Release Notes
  • 08 Sep 2022
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Release Notes

  • PDF

Most Recent Enhancements (9/8/2022)...


Release DateNameDescription
9/8/2022New Administration Menu

The Administration menu has undergone several changes to appear and function in uniformity with the rest of Aspire! Among many changes, you will be able to experience a newly updated user interface and you now have the ability to favorite the sections of the Administration menu that you most frequently use. Click here to view a full overview of all the administration menu updates! 

9/8/2022Takeoff Integration Combination
  • If you use both Go iLawn and LandOne, you can synchronously integrate with both Go iLawn and LandOne in Aspire.  You will notice under the Configuration Application portion of the Administration menu that after you Enable the Takeoff Integration feature you will see the option to multi-select integration platforms so that you can check both Go iLawn and LandOne at the same time. After check-marking both integration options, you will see a drop-down to designate a default Property and Estimate Takeoff Provider.
  • If you currently have a takeoff integration enabled, your current settings will remain the same.
  • You have the ability to switch your default estimate takeoff option for a specific Opportunity or Property by utilizing the Takeoff Override feature. Navigate to the Opportunity or Property details screen and select either Go iLawn or LandOne from the Takeoff Override dropdown menu.  
    • Keep in mind that you will only see the Takeoff Override dropdown menu if you have Takeoff Integration enabled and both Go iLawn and LandOne are selected takeoff integration options at the system level.



Click here to view the most recently resolved defects.

Prior Enhancements...

Release DateNameDescription
8/25/2022 SMS Notifications for Completed Work Tickets

As an Aspire client, you can now send one-way SMS notifications to your customers who opt-in to receive the service for transactional purposes. In doing so, your customers who opt-in will be alerted when a Work Ticket is completed in the form of a daily digest or immediately after a work ticket is completed. 

The SMS messages will come from a toll-free number that is assigned and unique to each client from Aspire. When one of your customers opts into the SMS notification service they will automatically receive an SMS message prompting them to confirm that they do want to use the service. To adhere to national regulation and compliance standards, users who opt-in to receive SMS notification messages must confirm by responding with START, Start or start in the confirmation SMS message thread before SMS messages can be received. 

Please note  the following configuration and SMS notification setting details: 

    • As a system administrator, before you can configure and manage SMS notifications, you will need to have the Manage Notification Settings permission enabled to your Aspire account at the system or branch level. 

    • To Manage and enable SMS Notifications and SMS Notification Settings, navigate to the Evolution Administration menu. 

    • As a system administrator, you can create the transactional SMS message that your customer receives under the Manage Notifications section of the Evolution Administration menu. Keep in mind that the character limit is 320 characters and if you use more than 160 characters, the message may appear as two separate SMS messages depending on the mobile carrier provider of your customer. 

 • Regardless of whether SMS notifications are enabled or disabled, you will still see the toll-free number listed right under the option to enable SMS Notifications on the Notifications Settings screen. This number will always remain the same and is unique to your company.

  • As a system administrator with the above-mentioned permissions, you can designate contacts to receive SMS notifications after the SMS Notification setting is enabled. To carry out this task, you can go to the Properties module, scroll to the Contacts section, and click on the kebab menu located to the right of the name of the contact. Then, checkmark SMS Notifications. The mobile number of the contact will automatically populate if it already exists in the Aspire system. If not, you can add the number and click Save. The contact will then receive a message prompting them to opt in. 
    • After your customer receives the Opt-In message you can check their opt-in status by observing the status icon to the right of their name in the Notification column. 
      • The yellow triangular icon indicates that the Opt-In message was received, but the customer has not opted in yet. 
      • A green check mark icon indicates that the customer has opted in. By hovering over the green checkmark, you will be able to view the date that the user opted in.
  • Click here to view a video explaining how to configure and create your SMS message. 
8/25/2022Dashboard and Activity Enhancements
We have several new enhancements designed to ease your day-to-day management workflows. Please review the following new available  functionalities:

  • The Activities section of the To-Do List is now a module that you can access from the Aspire Navigation bar. 
    • After clicking on Activities from the navigation bar, you will see the Activities search list screen that displays all of the advanced search tools you can utilize in Aspire to view and manage your Activity searches.
    • By default, the search list that you set will automatically appear the next time you navigate to the Activities Search List screen. 
    • The system default search has been updated to reflect Activities with a Due Date filter type of Through Today. This way, you can focus on time-sensitive items first. 
    •   From Activities, you will be able to duplicate existing Issues and Tasks by using the new Copy feature. When you use this feature you can expect all detail fields to carry over to the new Task or Issue.  Attachments, Comments, and Notes from the original task or issue are not carried over to the New Task or Issue
  • You will also notice enhancements have been added to your Dashboard. 
    • Both Issues and Tasks display overdue items that need to be completed by default and you can view current and upcoming issues. 
    •  You are now able to view Milestones and Issues from the To Do List. 
    • Once you update a Milestone, it will no longer appear in your To Do list after the Milestone date transpires. 
  • For both Issues and Milestones, you can control how many days in advance to view upcoming work by clicking the kebab menu on the right side of the To Do List widget and changing the Next # of Days from the default value of 0 to what you prefer.
  • Your Recent Activity can be seen on the Dashboard, making it easier to access and pinpoint items that require immediate attention. You can also continue to access Recent Activity from the recent activity hyperlink located at the bottom left corner of the navigation menu bar when you select Search Aspire
  • Tasks and Issues with a past due date listed in your To Do List widget now contain visual flags so that they are more easily identifiable.
8/11/2022Enhanced Site Audit Image Management

The ways in which you manage and add images to your Site Audits have been improved to increase the ease and efficiency you will experience when marking up, adding, and saving images to your site audits. Most notably, you can now add multiple images to a site audit simultaneously. Please note the following functionality enhancements: 

Image Upload Screen: Mark-Up Tools 

    • You can now add elements such as shapes to your Site Audit images with more precision by first choosing the element you want to add to the image and then by clicking on the area of the image where you want to place that element. After doing so, the shape, text, line, arrow, or drawing tool you selected will appear in the place where you clicked on the image. The intent behind this enhancement is to save you time by mitigating instances where dragging and rearranging elements on an image is required. Please note that an element within the tool picker that has a blue background indicates that the tool is currently in use. 

    • If you would like to use a different color aside from the default color of red for your image mark-ups, you can do so with more accuracy as the color picker is now paired with a color tile that enables you to easily see the color you have selected. 

Image Management 

    • You will find it easier to find and retrieve images because now when you elect to Add an Image from the More menu of a Category, the name of the category that you choose to add an image to will automatically appear in the Category field on the image upload screen.

    • You can simultaneously Add Multiple Images to a Site Audit Category by either clicking on the new image icon or you can select Add Multiple Images from the More menu.

Within the Image Upload screen, you will find that the Tags field is fixed to the same screen as the mark-up tools. Additionally,  both the Save button and the Tags field are responsive to the changed dimensions of your screen. So, you can zoom in or out / minimize or maximize the size of your screen, and will always see both where to Add Tags and Save changes to your image. You will also find that next to the save button is a new option called Save + Add New Photo which enables you to Save the image you have just finished marking up and automatically add a new image to mark-up.


7/7/2022Enhanced Advanced Search Functionality 

The Advanced Search modal has undergone extensive enhancements to improve your experience viewing and managing your Advanced Search lists. Below is a list showcasing newly improved advanced search functionalities: 

  • If you are a user with the permission enabled to Edit Access to Advanced Search Lists, you can share your Advanced Search Lists with other users and grant or revoke the option to allow that user to View or Edit the Advanced Search list you chose to Share With them. 
    • If you are a system administrator, you can share your Advanced Search lists and grant and revoke the option to allow both Users and User Roles to View or Edit your advanced search lists.
    •  Non-system-administrators can not Share or ManageAccess to Advanced Search Lists with User Roles
  • To navigate to the Advanced Search Save As modal, click on the More menu in the upper right corner of a search list screen and select Save As

  • You can now confirm that the search lists you are in the progress of configuring can be saved before you navigate away from a screen. If you are in the Display, Filter, Sort, Advanced Search Save As, or Group modal, it will not be closed until you select the option to Cancel or Apply changes.  
  •     You can now make the choice between only exporting the advanced search columns that are currently in view on your screen or exporting all fields to excel. Whereas before, you could only export all fields to excel. To carry out this action, click on the More menu on the search list screen of a module and select the Export option that suits your expectations.  
  •    Search lists will now be organized and appear under four groups: My default, Created by Me, Shared With Me, and System. You will see that when you use the search field, the results will appear organized under these four groups. 


7/7/2022Enhanced Activities Functionality 

To increase the overall usability of the Activities modal, the following enhancements have been added: 

    • Instead of only having the ability to add a New Appointment or New Task within the New Activity section of the details screen for the Properties and Opportunities module, you will now see the additional availability to create a New Issue or a New Email as well. This way, you can remain on a details screen to carry out and save all actions before leaving the screen. 

  • Within Activities, you can now Copy a Task or an Issue to use as a template within the New Task or New Issue modal. To carry out this action, navigate to New Task or New Issue under the Quick Menu and select the option Create a Copy. Then, click Save or Complete and you should then see newly created tasks that contain the same information provided within the template that you copied.
  • In lieu of navigating to the More Activities menu to Add a New Milestone, you can do so from an Opportunity by going to the More Activities menu on the Opportunity details screen and selecting New Milestone.
  • You can now add a New Contact or Property to a Company directly from the Company details screen. You can do this by first going to the Properties module and then clicking on the Company tab. Select a Company from the search list and click on the New button right above the Contacts or Properties section of the screen.
  • Within In the New Milestone modal, the Regarding field is restricted to Work Tickets and Opportunities to prevent the case of a Milestone being assigned to a Property

    • When you are creating a new appointment, you will find that the location will list the associated address in the regarding field when you are in the Quick Menu or one of the following modules: 

  1. Property
  2. Opportunity  
  3. Work Ticket 

    • In the Service details screen on the Estimate screen, you will see a warning prompting you to save any unsaved changes if you try to navigate outside of this screen.

7/7/2022Attachment Enhancements

The Attachments modal has undergone extensive enhancements that lend to an increased user-friendly experience for you as an Aspire user when managing and viewing attachments. When you navigate to the Attachments modal you will observe the following new functionality: 

  • The Opportunity or Property name will be displayed within the attachment modal.

  • So that you can initiate advanced searches that are more granular and precise within the Attachments modal, you will now have the following new additional Advanced Search options available within the Attachments modal: 

        Filter and Sort columns

        ○ A Search field

        ○ The option to Delete, Download, Expose to Crew or Attach to Invoice(Opportunities only) for more than one attachment item simultaneously by navigating to the Bulk Actions menu within the attachments modal.

 • When creating a New Email, New Task, or a New Issue, your attachment search results will be filtered by most to least relevant given the Regarding category that is most associated with the attachment search. For example, if the regarding category is a Work Ticket, then the first search result would be an attachment from the Work ticket and the last search result would be an attachment from a task associated with that Work Ticket. You can see all search results by making sure that the Regarding field is blank. 

   • For the details screen for the following modules: Equipment, Purchases, Work Tickets, and Properties, you can now upload and save multiple attachments without leaving the details screen. This can be done by clicking the new Save icon within the Attachments section of a details screen. The maximum amount of attachments that can be saved is 10. 

 • You can see an enlarged preview of the attached images. If you select the option to preview a Word, Excel, or PDF file, you will see an image of the file type logo. The option to close the preview will be located in the right corner of the preview window. 

   • When you navigate the Attachments modal from the Property, Work Ticket, or Opportunity module, your attachment search results will automatically appear in order of relevance to the search item. For example,  if you search for an attachment from the Work Ticket details screen, the first search you will see is relevant to the Work Ticket and the last search result would be an attachment for an Appointment tied to the Work Ticket

  • The search fields that you designate within the Attachment modal for one module will not be retained and carried out to another. All search parameters will be cleared.
  • Users are now able to utilize the Search field and the options to FilterSort, and Display information to carry out a Quick Search within the Attachments modal.
7/7/2022 Manage Site Audit Tags 

The Site Audit Photo Tags workflow has been improved to increase the usefulness and efficiency of tag management. The Tags field is no longer inactive and you can use this field to add, edit, and remove tags for an image directly from the Photo Editor screen by placing your mouse within the field to activate your cursor so that you can type out your photo tags. 




To add a tag to an image from a desktop you can type out the tag and press Enter or Return on your keyboard. If you are using a mobile device, you can add tags by clicking on the plus icon to the right of the Tags field. After adding the tag, you will notice a pencil icon appear to the right of the tag. Click on this icon to modify or remove the tag.







By clicking on the pencil icon, you will open the Photo Tags modal (previously, called Category Tags). Within this modal, click on the pencil icon to edit a tag and the x icon to remove the Tag. After you have modified or removed a Tag, click on Update or press the Enter or Return key to save your changes. The Tagsfield can contain up to 750 characters for custom and pre-defined tags.
7/7/2022New Work Ticket Bulk Action If you are an Aspire user with the following permissions:

  • Complete Work Ticket
AND
  • Full Access to Schedule Board 

OR 

  • Read-only Access to Schedule Board 

you are now able to mark multiple work tickets as uncomplete by clicking Uncomplete in the Bulk Actions menu. This enables you to swiftly update work tickets previously marked as Complete without having to individually mark each work ticket as uncomplete. 

By selecting this bulk action option, work tickets that contain visits will revert back to Scheduled status and if there are no visits associated with the work ticket, it will revert to Open status.

 

7/7/2022Purchase Receipt Work Ticket Hyperlink

You can now navigate to a work ticket associated with a purchase receipt without navigating away from the Purchase Receipts Details screen. To do so, you will first need to navigate to the Purchasing module and click on the Purchase Receipts tab. You will then notice that the previously read-only Ticket field now contains a hyperlink to the work ticket associated with the purchase receipt. After you click the hyperlink, it will open a new tab for the work ticket so that you do not have to navigate away from the purchase receipts details screen. 

6/8/2022Opportunity Estimate Takeoffs Both, Go iLawn and LandOne offer map-based tools that can be utilized to create estimate takeoffs for new and existing Opportunities for your properties. You can launch a Go iLawn or LandOne estimate takeoff in Aspire by first navigating to the Estimate tab of an Opportunity with a bidding status. Then, select the More menu in the upper right corner and select the option to either Launch LandOne or Launch Go iLawn. The takeoff integration platform you can use is determined by which one is enabled in the Application Configuration section of the Administration menu of Aspire. 

Once the chosen takeoff integration platform is launched, you can create a new estimate takeoff project or retrieve an existing takeoff integration project to sync and view in Aspire. After completing your estimate project, you can choose to send the information from your estimate takeoff platform to the Aspire Software. Taking this action will direct you to Estimate Settings in Aspire. To view takeoff values of the materials as you have them in either LandOne or Go iLawn in Aspire, refresh the estimate from Aspire. 

Click here to view LandOne configuration details or click here to view Go iLawn configuration details. Please note that an Aspire CARE team member will need to enable this feature for you. 

 6/8/2022Azuga Asset Tracker If you are an Aspire user utilizing the Azuga integration, you can now use the Tracker Type field to filter the IMEI results that populate within the GPS Identifier fieldBy selecting Vehicle under Tracker Typethe results that will return in the GPS Identifier field will be the IMEIs of vehicles. Conversely, by using the Asset option under the Tracker Type field, the IMEIs that populate under the GPS Identifier field will belong to Assets only. This action can be executed in the GPS Set Up modal under the Bulk Action menu or from an Equipment details page.

Additionally, Asset usage hours will be pulled from Azuga into Aspire every 24 hours and can be viewed under the Reading Logs section on the Equipment details page in Aspire.
6/6/2022Microsoft 365 Integration


If you have an existing Microsoft 365 email and calendar account, you are now able to sync these accounts to Aspire. You can authenticate and configure your account by navigating to User Settings. For enhanced security, if you already have multi-factor authentication (MFA) enabled with MS365, this will be supported by Aspire. The first time you attempt to sync the account to Aspire, you will see a pop-up window prompting you to sign in with your Microsoft 365 account credentials. Once you have signed in and yourGraphical user interface, text, application 
Description automatically generated account is successfully authenticated, you will see your MS365 email address populate in the read-only Email field underneath Provider within the Sync section of User Settings in Aspire. You can verify that your account was successfully synced if you see a status stating Success in the Event Info column within the View Sync Log. Once your account is successfully synced to Aspire, please keep the following points regarding your calendar events and email in mind: 

  • Calendar events that originate from your Microsoft 365 account can be viewed but not modified within Aspire. 
  • If you have a calendar event created in Aspire that is synced to your Microsoft 365 account, deleting that event in Microsoft 365 will not be reflected in Aspire.
  • Only the emails that you move to your Aspire folder within MS365 will sync to Aspire. 
  • You can view incoming mail from your synced account by navigating to the Activities screen located on the To-Do List of the Dashboard in Aspire.
5/18/2022

 
New Site Audit Email FunctionalityIn part of the recently added Site Audit email enhancements, the Email Signature that you save in the User Settings portion of Aspire will now automatically populate at the end of your Site Auditemails.
5/5/2022New 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 first need to have an Accounts Receivable: Edit Billing Permission along with a System Admin or Edit All Properties Permission. You will then navigate to the Properties screen and select the properties you would like 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 that appears within the search field of the Change Tax Jurisdiction modal, and then click Save
5/5/2022Email 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 will need to 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 to choose from. 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 will need to assign the email recipients(s) and 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 email recipient. 

5/5/2022Greenius

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


5/5/2022Contract Renewals Aspire is actively in the process of improving the contract renewal process so that you are able to 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 manually add the attachment to a renewal contract. 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.

5/5/2022Add Attachments to Tasks

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

5/5/2022Improved Catalog Item field optionsIf 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. The purpose of this improvement is to prevent potential inventory reconciliation errors within the Aspire Landscape software. 
 
To update the Allocation Item Cost value, you will first need to 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.


4/21/2022Regarding Field Optimization To further optimize the search results that populate in the Regarding field of a new activity form, users are now able to define their search using one of the following item types: Property, Opportunity and/or WorkTicket.

After selecting an item type, the results that appear will be relevant to the option(s) selected. Users have the flexibility of broadening or narrowing their search results by selecting or deselecting more than one item type. They can also initiate a global search by selecting all 3 item types.

If a new activity is created from the Quick Menu, the default item type will be Property. If a new activity is created from an Opportunity, the Opportunity item type will be the default. Additionally, to further personalize the experience of a user, the last used item type is stored in the web browser cache. So, the item type used last will become the default selection the next time a search is initiated.


4/14/2022Takeoff Measurement IntegrationGo iLawn and LandOne provide map-based tools for measuring property takeoffs. Aspire has integrated with these measurement tools allowing them to be accessed from within Aspire for measuring takeoffs. Measurements made are then automatically updated in Aspire. If Aspire has made the feature available to a company, the integration can be enabled with the Enable Takeoff Integration option on the Application tab of the Application Configuration screen. Once enabled, the user can choose which service to use.

When takeoff integration is enabled, a new button is available for launching inside the takeoff screen of each property. Once the Launch button is clicked, Aspire will take the user to either Go iLawn or LandOne and will allow the user to take measurements that match the measurement categories set up on the property takeoff page. Once measurements are complete, those measurements will be passed to Aspire and loaded into the takeoff page. Note takeoffs will only pass into Aspire not from Aspire to your measuring service. 
4/14/2022New Schedule Board

Aspire has rewritten the weekly and monthly view grids of the Schedule Board to replace third-party components. This allows Aspire to address performance issues and to provide greater control to address our clients' issues when they arise without depending on the third party. We currently support both the old and new schedule-boards allowing us to incrementally release the schedule board to those clients that need it most.

4/14/2022Azuga GPS IntegrationAspire supports GPS integration with Fleetsharp and now adds support for another GPS service provider, Azuga. If a company wishes to use GPS services, they can select either Fleetsharp or Azuga or both. Functionality provided through Azuga matches existing Fleetsharp GPS functionality. Before utilizing the Azuga GPS integration, a company must request Aspire to enable it. Azuga supports single-sign on when navigating from Aspire to Azuga.

The Aspire GPS Integration tab of the Application Configuration screen now supports GPS provider of FleetSharp, Azuga, or both.

The Equipment screen now allows the user for companies interfacing with both GPS providers to specify what type of tracker is being used for the equipment asset - Azuga, Fleetsharp or Neither.

On the Schedule Board, the Equipment Location Search option now includes Azuga vehicles (in addition to Fleetsharp vehicles) depending on system setup.

Additionally, Azuga provides the following enhancements to Fleetsharp:

  1. Route Replayallows the user to display a map with breadcrumbs showing the path traveled by the associated vehicle and allowing the path to be replayed from Azuga. This option is available for the route/day on the Schedule Board for routes having a vehicle with the GPS tracker assigned. 
  2. When emergency events occur, Azuga provides the ability to enable vehicle cameras to record activities in the vehicle. When these events are shown on the Schedule Board, the Show Alerts option provides the ability to review these recordings. Please note that this option is only available when the standard or AI cameras are a part of your Azuga package. 
  3. A driver scorecard can be created in Azuga and accessed from Aspire. These scorecards are available in Aspire from the Contact screen for employees or by using a clickable field that shows the driver's score. The score is also available as a display field in the Contacts Search List.
  4. A new Bulk Action has been added to the Equipment screen that enables users to designate the same In Service date for multiple equipment assets simultaneously. 
3/30/2022Fuel Surcharge and Bulk Invoice Line ItemsThe fuel surcharge feature provides the ability to add a fuel surcharge to invoices.  This feature applies to all invoice types except for Fixed Price Open Billing.

On the Invoice screen a new option has been added in the Add Invoice Line Item menu called Fuel Surcharge.  When the user selects this option, a new line is added to the invoice providing two fields that allow the user to specify either the percentage or the amount. If the user enters a percent, Aspire calculates the percentage of the total invoice excluding additional line items, and fills in the amount field. If the user enters the amount value, that value is used, the percentage value is set to 0. The fuel surcharge line provides a tax percent field to specify tax that should be applied to the fuel surcharge.

Additionally, fuel surcharges can be added in bulk for multiple invoices within an invoice batch. The Invoice Batch screen provides Bulk Actions menu with a new option, Add Invoice Line Item that will allow adding fuel surcharge or other line item types (i.e. Bounced Check, Convenience Fee, Late Fees, etc.) for all selected invoices.
3/30/2022Customer Notification ChangesOn the Notification screen used to define customer notifications, a new Test button has been added allowing the user to send an email to themselves to view the notification currently defined by the screen. When the user clicks the Test button, a dialog is displayed allowing the user to specify an email address to which the message should be sent. This allows testing of notification layout before the notification is sent to customers.

The Notification screen provides three sections that contain the body of the email. The middle section supported repeating fields to display information about items estimated on the work ticket. The drop-down options for those labels are now prefixed with "Estimated_" because the ability to include actual items allocated has been added. A new token has been added that will be replaced by a table containing a list of items actually allocated to the work ticket as shown below.
3/30/2022Contact Bulk Notification ChangeOn the Properties screen a new bulk action was recently added to bulk add email notification contacts to selected properties.  This option has been further enhanced to provide selections for Primary Contact, Email Contact and Billing Contactallowing the user to add those contacts as email notification contacts. This significantly improves flexibility of the bulk email notification contact feature.
3/30/2022Added Email Invoice fields to the Properties Search ListEmail Invoice Full Name field and Email Invoice Email Address field have been added as columns in the Properties Search List for search, display, sort and group.
3/30/2022Added Email Notification fields to the Properties Search ListEmail Notification Full Name field and Email Notification Email Address field have been added as columns in the Properties Search List for search, display, sort and group.
3/2/2022Percent Complete and Earned Revenue Calculations for T&M on Work Ticket ScreenFor the Work Ticket Search Lists, the calculation of Percent Complete for T&M work tickets has been updated for increased consistency with the rest of Aspire.  Additionally, the calculation of Earned Revenue for T&M work tickets has been updated to be consistent with the T&M Calc value on the Work Ticket screen.
3/2/2022Add Properties Permissions

This release adds new security permissions to control access to property information. This allows companies to control property records that employees can see. 

Two new permissions have been added:

  1. View Properties
  2. View Only My Properties

If a user has either one of these two permissions, they will be able to see the Property Icon in the Aspire Navigation Bar. If a user has both permissions assigned within a single role or is assigned two roles, one with “View Only My Properties” enabled and one without, then the least restrictive permission will override -- the user will be able to view all properties. Additionally, if a user does not have permission to view a property, they are also not allowed to view any opportunity associated with that property.

Since the new “view properties” permission represents the current system default (allows all users to view all properties), all users will have this permission enabled automatically upon release.

3/2/2022Customer Notifications (Beta Only)Customer notification is a new feature that allows Aspire to automatically send email notifications to customer contacts when events take place for a property.  For this release, only notifications for completion of work tickets are available. To manage notifications, a user must have one of the following permissions:
  • Manage Notifications Settings (System) - Allows the user to create or edit notifications for any branch. 
  • Manage Notifications Settings (Branch) - Allows the user to create or edit notifications for any branch to which they have branch access.
Notification Setup
Customer notifications are set up by clicking the Evolution Administration icon available in the Aspire Navigation Bar after clicking the Settings icon.  Two options are provided:
  • Notification Settings - Allows the user to enable notifications at the branch or system level. Also, allows the user to specify at the system or branch level an email address to be used if the customer replies to a notification email.
  • Manage Notifications- Selecting this option displays a search list of the notifications that have been defined and allows the user to create new notifications. When creating or modifying a notification on the Notification screen, the following fields are available: 
    • Notification Name
    • Notification Method (currently, only "Email" is available)
    • Branch - List of branches for which the notification applies
    • Division - List of divisions for which the notification applies
    • Service Type - List of service types for which the notification applies
    • Service - List of services for which the notification applies
    • Notification Type (currently only "Work Ticket Complete" is available)
    • Trigger Type (immediate, daily digest, or weekly digest)
    • Delivery time 
      • For daily digest notifications, specifies the time at which notifications will be sent
      • For weekly digest notifications, specifies the week day and time at which notifications will be sent
    • Email Subject - Subject of notification email sent to customers. Tokens are available.
    • Email Header - Header of the email body that could include greeting and introductory paragraph. Expandable tokens  are available.
    • Email Body - Repeating section for each service. This section would commonly contain service-related tokens and service item related tokens (up to three items per service) to explain what work was completed.
    • Email Footer - Footer of the email body that could include closing paragraph and signature area.  Expandable tokens are available.

The Notifications Search List screen supports bulk activation or deactivation of selected notifications.

Copying Notifications

While displaying a notification on the Notification screen, the user can copy the Notification to use it as the basis for a new notification. This could be used for example, for a system administrator to create a template notification. Individual branch managers could then copy the template, and use it as the basis for creating branch-specific notifications.

Specifying Notification Recipients

Notification contacts are specified in the Contacts section of the Property Overview screen. A new Notifications column has been added to this section.. 

Upon editting a contact, the user can select that the user should receive email notifications...

Contact Screen Show Properties for Notifications

The Properties section of the Contact screen has been updated to add a Notifications column to identify properties for which the contact receives notifications.

Property Screen Bulk Update

A new bulk action, Change Email Notification Contact,  has been added to the Property screen allowing the user to select multiple properties, and then add one or more contacts to the property as email contacts.

3/2/2022Work Ticket Search List Improvements to Bulk DeletePrior to this release when the user bulk deleted work tickets from the Work Tickets Search List, the deletion behavior has been clear when work tickets were selected that for some reason were not allowed to be deleted.  Going forward, when a user bulk deletes work ticket from the Work Tickets Search List screen, and one or more of those work tickets cannot be deleted, Aspire will:
  1. Delete the eligible work tickets
  2. Not delete the ineligible work tickets
  3. Display a message to indicate which actions were successful and which were not
3/2/2022Contacts Search List screen - New Bulk OptionsSeveral new bulk options have been added to the Bulk Actions menu on the Contacts screen: 
  1. Change Status - allows the user to change the Active status for all selected contacts.
  2. Change Branch - allows the user to change the assigned branch for all selected contacts.
  3. Change Owner - allows the user to change the owner for all selected contacts. 
  4. Change Contact Type - allows the user to change the contact type for all selected contacts.
  5. Change Pay Schedule - allows the user to change the pay schedule for all selected contacts.  
3/2/2022Properties Search List screen - New Bulk OptionsSeveral new bulk options have been added to the Bulk Actions menu on the Properties screen: 
  1. Change Status - allows the user to change the Active status for all selected properties.
  2. Change Payment Terms - allows the user to change the payment terms for all selected properties.
  3. Change Property Status - allows the user to change the property status for all selected properties.
  4. Change Industry - allows the user to change the industry for all selected properties. 
3/2/2022Admin Services Search List - New Bulk Option for Taxability of Item TypesA new bulk edit option has been added the Bulk Edit dialog that is displayed when the Bulk Edit option is selected on the Admin Services Search List screen. The option allows the user to bulk change the taxability of item types (i.e. labor, material, equipment, sub, or other) for the selected service.
Important Note: Changes to service taxable items are only applied to services in the item catalog for new opportunities. Changes are not made retroactively to those services that are in estimates for existing opportunities.
The state overrides will still exist on each service as they did before the bulk update. The bulk action for service taxable items only defines the primary taxable item rule. There isn't a way to add or alter state overrides in bulk, the user will have to manually add/edit state tax overrides.
3/2/2022Show Actual Hours for Opportunity on which Renewal is Based - Estimating ScreenWhen a user creates a renewal opportunity for an existing contract, the estimate for the renewed opportunity provides a new column to show the Actual Hours (column header is "AH") on the original contract from which the renewal was created. This value will guide the estimator's understanding of time spent for services in the prior contract year.
The value is displayed as a hyperlink allowing the user to drill into a work ticket list that shows the work tickets comprising the Actual Hourvalue.
3/2/2022Change Navigation Bar Color for Sandbox EnvironmentTo make the Sandbox Aspire distinguishable from Production Aspire when users are working in both environments, the color of the Aspire Navigation Bar for Sandbox is changing to tan.
3/2/2022Schedule Board - Limitations on Route Optimization ReducedWhen performing route optimization by day of week or by route, the optimization was previously prevented if the total number of visits exceeded 25. This limitation has been loosened so that the optimization will only be prevented if the total number of visits for any route/day (cells) during the selected period exceeds 25.
3/2/2022User Settings

Individual users may now manage their own settings only through the Evolution interface, as the save button on the User Settings Screen of Legacy (accessed by clicking on avatar in top right corner of legacy, then “user settings”) has been disabled.

To update user settings in Evolution, click on the avatar in the bottom of the left navigation bar, and then click it again. Here, on the User screen, users can update their PIN, Password, Email Signature, Email and Calendar sync selections, and home screen customizations. The user’s assigned role is displayed as a read-only field.
Release DateNameDescription
2/18/2022Allow Materials to be Allocate Material, Sub and Other to Crew MemberOn the Time Entry screen, when adding materials, sub or other items to a work ticket time entry, the user can now select one of the crew members having time on the entry. If the selected user is a subcontractor for which there are subcontractor expenses specified on the associated opportunity service in the estimate, then the item will appear in the Purchasing Assistanttied to the work ticket.
1/27/2022Branch Setting to Control Clock Time Editing in Crew MobileOn the admin Branch screen, on the Time Entry tab, if the Time Review Attestation Prompt check-box is enabled, a new Allow Clock Time Editing in Crew Mobile check-box is available that determines whether crew members can correct clock time within the Crew Mobileapp.
1/27/2022Audit Report Drop Down Search AddedThe drop-down on the Audit report that allows the user to specify an audit area has been update to refine the list based on what user types.
1/27/2022Refine Audit Report OptionsThe Audit Reportallows the user to select from a list of possible audit areas in a drop down. The wording in many of those options included either the word "history" or "audit". These words were used inconsistently and added no value, so are removed from the options.
1/27/2022Added Clock Time ID field to the Clock Time Audit Report Search ListClock Time ID field has been added as a column in the Clock Time Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Inventory Variance ID field to the Inventory Variance Audit Report Search ListInventory Variance ID field has been added as a column in the Inventory Variance Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Electronic Payment ID field to the Electronic Payment Audit Report Search ListElectronic Payment ID field has been added as a column in the Electronic Payment Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Work Ticket Time ID field to the Work Ticket Time Audit Report Search ListWork Ticket Time ID field has been added as a column in the Work Ticket Time Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Service Tax Override ID field to the Service Tax Override Audit Report Search ListService Tax Override ID field has been added as a column in the Service Tax Override Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Work Ticket Visit ID field to the Work Ticket Visit Audit Report Search ListWork Ticket Visit ID  field has been added as a column in the Work Ticket Visit Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Pay Rate ID field to the Pay Rate Audit Report Search ListPay Rate ID field has been added as a column in the Pay Rate Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Role ID field to the Role Audit Report Search ListRole ID field has been added as a column in the Role Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Opportunity ID field to the Opportunity Audit Report Search ListOpportunity ID  field has been added as a column in the Opportunity Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Invoice ID field to the Invoice Audit Report Search ListInvoice ID field has been added as a column in the Invoice Audit Report Search Listfor search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Catalog Item Branch ID field to the Catalog Item Branch Audit Report Search ListCatalog Item Branch ID field has been added as a column in the Catalog Item Branch Audit Report Search Listfor search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Work Ticket ID field to the Work Ticket Audit Report Search ListWork Ticket ID field has been added as a column in the Work Ticket Audit Report Search Listfor search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Item Allocation ID field to the Item Allocation Audit Report Search ListItem Allocation ID field has been added as a column in the Item Allocation Audit Report Search Listfor search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Catalog Item ID field to the Catalog Item Audit Report Search ListCatalog Item ID  field has been added as a column in the Catalog Item Audit Report Search Listfor search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Electronic Payment Transaction ID field to the Electronic Payment Transaction Audit Report Search ListElectronic Payment Transaction ID  field has been added as a column in the Electronic Payment Transaction Audit Report Search List for search, display, sort and group. This information will help tie back to the live table for auditing purposes.
1/27/2022Added Electronic Payment ID field to the Electronic Payment Report Search ListElectronic Payment ID field has been added as a column in the Electronic Payment Audit Report Search Listfor search, display, sort and group. This information will help tie back to the live table for auditing purposes.
Release DateNameDescription
12/16/2021Crew Mobile - Allow Crew Member Login on Their Own DeviceAspire now allows crew members to log into Crew Mobile for clocking in on their own device - they are no longer required to clock in on the crew leader's device. Enabling this capability requires setting the "Allow Crew Member Mobile Clock-In without Crew Leader" parameters on the Time Reporting tab of the Application Configuration screen and on the appropriate Branch screens. The parameter is only available on the Branch screen if it is disabled on the Application Configuration screen.
When this feature is enabled, crew members can be provided with their own mobile device for clocking in.  The crew leader is initially required to log in on the device and then log out to approve the device.  Thereafter, the crew member can use their PIN to log in. Then they can clock in.  When they clock in, they will be prompted to select the crew leader and route they are working on. The list only includes crew leaders and route that match the crew member's branch or all crew leaders and routes if the crew member has not been assigned a branch.
After a crew member clocks in on their own device, the crew leader they selected will be able to view them on the Crewscreen of the crew leader's device or select the crew member to start time on work tickets.
12/16/2021Audit LoggingAudit logging has been added for most system objects which captures the state of each record whenever it is changed. The Audit search list report is available on the Report screen for users assigned to a role having the View Audit Reportpermission. The report shows incremental changes for any selected object.  Auditing is provided for the following objects.
  1. Catalog Item
  2. Catalog Item Branch
  3. Clock Time
  4. Electronic Payment
  5. Electronic Payment Transaction
  6. Inventory Variance
  7. Invoices
  8. Item Allocation
  9. Opportunity
  10. Opportunity Service
  11. Pay Rate
  12. Receipt
  13. Revenue Variance
  14. Role
  15. Role Permission
  16. Service Tax Override
  17. User
  18. User Branch
  19. User Role
  20. Work Ticket
  21. Work Ticket Time
  22. Work Ticket Visit

12/16/2021Route OptimizationAspire has added automated route optimization allowing users who have the Route Optimization permission to select an option that orders job site visits for a day/route in the most efficient order possible to minimize drive time. The Route Optimization permission is only available if route optimization has been enabled for the Aspire system.
On the Schedule Board in Week view, if the user right clicks on a day/route cell or a visit plaque within a cell, Aspire provides a Optimize Route option in the pop-up menu. This option is also available by clicking on a plaque, and then displaying the visit menu. Selecting this option reorders the visits for that day/route for most efficient navigation of route during the crew's day.
On the Schedule Board in Week view, the user can optimize all visits within each route for a given day by right clicking in the day header and selecting the Optimize Route option from the pop-up menu.
On the Schedule Board in Week view, the user can optimize all visits for each day for a given route by right clicking in the Route Name and selecting the Optimize Route option from the pop-up menu.
On the Schedule Board in Week view, the user can optimize all visits for each day and route by selecting the Optimize Route option from Schedule Board main menu.
When a day/route has been optimized on the Schedule Board, a visual indicator (right) shows that the cell has been optimized. Thereafter, if any user reorders the visits in any way, the indicator is removed until that cell is re-optimized.
Route optimization is enabled for all clients.
12/16/2021Admin - Rename "Use California Time Prompts" settingOn the Application Configuration screen in Admin the label "Use California Time Prompts" is changed to "Use Time Prompts."
12/16/2021Time Review AttestationIf enabled on the Time Reporting tab of the Branch screen, Time Review Attestation provides an additional prompt for crew members in the Crew Mobile app to specify whether they are clocking out for lunch or at the end of the day. If it is the end of the day, another prompt allows them to view their time entries for the day and to attest to a specified statement regarding their clock-time. The system administrator can specify the statement to which all crew members will attest on the Time Reporting tab of the Branch screen.
When the crew member is attesting to the attestation statement, they have the option of disagreeing. If the user disagrees, then crew member is presented with the Edit Time screen (right) allowing them to modify the clock time. The clock time record is flagged so that the clock time entry is highlighted on the Time Entry screen (as shown below). This will allow office personnel to address any disputed time on behalf of the crew member.
Note that these prompts are in addition to California Time Prompts that were previously available in Aspire, and still are.
12/16/2021Show Route on MapOn the Schedule Board, if the user right clicks on a day/route cell or a visit plaque within a cell, Aspire provides a Show Route on Map option in the pop-up menu. This option is also available by clicking on a plaque, and then displaying the visit menu. Selecting this option displays Google Mapsin a new browser tab showing the route for visiting the properties in their specified order.
12/16/2021Change Show on Map to Show Property on MapWhen right clicking on a visit plaque on the Schedule Board, the Show on Map option has been replaced by the Show Property on Map option. The new option displays Google Maps in a new browser tab showing the location of the property.
12/16/2021Added Opportunity Budget field to the Contract Renewal Report Search ListOpportunity Budget field has been added as a column in the Contract Renewal Report Search List for filter, display, sort and group. This field is blank for any work ticket that is not associated with an invoice. If an invoice number is shown in the field, it is represented as a hyperlink which, when clicked, navigates to the associated invoice.
11/11/2021Enhanced Opportunity SecurityImproved security for companies with multiple branches allowing refined restriction of the amount of information to which employees have access related to opportunities. On the Opportunity screen, users can now specify a list of Additional Users responsible for the opportunity.
Users who have the existing Edit My Opportunities permission, will be able to edit opportunities under the following conditions:
  1. (Existing) The opportunity was created by the current user OR
  2. (Existing) The sales rep on the opportunity is the current user OR
  3. (New) The current user is contained in the list of additional users on the opportunity

A new permission has been added called View My Opportunities. Users with View My Opportunities permission can now see the Opportunity icon in the Aspire Navigation Bar. They will also be able to see opportunities in the opportunity search lists (main Opportunity Search List, and list on the Property Overview screen) for which they meet any of the conditions provided above. In the Contract Renewal Report and Opportunity Service Report, the above rules are also applied.

On the Work Ticket screen there is a link called Job that, provided the user has the correct permissions, will take them to the Opportunity screen. The criteria for enabling that hyperlink has been updated as follows:

  1. (Existing) The current user has the View Opportunities permission OR
  2. (New) The current user has the View My Opportunities permission AND the current user is either the user who created the opportunity, the sales rep on the opportunity or the an additional user on the opportunity
11/11/2021Service Type has been added as a field on the As Needed Exceptions ReportThe Service Type field has been added to the As Needed Exceptions Report for filter, display, sort and group. This report is available from the menu on the Schedule Board.
Release DateNameDescription
10/28/2021Site Audit - Upon completing a site audit, user can be prompted to create an associated issueAspire provides a new setting called Site Audit Workflow at the system level on the Application Configuration screen and at the branch level on the Branch screen. This setting can be set to one of two values:
  1. Site Audit Generate New Issues
  2. Site Audit Do Not Generate New Issues (default)

If set to generate new issues for a branch, then when a site audit for a property in the branch is marked complete, a new dialog will be displayed showing all the images associated with categories in the site audit.  The user can select any number of images to add to a newly created issue.  The user also has the option of skipping creation of the issue.

10/28/2021Site Audit - New site audit scale type of Pass/FailThe Site Audit feature of Aspire has been updated to support a new scale of Pass/Fail. In Aspire Admin when creating or editing Site Audit Types, the scale type that should be applied to all audits of that type, can be specified as either Pass/Fail or 1-10.
Thereafter, when a Site Audit with scale type of Pass/Failis created, instead of scoring categories on a scale of 1 to 10, the user will be able to specify either pass or fail. For scoring of the overall site audit, Pass represents a value of 10, and fail represents a value of 1. When the site audit is completed, a numeric score is assigned which is calculated based on these values.
10/28/2021Site Audit - Allow editing of tagsSite audits have been updated to allow the user to edit tags on any image or category by clicking a pencil icon.
10/28/2021Additional property address information has been added to the Invoicing Assistant Search List Property address fields have been added to the Invoicing Assistant Search List for filter, display, sort and group.  The following fields have been added:
  1. Property Address Line 1
  2. Property Address Line 2
  3. Property City
  4. Property State/Province Code
  5. Property State/Province Name
  6. Property Zip
10/28/2021Allow break-time setting at the branch level to be set to zeroUnlike the equivalent setting at the system level, the break-time value at the branch level was not allowed to be set to zero.  This has been updated so that it can now be set to zero.
Release DateNameDescription
10/14/2021In Time Entry, Drive Time Can be Distributed to Equipment Hour Allocations for SnowAdmin option on the Application Configuration screen that was previously called "Include Drive Time When Logging Equipment in Crew Mobile" has been renamed to  "Include Drive Time When Logging Equipment".  The parameter now applies to the Time Entry screen in addition to Crew Mobile. On the Time Entry screen, if an item allocation is added to a work ticket and the item type of the selected item is Equipment, then the user can select a crew member with whom the equipment is associated. When the time on the Time Entry screen is accepted and drive-time is calculated, drive time for the specified crew member is applied to the equipment hours.
10/14/2021Apply California Prompts at Branch LevelThe Aspire Crew Mobile App supports crew-member prompts that are specific to the state of California. Aspire now allows these prompts to be controlled at the branch level on the Branch screen.
10/14/2021Apply Time Entry Break Time Setting at Branch LevelAn Aspire admin setting exists at the system level to specify lunch time that should automatically be filled in on the Time Entry screen. Aspire has been updated to allow this setting to be specified separately for individual branches on the Branch screen.
10/14/2021Apply Prompt for New Ticket in Crew Mobile Setting at Branch LevelAn Aspire admin setting called Prompt for New Ticket in Crew Mobile exists at the system level on the Time Reporting tab of the Application Configuration screen, This parameter specifies if a Crew Mobile user should be prompted when selecting a service in the schedule for which an as-needed work ticket has been generated in the last 24 hours whether to use the previously created ticket or generate a new one. Aspire has been updated to allow this setting to be specified separately for individual branches on the Branch screen.
10/14/2021Relabel "Branch" to "Primary Branch" in Advanced SearchIn advanced search lists throughout Aspire, there was inconsistency in naming of fields that represented the branch. To improve consistency, the "Branch Name" label has been changed to "Primary Branch" in all search lists that contain that field name.
10/14/2021Allocate From Mobile has been added as a field on the Items Search List in Admin.The Allocate from Mobile field has been added to the Items Search List for filter, display, sort and group. This value is entered on the Item screen in Admin.
10/14/2021Added Drive Time field to the Work Ticket Transaction ReportDrive Time has been added as a column in the Work Ticket Transaction Report (search list) for filter, display, sort and group. This value is based on drive time calculated on the Time Entryscreen.
10/14/2021Added Invoice Number field to the Work Ticket Search ListInvoice Number has been added as a column in the Work Ticket Search List for filter, display, sort and group. This field is blank for any work ticket that is not associated with an invoice. If an invoice number is shown in the field, it is represented as a hyperlink which, when clicked, navigates to the associated invoice.
10/14/2021Collection Notes Added for Display in A/R Aging Report and the A/R Aging Detail ReportThe Collection Notes field has been made available on the A/R Aging Report and on the AR Aging Detail Report. In both reports, the notes are shown directly below the property name for each property on the report. The display of collection notes may be collapsed or expanded, individually or collectively.
10/14/2021For Work Orders, End Date Can Be Updated after Opportunity Is WonOn the Opportunity screen for work orders, the end date can now be updated to a later date after the opportunity has been won.
10/14/2021Subcontractor Portal - Email to Subcontractor Once Time Entered in the Subcontractor Portal Is AcceptedSubcontractors enter time in the Subcontractor Portal.  This time can be revised and accepted or denied on the Time Entry screen in the Aspire Desktop. Aspire has been updated so that when the time is accepted in Time Entry, an email is sent to the Subcontractorwith a Microsoft Excel attachment summarizing the hours accepted.
10/14/2021Estimate Item Display Names Shown on InvoicesOn an opportunity estimate, when the user adds items, they may drill into the item and specify a Display Name which determines what is displayed for that item on the estimate. Aspire has been updated so that when material, equipment, sub or other items are listed on an invoice, the display name will be used. Previously, the item name from the catalog was displayed on invoices.
10/14/2021Ability to Change Service Name Abbreviation on Service in EstimateAspire will now allow the Service Name Abbreviation for a service in an estimate to be modified after the opportunity has been won. Previous restrictions prevented this. Note that if a service in a work order is modified by a change order and linked to the original work ticket, the Service Name Abbreviationcan only be modified by navigating to the original version of the opportunity service.
10/14/2021Admin Inventory List Will Return Items with Quantity Even if Item Not Tied to BranchPreviously if Branch Admin Securitywas enabled, and an inventory item had a non-zero quantity in a branch to which it was not assigned, that item (and thus its quantity) did not appear in the inventory for locations in the branch. Aspire has been updated so that under these conditions, items with non-zero quantities WILL show up in the branch location inventory.
Release DateNameDescription
9/23/2021Collections Notes AddedAspire adds the ability to track collection notes that are associated with properties. This feature includes the following enhancements:
  1. Property Detail Screen - A new Collection Notes rich text editor field has been added just below the other notes fields for creating, viewing and editing collection notes associated with the property.
  2. A/R Aging List - The Collection Notes field has been made available on the A/R Aging List accessed from the Reports screen for filter, display, sort and group.
  3. Receivables Search List - The Collection Notes field has been made available on the Receivables Search Listfor filter, display, sort and group. Adding this option for display adds a menu icon to each line providing a Collection Notes option which when selected, displays a dialog showing the collection notes and allowing them to be edited.
  4. Payment Screen - A Collection Notes field has been added to the Payment screen next to the existing Payment Notes field. The field has an associated drop-down allowing the user to select a desired property (if the payment has been applied to multiple properties) for which the collection notes should be displayed.  If the user clicks on the collection note field, an editor dialog is displayed for editing the collection notes.
  5. Properties Search List - The Collection Notes field has been made available on the Properties  Search Listfor filter, display, sort and group.
9/23/2021Subcontractor Portal Allow Marking Work Ticket Visit CompleteIn the Subcontractor Portal, when the user clicks the Submit icon at the day, route or visit level, Aspire presents a dialog allowing the subcontractor user complete the work ticket or work tickets for which time or materials are being submitted. Work tickets are prompted for completion only if they meet the following conditions:
  1. Work ticket is in open or scheduled status.
  2. Associated service is not configured in Admin Services to be "Multi-visit"
  3. There are no future visits scheduled for the work ticket

In the Aspire Desktop Time Entry, if the user denies the time and materials submitted by the subcontractor, then the work ticket is not completed.

9/23/2021Subcontractor Portal Allow Visit Notes and AttachmentsIn the Subcontractor Portal, the subcontractor user can add visit notes to a work ticket visit by clicking the Visit Notesicon that is now available for each work ticket visit.
9/9/2021Crew Mobile - Service list under Schedule option to display Service Abbreviation instead of Service Name.Throughout the Crew Mobile App, services have been identified by the Service Abbreviation value except in the case of the service list displayed when the user drilled into a property from the Schedule screen to display the Choose Service screen, in which case the Service Name value was displayed. For improved consistency within the Crew Mobile App, the Service Abbreviation is now displayed on the Choose Servicescreen.
9/9/2021Crew Mobile - Merge Clock-ins for crew membersAspire provides a new system parameter called Single Clock Time available on the Time Reporting tab of the Branch screen. If this option is enabled for a branch, the user can specify a time interval in minutes (default value is 5 minutes).  When crew members are clocking in or clocking out of Crew Mobile on the crew leader's mobile device, all crew members who clock in or out within the specified interval will show in Time Entry (in Aspire Desktop) as having clocked in at the same time (time of first crew member to clock in).
9/9/2021Branch-level Crew Mobile Time Prompts

Aspire administrator users can manage the following settings at the system level to control the behavior of the Crew Mobile App:

  1. Use California Time Prompts
  2. Equipment Reading Clock Out Prompt
  3. Prompt for New Ticket in Crew Mobile

Aspire has been enhanced to allow the administrator user to set these settings at the branch level.

9/9/2021Display name for Actual Gross Margin % has changed to Earned Gross Margin %Display name for Actual Gross Margin % has changed to Earned Gross Margin %. This change was made in the following search lists:
  1. Opportunity Search List
  2. Contract Renewal Report
  3. Property Opportunity Search List
  4. Sales Score Card Report
  5. Profit & Loss Ticket Report
  6. Revenue Over Under Report within the End of Month Report
  7. Work in Progress Report
  8. Contract Renewal Report
9/9/2021Invoice Gross Margin % has been added as a field on the Opportunity Search ListThe Invoice Gross Margin % field has been added to the Opportunity Search List for filter, display, sort and group.
9/9/2021Probability has been added as a field on the Contract Renewal ReportThe Probability field has been added to the Contract Renewal Search List Report for filter, display, sort and group. This value is entered on the Opportunity screen.
9/9/2021Item Name has been added as a field on the Work Ticket Transaction ReportThe Item Name field has been added on the Work Ticket Transaction Report for filter, display, sort and group so users can we what materials have been referenced. If there are multiple material items allocated for a work ticket time transaction, they are displayed as a comma-separated list.
9/9/2021Auto Expense indicator has been added as a field on the Purchasing AssistantAn Auto Expense indicator field has been added on the Purchasing Assistant search list for filter, display, sort and group. A checkmark will be displayed for items that were created by auto-expenses.
9/9/2021Property has been added as a field on the Contact Search ListThe Property field has been added to the Contact Search List for filter, display, sort and group. If a contact is associated with multiple properties, the properties will be shown in the display field as a comma-separated list.
9/9/2021From Work Ticket Search Lists support bulk update of Anticipated Start DateFrom the Work Ticket Search Lists (main list and list available from the Opportunity screen), a new bulk action has been added to allow the user to set the Anticipated Start Date for all selected work tickets.
9/9/2021Additional Billing Contact fields have been added to the Opportunities Search ListAdditional billing contact fields have been added to the Opportunities Search List for filter, display, sort and group.  The following fields have been added:
  1. Billing Contact Title
  2. Billing Contact Address Line 1
  3. Billing Contact Address Line 2
  4. Billing Contact City
  5. Billing Contact State/Province Name
  6. Billing Contact State/Province Code
  7. Billing Contact ZIP Code
9/9/2021Opportunity Tag has been added as a field in the Invoicing AssistantThe Opportunity Tag field has been added to the Invoicing AssistantSearch List for filter, display, sort and group. If an invoicing recommendation is associated an opportunity having multiple opportunity tags, the opportunity tags will be shown in the display field as a comma-separated list.
8/12/2021Update the number of files that can be uploaded at a time from 5 to 10When uploading attachments in Aspire, the number of attachments that can be uploaded at a time has been increased from 5 files to 10 files.
8/12/2021Improve visual consistency for controls user clicks to add itemsFor greater consistency within the application, gray + icons that allow adding of elements to Aspire are being changed to blue buttons. This was begun in a prior releases. Additional locations are changed for this release:
  1. Visit Screen, next to the following fields: Visits (for adding another visit) and Issues (for adding another issue)
7/29/2021Advanced Search Sort Sequence Number ImprovementThe display of sort sequence numbers at the top of columns in advanced search lists has been improved so that more of the column header label is visible.
7/29/2021Property Screen Layout UpdateThe order of fields has been rearranged on the Property Detailscreen to provide a more logical grouping of information. This will make property information easier to locate.
7/29/2021Estimating - Persist "New One Time Item"On the Estimating screen in the drop-down for items, ensure that the "New One Time Item" option is always at the top of the list as the user filters catalog items by typing into the field. As the user types and the filter is adjusted, the filtered item that appears directly below "New One Time Item" is highlighted so that when the user clicks ENTER, that item is selected. Additionally, if the user types a value, and then chooses the "New One Time Item" option, the value typed by the user will be used to default the name of the new one-time item.
7/29/2021Home Screen - Improve FormattingWith their user settings, the user can determine how many columns of information are represented on the Home screen. Aspire has been enhanced so that if the user chooses a format that only includes one or two columns, those columns will fill the whole width of the screen increasing the amount of information displayed, and improving the aesthetic.
7/29/2021Improve Location of Resource Center IconThe icon for accessing the Resource Center has been moved from the lower right corner of the screen to the upper right in the header area to prevent if from being displayed on top of information that is valuable to users.
7/29/2021Add Email to Contact while Adding Email Invoice Contact to PropertyWhen a user is adding an Email Invoice contact to a property, Aspire now displays a Contact Email field that shows the contacts email address, and allows the user to update it. This will help to ensure that valid email addresses are provided for contacts to whom emails will be sent. If the Contact Emailfield is displayed, a valid email address is required.
7/29/2021Require Email Address for Email Invoice Contacts When a user is on the Contact screen, the email address is now required of the contact is an Email Invoice contact for any property. This will help to ensure that valid email addresses are provided for contacts to whom emails will be sent.
7/29/2021Improve visual consistency for controls user clicks to add itemsFor greater consistency within the application, gray + icons that allow adding of elements to Aspire are being changed to blue buttons. This was begun in a prior release. Additional locations are changed for this release:
  1. Property screen for adding contacts (next to the Primary Contact and Billing Contact fields)
  2. Adding tags while adding an image to a site audit
  3. Adding tags to a site audit category using the Add/Remove Category Tags option in the category drop-down
  4. Contact Screen for employees, in the sections for Pay Rates, Certifications, Employee Incidents, and Scorecards
  5. Work Ticket screen in the Cost section
7/29/2021Search for Named Search ListsThe drop-down list for selecting named search lists has been enhanced so that typing a string filters the list making it easier to find named search lists.
7/29/2021Search List Return CountThe record and page counts at the bottom of search lists has been improved to increase clarity.  Previously, when results were grouped, the record count included the group headings as well as the individual items. Now the record count only includes returned records and not the group headers.
7/29/2021Home Screen - New Options in To Do List Drop-downOn the Home screen in the To Do List section, the New Email and New Issueoptions have been added to the drop-down menu.
7/29/2021Schedule Board Work Ticket Search List - Improve FilteringThe filter field at the top of the Work Ticket search list on the Schedule Board previously searched for the entered string in the Property Name field, but not in the Property Name Abbreviation field. The search has been enhanced so that it searches for the entered string in both of those fields (in addition to other fields that it has always searched).
July 8, 2021
(New)
Improve visual consistency for control user clicks to add itemsFor greater consistency within the application, gray + icons that allow adding of activities are being changed to blue buttons. Affects the following locations:
  1. Adding activities to contacts, properties,  and opportunities 
  2. Adding site audits to properties
  3. Adding invoice or retainage from the Invoice Open Billing screen
  4. Adding new company from the Contact screen
  5. Adding appointments and tasks in the To Do List on the Home screen 
  6. Adding new issues in the Customer Issues section of the Home screen
July 8, 2021
(New)
Scheduling - Remove confirmation when deleting a visitTo improve user efficiency, on the Schedule Board, no longer require user confirmation when deleting a visit.
July 8, 2021
(New)
Add "Today" button on Schedule BoardOn the Schedule Board next to the date selector, add a "Today" button that let's the user display the week that includes the current day.

July 8, 2021
(New)
Estimate Summary ExpansionBehavior of the Estimate Summary on the Estimating screen has been enhanced so that it is generally expanded. Hereafter, the Estimate Summary is always expanded when entering the Estimate Screen unless the user collapsed it upon their most recent visit to the estimate, and they have not visited another estimate.
June 2021
(New)
Spinner Error HandlingUnder certain circumstances if Aspire loses internet connection, the spinner icon that indicates Aspire is working would continue to spin indefinitely. The user would not know that internet connection was lost.  This has been fixed so that if internet connection is lost, an informational message is displayed to the user.
June 2021
(New)
Acumatica Entry Type for BranchesFor companies that integrate with the Acumatica accounting system, provide a method to specify an "Entry Type" which differentiates between branches when deposits are synchronized from Aspire to Accumatica.
June 2021
(New)
Schedule Board Font ImprovementOn the Schedule Board, fonts for text on the visit plaques has been increased in size to improve visibility.
June 2021
(New)
Search List Header Improvement When SortingWhen the user selects multiple columns on which to sort search lists, Aspire displays numbers by the sorted columns headers indicating the sort order. The positioning of these numbers was causing much of the header text to be obscured. Formatting of the headers has been improved to optimize display of header text while still providing the sort order numbers.
March 2021Add a Category to One Time Items Added in Purchase ReceiptsUsers can now set an item category to one-time items in the Purchasing Assistant. This also carries over from the estimating screen and into reporting.
March 2021Duplicate Pay-Rates and Carry Over Pay-Code OverridesUsers can now copy employee pay-rates and carryover any associated pay-codes with a single click or API.
March 2021Make Contact Type, Company,  and Branch Required Fields in ContactsSystem admins can set which contact fields are required when creating a new contact by access a new admin section. Once set, selected fields must be filled out before employees can save the contact.
March 2021Schedule Board Route FilterUsers can now select routes based on the Manager that is selected on the Schedule Board. We made several changes to the display and size of the selected routes.
March 2021Report Designer Fields Added for Work Ticket LayoutsEstimator Notes and Service Item Description Notes are available in Report Designer and can be added to work ticket report layouts as data fields.
March 2021Property and Opportunity as Fields on the Purchase Receipt ListNew fields have been added to the Purchase Receipt Search List: Property Name and Opportunity Number.

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