Using the Properties Module

In Aspire, a property is a place where your company does work. Properties are where you create Opportunities to start Estimates for work!

Watch this video and keep reading to learn more.

The Properties screen

The Properties screen shows a list of all the properties that have been added to your Aspire instance. Like most other lists, you can use the usual filter, display, sort, and group actions and save your selections as saved searches.

Click the panel icon to view details, opportunity and issue metrics, and notes about a property without leaving the list screen.

Click the three-dot menu to create a new Issue, Task, Email, or Appointment related to that property.

Click the New Property button to add a new property.

Property details screen

When you click on a property, the property’s details appear. This screen is where you can edit the property, add various types of notes, attachments, and activities, view financial data related to the property, and more. Here’s a screenshot of the property details screen with numbered arrows that correspond to the numbered explanations of each field and section below.

1. Account Owner - This is the person in your company who manages the customer account tied to this Property. Click the account owner’s name to view their contact details in a side panel.

2. Primary Contact - This is the person your company would contact about the property. Click the primary contact’s name to view their contact details in a side panel.

3. Company - This is the company the property is associated with. Learn more about Companies in our article about using Companies.

4. Earned Revenue - This is the amount of revenue earned from work done at this property over a running 12 month period, excluding the current month. Click the earned revenue amount to view the Property P&L Report. This section is only displayed if you have the View Revenue permission.

5. Account Balance - This is the total amount the property owner owes your company for completed work. Clicking the account balance takes you to the Invoicing > Receivables tab.

6. Previous Site Audit - This shows the date of the last Site Audit conducted for the property. Clicking the date takes you to the Properties > Site Audits tab. Click the + icon to the right of this field to start a new Site Audit. Explore our collection of Site Audit articles to learn more.

7. Gross Margin - This shows how much revenue your company has earned from this property, minus direct costs over a running 12 month period, expressed as a percentage of total revenue.

8. Previous Visit - This shows the most-recent date of a Work Ticket for the property. Clicking the date takes you to the Work Tickets > Visit Details page for the Work Ticket.

9. Next Visit - This shows the date when the next Work Ticket is scheduled for the property. Clicking the date takes you to the Work Tickets > Visit Details page for the Work Ticket.

10. Property Notes, Operation Notes, Snow Notes, and Collection Notes - Click these tabs to view notes added to the Property.

11. Next Activity - This area shows the next scheduled Activity related to the property. Click the New button to create a new Appointment, Task, Issue, or Email for the Property.

12. Attachments - Use this area to add new attachments to the Property and view existing attachments. Clicking the View All button opens the Manage Attachments screen where you can preview, download, and manage attachments individually or in bulk, search for attachments, add or remove tags, and expose attachments to crews assigned to Work Tickets for the property.
    

13. Map - This shows a static map of the Property’s location pulled from Google Maps.

14. Opportunities, Contacts, Property Issues, Availability, Visit Notes, and Notification Log

    1. Opportunities - This lists the basic details of all opportunities created for the Property. Click the New Opportunity button to create a new opportunity and start Estimates for work. Learn more in the Opportunities article collection.

    2. Contacts - This lists the Contacts associated with the property. Click the New button to create a new contact or add an existing contact to the property.

    3. Property Issues - This tab shows total Open, Created, and Completed issues and a chart with a bar for each.

    4. Availability - This tab shows the days and start and end times when your crews are allowed to access the property. Learn more in our article about Property Availability.

    5. Visit Notes - This tab shows visit notes from Work Tickets for the property.

    6. Notification Log - This tab shows notification logs for the property. Read our Email and SMS Notification Overview article to learn more.

Now you know all about the Properties module and the Property Details screen! Explore the other articles in this section to learn more.