March 2021 Enhancements
The following enhancements have been made to the Aspire system as part of our March 2021 release.
Notice: these are ongoing changes and do not reflect the final version of the user guide.
| Name | Short Description | Article Link |
|---|---|---|
Add a Category to One Time Items Added in Purchase Receipts | Users can now set an item category to one-time items in the Purchasing Assistant. This also carries over from the estimating screen and into reporting. | Creating Purchase Receipts |
Duplicate Pay-Rates and Carry Over Pay-Code Overrides | Users can now copy employee pay-rates and carryover any associated pay-codes with a single click or API. | Employee Pay Rates |
Make Contact Type, Company, and Branch Required Fields in Contacts | System Admins can set which Contact fields are required when creating a new contact by access a new admin section. Once set, selected fields must be filled out before employees can save the contact. | Custom Required Fields |
| Schedule Board Route Filter | Users can now select routes based on the Manager that is selected on the Schedule Board. We made several changes to the display and size of the selected routes. |
Additional Enhancements
| Enhancement Name | Short Description |
|---|---|
Adding Estimator Notes and Service Item Description Notes to Work Ticket Layout in Report Designer | Estimator Notes and Service Item Description Notes are available in Report Designer and can be added to reports as data fields. |
Property and Opportunity as Fields on the Purchase Receipt List | New fields have been added to the Purchase Receipt List - Property Name and Opportunity Number. |