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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.

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.

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