- 08 Sep 2022
- Updated on 08 Sep 2022
Most Recent Enhancements (9/8/2022)...
|9/8/2022||New 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!
|9/8/2022||Takeoff Integration Combination|
Click here to view the most recently resolved defects.
|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.
|8/25/2022||Dashboard and Activity Enhancements||We have several new enhancements designed to ease your day-to-day management workflows. Please review the following new available functionalities:|
|8/11/2022||Enhanced 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.
• 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.
|7/7/2022||Enhanced 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:
|7/7/2022||Enhanced 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.
• 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:
• 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.
|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.
|7/7/2022||New Work Ticket Bulk Action||If you are an Aspire user with the following permissions:|
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.
|7/7/2022||Purchase 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.
|6/8/2022||Opportunity 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.
|6/8/2022||Azuga 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 field. By selecting Vehicle under Tracker Type, the 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.
|6/6/2022||Microsoft 365 Integration|
|5/18/2022||New Site Audit Email Functionality||In 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.|
|5/5/2022||New Property Bulk Action|
As an Aspire client, you can now designate the tax jurisdiction for multiple properties simultaneously using the Change Tax Jurisdiction option from the Bulk Actions menu on the Properties screen. To carry out this action you will 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.
|5/5/2022||Email a Site Audit Report|
With a Site Audit Permission enabled, you now have the option to email new, in-progress, and completed Site Audit Reports to contacts who are within and outside of the Aspire platform. To carry out this action you 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.
|5/5/2022||Contract 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.
|5/5/2022||Add 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.
|5/5/2022||Improved Catalog Item field options||If you are an Admin user in the Aspire Landscape software, the Purchase Unit Cost field will become read-only when you select the Inventory Item checkbox from the Items screen. 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.
|4/21/2022||Regarding 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.
|4/14/2022||Takeoff Measurement Integration||Go 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.
|4/14/2022||New 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.
|4/14/2022||Azuga GPS Integration||Aspire 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:
|3/30/2022||Fuel Surcharge and Bulk Invoice Line Items||The 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.
|3/30/2022||Customer Notification Changes||On 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.
|3/30/2022||Contact Bulk Notification Change||On 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.|
|3/30/2022||Added Email Invoice fields to the Properties Search List||Email 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.|
|3/30/2022||Added Email Notification fields to the Properties Search List||Email 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.|
|3/2/2022||Percent Complete and Earned Revenue Calculations for T&M on Work Ticket Screen||For 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.|
|3/2/2022||Add 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:
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.
|3/2/2022||Customer 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:|
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:
The Notifications Search List screen supports bulk activation or deactivation of selected 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.
|3/2/2022||Work Ticket Search List Improvements to Bulk Delete||Prior 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:|
|3/2/2022||Contacts Search List screen - New Bulk Options||Several new bulk options have been added to the Bulk Actions menu on the Contacts screen: |
|3/2/2022||Properties Search List screen - New Bulk Options||Several new bulk options have been added to the Bulk Actions menu on the Properties screen: |
|3/2/2022||Admin Services Search List - New Bulk Option for Taxability of Item Types||A 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.
|3/2/2022||Show Actual Hours for Opportunity on which Renewal is Based - Estimating Screen||When 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.
|3/2/2022||Change Navigation Bar Color for Sandbox Environment||To 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.|
|3/2/2022||Schedule Board - Limitations on Route Optimization Reduced||When 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.|
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.
|2/18/2022||Allow Materials to be Allocate Material, Sub and Other to Crew Member||On 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.|
|1/27/2022||Branch Setting to Control Clock Time Editing in Crew Mobile||On 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.|
|1/27/2022||Audit Report Drop Down Search Added||The 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.|
|1/27/2022||Refine Audit Report Options||The 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.|
|1/27/2022||Added Clock Time ID field to the Clock Time Audit Report Search List||Clock 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.|
|1/27/2022||Added Inventory Variance ID field to the Inventory Variance Audit Report Search List||Inventory 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.|
|1/27/2022||Added Electronic Payment ID field to the Electronic Payment Audit Report Search List||Electronic 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.|
|1/27/2022||Added Work Ticket Time ID field to the Work Ticket Time Audit Report Search List||Work 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.|
|1/27/2022||Added Service Tax Override ID field to the Service Tax Override Audit Report Search List||Service 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.|
|1/27/2022||Added Work Ticket Visit ID field to the Work Ticket Visit Audit Report Search List||Work 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.|
|1/27/2022||Added Pay Rate ID field to the Pay Rate Audit Report Search List||Pay 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.|
|1/27/2022||Added Role ID field to the Role Audit Report Search List||Role 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.|
|1/27/2022||Added Opportunity ID field to the Opportunity Audit Report Search List||Opportunity 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.|
|1/27/2022||Added Invoice ID field to the Invoice Audit Report Search List||Invoice 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.|
|1/27/2022||Added Catalog Item Branch ID field to the Catalog Item Branch Audit Report Search List||Catalog 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.|
|1/27/2022||Added Work Ticket ID field to the Work Ticket Audit Report Search List||Work 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.|
|1/27/2022||Added Item Allocation ID field to the Item Allocation Audit Report Search List||Item 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.|
|1/27/2022||Added Catalog Item ID field to the Catalog Item Audit Report Search List||Catalog 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.|
|1/27/2022||Added Electronic Payment Transaction ID field to the Electronic Payment Transaction Audit Report Search List||Electronic 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.|
|1/27/2022||Added Electronic Payment ID field to the Electronic Payment Report Search List||Electronic 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.|
|12/16/2021||Crew Mobile - Allow Crew Member Login on Their Own Device||Aspire 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.
|12/16/2021||Audit Logging||Audit 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.|
|12/16/2021||Route Optimization||Aspire 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.
|12/16/2021||Admin - Rename "Use California Time Prompts" setting||On the Application Configuration screen in Admin the label "Use California Time Prompts" is changed to "Use Time Prompts."|
|12/16/2021||Time Review Attestation||If 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.
|12/16/2021||Show Route on Map||On 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.|
|12/16/2021||Change Show on Map to Show Property on Map||When 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.|
|12/16/2021||Added Opportunity Budget field to the Contract Renewal Report Search List||Opportunity 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.|
|11/11/2021||Enhanced Opportunity Security||Improved 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:
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:
|11/11/2021||Service Type has been added as a field on the As Needed Exceptions Report||The 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.|
|10/28/2021||Site Audit - Upon completing a site audit, user can be prompted to create an associated issue||Aspire 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:|
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.
|10/28/2021||Site Audit - New site audit scale type of Pass/Fail||The 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.
|10/28/2021||Site Audit - Allow editing of tags||Site audits have been updated to allow the user to edit tags on any image or category by clicking a pencil icon.|
|10/28/2021||Additional 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 |
|10/28/2021||Allow break-time setting at the branch level to be set to zero||Unlike 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.|
|10/14/2021||In Time Entry, Drive Time Can be Distributed to Equipment Hour Allocations for Snow||Admin 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.|
|10/14/2021||Apply California Prompts at Branch Level||The 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.|
|10/14/2021||Apply Time Entry Break Time Setting at Branch Level||An 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.|
|10/14/2021||Apply Prompt for New Ticket in Crew Mobile Setting at Branch Level||An 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.|
|10/14/2021||Relabel "Branch" to "Primary Branch" in Advanced Search||In 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.|
|10/14/2021||Allocate 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.|
|10/14/2021||Added Drive Time field to the Work Ticket Transaction Report||Drive 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.|
|10/14/2021||Added Invoice Number field to the Work Ticket Search List||Invoice 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.|
|10/14/2021||Collection Notes Added for Display in A/R Aging Report and the A/R Aging Detail Report||The 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.|
|10/14/2021||For Work Orders, End Date Can Be Updated after Opportunity Is Won||On the Opportunity screen for work orders, the end date can now be updated to a later date after the opportunity has been won.|
|10/14/2021||Subcontractor Portal - Email to Subcontractor Once Time Entered in the Subcontractor Portal Is Accepted||Subcontractors 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.|
|10/14/2021||Estimate Item Display Names Shown on Invoices||On 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.|
|10/14/2021||Ability to Change Service Name Abbreviation on Service in Estimate||Aspire 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.|
|10/14/2021||Admin Inventory List Will Return Items with Quantity Even if Item Not Tied to Branch||Previously 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.|
|9/23/2021||Collections Notes Added||Aspire adds the ability to track collection notes that are associated with properties. This feature includes the following enhancements:|
|9/23/2021||Subcontractor Portal Allow Marking Work Ticket Visit Complete||In 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:|
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.
|9/23/2021||Subcontractor Portal Allow Visit Notes and Attachments||In 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.|
|9/9/2021||Crew 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.|
|9/9/2021||Crew Mobile - Merge Clock-ins for crew members||Aspire 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).|
|9/9/2021||Branch-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:
Aspire has been enhanced to allow the administrator user to set these settings at the branch level.
|9/9/2021||Display 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:|
|9/9/2021||Invoice Gross Margin % has been added as a field on the Opportunity Search List||The Invoice Gross Margin % field has been added to the Opportunity Search List for filter, display, sort and group.|
|9/9/2021||Probability has been added as a field on the Contract Renewal Report||The 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.|
|9/9/2021||Item Name has been added as a field on the Work Ticket Transaction Report||The 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.|
|9/9/2021||Auto Expense indicator has been added as a field on the Purchasing Assistant||An Auto Expense indicator field has been added on the Purchasing Assistant search list for|
|9/9/2021||Property has been added as a field on the Contact Search List||The Property field has been added to the Contact Search List for|
|9/9/2021||From Work Ticket Search Lists support bulk update of Anticipated Start Date||From 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.|
|9/9/2021||Additional Billing Contact fields have been added to the Opportunities Search List||Additional billing contact fields have been added to the Opportunities Search List for |
|9/9/2021||Opportunity Tag has been added as a field in the Invoicing Assistant||The Opportunity Tag field has been added to the Invoicing AssistantSearch List for|
|8/12/2021||Update the number of files that can be uploaded at a time from 5 to 10||When uploading attachments in Aspire, the number of attachments that can be uploaded at a time has been increased from 5 files to 10 files.|
|8/12/2021||Improve visual consistency for controls user clicks to add items||For 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:|
|7/29/2021||Advanced Search Sort Sequence Number Improvement||The 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.|
|7/29/2021||Property Screen Layout Update||The 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.|
|7/29/2021||Estimating - 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.|
|7/29/2021||Home Screen - Improve Formatting||With 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.|
|7/29/2021||Improve Location of Resource Center Icon||The 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.|
|7/29/2021||Add Email to Contact while Adding Email Invoice Contact to Property||When 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.|
|7/29/2021||Require 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.|
|7/29/2021||Improve visual consistency for controls user clicks to add items||For 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:|
|7/29/2021||Search for Named Search Lists||The 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.|
|7/29/2021||Search List Return Count||The 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.|
|7/29/2021||Home Screen - New Options in To Do List Drop-down||On the Home screen in the To Do List section, the New Email and New Issueoptions have been added to the drop-down menu.|
|7/29/2021||Schedule Board Work Ticket Search List - Improve Filtering||The 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|
|Improve visual consistency for control user clicks to add items||For greater consistency within the application, gray + icons that allow adding of activities are being changed to blue buttons. Affects the following locations:|
|July 8, 2021|
|Scheduling - Remove confirmation when deleting a visit||To improve user efficiency, on the Schedule Board, no longer require user confirmation when deleting a visit.|
|July 8, 2021|
|Add "Today" button on Schedule Board||On 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
|Estimate Summary Expansion||Behavior 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.|
|Spinner Error Handling||Under 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.|
|Acumatica Entry Type for Branches||For 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.|
|Schedule Board Font Improvement||On the Schedule Board, fonts for text on the visit plaques has been increased in size to improve visibility.|
|Search List Header Improvement When Sorting||When 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 2021||Add a Category to One Time Items Added in Purchase Receipts||Users 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 2021||Duplicate Pay-Rates and Carry Over Pay-Code Overrides||Users can now copy employee pay-rates and carryover any associated pay-codes with a single click or API.|
|March 2021||Make Contact Type, Company, and Branch Required Fields in Contacts||System 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 2021||Schedule Board Route Filter||Users 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 2021||Report Designer Fields Added for Work Ticket Layouts||Estimator Notes and Service Item Description Notes are available in Report Designer and can be added to work ticket report layouts as data fields.|
|March 2021||Property and Opportunity as Fields on the Purchase Receipt List||New fields have been added to the Purchase Receipt Search List: Property Name and Opportunity Number.|