Opportunities
  • 30 Jul 2021
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Opportunities

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Within the Aspire system, an opportunity represents potential or actual work that the landscape company will perform for a customer that is associated with a single contract or agreement. In addition, a special internal opportunity can also be created for tracking employee indirect/overhead time such as vacation, sick time, meetings, etc. Typically, over time, a landscape company will have many opportunities with any given customer. Examples of opportunities include maintenance contracts, enhancement/extra work, or installation/construction – each with all their associated services. Opportunities advance through a series of statuses over the course of their existence. If the user wins an opportunity, it becomes a “job” – job statuses are also tracked.

Opportunities are foundational to the flow of work through the Aspire system. Understanding the life cycle of an opportunity as depicted in the diagram below provides a solid framework for understanding the use of Aspire.

It is common for opportunities to be created by sales reps or account managers in response to identifying potential work on a prospect or customer’s property. When the opportunity is first created, the sales rep may have very little information. Additional information can be added to the opportunity as it is identified or as a winning opportunity becomes more likely.

Creating new opportunities can be initiated in several ways:

  1. Individually created from the opportunity search list embedded in the Properties screen
  2. Individually by copying an existing opportunity on the Opportunity screen
  3. Mass created from the Optional Service Opportunity screen based on optional services existing on active won contracts