Release Notes

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! 

• 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.

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. 

• 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.

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.

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. 

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.

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 Filter, Sort, and Display information to carry out a Quick Search within the Attachments modal.

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. 

• Complete Work Ticket

• 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.

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. 

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. 

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 your 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.

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. 

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. 

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.

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. 

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.

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. 

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.

• 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 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.

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

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.  

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. 

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.

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

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

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.

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

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.

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.

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.

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

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

1. Visit Screen, next to the following fields: Visits (for adding another visit) and Issues (for adding another issue)

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

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