Opportunity Action Menu Reference

Overview

When viewing an individual opportunity there’s a three-dot menuin the upper right corner of the screen next to the Save button. This menu lets you take a variety of actions on the opportunity.

Requirements

You need the relevant permissions for creating an opportunity and creating an estimate to use most of the options in this menu.
Permissions required for specific menu options are listed in the table below.

Things to know

The options available in the menu depend on the opportunity type and opportunity status. This article lists all possible options and explains each one.
Most items link to related articles so you can learn more about concepts and options you may not know about yet.

Menu options and definitions

Menu option	Function	Permission required
Add Change Order	Adds a change order to modify an existing work order. This option is available for work order opportunities after the estimate is won. It's not available for work orders in a Complete status that have been fully invoiced, unless: The opportunity is Fixed Price Open Billing (FPOB) and you've chosen to reopen it. You need to create a positive change order on a fully invoiced work order with open work tickets. You need to create a negative change order on a work order where all but retainage has been invoiced and there are open work tickets. Selecting this option immediately creates the change order and makes it available on the Opportunity screen.
Approve	Approves an opportunity estimate that’s in Pending Approval status. This option displays after the estimate is marked complete if a workflow has been set up. When an authorized approver selects this option, the opportunity status changes to Approved.
Cancel	Cancels an existing contract or work order when a customer no longer wants the work completed. This option is available for in-process opportunities with no pending revisions. After you select this option, the Cancel Opportunity dialog displays. You can specify a cancellation reason and, for contracts, the date from which all future work will be canceled. Aspire checks for any work tickets in a complete status after the cancellation date. If any exist, Aspire displays a warning message identifying those work tickets and prevents the cancellation from completing.	Cancel Contract Cancel Opportunity
Change	Starts a change to a contract that's currently being delivered and that has no pending changes. You can update active contracts by creating revisions that apply to future work while keeping the history of work already completed. You can also add services to or remove them from the contract. After you select this option, the Change Opportunity dialog displays, where you can specify the date the revisions will begin. Note: A contract change shouldn’t be confused with a Change Order.	Change Opportunity
Copy	Copies the current opportunity as the basis for a new opportunity on another property. This option is available when no revisions are pending. After you select it, the Copy Opportunity screen displays, where you can specify the target property and other parameters for the copy.
Create Estimate	Create a new estimate for the opportunity.
Delete Opportunity	Deletes the current opportunity. This option is available when the estimate hasn't been completed, and there are no pending revisions. After you select this option, a confirmation dialog displays so you can proceed with or cancel the deletion.	Edit Template
Deny	Denies an opportunity estimate that's in Pending Approval status. This option displays after the estimate is marked complete if a workflow has been set up. When an authorized approver selects this option, the opportunity status changes to Denied. When an estimate is denied, Aspire changes the opportunity status to Denied. From there, you can manually set the status to Reset to Bidding, Lost, or Deleted.
Email Proposal	Emails a PDF version of the proposal to the primary contact for the associated property and any additional recipients. This option is available once the estimate process has started. When you select this option, the Bulk Email Opportunity Proposal screen displays, where you can: Choose recipients Select a pre-configured email content template or enter a custom subject using tokens Select a proposal layout Customize the email body with tokens for dynamic content Select Publish Proposal in Customer Portal to publish the proposal to the portal, replacing the last published version.
Estimate Complete	Marks the estimate as complete. When you select this option, the opportunity moves to Pending Approval status. Aspire displays a warning if the estimate includes inactive service items or service kit items, listing those items and their location in the estimate hierarchy. You can choose to proceed or cancel. For estimates with T&M services, Aspire checks that labor rates and item markups are provided and prompts you to enter them if needed. If the opportunity was created from a template, the Create Estimate from Template screen displays.
Job Report	Opens a job report that summarizes information about all work tickets for the opportunity. The report has four sections: Work Tickets, Hours (Completed), Material (Completed), Profitability. Work Tickets shows tickets promised, delivered, skipped, and remaining with total revenue broken down for each service. Hours shows estimated and actual hours and the variance between them. Material shows estimated and actual dollar amount for materials, broken down for each service. Profitability shows Revenue dollar amount, Gross Profit dollar amount, and Gross Margin percentage broken down for each service.
Lost	Marks the opportunity as Lost when a customer decides not to proceed with a work order or contract. The opportunity is kept for historical purposes. This option is available if the opportunity has been won or lost. After you select this option, a dialog displays where you can enter details about the loss. If you have the System Admin permission, the Competitor field displays as a hyperlink, letting you go directly to the Competitor screen to add or edit competitors before returning to make a selection.	Lose Opportunities
Master Schedule of Values	Opens the Master Schedule of Values screen. Available for Fixed Price Open Billing invoice types only. For more information, visit our article about using Schedule of Values screens.
Open in PropertyIntel	Opens PropertyIntel. For more information, visit our article about the PropertyIntel integration.
P&L Completed Report	Opens the Completed Work Profit & Loss report, which shows actual-to-budget numbers in a P&L format for completed work tickets on the opportunity.
P&L Report	Opens the Profit and Loss report, which shows revenue and expense transactions for the opportunity in a P&L format.
Print Proposal	Generates a printable version of the proposal. If the estimate hasn't been approved, the proposal is watermarked with DRAFT. This option is available once the estimate process has started. After you select this option, the Report Settings dialog displays, where you can: Choose a report layout. Select an output format (Excel, Text, Word, HTML, Image, or PDF) if you have the Choose Report Export Type permission; otherwise Aspire generates a PDF. Select the highest revision number to include using the Opportunity Revision Through field. Select Include Revision History to include all line items from prior contract revisions. Select Publish Proposal in Customer Portal to publish the proposal to the Customer Portal, replacing the last published version. Note: Proposal layouts are typically set up with help from the AspireCare team during system setup.	Choose Report Export Type
Renew	Creates a new annual contract opportunity from the current opportunity as it approaches its annual end date. The new opportunity is linked to the existing one through the Master Job field for use in the renewals report. This option is available when the opportunity has been won and contract renewal is pending. After you select this option, the Opportunity Renewal screen displays, where you can set preferences for the renewal opportunity. You can also copy routes and sequencing for work tickets as defined by Route Scheduling on the Schedule Board.
Reset to Bidding	Resets the opportunity to Bidding status so you can make changes to the estimate. You can't reset an opportunity to Bidding if costs (labor, materials, etc.) have been committed or allocated to it, or if an invoice has been generated. This option is available when the estimate has been approved, is currently being delivered, or has been delivered to the customer with no pending revisions. After you select this option, a confirmation dialog displays so you can proceed with or cancel the reset.
Save as Template	Saves the current opportunity as an opportunity template. Once saved, you can edit the template from the Manage Opportunity Templates option on the Administration screen, or use it as the basis for a new opportunity.
Sign and Won	Marks the opportunity as Won and displays the Contact Signature window where the customer can sign the proposal using their finger, a stylus, or a mouse if using a computer.
Transaction List	Opens the Reports module, filtered to show transactions related to the opportunity, such as invoices and credit memos.
Uncancel	Restores a canceled opportunity. This option is available if the opportunity is in Canceled status.	Uncancel Opportunity
Visit Notes	Opens a window showing all visit notes created across all work tickets in the opportunity.
Won	Once the customer has signed the work order or contract, use this option to mark the opportunity as Won. Aspire then generates a work ticket corresponding to each service and service occurrence in the estimate. This option is available when the opportunity status is Approved or Delivered.	Win Opportunities
Work Tickets	Opens the Work Tickets tab for the opportunity, which shows all related work tickets.