6.25.0 CRM Enhancements

6.25.0 CRM Enhancements

💡This release includes a range of enhancements inspired by client feedback, designed to heighten your experience using the Aspire desktop application.

Opportunities

You can now exclude specific months from auto-spread in fixed-payment contract schedules. Use the new checkboxes to deselect months as needed, and Aspire redistributes the contract total across the remaining selected months.

Invoicing

Opportunity invoice notes now display in a dedicated tab on the Invoice screen, making them easier to review during billing.

Reports

You can now build custom formulas on the WIP (Work Orders) report using the Total cost to date and Total estimated cost fields.

Work tickets

Item names in the Manage Work Ticket Items modal now display as: Item Name – UOM – Item Code. A tooltip is available for any truncated item names, showing the full value on hover. This update applies to all three tabs: Work ticket items, Item allocation, and Vendors and purchasing.

Equipment

The Equipment schedule board now remembers the last Route manager you selected. When you return to the board, even after logging out, your previous Route manager selection is retained.

Web Report Designer

• The Item alternate name field is now available for use on invoice layouts in the web report designer. Currently, this field displays values only for items included on the original estimate.

• The Actual quantity field is now available for use on Daily plan layouts in the web report designer.