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Additional Information
- 13 Jan 2023
- Impresión
- PDF
Additional Information
- Actualizado en 13 Jan 2023
- Impresión
- PDF
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You can view additional Property information by selecting Edit Property from the More drop-down menu.
| Screen Element | Description |
|---|---|
| Lead Source | This field allows you to specify the referral source for the property. Displays a drop-down list providing options defined on the Lead Source screen. Common lead sources for companies using Aspire are Issue, Employee Referral, Call In, Cold Call, Customer Referral, Unknown, Website, and Architect. If you have the System Admin permission, then the label for this field is displayed as a hyperlink allowing them to go directly to the Lead Source screen to add or edit lead sources, and then return to select one. |
| Industry | This field allows you to specify the industry with which the property is associated. Displays a drop-down list providing options defined on the Industry screen. Common industries for companies using Aspire are Retail, Residential, HOA, Multi-Tenant, Commercial, Industrial, Apartment, Government, and Church. If you have the System Admin permission, then the label for this field is displayed as a hyperlink allowing them to go directly to the Industry screen to add or edit industries, and then return to select one. |
| Website | Website provided by the customer for the property or the company who owns the property. |
| Tags | You can place tags on the property to classify it. Later they can create a list on the Properties Search List screen of all properties having a tag. This field displays a combo box that allows you to select multiple tags to associate with the property from a list that is defined on the Tags Search List screen. If you have the System Admin permission, then the label for this field is displayed as a hyperlink allowing them to go directly to the administration screen to add or edit contact types, and then return to select one. |
| Competitor | This field allows you to specify the primary competitor with whom they are competing for business on the property. Displays a drop-down list providing options defined on the Competitor screen. If you have the System Admin permission, then the label for this field is displayed as a hyperlink allowing them to go directly to the Competitor screen to add or edit competitors, and then return to select one. |
| Annual Budget | Allows you to enter an annual budget amount representing common or expected spending for the property. |
| Ops Manager | Operations Manager with responsibility for work performed for the property. The drop-down list allows you to choose from all employees and subcontractors (contact type=”Sub”) to which they have branch access. |
| Property Group | Allows you to group properties together based on the criteria they define. For example, they may group together properties located in the same office park, campus, subdivision, or HOA. Displays a drop-down list providing options defined on the Property Group screen. If you the System Admin permission, then the label for this field is displayed as a hyperlink allowing them to go directly to the Property Group screen to add or edit property groups, and then return to select one. |
| GEO Perimeter (ft) | Allows 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). If this value is provided for a property, it overrides the system-wide geo perimeter defined on the Time Reporting tab of the Application Configuration screen. |
| Locality | Localities in Aspire are used to define where employees work for purposes of calculating payroll taxes. This field allows you to select the locality for the property. Displays a drop-down list providing options defined on the Locality Search List screen. If you have the System Admin permission, then the label for this field is displayed as a hyperlink allowing them to go directly to the Locality Search List screen to add or edit localities, and then return to select one. |
| Sequence Number | Rarely used. This field is used to define the sequence or location of properties relative to one another or, in some cases, relative to a map. The field value becomes available on the Work Ticket list screens allowing you to filter or display it when scheduling. It is most commonly used for scheduling occasionally occurring work orders related to irrigation or turf applications. |
Operations Notes | Allows you to enter notes associated with the property. These notes are available for crew leaders in the Crew Mobile App when they choose a service on the property. |
| Snow Operations Notes | Text-only snow-specific operations notes are available for properties. These notes are displayed for crew leaders in the Crew Mobile App when they show the information for a work ticket, or on their way to display a work ticket. Snow notes are only displayed if the selected work ticket is tied to the Snow division and are displayed in place of the property Operation Notes. If the work ticket is in the Snow division and no Snow Operation Note is available, then the Operation Notes are displayed. |
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