Session Name | Session description | Previous recording |
Create Sales Opps & Streamlining Your Pipeline | This session we will cover some ways to monitor/manage your salespipe line. We will cover how to utilize opportunity lists, proposal follow-up through utilizing certain fields like proposed date and various activity fields that can help drive custom reporting, and overall estimate creation best practices. | Create Sales Opps & Streamlining Your Pipeline recording
Password: 0z@B!m&n |
Improve Your Customer Communication | In this session we will cover communicating with your customers via Requests both in and out of the Customer Portal; notifications; and emails. We’ll go over setting up email templates, as well as where we can review these communications later on. | Improve Your Customer Communication recording Password: m.JvB=48 |
Saving Time Using Takeoffs with Estimates | In this session we will highlight how utilizing takeoffs, kits, takeoff item fields, and properly setup templates can help expedite the estimating process. We will discuss takeoff best practices and utilizing the opportunity service report to monitor kitis production rates and drive production rate changes through real data. | Saving Time Using Takeoffs with Estimates recordings Password: qGDZ5gV. |
Scheduling Master 101 | In this session, we will review schedule board basics and building effective scheduling lists. We will go over route setup, as well as recurring and non-recurring scheduling. Before signing up for this class, be sure to check out the following course in the Aspire Academy: Course 301 - Scheduling: Schedule Board Overview. | Scheduling Master 101 recording
Password: =i%3Rd.C |
Scheduling Master 201 | In this session, we will level up your schedule board knowledge. We will focus on Route Optimization, Scheduling Assistant, as well as As Needed Tickets and Scheduling an Event. We’ll also spend some time going over our new Property Scheduling function. These additional scheduling tools will help you increase efficiency and effectiveness when scheduling. Before signing up for this class, be sure to attend our Foundations Scheduling Master 101 Class | Scheduling Master 201 recording Password: +zi4!*ub |
Aspire Mobile: Field Intelligence | In this session we will go over the Aspire Mobile app. We’ll review admin and route settings in Aspire that affect Aspire Mobile; where and which notes show up in Aspire Mobile; and we’ll cover best practices for maintaining strong app-to-system connectivity and avoiding common sync issues | Aspire Mobile: Field Intelligence recording Password: AV1+a6^G |
Aspire Mobile: Field Intelligence (Spanish) | In this session, we’ll demo the Aspire Mobile app and review Admin settings for Mobile, route settings, mobile notes, and connectivity best practices. Español: En esta sesión, haremos una demostración de la aplicación móvil Aspire y revisaremos la configuración de Administrador para Móvil, la configuración de rutas, las notas en móvil y las mejores prácticas de conectividad. | Aspire Mobile: Field Intelligence (Spanish) recording
Password: P7fs9J.+ |
Don’t Stop the Work Ticket Flow | In this session, we will discuss the work ticket lifecycle, provide an overview of setting up service schedules, and explore key lists/reports to build into your systems for effective ticket management across various statuses, as well as strategies for maintaining them. | Don’t Stop the Work Ticket Flow recording Password: G$rC#vb6 |
Purchasing Best Practices | In this session, we’ll cover the Purchasing Assistant workflow, transitioning from estimating to purchasing, assigning vendors, and creating purchase receipts. We’ll also review approval workflows and statuses, building and managing purchasing lists, bulk purchasing, inventory allocation, daily planning, and best practices for purchasing timing. | Purchasing Best Practices recording Password: z#T1ji^p |
Efficient Invoicing Strategies | This session will cover the invoicing workflow from start to finish, including invoice preparation in Admin and Properties, invoice types, and the Invoicing Assistant. We’ll review invoicing strategy, recommended list builds, the Reverse and Rebill feature, applying and depositing payments (including electronic payments), and managing Accounts Receivable through reports, collection notes, and AR Cleanup. | Efficient Invoicing Strategies recording Password: z=gI0V6f |
Navigating the Portals: Subportal & the Customer Portal | In this session, we will go over two updated portals in Aspire - the Subcontractor Portal 2.0 and the Customer Portal. We will demo both portals and go over basic usage, setup and requirements for each. | Navigating the Portals: Subportal & Customer Portal 2.0 recording Password: E?gLz8C% |
Implementing Project Updates | In this session, we’ll review the reasons for changes, change orders, and contract changes, using select invoice-type opportunities as examples. We’ll also demo the change order process, cover alternatives such as item substitutions, and provide a demo of negative change orders. | Implementing Project Updates recording Password: #&Mpu5*P |
Construction | In this session we will cover, managing and analyzing large construction/large enhancement type work orders including the permissions needed, the best invoice types to use. We will discuss tools such as the GANTT chart, job inventory, and dynamic forecasting that are designed specifically for this type of operations and lastly discuss reporting areas to help monitor and evaluate how jobs went. | Construction recording Password: =t5oS1h+ |
Understanding Your Reporting Tools | In this session, we will explore some basic lists to build in Aspire. We will discuss different use cases and best practices for managing lists, as well as going over some other list types available in Aspire. | Understanding Your Reporting Tools Password: z40%j?2d |