Multi-visit Estimated Hours and Materials
  • 03 Feb 2023
  • 1 Minute to read
  • PDF

Multi-visit Estimated Hours and Materials

  • PDF

Article summary

Multi-visit Estimated Hours and Materials

For multi-visit services in the Snow division, Aspire allows you to specify a per-visit quantity and per-visit hours in the opportunity service on the estimate that is later used for determining expected materials or hours required for associated visits.

Scheduling Board Implications

The value specified for Per Visit Hours on the Service Detail screen is used as the default for the Per Visit Estimated value on visits created from the Scheduling Board as depicted below.

The value specified in this field is then reflected on the visit tile as the expected time required for the visit.

The Per Visit Material Qty value specified on the Service Details screen in the estimate is used as the default for the Per Visit Material Qty value on the Visit screen.

Crew Mobile Implications

In Crew Mobile, the Work Ticket screen displays the values entered for Per Visit Hours and Per Visit Material Qty on the Start/Stop button and the Material button, respectively. Also, note that Per Visit Hours is entered as decimal hours on the Service Detail screen of the Aspire Desktop but converted to hours and minutes when displayed on the Start/Stop button in Crew Mobile.

Audit Logging Multi-Visit Hour/Material Changes 

When you make changes to adjust either the Per Visit Material Qty or the Per Visit Labor values, Aspire writes these changes to an internal audit log table which is not available from the Aspire user interface (OpportunityService_Audit).


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.
ESC

AI Search, facilitating knowledge discovery through conversational intelligence