Work Ticket Screen

The Work Ticket screen supports the viewing and management of work tickets that are created when an opportunity is won. This screen is available from the following locations:

• From any of the work ticket search lists available throughout Aspire by clicking on a work ticket in the list:
  • The main Work Tickets Search List screen is available in the Aspire Navigation Bar.
  • The OpportunityWork Tickets Search List screen is available from the More drop-down menu on the Opportunity screen.
  • The Scheduling Work Tickets Search List screen is available from the More drop-down menu on the Schedule Board screen.
  • Work ticket search lists are available from various reports.
• From the Schedule Board screen when you right-click on a visit tile and select the Open Work Ticket option.
• From the  Time Entry screen, when you click on a work ticket hyperlink and select the Open Work Ticket option
• The Regarding field identifies a work ticket from the Issue, Email, Task, or Appointment screens by clicking the displayed work ticket hyperlink.
• From the  Home screen click on a work ticket listed in the Recent Activity section.
• Select a work ticket from the expanded list of recent activities available by clicking Recent Activity icon in the Aspire Tool Bar
• From the Search All icon in the Aspire ToolBar by clicking the icon and then typing the letter “t” followed by the work ticket number. When the work ticket displays in the list, click it to navigate to the Work Ticket screen.

Screen Element	Description
Property	Property for which the work ticket is being completed. Provides a hyperlink that displays the Property screen.
Job	Job (opportunity) for the work ticket. Provides a hyperlink that displays the Opportunity screen.
Status	Displays the status of the work ticket. The status can be Open, Scheduled, Pending Approval, Canceled, or Complete. The company may modify the name displayed for any of these statuses on the Work Ticket Status screen.
Crew Leader	This field is initially blank for an open work ticket. You will normally not select a crew leader directly in this field but rather when the work ticket is scheduled on the scheduling board. This field is automatically filled in with the crew leader of the first route to which the work ticket is scheduled. If you select a crew leader on the Work Ticket screen before scheduling, the crew leader field will be replaced based on the route scheduled.
Visits	The visits field shows the number of visits scheduled for the work ticket on the current day or later. It also shows the total number of visits on the work ticket for both visits scheduled in the past and the future. Each of the two numbers is displayed as a hyperlink that, when clicked, displays the Work Ticket Visits screen that lists the visits by date and route. Clicking on one of those visits displays the Visit screen providing details about the visit and allowing you to modify it.
New Visit Icon	The New Visit icon displays the Visit screen allowing you to add a visit to the work ticket. This provides an alternative to adding visits using the Schedule Board screen.
Invoice	Shows the Invoice types of the opportunity service for which the work ticket was created.
Issues	Issues represent problems or questions reported by customers related to the work ticket. This field provides two numbers, one representing the number of open issues (not resolved) and one representing the total number of issues for the work ticket, including both open and closed. Each number is a hyperlink that displays the Work Ticket Issues screen that lists the issues (created date, issue #, status, subject, and due date). Clicking on one of the issues displays the Issue screen providing details about the issue and allowing you to update it.
New Issue Icon	The New Issue icon displays the Issue screen allowing you to add an issue to the work ticket.
Scheduled Date	When Aspire creates a work ticket, it establishes an anticipated start date based on the opportunity’s start and end date, and for contracts, based on the service schedule on which the work ticket is based. The scheduled date is initially the same as the anticipated start date. When you schedule the first visit for the work ticket, the scheduled date is updated to match the date of the visit.
Complete Ticket Form	If a crew leader submits a Complete Ticket form upon completing the work ticket, the Complete Ticket Form field becomes available. If the form was submitted only once for the work ticket, a hyperlink shows the crew leader's name and the response date. Clicking either the icon or the hyperlink shows the crew leader’s form responses. If the crew leader submitted responses to the form for the work ticket on multiple days, the hyperlink will not be displayed. Instead, clicking the icon displays a list of form response dates indicating when the form was submitted and identifying the crew leader on each day. Clicking one of the items in the list displays the screen showing the crew leader's responses on that day.
Attachments	Makes attachments for the associated work ticket available from the work ticket screen.
Hours Section	The Hours section shows the number of hours for the work ticket: estimated, actual, scheduled, and remaining. Estimated based on the opportunity estimated. Actual based on time entered for crew members against the work ticket. Scheduled based on hours for visits scheduled for the current day or in the future. Remaining is (Estimated – Worked). If hours have been worked, the worked hours value is displayed as a hyperlink allowing you to view the Time Entry screen for any day having time logged for the ticket. If all worked time is logged on a single day, clicking the hyperlink displays the Time Entry screen for that day. If the worked time spanned multiple days, then the Worked Hours screen allows you to select the date to display the Time Entry screen. During the lifecycle of the work ticket, the Estimated Hours may be updated via change orders or from the Construction WIP Adjustments Report. Hovering the cursor over the Audit Info icon displays the audit history of the most recent five changes as depicted here.
Cost Section	The Costs section shows the estimated and actual cost for non-labor items (materials, equipment, sub, and others) planned and installed for the ticket. The cost values (even if zero) are represented as hyperlinks. Clicking on any of these hyperlinks displays the Work Ticket Costs screen, which provides information about the non-labor items utilized for the work ticket and shows associated quantities and costs.
+ ADD Icon	At the top of the Cost section, selecting the + ADD button will open the Manage Work Ticket Items screen. This screen has three tabs: Work Ticket Items, Item Allocation, and Vendors & Purchasing. For more information, see Manage Work Ticket Items screen.
Revenue	The Revenue section shows revenue represented by the work ticket. For most invoice types, earned revenue will ultimately equal the revenue budgeted in the estimate. Estimated revenue and invoiced revenue are both shown in the revenue section. For work tickets whose invoice type is time and materials (T&M), earned revenue may not match estimated revenue. For T&M work tickets, calculated T&M revenue and T&M override values are added to that section as depicted below under Revenue Section for T&M Opportunities.
Notes Section	This section provides multiple tabs for displaying all notes tied to the work ticket.
Visit Notes	The Visit Notes tab displays a list of all visit notes that are tied to visits scheduled on the work ticket. Visit notes can be created in Aspire Desktop from the Visits screen, or from the Work Ticket screen in the Crew Mobile App by selecting the Visit Notes button.
Ticket Notes	Ticket-specific notes can be entered. These notes appear in the Crew Mobile App when the crew leader selects the work ticket from the schedule and the Service Notes.
Service Notes	Service notes are initially populated based on the associated opportunity service's value in the Operation Notes field. These notes can be further modified here on the Work Ticket screen. These notes are associated with all work tickets for the same opportunity service and appear in the Crew Mobile App when the crew leader selects any work tickets along with the Ticket Notes specific to a single work ticket. For work tickets tied to multiple service instances on the estimate, there is no way to split the notes back into the opportunity services properly.  The Service Notes are read-only on the work ticket to reduce confusion in these cases.
Work Ticket Activities Section	This section comprises a search list that represents all activities (appointments, tasks, issues, emails, and milestones) tied to the work ticket. New issues can be created by hovering over the New drop-down and selecting the desired activity type from the drop-down.  To support project management, the work ticket activities (except for emails) can be displayed in the Gantt chart available from the Actions menu.
Save	It saves any changes you have made to the work ticket and returns you to the screen from which you selected the Work Ticket screen.
Actions menu	The Actions menu provides actions you can perform for the displayed work ticket based on the assigned permissions.

Revenue Section for T&M Opportunities

The image below shows what the Revenue section of the Work Ticket screen might look like for time and material (T&M) work tickets, as referenced in the table above. The T&M lines are added as follows:

• T&M Calc – Calculated dollar amount based on the number of labor hours (LH) and material cost (MC) combined with T&M Labor Price (LP) and T&M Material Markup (MM) specified on the Service Details screen when creating the estimate. The calculation is as follows:
  (LH * LP) + (MC + (MC*MM) )
• T&M Override – When you complete a time and materials work ticket, Aspire allows you to override the calculated dollar amount to charge the customer. If you choose to do that, the override value is displayed here.

Actions Menu

Budget Hours and Revenue Editor Screen

You can modify Budgeted Revenue or Budgeted Hours for work tickets with Open or Scheduled status. Red triangles in the corner of some entries indicate that the values have been changed since entering the screen.

Complete Ticket Form Responses Screen

This screen appears when you click the Work Ticket Form icon or hyperlink on the Work Ticket screen. It shows the form prompts and responses provided by the crew leader upon completing a work ticket whose service has a form defined.

Manage Work Ticket Items Screen

The Manage Work Ticket Items screen in Aspire offers three tabs to efficiently manage work ticket details: Work Ticket Items, Item Allocation, and Vendors & Purchasing.

You can access the Manage Work Ticket Items screen by selecting: 

• The + ADD button in the Cost pane on the Work Tickets screen. This defaults to the Item Allocation tab of the Manage Work Ticket Items screen.
• The Materials, Equipment, Sub, or Other hyperlink from the Cost pane. This defaults to the Work Ticket Items tab. 
• Create Receipt from the Actions Menu on the Work Ticket screen. This defaults to the Vendors & Purchasing tab. 

Each tab provides specific functionalities: the Work Ticket Items tab provides information about the non-labor items utilized for the work ticket with associated quantities and costs. Line items representing the individual items can be expanded to show additional information about their allocation from purchase receipts or inventory. The Item Allocation tab allows for inventory management and item allocation, and the Vendors & Purchasing tab facilitates vendor assignments and the creation of purchase receipts. This comprehensive guide explains each tab's elements and their functions.

Manage Work Ticket Items screen on the Work Ticket Items tab

The following table describes the screen elements on each tab.

Work Ticket Items Tab Color Coding

Screen Elements