General Aspire Navigation

Aspire Navigation Bar

The Aspire navigation bar runs down the left side of the desktop interface. It provides access to key operational areas of the system, depending on the permissions assigned to your user role.

Main modules include:

• Activities
• Calendar
• Contacts
• Properties
• Opportunities
• Scheduling
• Work Tickets
• Reports
• Invoicing
• Purchasing
• Equipment

The Settings icon appears at the bottom of the navigation bar and opens a menu with administrative options, user settings, and logout. The options shown here depend on your permissions and may include:

• Administration (visible only to users with admin permissions)
• User Settings
• Report Issue
• About Aspire (includes version info and a Test Ping button)
• Log Out

Select outside the menu or navigate to another screen to close it.

Quick Menu and search

The Quick Menu, available at the top of the navigation bar or from the toolbar, provides shortcuts to create new records. Depending on your permissions, options may include: Appointment,  Task, Issue, Email, Contact, Property, Purchase Receipt, Payment, Credit Memo, Miscellaneous Invoice, Process Electronic Payment.

The Search Aspire bar at the top of the interface lets you quickly locate records by entering a character prefix and search string.

Character-based search prefixes

Prefix characters narrow the search to specific entity types:

Example: Typing o 1234 will return opportunities with "1234" in the job number or name.

General string search (no prefix)

• Property: Returns active properties by name (within accessible branches)
• Contact: Matches first or last name (excludes API credentials)
• Company: Requires "View Companies" permission; returns active company matches
• Issue: Matches issue number, activity number, or subject line
• Opportunity: Matches opportunity number or name
• Invoice/Invoice batch: Requires "View Invoicing" permission
• Receipt: Requires "Create Receipt" permission
• Work Ticket: Returns non-canceled tickets by number
• Email address: Returns contact records that match the entered email address. Partial matches are supported, and the search adapts to different email formats.
• Property address: Matches property records by street address. Search considers Address Line 1, Address Line 2, City, State, and ZIP, but at least part of the street address (line 1 or 2) must be entered. City, state, or ZIP alone won’t return address-based results.