the Accounting Sync tab is laid out when the Acumatica option is selected in the Integrate with External Accounting at System Level field.
Accounting Sync Tab for Great Plains
The following image depicts how the Accounting Sync tab is laid out when the Great Plains option is selected in the Integrate with External Accounting at System Level field.
Accounting Sync Tab for Net Suite
The following image depicts how the Accounting Sync tab is laid out when the Net Suite option is selected in the Integrate with External Accounting at System Level field.
Electronic Signature Tab
Aspire provides the ability for customers to electronically sign proposals that sales representatives send them, and they receive by email. The email will provide a link that allows them to complete a simple signing process.
To make the electronic signature capability available, you must enable it on the Electronic Signature tab of the Application Configuration screen.
The following table describes the screen elements available on the Electronic Signature tab:
Screen Element | Description |
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Enable Electronic Signatures | Checking this checkbox enables electronic signature capability within the system. Once checked, Aspire adds a checkbox to the Bulk Email Opportunity Proposal screen available from the Bulk Actions menu on the Opportunities Search List screen. |
Job Number Description | When the customer clicks on the link in the proposal email to initiate their electronic signature, they will be taken in their primary browser to a login window where they must enter their email address and the job number. The value of this field determines how the job number field will be labeled for customers on that login screen. |
Electronic Link Description | This field enables you to specify the string that will replace the tokena (“[Electronic Signature Link]”) in the email that accompanies a proposal to the customer. You might specify something like, “Click here to sign the proposal”. In the email received by the customer, this string will appear as a hyperlink which, when they click it, will initiate the signature process. |
Email Subject | Enables you to specify a default subject for the email that accompanies proposals sent to customers for electronic signature. This field supports expandable tokens which are described in the Aspire User Guide. |
Sales Rep Email Subject | Enables you to specify the subject of the email that is sent to the sales rep responsible for the opportunity when the customer completes entering their electronic signature on the proposal. This field supports expandable tokens which are described in the Aspire User Guide. |
Email Body | Enables you to specify the default body for the email that accompanies proposals sent to customers for electronic signature. This field supports expandable tokens which are described in the Aspire User Guide. |
Sales Rep Email Body | Enables you to specify the body of the email that is sent to the sales rep responsible for the opportunity when the customer completes entering their electronic signature on the proposal. This field supports expandable tokens which are described in the Aspire User Guide. |
Confirmation Message | This message is displayed to customers when they successfully electronically sign the proposal. |
Aspire GPS Integration Tab
Aspire has partnered with Agilis Systems, a leader in GPS tracking solutions for small, mid-sized, and enterprise-sized fleets, to add equipment GPS tracking features to Aspire. Based on this partnership, Aspire provides fee-based, real-time GPS vehicle reporting that integrates with the Aspire Crew Mobile application, the Aspire Schedule Board, and the Aspire Equipment module. Tracking is provided based on two different types of devices:
- Vehicle GPS trackers to plug into and track fleet vehicle miles and operation data (speeding, hard braking, etc.)
- Equipment GPS trackers to connect to equipment assets to track operation hours
Once enrolled with Agilis, you will be able to log into the FleetSharp application to acquire an integration IDa that they will copy and paste into the API Key fieldb on the Aspire GPS Integration tab of the Aspire Application Configuration screen as depicted below.
The screen elements on the Aspire GPS Integration tab of the Application Configuration screen are described in the following table.
Screen Element | Description |
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Enable Aspire GPS Integration | Enables the GPS integration with Agilis provided that the Agilis account has been properly established and allows access to other setup fields. |
API Key | Only displayed if the Enable Aspire GPS Integration checkbox is checked. Get the API key from the FleetSharp application as shown above to enter into this field. |
Create Equipment Readings | Only displayed if the Enable Aspire GPS Integration checkbox is checked. If the Create Equipment Readings checkmark is checked, then each night, Aspire will automatically generate a meter reading for vehicles equipped with GPS tracking devices. |
Electronic Payments Tab
Once the CardConnect account has been established, and Aspire has enabled the Electronic Customer Payment Processing feature, the Electronic Payments tab of the Application Configuration Screen becomes available as shown below. You can use this tab to configure customer electronic payments.
The screen elements on the Electronic Payment tab of the Application Configuration screen are described in the following table.
Screen Element | Description |
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Merchant ID | This is the identifier assigned to the company when you register with the credit card processor, CardConnect. The value of this field is encrypted when stored in Aspire. |
User Name | This is the username established when registering with the credit card processor, CardConnect. The value of this field is encrypted when stored in Aspire. |
Password | This is the password established when registering with the credit card processor, CardConnect. The value of this field is encrypted when stored in Aspire. |
Merchant Zip | Company primary zip code that you provide when registering with CardConnect. Used to validate the company for credit card processing. |
Allow Branch Override | The Allow Branch Override checkbox allows companies to set up each of their branches to connect to its own instance of the CardConnect payment processor for accepting electronic payments. Companies set up in this manner must have a separate CardConnect Merchant ID for all branches. When this checkbox is checked, an additional tab becomes available on the Branch screen allowing the system administrator to set up accounting system connectivity for each branch. When you hover over the Info icon next to this option, a tooltip is displayed that says, "Allow electronic payment accounts to be configured at the branch level. This is useful if you have multiple companies configured inside the same Aspire system." |
Add Credit/Debit Card Convenience Fee % | This enables you to specify that a convenience fee will be added to electronic credit/debit card customer payments based on a percentage of the payment amount. These fees are not applied to ACH payment transactions. |
Currency | This enables you to specify that payments will be received in US dollars (USD) or Canadian dollars (CAD). |
Customer Portal Tab
Aspire provides a Customer Portal that allows customers web access to their proposals, invoices, and issues. Aspire allows companies to brand the customer portal using their company logo and choice of color scheme. The URL that customers use to access the customer portal is specific to each company. Before customers can gain access to the Customer Portal, the system administrator must enable it and company personnel must send email invitations to their customers.
The Customer Portal is enabled and configured from the Customer Portal tab of the Application Configuration screen in Aspire. |
When the Enable Client Portal checkbox is enabled, the Customer Portal tab displays all the options for configuring the portal. The Customer Portal tab can be considered in two sections:
- General Portal Configurationa – Specifies how the portal and customer invitations operate.
- Portal Designb – Defines how the portal will look visually when customers log into it.
General Portal Configuration Section of Client Portal Tab
The screen elements on the General Portal Configuration section of the Client Portal tab are described in the following table.
Screen Element | Description |
---|---|
Enable Customer Portal | Checkbox to enable the Customer Portal. When this checkbox is enabled, Aspire adds the Send Customer Portal Invitation option to the Actions menu on the Contacts Search List screen. When this checkbox is checked, all other controls on the Customer Portal tab become visible. When the checkbox is unchecked, all other controls become invisible. |
Customer Portal Domain | Allows selection of a third-level domain to be appended to the front of PropertyServicePortal.com to form the URL that allows customers to browse to the portal. In the screenshot above, the full domain for the customer will be, Incrediscape.PropertyServicePortal.com (not case-sensitive). |
Customer Portal Hyperlinkc | A hyperlink that will take you to the Customer Portal website whose URL is represented by the hyperlink. |
Customer Portal Link Description | Within the template for the email body (see below) that is sent to the client allowing them to register for the portal, you can insert a token ([CustomerPortalLink]) representing a hyperlink that the customer clicks to sign up for the portal. The text in the Customer Portal Link Description field specifies the text displayed as the hyperlink in the invitation email to the customer when that token is expanded. |
Invitation Email Subject | Enables you to specify the default subject for email invitations for customers to sign up for the portal. The field allows the insertion of expandable tokens that fill in with customer-specific information when the invitation email is sent to a customer. Available tokens:
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Insert Email Token Icon | Displays the Tokens screen allowing you to select a token to insert into the Email Subject field at the location of the cursor. |
Invitation Email Body | Enables you to specify the default body for email invitations for customers to sign up for the portal. The body is displayed as the default when you select the Send Customer Portal Invitation option in the Actions menu of the Contacts Search List screen. The field allows the insertion of expandable tokens that fill in with customer-specific information when the invitation email is sent to a customer. Available tokens:
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Portal Design Section of Client Portal Tab
The Portal Design section of the Client Portal Tab provides a series of subsections that enables you to define the color scheme and images that should appear within the customer portal. The last subsection of the Portal Design section provides a preview area allowing you to review the effect of the changes made in the other subsections.
Preview Subsection
The image below shows an example of the preview section and labels the different areas and controls based on the subsection that affects its visual look.
Customization Subsection Summary
Subsection | Parameters | Description |
---|---|---|
Login – Defines the look of the Login screen. | Logo | Logo to display on the Login screen. |
Page Text | Text to display to customers on the Login screen. | |
General – Defines parameters not overridden by more specific parameters below. | Display Font | The font to be used for text that is displayed such as labels and grid content. |
Input Field Font | The font to be used in fields that the customer types into. | |
Background Color | Main background color for the portal. | |
Border Color | Border color for tables shown in the portal. | |
Navigation Bar – Defines the look of the navigation bar in the customer portal. | Logo | Logo to display in the navigation bar at the top of the portal. |
Title | Title to display to the right of the logo in the navigation bar. | |
Background Color | Background color for the navigation bar. | |
Font Color | Font color for the navigation bar. | |
Buttons – Defines the look of the buttons within the Customer Portal. | Background Color | Background color for buttons. For buttons that are disabled, Aspire automatically mutes the specified color. |
Font Color | Font color for buttons. | |
Font | Font-face for the text on buttons. | |
Dashboard – Defines the look of the dashboard area of the customer portal (as highlighted in the prior section). | Dashboard Text | Message to display to customers toward the top of the Customer Portal. |
Font Color | Font color for Dashboard Text. | |
Font | Font-face for the Dashboard Text. | |
Show Invoices | Checkbox. Determines whether invoices are available to customers on the Customer Portal. | |
Show Proposals | Checkbox. Determines whether proposals are available to customers on the Customer Portal. | |
Show Issues | Checkbox. Determines whether issues are available to customers on the Customer Portal. | |
Show Only Proposals within Specified Days | If proposals are available as determined by the Show Proposals checkbox, when you show open proposals, Aspire will only show open proposals whose opportunity start date is within the specified number of days from the current date. |
[3] When available, this menu contains options to update cost based on average, auto kit, clone a kit, or bulk edit some fields for selected items.