Purpose
There are instances when work tickets will need to be cleaned up and removed in Aspire. The below is a flowchart that walks users through the steps necessary to complete these actions.
⚠️ The user who is completing the clean up must have a good understanding of what is happening at a job level, as well as knowledge of change orders and credit memos.
- Delete deposit then invoice, apply payment to property. If Fiserv, or refunding customer (Help doc)
- Swap costs to appropriate work ticket or create $0 "clean up" estimate (Help doc)
- Issue invoice or credit to client (Help doc)