May 2022 Release Notes

New Site Audit Email Functionality

In part of the recently added Site Audit email enhancements, the Email Signature you save in Aspire's User Settings portion will automatically populate at the end of your Site Auditemails.

 New Property Bulk Action

As an Aspire client, you can now designate the tax jurisdiction for multiple properties simultaneously using the Change Tax Jurisdiction option from the Bulk Actions menu on the Properties screen. To carry out this action, you will need an Accounts Receivable: Edit Billing Permission and a System Admin or Edit All Properties Permission. You will then navigate to the Properties screen and select the properties you want to add to the same Tax Jurisdiction. Navigate to the Change Tax Jurisdiction option from the Bulk Action menu. Choose one of the listed jurisdictions and click Save. To reset your Tax Jurisdiction designation, choose your previously selected properties and click on the X icon in the search field of the Change Tax Jurisdiction modal, then click Save. 

Email a Site Audit Report

With a Site Audit Permission enabled, you now have the option to email new, in-progress, and completed Site Audit Reports to contacts who are within and outside of the Aspire platform. To carry out this action, you must navigate to Properties and go to the Site Audit section of a listed property. Then, click on the Previous Site Audit field to view a list of site audits. After choosing a site audit report, click on the More menu in the upper right corner and select Email Site Audit Report. Once you select this option, a modal will populate where you must assign the email recipients(s), describe the subject heading, and/or insert a token in the Subject line. You also have the option to insert a token into the body of the email by clicking on the magnifying glass icon in the Message toolbar. After you Send the email, the site audit report will appear as a PDF attachment for the recipient. 

Greenius

If you have Greenius configured to your Aspire user account, you can now access it directly from Aspire from the sidebar menu on the left side of your screen. After selecting Settings will see the Greenius icon above the Support tab. After you click the icon, you will be redirected to the Greenius sign-in page. 

Contract Renewals

Aspire is actively in the process of improving the contract renewal process so that you can execute contract renewal tasks more efficiently.

You can now expect that the opportunity attachment(s) from your original opportunity will automatically be migrated to your renewed opportunity. Thus, eliminating the need to add the attachment to a renewal contract manually. If you have several items attached to an opportunity or you are executing a bulk action for renewed opportunities, it may take a few hours before you see the attachments appear on your end.

To mitigate potential confusion, templates under renewals are now read-only. Additionally, since renewal estimates are not created from templates, the Create Estimate from Template modal has been removed from the opportunity renewal process. Your estimates are created automatically based on selections saved in the Opportunity Renewal modal and can be found under the Estimates tab of an Opportunity.

Add Attachments to Tasks 

You are now able to add attachments to a New Task. To do so, navigate to the Quick Menu, select New Tasks, and click on one of the attachment options in the lower right corner. 

Improved Catalog Item field options

If you are an Admin user in the Aspire Landscape software, the Purchase Unit Cost field will become read-only when you select the Inventory Item checkbox from the Items screen. This improvement prevents potential inventory reconciliation errors within the Aspire Landscape software. 
 
To update the Allocation Item Cost value, you must select the Add Inventory Cost icon seated next to the Allocation Item Cost field and add an inventory cost entry that does not specify a price list.