Screen Reference

Updated on 22 Dec 2021

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The following outline organizes all screens provided in Aspire and provides links to available documentation on screens.

Category	Sub Category	Screen Name
CRM / Sales	Contact Screens	Contact Screen
CRM / Sales	Contact Screens	Contacts Search List Screen
CRM / Sales	Opportunity Screens	Opportunities Search List Screen
CRM / Sales	Opportunity Screens	Opportunity Screen
CRM / Sales	Property Screens	Properties Search List Screen
CRM / Sales	Property Screens	Properties Screen
CRM / Sales	Property Screens	Property Takeoffs Screen
CRM / Sales	To Do List and Activity Screens	Activity Search List Screen
CRM / Sales	To Do List and Activity Screens	Appointment Screen
CRM / Sales	To Do List and Activity Screens	Email Screen
CRM / Sales	To Do List and Activity Screens	Issue Screen
CRM / Sales	To Do List and Activity Screens	Task Screen
CRM/Sales	Calendar	Calendar Screen
Estimating	N/A	Estimate Screen
Estimating	N/A	Labor Rates Screen
Estimating	N/A	Override Pricing Screen
Estimating	N/A	Payment Schedule \| Fixed Payment Screen
Estimating	N/A	Payment Schedule \| Fixed Price on Payment Schedule Screen
Estimating	N/A	Service Details Screen
Estimating	N/A	Service Item Details Screen
Home Screen	N/A	Home Screen
Invoicing	Invoice	Batch Screen
Invoicing	Invoice	Email Invoice Screen
Invoicing	Invoice	Event Screen
Invoicing	Invoice	Events Search List Screen
Invoicing	Invoice	Invoice Batches Search List Screen
Invoicing	Invoice	Invoice Screen
Invoicing	Invoice	Invoices Search List Screen
Invoicing	Invoice	Invoicing Assistant Screen
Invoicing	Receivables	Credit Memo Screen
Invoicing	Receivables	Deposit Screen
Invoicing	Receivables	Deposits Search List Screen
Invoicing	Receivables	Payment Screen
Invoicing	Receivables	Payments Search List Screen
Invoicing	Receivables	Receivables Search List Screen
Invoicing	Receivables	Report Settings Screen
Purchasing	Back Orders	Back Orders Search List Screen
Purchasing	Back Orders	Create Back Order Screen
Purchasing	Purchase Receipts	Email Purchase Receipt Screen
Purchasing	Purchase Receipts	Purchase Allocations Screen
Purchasing	Purchase Receipts	Purchase Receipt Screen
Purchasing	Purchase Receipts	Purchase Receipts Search List Screen
Purchasing	Purchase Receipts	Purchasing Assistant Screen
Site Audit	N/A	Site Audit Screen
Site Audit	N/A	Site Audit Search List Screen
Reporting		Reports Screen
Snow	Events	Event Screen
Snow	Events	Events Search List Screen
System Admin	Admin List Screen	Admin Event Type Screen
System Admin	Admin List Screen	Activity Category Screen
System Admin	Admin List Screen	Attachment Type Screen
System Admin	Admin List Screen	Catalog Item Category Screen
System Admin	Admin List Screen	Catalog Price List Screen
System Admin	Admin List Screen	Competitor Screen
System Admin	Admin List Screen	Contact Type Screen
System Admin	Admin List Screen	Division Screen
System Admin	Admin List Screen	Industry Screen
System Admin	Admin List Screen	Issues Screen
System Admin	Admin List Screen	Job Status Screen
System Admin	Admin List Screen	Lead Source Screen
System Admin	Admin List Screen	Locality Search List Screen
System Admin	Admin List Screen	Opportunity Stage Screen
System Admin	Admin List Screen	Opportunity Status Screen
System Admin	Admin List Screen	Pay Code Screen
System Admin	Admin List Screen	Pay Schedule Screen
System Admin	Admin List Screen	Payment Category Screen
System Admin	Admin List Screen	Payment Terms Screen
System Admin	Admin List Screen	Property Group Screen
System Admin	Admin List Screen	Property Status Screen
System Admin	Admin List Screen	Receipt Status Screen
System Admin	Admin List Screen	Sales Type Screen
System Admin	Admin List Screen	Service Type Screen
System Admin	Admin List Screen	Tags Search List Screen
System Admin	Admin List Screen	Takeoff Group Screen
System Admin	Admin List Screen	Tax Entity Screen
System Admin	Admin List Screen	Tax Jurisdiction Search List Screen
System Admin	Admin List Screen	Unit Type Search List Screen
System Admin	Admin List Screen	Vendor Screen
System Admin	Admin List Screen	Work Ticket Status Screen
System Admin	Admin List Screen	Takeoff Group Screen
System Admin	Admin List Screen	Takeoff Item Screen
System Admin	From Administration Screen	Advanced Search Formula Screen
System Admin	From Administration Screen	Advanced Search Formulas Search List Screen
System Admin	From Administration Screen	Companies Search List Screen
System Admin	From Administration Screen	Company Screen
System Admin	From Administration Screen	Device Screen
System Admin	From Administration Screen	Devices Search List Screen
System Admin	From Administration Screen	Inventory Location Screen
System Admin	From Administration Screen	Inventory Locations Search List Screen
System Admin	From Administration Screen	Items Search List Screen
System Admin	From Administration Screen	Opportunity Template Screen
System Admin	From Administration Screen	Opportunity Templates Search List Screen
System Admin	From Administration Screen	Optional Service Opportunity Screen
System Admin	From Administration Screen	Pricing Settings Screen
System Admin	From Administration Screen	Site Audit Item Screen
System Admin	From Administration Screen	Site Audit Items Search List Screen
System Admin	From Administration Screen	Region Screen
System Admin	From Administration Screen	Regions Search List Screen
System Admin	From Administration Screen	Report Layout Default Settings Screen
System Admin	From Administration Screen	Roles Screen
System Admin	From Administration Screen	Route Screen
System Admin	From Administration Screen	Routes Search List Screen
System Admin	From Administration Screen	Service Schedule Screen
System Admin	From Administration Screen	Service Screen
System Admin	From Administration Screen	Service Tax Override Screen
System Admin	From Administration Screen	Services Search List Screen
System Admin	From Administration Screen	User Screen
System Admin	From Administration Screen	Users Search List Screen
System Admin	Main Administration	Administration Screen
Time Reporting	N/A	Audit Clock Time Search List Screen
Time Reporting	N/A	Audit Time Entry Search List Screen
Time Reporting	N/A	Time Entry Screen
Time Reporting	N/A	Weekly Time Review Screen
Work Ticket Mgmt	Scheduling	Job Service Schedule Screen
Work Ticket Mgmt	Scheduling	Job Service Schedule Visits Screen
Work Ticket Mgmt	Scheduling	Save Schedule and Reschedule/Generate Visits Screen
Work Ticket Mgmt	Scheduling	Schedule an Event Screen
Work Ticket Mgmt	Scheduling	Scheduling Screen
Work Ticket Mgmt	Scheduling	Work Ticket Schedule Screen
Work Ticket Mgmt	Work Tickets	Budget Hours and Revenue Editor Screen
Work Ticket Mgmt	Work Tickets	Bulk Email Work Ticket Screen
Work Ticket Mgmt	Work Tickets	Complete Ticket Form Responses Screen
Work Ticket Mgmt	Work Tickets	Visit Screen
Work Ticket Mgmt	Work Tickets	Work Ticket Costs Screen
Work Ticket Mgmt	Work Tickets	Work Ticket Screen
Work Ticket Mgmt	Work Tickets	Work Ticket Visits Screen
Work Ticket Mgmt	Work Tickets	Work Tickets Search List Screen

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