Property Overview Screen

The Property Overview screen is a screen that provides an overview of a property showing key information about the property, a financial overview for business on the property, opportunities associated with the property, property contacts, and issues identified on the property. It also provides icons and hyperlinks to access or edit other property-related information.

Mobile Properties screen

The Properties screen is available from the following locations in Aspire:

• Property line items on the Properties Search List screen
• Property hyperlinks in the Properties section of the Company screen
• Property hyperlink on the Work Ticket screen
• Property hyperlink on the Opportunity screen
• Property line items on the Info tab of the Contact screen
• Property icon on the Issue screen
• Property icon on the Email screen
• Property icon on the Appointment screen
• Property icon on the Task screen

The following table describes the elements available on this screen: 

Screen Element	Description
Property Name	This field is blank when creating a new property. If you are viewing an existing property, the property name is displayed.
Edit Property	Selecting this from the More drop-down redirects you to the Property Details screen and allows you to make changes to the property and save them.
P&L Report	Selecting this from the More drop-down displays the report menu, which provides access to the following property-specific reports: P&L, Transaction List, Client Budget, and Visit Notes.
P&L Completed Report	Selecting this from the More drop-down displays the Report for Completed Work Profit & Loss.
Edit Property	Selecting this from the More drop-down allows you to edit the property by displaying the Property screen.
Takeoffs	Selecting this from the More drop-down allows you to specify takeoff measurements specific to the property by displaying the Property Takeoffs screen.
Property Phone List	Add and manage phone numbers for the property.  If you only have the View Properties or the View Only My Properties permission enabled under your user role but you do not have the Edit All Properties or Edit My Properties permission enabled, this will only be a read-only window, and you will not be able to add, edit or remove numbers that are on the list.  The format of the added numbers will reflect 000-000-000.  Only characters 0-9 can be used.
Transaction List	Selecting this from the More drop-down displays the list of transactions, i.e., invoices, for the property.
Client Budget	Selecting this from the More drop-down displays the Property budget for the year specified.
Account Owner	Company person with overall responsibility for the property. If enabled, select the link to open the contact side panel menu.
Primary Contact	External primary contact for the property. If enabled, select the link to open the contact side panel menu.
Company	Name of the company with which the property is associated. This field is displayed as a hyperlink. Clicking on the Company hyperlink displays the Company screen.
Next Activity	It shows the next activity due for completion and is associated with the property. The activity is displayed as a hyperlink. Clicking the hyperlink displays the activity so that you can update it.
More Activities	Selecting this from the More drop-down displays a search list of all activities (appointments, issues, emails, tasks, and milestones) associated with the opportunity. Clicking on an item in the returned search list will allow you to edit the selected activity.
New Appointment	Allows you to schedule a new appointment that is associated with the property.
New Task	Allows you to create a new task that is associated with the property.
Attachments	Displays a hyperlink showing the number of attachments saved for the property. If there are attachments, clicking the hyperlink will provide a list of the existing attachments allowing you to edit or remove attachments from the property.
Upload Files	Click this icon to add an attachment to the property. Attachments are frequently documents or photos that provide additional information about the property. When you add the attachment, you will be allowed to make it available to crew members in their mobile app when they are doing work associated with the property.
Website	If a website was provided for the property when the property was created, this field displays a hyperlink to that site.
Revenue section	This section is only displayed if you have the View Revenue permission.
Revenue (Last 12 Mo.)	A hyperlink that displays the running 12 months earned revenue for the property (excludes the current month). Clicking the hyperlink displays the Property P&L Report to provide additional information.
Account Balance	The hyperlink displays the outstanding unpaid invoice balance for the property. Clicking the hyperlink displays a search list showing the receivables that reflect the account balance allowing further review.
Previous Site Audit	See Site Audits for a complete description.
Gross Margin	(Revenue – Direct Cost) / Revenue) expressed as a percentage based on running 12 months.
Previous Visit	Hyperlink displays the scheduled date of the work ticket scheduled most recently relative to the current day for the property. Clicking the hyperlink displays the Work Ticket screen for a visit.
Next Visit	The hyperlink displays the scheduled date of the next scheduled work ticket for the property. Clicking the hyperlink displays the for the visit.
Visit Notes	Selecting this from the More drop-down displays the Visit Notes screen, allowing you to select notes from a visit.
Full Property Wizard	Selecting this from the More drop-down displays a Full Property Wizard report summarizing financial and work time statistics over a time period that you select. It includes the following sections: service summary, completed work summary, work in progress summary, and work backlog summary.
Opportunities section	The Opportunities section provides a search list showing opportunities created for the property. To create a new opportunity for the property, click.
Contacts section	The Contacts section allows you to view, email, add, and edit contacts associated with the property. This section of the screen is detailed in the Property Contacts List.
Property Issues section	The Property Issues section summarizes the recent customer issues associated with the property. The graph is based on open and completed issues for the property. The bars in the chart are defined as follows: Created: Issues for the property created in the last 30 days Completed: Issues for the property completed in the last 30 days Open: Open issues for the property Clicking on one of the bars in the graph displays a list of the issues the bar represents.
Weathermatic Icon	Weathermatic is a third party that provides smart property watering solutions, including watering systems. These systems provide remote management of watering systems from computers and mobile devices. Aspire provides an interface to the Weathermatic website for the property by clicking this link. This icon is only available if the Enable Weathermatic Integration checkbox has been selected on the Application Configuration screen's Application tab.