Update Template Article
  • 22 Dec 2021
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Update Template Article

  • PDF

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Resumen del artículo

March 2021 Enhancements

The following enhancements have been made to the Aspire system as part of our March 2021 release.

Notice: these are ongoing changes and do not reflect the final version of the user guide.
NameShort DescriptionArticle Link

Add a Category to One Time Items Added in Purchase Receipts

Users can now set an item category to one-time items in the Purchasing Assistant. This also carries over from the estimating screen and into reporting.Creating Purchase Receipts

Duplicate Pay-Rates and Carry Over Pay-Code Overrides

Users can now copy employee pay-rates and carryover any associated pay-codes with a single click or API.Employee Pay Rates

Make Contact Type, Company,  and Branch Required Fields in Contacts

System Admins can set which Contact fields are required when creating a new contact by access a new admin section. Once set, selected fields must be filled out before employees can save the contact.Custom Required Fields
Schedule Board Route FilterUsers can now select routes based on the Manager that is selected on the Schedule Board. We made several changes to the display and size of the selected routes.


Additional Enhancements

Enhancement NameShort Description

Adding Estimator Notes and Service Item Description Notes to Work Ticket Layout in Report Designer

Estimator Notes and Service Item Description Notes are available in Report Designer and can be added to reports as data fields.

Property and Opportunity as Fields on the Purchase Receipt List

New fields have been added to the Purchase Receipt List - Property Name and Opportunity Number.

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