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Company Screen
- 13 Jan 2023
- Impresión
- PDF
Company Screen
- Actualizado en 13 Jan 2023
- Impresión
- PDF
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Resumen del artículo
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The Company screen provides summary information about companies including the following:
- Financial reporting with drill-down
- List of company contacts with hyperlinks
- List of properties with hyperlinks
- Issue summary graph with drill-down
- List of visits scheduled in the future with drill-down to work tickets.
It also allows you to change the names of companies and manage subcontractor auto expenses for companies that represent subcontractors.
It is displayed from the following locations if you have the View Companies permission:
The company screen is available from the following locations in Aspire:
By selecting New Company or clicking into a company from the Companies Search List screen available from the Manage Companies option on the Administration Screen.
| By searching for a company in the global search on the Aspire Tool Bar and selecting a company. The prefix for searching by a company is “c” (the “c” prefix searches both companies and contacts). |  |
| From the Company hyperlink available on the Contacts screen. |  |
| By clicking the Company hyperlink or clicking the Companies tab available on the Properties screen. |  |
The Company screen is shown here.
Company Screen Sections
| Tab | Description |
|---|---|
| Company Information | This summarizes information about the company. |
| Auto Expense | This tab only applies to companies representing subcontractors. It allows you to view and create subcontractor automatic expenses for the company. From this tab, you can access an Auto Expense Wizard that allows them to mass-create auto expenses for the subcontractor. |
| Reporting | Designate a timeframe ( All Time, Today, Yesterday, This Week, This Month) to view snapshot reporting data (Earned Revenue, Invoiced Revenue, Pending Opportunities, Lost Opportunities) for the company. |
| Contacts | View and add contacts to associate with the company. To add a contact from the company details page, click on the New icon in the Contacts section. |
| Issues | View and add issues to associate with the company. To add an issue from the company details page, click on the New icon in the Issues section. |
| Properties | View and add properties to associate with the company. To add a property from the company details page, click on the New icon in the Properties section. |
| Future Visits | View upcoming property visits associated with the company property. |
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