Resolved Issues

Resolved Issues - 1/15/2025

Administration

• Fixed an issue where enabling and disabling branch-level integration in the Admin Accounting Sync for QuickBooks Desktop cleared system-level account numbers.
• Fixed an issue in the Web Report Designer where the Save Changes dialog incorrectly displayed the name of the first closed layout instead of the active layout.

API

• Fixed an issue where the PUT /CatalogItems API returned a misleading error message indicating "CategoryID is required" instead of the correct "CatalogItemCategoryID is required."
• Fixed an issue where the API incorrectly required a non-null CatalogID when creating a new catalog item, preventing items without a CatalogID from being posted.

Contacts

• Fixed an issue where users couldn’t enter credit card expiration years beyond 2033.
• Fixed an issue where inactivating a contact didn’t automatically inactivate the associated user. 

Customer Portal

Fixed an issue in Customer Portal 2.0 where duplicate electronic payments were allowed.

Invoicing

• Fixed an issue where invoices couldn’t be printed for work tickets that included visit notes with decimal values.
• Fixed an issue where Chrome users with the Spanish (Mexico) language extension experienced payment date errors.
• Fixed an issue where users with Chrome set to Spanish (Mexico) couldn’t create invoices, as the system incorrectly flagged them as occurring in a closed period.
• Fixed an issue where users could enter negative amounts on a credit memo, resulting in an invalid memo that increased the remaining balance of the associated invoice.
• Fixed an issue where the Invoicing Assistant allowed double invoicing for the same month when an invoice date was moved to the following year on contracts with fewer than 12 months.
• Fixed an issue where bulk printing invoices from the Invoices search list did not properly retrieve the most recent template, causing subsequent invoices to print with an unexpected layout.
• Fixed an issue where invoice emails failed to send when the Invoice Opportunity Description field included an HTML <hr> tag.

Notifications

• Fixed an issue where work ticket completion notifications were sent as individual emails instead of a single digest email.
• Fixed an issue where reschedule notifications were incorrectly logged and marked as processed when no changes were made to the work ticket’s scheduled date. 
• Fixed an issue where appointment reschedule notifications were processed but failed to send SMS messages to customers after a visit was rescheduled. 

Opportunities

• Fixed an issue where selecting the Default Layout when emailing a proposal did not save the layout for future emails, causing unexpected layouts to be used instead.
• Fixed an issue where images attached to an opportunity were automatically visible to the crew, even when users did not intend to share them.
• Fixed an issue where contract revisions couldn’t be completed if occurrences and work ticket IDs were listed out of order.
• Fixed an issue where bulk contract renewals incorrectly set new opportunities to "New" status instead of "Bidding."
• Fixed an issue where users could bypass the Maximum % to Reduce Price limit by setting the quantity and price to $0 and then applying a price override.
• Fixed an issue where entering a plus symbol (+) in an item name on an estimate caused the symbol to be replaced with a space when the estimate was saved.
• Fixed an issue where updating the template on an opportunity did not populate item quantities in the estimate.
• Fixed an issue where, under certain workflows, the Total Price (TP) in estimates did not recalculate correctly.

Properties

Fixed an issue where choosing Select All on the Property Search screen caused attachments to disappear from the results. 

Purchasing

Fixed an issue where users couldn’t receive a purchase receipt if it included approximately 225 catalog items and the list exceeded 800 characters. 

Reports

• Fixed an issue where revenue from invoices dated before a contract's start incorrectly caused a variance in contract year 0 instead of contract year 1.
• Fixed an issue where labor cost totals in the Profit and Loss Monthly Report drill-down didn’t match the main report due to internal work tickets and branch-specific filters.
• Fixed an issue where the Tax Entity Report details did not match the main report when a tax-exempt payment was made on a property with a non-tax-exempt tax jurisdiction, causing incorrect allocation of amounts between tax entities.
• Fixed an issue where the Employee Overtime Report displayed zero values in the Total Weekly OT column instead of the correct totals.

Scheduling

• Fixed an issue where the schedule board became unresponsive when creating a recurring schedule after assigning a previous schedule to an inactive route.
• Fixed an issue where deselecting a previously selected visit icon in route scheduling incorrectly increased the visit count.
• Fixed an issue where the Route Replay map in Azuga failed to load if a vehicle name included a "#" character, due to improper URL encoding.

Site Audit

• Fixed an issue in Aspire Mobile where images added to site audits were partially hidden during editing, making it difficult to view or mark up photos.

Time Entry

Fixed an issue in Time Entry where approving a disputed time correction from Crew Mobile caused the entry to show zero hours and remain unhighlighted, preventing desktop users from matching crew time. 

Work Tickets

• Fixed an issue where items allocated from purchase receipts did not display the source receipt on work tickets, making it difficult to trace the allocation origin.
• Fixed an issue where $0 time and materials (T&M) work tickets could be marked as incomplete via bulk actions, reverting their status to "Scheduled" or "Open" while still linked to an invoice.
• Fixed an issue where attempting to print a work ticket with 308 or more visits caused an error.

12/17/2024

Ask AI Search

The Ask AI Search feature is back and fully functional. Ask AI Search enhances your search experience by providing more contextual and accurate answers, leveraging content from our User Guide. To use Ask AI Search, select the Ask AI Search button on the search bar or home page, type your query, and receive tailored responses directly from existing documentation.

API

 Fixed an issue where the Opportunities POST endpoint failed to populate the OpportunityTemplateID, preventing the associated template name from appearing on the Opportunity screen.

Invoicing

Fixed an issue where the Payments Search List incorrectly displayed failed electronic payment statuses as successful.

Opportunities

• Fixed an issue where typing item names in the estimate item drop-down for contracts caused inconsistent width adjustments.
• Fixed an issue where inserting an image into Proposal Description 1 or Proposal Description 2 caused duplicate images to appear in the Attachments section.
• Fixed an issue where renewing specific opportunities caused an error that prevented Aspire from displaying the new opportunity, although the opportunity was successfully created.
• Fixed an issue where 0-occurrence fixed payment services in a contract could not be deleted during a contract revision.

Reports

• Fixed an issue where applying a total to any column in the Daily Plan Report caused an error that prevented the report from loading data.
• Fixed an issue where the Opportunity Service Report displayed the change order opportunity number instead of the original opportunity number. We’ve added a "Revision Number" column to clarify distinctions between change orders.
• Fixed an issue where the system did not calculate Revenue Variance correctly for opportunities with invoiced revenue assigned to one division, leading to missing or incorrect records and Over/Under Amount discrepancies.

Scheduling

Fixed an issue where the landline clock-in system failed to allow employees to enter their PIN.

11/14/2024

Administration

Fixed an issue in QuickBooks Desktop branch-level accounting setup where the AP Account field was displayed as a dropdown instead of an input field.

Advanced Search

• Fixed an issue where filtering by Vendor(s) in the Work Ticket advanced search caused a 500 internal server error.
• Fixed an issue where UTC shifts were inconsistently applied to display fields, causing incorrect dates and times to appear in local time zones.

Invoicing

• Fixed an issue where the tax recalculation on Fixed Price Open Billing (FPOB) final invoices could display incorrect tax amounts on detail lines, leading to total tax value mismatches.

Notifications

• Fixed an issue where a Work Ticket Complete notification was sent even when the customer did not opt-in for SMS notifications.
• Fixed an issue where enabling notifications for a specific branch triggered an error that prevented successful notification activation.

Opportunities

• Fixed an issue where Landcare estimate imports took significantly longer than expected, reducing import times from around 20 seconds to the standard 3–4 seconds for more efficient estimate creation.
• Fixed an issue where the route map failed to display in Google Maps when the address included a suite number.

Reports

• Fixed an issue where non-inventory and one-time Item Allocation records were incorrectly associated in the Inventory Allocation report.
• Fixed an issue where the Work Ticket Transaction report did not display the route's location pin color when grouping by Start or EndLocation. The report now correctly indicates the associated pin color (Red, Yellow, or Green) and the sum of the grouped values.
• Fixed an issue in Report Designer where items with identical names from different services were duplicated in the Work Ticket layout, causing multiple entries for the same material.
• Fixed an issue in the Web Report Designer where an extra Visit Notes field was incorrectly duplicated in the Invoice layout.

10/31/2024

10/18/2024

Administration & Dashboard

• Fixed an issue where users could not preview the Inventory Allocation Receipt report layout in the Web Report Designer.

Contacts

• Fixed an issue where the Facial Recognition Enrollment option was visible in the Contacts search list for clients without the feature enabled.

Crew Mobile

• Fixed an issue where Crew Mobile and Aspire Mobile incorrectly applied the conversion ratio to catalog item allocations which resulted in inaccurate costs on work tickets.

Customer Portal

• Fixed an issue in Customer Portal 2.0 where newly created issues were assigned only to the customer, excluding the Account Owner from the assignment.

Opportunities

• Fixed an issue where the Opportunity Number was omitted from the Web Report Designer PDF attachment title when emailing a proposal.
• Fixed an issue where the Mandatory option for a One-Time Visit Checklist in Opportunity Services was not saved on the first attempt.
• Fixed an issue where addresses containing the '/' symbol were not displayed correctly on the map, resulting in an error message instead of the location.
• Fixed an issue that prevented users from winning contract changes for multi-year contracts with at least one service item.
• Fixed an issue where customers could only view the first page of multi-page proposals emailed for electronic signature, preventing access to the complete document on mobile devices.
• Fixed an issue where a user could bypass the opportunity approval workflow if no branch was specified, allowing opportunities to be incorrectly marked as Approved.

Purchasing

• Fixed an issue where validation errors were incorrectly displayed when adding or changing the Inventory location on a purchase receipt, even before the receipt was saved.

Reports

• Fixed an issue where the OperationsScorecardReport would error out when duplicate service types within the same division were present.
• Fixed an issue where the Tax Entity Report displayed incorrect payment amounts when an invoice was tied to two Opportunities, one of which had a branch override, resulting in an inflated payment value
• Fixed an issue where the Daily Total OT hours were incorrectly calculated in the Employee Overtime Report when multiple time entries existed for a single or multiple work tickets.
• Fixed an issue that caused the Work Ticket Time Audit Report to time out.
• Fixed an issue in the Email Report Processor that caused deadlocks and prevented invoice report generation when sending invoices with attachments marked for inclusion, improving overall performance.

Scheduling

• Fixed an issue where Clock Time Entry Record Conflicts and Work Ticket Time Entry Record Conflicts could not be correctly sorted by date.
• Fixed an issue where the Default Pay Code from a Service was not automatically applied in Crew Mobile, requiring users to manually assign the Pay Code during time entry.
• Fixed an issue that prevented users from updating routes when State or Province values were non-standard.
• Fixed an issue where deleting the same Visit multiple times in a slow system triggered an error message.
• Fixed an issue that caused improper lunch hour calculations in Time Entry, resulting in incorrect drive time when a crew member's clock time was reassigned and lunch hours were added or removed.
• Fixed an issue where Clock Ticket and Work Ticket Time Conflicts could not be removed if the time entries were in a closed month, leaving users unable to resolve alerts.

Most Recent Enhancements - 10/18/2024

💡Automatic PDF invoice saving and attachment

We’re thrilled to introduce a new feature that automatically saves a PDF copy of each work order invoice as a property attachment when an invoice batch is completed. This enhancement ensures you can always access accurate copies of previously sent invoices, reducing manual effort and minimizing discrepancies. The saved invoices are time-stamped for easy retrieval and are accessible to any user with property attachment permissions. This functionality is enabled by default for all work order opportunities, while contract opportunity invoices are excluded.

💡New consolidated layout for change orders

Introducing a new proposal layout that combines an original opportunity estimate and selected change orders into a single, comprehensive document. This feature includes an integrated cover sheet that summarizes key details, reducing the need for manual effort and third-party tools. Administrators can now select and print multiple change orders at once. This update improves the user experience by automating proposal creation and ensuring clear communication of changes to clients. This layout simplifies proposal management and is available for all work order opportunities. For more information, see the Change Order Section in the Opportunity screen article.

10/3/2024

Administration

• Fixed an issue in the calendar where appointments appeared duplicated due to multiple records for the same contact, leading to an inaccurate display of scheduled appointments.
• Fixed an issue where emails sent from Aspire displayed apostrophes as incorrect symbols instead of the standard apostrophe character.
• Fixed an issue where the Reply To Override option for notification templates did not update the reply address for emails sent by the Operations Manager and Sales Rep, ensuring that the specified override address is now correctly used in all relevant notifications.
• Fixed an issue where the Shared With All Roles search list was not available when creating a new Metric, requiring individual users or roles to be directly shared on the list for it to be used.

API

Fixed an issue where enabling the Restrict Editing Employees option on the Aspire Configuration page prevented users from updating employee contacts via thePUT Contacts REST API.

Properties

Fixed an issue where the NOT IN filter for property tags in the Process Electronic Payments search list incorrectly eliminated records for properties with no tags.

Opportunities

• Fixed an issue where the list of available proposal layouts differed between the Opportunity and Estimate screens for users with access to multiple branches. Now, the proposal layout options are consistent across both screens.
• Fixed an issue where resetting an opportunity to the Bidding stage did not remove the assigned WorkflowProcessStepID.  

Reports

• Fixed an issue in the Purchase Pivot Table report where the allocation unit cost was incorrectly calculated by dividing total extra cost by purchase units instead of allocation units, resulting in inflated values.
• Fixed an issue in the Equipment Utilization Report where data did not display correctly in 4/4/5 accounting systems, causing all values to show as zero despite actual equipment usage.
• Fixed an issue where the wrong system parameters were displayed when previewing a layout in the Web Report Designer, causing users to see data from the incorrect system.
• Fixed an issue where the Contract Renewal report displayed incorrect Lost $ amounts for opportunities that were canceled after renewal, causing the report to reflect the renewal amount instead of the original contract's lost value.
• Fixed an issue where the emailed invoice layout did not display the City, State, and Zip code in the Customer Billing and Property address sections, while the printed layout displayed this information correctly.

Work Tickets 

• Fixed an issue that prevented users with the Approve Work Ticket permission from approving certain work tickets when the account owner had a higher role hierarchy value. Users can now approve work tickets regardless of the account owner's role, provided they possess the necessary approval permission.
• Fixed an issue where work ticket notes exceeding 1,000 characters caused the system to time out. A message now displays "Notes exceed 1000 characters, click into ticket to see notes" when notes are too long.
• Fixed an issue where changing the effective date in the default Inventory Allocations list without the Allocate Item column displayed caused an error.
  

9/5/2024

Administration

Fixed an issue where the Inova Burden True-Up process errored out with a 500 status due to unanticipated null values in the payroll end date. Added a filter to exclude non-relevant payroll types and implemented a null check for payroll end dates.

Customer Portal

Fixed an issue where the DACPAC script did not consistently create Aspire Audit users/contacts, which could prevent users from logging into Customer Portal 2.0.

Invoicing

Fixed an issue where invoice revenue for multi-division opportunities could be off by a few cents due to rounding errors, leading to minor discrepancies in Over Under amounts and revenue variance for Fixed Price Contracts.

Purchasing

Fixed an issue where the Purchasing Assistant failed to load when the same item was added to a Change Order with different Estimating Notes, causing the application to lock up.

Reports

• Fixed an issue where deleting the Year Beginning date and selecting the New/Ideas hyperlink in the Client Budget report details resulted in a generic error message instead of informing the user that a Year Beginning date is required.
• Fixed an issue where the Revenue Over Under report displayed duplicated invoice amounts and retainage for Fixed Price Open Billing (FPOB) work orders invoiced across multiple invoices, leading to incorrect Over Under amounts.
• Fixed an issue where deleting the Start Date in the Client Budget report details caused a 404 error. Now, a specific error message appears, indicating that the Opportunity start date is required.
• Fixed an issue where adjusted hours in the Construction WIP Adjustment Report incorrectly updated the estimated hours on work tickets, leading to inaccurate labor estimates and cost projections.

8/23/2024

Global

• Fixed an issue where removing the Display Name from a search list field caused the data in that column to be incorrectly displayed or hidden.
• Fixed an issue where the Restrict Editing of Employees setting was ignored in Mobile CRM, allowing unauthorized employee edits.

Opportunities

• Fixed an issue where an Opportunity was created from a template even after selecting Cancel on a Property without an email contact.
• Fixed an issue where Metrics showed an error instead of the correct result in the Opportunity search list when using a custom formula.

Purchasing

Fixed an issue where the Inventory Location dropdown failed to load options when creating a new Purchase Receipt.

Scheduling

Fixed an issue where editing a recurring schedule from the Calendar caused Visit Dates to shift incorrectly when the first visit did not start on day 1. 

Work Tickets 

• Fixed an issue where Labor Cost Est and Labor Cost Act were not available as options when creating a Metric from a Work Ticket search list.
• Fixed an issue where multi-year contract revisions had inaccurate Scheduled Start Date and Anticipated Start Date values for services added in later contract years.
• Fixed an issue where up and down arrows were missing from Work Ticket Item allocations, requiring users to manually enter quantities instead of adjusting them with a click.
• Fixed an issue where the T&M Calc did not apply Category Overrides on one-time items, resulting in the use of standard markup instead.
  

8/8/2024

Administration

Fixed an issue where the Inventory Cost screen for Catalog Items lacked a scroll option, causing the Save button to disappear when adding new lines.

Crew Mobile

Fixed an issue where applying Time Attestation did not assign an end time to work ticket times in Crew Mobile.

Global

Fixed an issue where the width of a grouped column in Advanced Search reverted to the default width after saving or applying display fields.

Opportunities

Fixed a bug causing failure to generate a negative Schedule Of Values when changing from Fixed Price On Completion to Fixed Price Open Billing with a negative change order, ensuring accurate invoicing and preventing potential overbilling.

Purchasing

• Fixed an issue where backdated inventory adjustments did not correct inventory variance on the Inventory Screen.
• Fixed an issue where correcting item quantity on a received purchase did not adjust the inventory variance, leading to discrepancies in actual inventory.
• Fixed an issue where an error on a Purchase Receipt resulted in inaccurate item allocation quantities when switched to storage without a location assigned.
• Fixed an issue where purchasing inactive items triggered an inventory warning, preventing their receipt.

Reports

• Fixed an issue where selecting Include In Client Budget on the Client Budget report details caused a 404 error.
• Fixed an issue where entering a Start Date in the Totals row of the Client Budget report details caused a 404 error.
• Fixed an issue where the Daily Plan Report filter included inactive routes in the dropdown menu.
• Fixed an issue where the Employee Overtime Report produced a 408 error with large databases, preventing users from viewing results.

Work Tickets

• Fixed an issue where allocations from job inventory to a work ticket were incorrectly applied from the inventory location instead of the receipt’s job inventory.
• Fixed an issue where negative item allocations on a work ticket were prevented, disallowing the adjustment of costs applied in a closed month.

7/26/2024

Administration

• Fixed an issue where the Search Issues function would error out if ActivityToDoDayCount was not set, preventing viewing of issues over the next X days.
• Fixed an issue where a metric fails to load if it references a custom formula with a custom field, causing an error and displaying zero instead of the correct number.
• Fixed an issue where, after adding a display field to aSearch List and renaming it, adding another field would revert the renamed field to its original name.
• Fixed an issue in Search Lists where if a user changed the total for a column and then revisited the Display dialog, the total value was not saved, causing confusion among users expecting the Total column to reflect None for the Budgeted $ field with the display name Value but finding it reverted to Sum.
• Fixed an issue where the Subject line in Appointment, Task, Issue, and Email forms allowed users to select invalid tokens that should not be included as options.
• Fixed an issue where Credit Memos could not be created for a Tax Jurisdiction that had a Federal Tax Percent set to NULL, causing the save button to become unresponsive; now, Tax Jurisdictions with NULL Federal Tax Percent are treated as 0, allowing users to create Credit Memos as expected.
• Fixed an issue where Catalog Item Price Lists incorrectly showed Select One for those not associated with a branch, resolving errors that prevented Price List data from loading when inactivated, ensuring all Price Lists display their names correctly.
• Fixed an issue where syncing with QuickBooks reactivated vendors that were deactivated in Aspire.

Global

• Fixed an issue where the top contact or property search result was cut off in Mobile CRM, rendering it unreadable.
• Fixed an issue where the login page displayed Company Code instead of Company for users with access to multiple sites.
• Fixed an issue where the Reply To Override option for notification templates did not change the Reply-To address on email notifications.
• Fixed an issue where users with limited branch access saw Time Conflict Alerts for branches outside their access.

Invoicing

• Fixed an issue where multiple T&M Per Service items on an invoice would display the same name, causing inaccurate descriptions for non-labor items.
• Fixed an issue where clicking the drop-down before typing in the New PaymentSelect Payment Account pop-up would cause the selected Company or Contact to be unselected; selections now remain after interaction with the drop-down menu.

Opportunities

• Fixed an issue where duplicate job records for an opportunity could prevent the Purchasing Assistant, InvoicingAssistant, Property, and Opportunity search list from loading.
• Fixed an issue where autogenerated SOV records incorrectly checked the Linked to Service checkbox for systems defaulting to Dollars instead of Percentage, ensuring the checkbox is correctly selected based on admin configuration for grouping By Service Type.

Properties

Fixed an issue where the StartDate in the Client Budget report details did not display a calendar icon, making it unclear that the date could be changed via a pop-up calendar.

Scheduling

• Fixed an issue where the default pay code was not selected for time entries from visits if the default pay code was on the service and not the estimate.
• Fixed an issue where creating a recurring schedule on the Schedule Board would skip a month if the service schedule had the MAX flag set and included the last day of the previous month.
• Fixed an issue where the map for route scheduling failed to load initially, requiring users to refresh the screen to view the background map, which now displays as expected alongside visit arrows.
• Fixed an issue in Route Scheduling where the Set Route Order option did not allow unselecting a selected number.

Work Tickets 

• Fixed an issue where creating a recurring schedule on the Schedule Board would skip a month if the service schedule had the MAX flag set and included the last day of the previous month. 
• Fixed an issue where Job Tags disappeared from the Daily Plan Report after a service item was allocated on the Work Ticket Item SourcingReport (WTISR); now, Job Tags persist on the Daily Plan Report for easy identification of service items.
• Fixed an issue where swapped costs remained categorized as Warranty Costs even if the new ticket was not complete, ensuring that costs are reflected accurately based on ticket status.
• Fixed an issue where the Work Ticket Times Audit Report failed to display DELETE actions, ensuring that all INSERT, UPDATE, and DELETE actions are recorded and retrievable in the report, providing comprehensive audit trail information.