--- title: "September 2022 Release Notes" slug: "september-2022-release-notes" updated: 2023-08-31T15:25:38Z published: 2023-08-31T15:25:38Z canonical: "guide.youraspire.com/september-2022-release-notes" excludeFromSearch: true --- > ## Documentation Index > Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt > Use this file to discover all available pages before exploring further. # September 2022 Release Notes With this release, you will find an extensive list of exciting features! With the snow season around the corner, many enhancements and new functionality are centered around implementing upgrades derived from client feedback regarding our snow division. Even though these enhancements were made with snow in mind, they can certainly be leveraged across all divisions in Aspire. ## Cap Fixed-Priced Contracts by Date or Occurrence You can now set a date or occurrence limit on *Fixed-Priced Contracts* that contain multiple service visits. You can also configure your estimate to allow you to add *As-Needed T&M* services once all of the capped *Fixed-Price* service occurrences are completed, or the capped contract end date for the *Fixed-Price* service expires. This allows you to easily add additional *Work Tickets* beyond the scope of the capped *Fixed-Price Contract* you created at the cost of a *T&M* rate. This feature can be utilized for services under a *Fixed-Priced Contract* within any division. For more information, [view the getting started guide](/may-2021/docs/capped-fixed-price-contracts-by-date-or-occurrence-1). ## Schedule Board; Bulk Move Work Tickets & Manage Routes Bulk Action Bulk Move Work Tickets - You can now move multiple *Work Ticket* placards on the *Schedule Board* in a single instance using the new *Bulk Move* mode. Click [here](https://portal.document360.io/may-2021/docs/bulk-move-work-tickets) for instructions and more details. Manage Routes Bulk Action - You can now activate or deactivate routes in bulk from the *Manage Routes* search list screen. Activated routes will appear on the schedule board, and deactivated routes will be removed from the schedule board. Click [here](https://portal.document360.io/may-2021/docs/new-manage-routes-bulk-action) for instructions and more details. ## Work Tickets: Adding As-Needed Services without Work Tickets You can now change an *As-Needed* service without creating a new Work Ticket if there are no *Work Tickets* associated with the *Per Service* and *T&M* service types. Click [here](https://portal.document360.io/may-2021/docs/change-as-needed-service-with-no-work-tickets) for more information and instructions. ## Crew Mobile - Visibility of Create New Ticket Functionality If you have access to the *Schedule Board* and the permission to Edit or View Route enabled under your Aspire role permissions, you can control who within the Crew Mobile app can create a new ticket in the app by either restricting or enabling the visibility of the *Create New Ticket* button in *Crew Mobile.* Click [here](https://portal.document360.io/may-2021/docs/crew-mobile-visibility-of-create-new-ticket-functionality) [](https://portal.document360.io/may-2021/docs/crew-mobile-visibility-of-create-new-ticket-functionality)for instructions and more information. ## Generate an Invoice Per Service Within the Invoicing Assistant, you can generate an invoice for an individual service with a Per Service Invoice Type. This will enable you to generate separate invoices for individual occurrences that are associated with a service. So, if you want to generate an invoice for a specific snow event on a certain date, you can do so. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1664205931942.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D)Before generating the invoice, you can initiate a system configuration to display the *Opportunity Display Name* ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1664206181796.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D)in lieu of the *Opportunity Service Item Description* to appear on your invoice. This allows your customers to see the description you provided within an estimate from the original estimate. To do this, you must navigate to the *Administration Menu*, select *Configuration > Invoicing*, and checkmark *Use Opportunity Item Display Name*. You can also use the *Per Service* field to filter, sort, group, and display advanced searches within the *Invoicing Assistant*. ## Improved Weather Event Logging So that you can leverage performance and financial data related to *Work Tickets* for *Snow Events*, you will find additional fields that you can use to group and sort data in the *Weather Events R**eport*. Click [here](https://portal.document360.io/may-2021/docs/event-based-reporting) for detailed information and instructions. ## CRM Enhancements In addition to focusing on the *Snow Division* in this release, you will find enhancements relating to our *Customer Relationship Management* tools and functionalities. Below is a list of enhancements designed to improve your daily workflows. Delete Contacts - Delete Contacts - If the Delete Contacts permission is enabled under your Aspire Role Permissions, you can delete contacts not associated with an existing record. (*Merge Contacts* coming soon!) - To carry out this action, ensure you have *Delete Contacts* enabled for your role under the *Administration* menu. Then, you can go to the *Contacts* module, search and select the contact you want to delete, go to the three dots menu next to the *Save* button, and click *Delete Contact*. Please note that you cannot undo this action after you click *Confirm*. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1663748823279.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D)You can keep track of timestamps and who is creating and deleting contacts from the *Audit Contact History Report*. To access this report, you will need to navigate to *Reports > Standard Reports> Audit Reports* and select *Contact* from the dropdown. *![](https://lh5.googleusercontent.com/FSOoMLfn6Cm1BJ8h7oALRCh-DGN8rOdkKVIJ7k-el47_JCxpZm0huN64U2lOxRnQcCrt9MFYXL4pKwMmGBBHuF2kIrDNBqv5XHhP02yiEVroSEhrq6xqj4KleUnUjjlSTdWHMtI-sTTaTmDzD3DHSa2anC21_pGrUi1spJhJ9kU6nZWMLikpTbqNwA)* Attachment Enhancements - Attach to Proposal You can manage and add attachments directly from the *Email Proposal* modal. Your customer will receive the attached proposal as soon as the *Opportunity* email is sent from Aspire. You must go to the Opportunities module and create an Estimate to carry out this action. Once you have created your estimate, navigate to the three dots menu and select *Email Proposal*. This will open the *Email Proposal* modal, where you will find the *Select* and *Manage* attachment options. Additionally, when attaching a record to an *Opportunity*, you can select the *Attach to Proposal* checkbox to include an attachment with the proposal email. This option is also available in the *Manage Attachments* modal. By selecting *Attach to Proposal*, your chosen attachments will automatically be included when you *Email the Proposal* to your customer. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1663750059549.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1663750905308.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) - Attachment Preview - You can download an image or attach a file directly from the *Preview* modal, so you do not have to navigate back to the *Preview* in the *Select Attachments* modal. To preview attachments from the search list, select the attachments you wish to preview and then select *Preview* from the *Bulk Actions* dropdown. Properties When creating a new *Property*, you will see a message populate before you save the information if you may be creating a potential duplicate property. This message will appear if your address is already listed under an existing *Property* in Aspire. Within the *Potential Duplicate Properties* message, you can see a list of all the other properties that contain the same address you are using, along with the options to Cancel the action or *Create* the property. You can also navigate the existing property by clicking the *Property Name*. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1663752851875.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) Advanced Search - You can now use a new date filter type called the *Last 12 Completed Months* for all date-related fields. This can be used to sort, group, display, and filter your advanced searches. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1663753247507.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) - In the *Purchasing Assistant* search list, you can now display, sort, group, and filter your searches using the *Material ID 1* and *Material ID 2* fields from the material item catalog, Work Tickets - To mitigate potential confusion, the *Delete Bulk Action* in the *Work Tickets* module was updated to *Delete As Needed Tickets* because this is the only type of work ticket that can be deleted. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1663753658063.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) - Th*e Service Not**e* tab on the *Work Tickets* detail page was updated to *Operations* Notes because the notes derive from the *Operations Notes* tab on the *Property* details screen. ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1663753853292.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) - The *T&M Calculated Cost* fo*r T&M Work Tickets on Completion* will also account for *Earned Revenue* because it best reflects how the T&M pricing table is configured. ## New Property Bulk Actions As an Aspire user, if you have the *System Admin* or *Edit All Properties* permission, you can use the following new *Bulk Actions* on the *Properties* search list to update properties simultaneously: - Change Property Status - Industry - Active Status Under the following *Bulk Actions*, you must also have an *Edit Billing* permission to initiate changes: - Tax Jurisdiction - Separate Invoices - Paperless Invoices - Payment Terms ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1664216716437.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) ## New Administration Menu The *Administration* menu has undergone several changes to appear and function uniformly with the rest of Aspire! Among many changes, you will experience a newly updated user interface, and you can now favorite the sections of the *Administration* menu that you most frequently use. Click [here](https://portal.document360.io/may-2021/docs/introduction) to view a full overview of all the administration menu updates! ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1658982174955.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) ## Takeoff Integration Combination - If you use both Go iLawn and LandOne, you can synchronously integrate with both Go iLawn and LandOne in Aspire.  You will notice under the *Configuration Application* portion of the *Administration* menu that after you *Enable the Takeoff Integration* feature, you will see the option to multi-select integration platforms so that you can check both Go iLawn and LandOne simultaneously. After check-marking both integration options, you will see a drop-down to designate a default *Property* and *Estimate Takeoff Provider*.![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1662610490863.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D) - If you have a takeoff integration enabled, your settings will remain the same. - You can switch your default estimate takeoff option for a specific *Opportunity* or *Property* by utilizing the *Takeoff Override* feature. Navigate to the *Opportunity* or *P**roperty* details screen and select Go iLawn or LandOne from the *Takeoff Override* dropdown menu. - Remember that you will only see the *Takeoff Override* dropdown menu if you h![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/image-1661880184636.png?sv=2026-02-06&spr=https&st=2026-11-15T01%3A17%3A21Z&se=2026-11-15T02%3A17%3A21Z&sr=c&sp=r&sig=Zi8Kcv5cMEGlDcHl8WyJx8XN3ALvtWgZEBFWG4tu0EI%3D)ave *Takeoff Integration* enabled and both Go iLawn and LandOne are selected takeoff integration options at the system level.