Contents x
- Updates
- Release Notes
- Release Note Documentation
- Resolved Bug Fixes
- API Release Notes
- Archived Release Notes
- 2024 Release Notes
- 2023 Release Notes
- 2022 Release Notes
- December 2022 Release Notes
- October 2022 Release Notes
- September 2022 Release Notes
- August 2022 Release Notes
- July 2022 Release Notes
- June 2022 Release Notes
- May 2022 Release Notes
- April 2022 Release Notes
- March 2022 Release Notes
- February 2022 Release Notes
- January 2022 Release Notes
- 2022 Resolved defects
- 2021 Release Notes
- Getting Started Guides
- Account Lockout
- Auto Time Acceptance
- Bulk Move Work Tickets
- Capped Fixed-Price Contracts by Date or Occurrence
- Change As Needed Service with No Work Tickets
- Crew Mobile - Visibility of Create New Ticket Functionality
- Customer Issues Insight Quick Guide
- Daily Plan Report
- Enterprise Admin
- Equipment Inspection Complete (internal)
- Equipment Inspection Reports
- Event - Based Reporting
- Inova Settings and Labor Burden True-Up
- Manage Routes Bulk Action
- Route Visibility
- Sales Pipeline Insight KPI Widget
- Scheduling Assistant
- Side Panel Menus
- Service Visit Checklists
- SMS Absentee Notifications
- Supplier Tag - Report Designer
- Time-Based Scheduling
- Visit Reminders
- Work Ticket Item Sourcing Report Getting Started Guide
- Aspire User Guide
- Introduction to Aspire
- Key Aspire Concepts
- Business Process Concepts
- User Interface Concepts
- System Security
- System Security
- General Aspire Access
- Role Based Security
- Role Setup
- Aspire Permissions
- Aspire Permissions Overview
- Accounts Receivable Permissions
- Activities Permissions
- Admin Permissions
- Contacts Permissions
- Equipment Permissions
- Estimates Permissions
- Grids Permissions
- Invoicing Permissions
- KPI and Insights Permissions
- Opportunities Permission
- Properties Permissions
- Purchasing Permissions
- Reports Permissions
- Time Reporting Permissions
- Work Tickets Permissions
- Additional Permission Information
- User Permissions
- System Administration
- Overview of System Administration
- Admin Screens
- Admin Screens
- Admin List Screens
- Advanced Search Formulas Search List Screen
- Advanced Search Formula Screen
- API Search List Screen
- Branches Search List Screen
- Branch Screen
- Budgets Search List Screen
- Budget Screen
- Configuration screen
- Required Fields
- Devices Search List Screen
- Device Screen
- Districts Search List Screen
- District Screen
- Equipment Classes Search List Screen
- Equipment Disposal Reasons Search List Screen
- Equipment Disposal Reason Screen
- Equipment Inspection Categories Search List Screen
- Equipment Inspection Category Screen
- Equipment Inspection Types Search List Screen
- Equipment Inspection Type Screen
- Equipment Manufacturers Search List Screen
- Equipment Manufacturer Screen
- Equipment Models Search List Screen
- Equipment Model Screen
- Equipment Service Tags Search List Screen
- Equipment Service Tag Screen
- Equipment Sizes Search List Screen
- Equipment Size Screen
- Equipment Class Screen
- Estimate Custom Columns Search List Screen
- Estimate Custom Column Screen
- Favorites
- Forms Search List Screen
- Form Screen
- General Condition Templates Search List Screen
- General Conditions Template Screen
- Import Contacts and Properties
- Inventory Locations Search List Screen
- Inventory Location Screen
- Items Search List Screen
- Item Catalog Screen
- Lists
- Manage Notifications Search List Screen
- Manage Notifications Screen
- Manage Notification Types
- New Optional Service Opportunity Screen
- Notification Log Search List Screen
- Notification Settings Search List Screen
- Opportunity Templates Search List Screen
- Opportunity Template Screen
- Pricing Mark-Ups Screen
- Regions Search List Screen
- Region Screen
- Renewals
- Report Layout Default Settings Screen
- Roles Screen
- Services Search List Screen
- Service Screen
- Service Schedule Screen
- Site Audit Types Search List Screen
- Site Audit Type Screen
- Site Audit Categories Search List Screen
- Site Audit Category Screen
- Users Search List Screen
- User Screen
- Visit Checklist Items Search List Screen
- Visit Checklist Items Screen
- Web Report Designer
- Workflow Search List Screen
- Workflow Screen
- Other System Administration Tasks
- Administration Function Summary
- Customer Relationship Management
- Customer Relationship Management
- Home Screen and Navigation
- Home Screen and Navigation
- Alerts
- Resource Center
- Dashboards and Dashboard Elements
- KPI and Insight Charts
- Configure KPIs and Insights
- KPI and Insight Charts
- KPI and Insight Drilldown
- KPI and Insight Screen
- KPI and Insight Screen
- KPI Screen – Client Management View
- KPI and Insight Screen – Completed Labor Efficiency View
- KPI and Insight Screen - Customer Issues
- KPI and Insight Screen – Forecast View
- KPI and Insight Screen – Overhead Recovery View
- KPI and Insight Screen – Profit and Loss
- KPI and Insight Screen – Sales Scorecard View
- KPI and Insight Screen - Sales Pipeline Insight
- To Do List
- Weather Forecast
- Recent Activities
- Calendar
- Properties
- Companies
- Contacts
- Opportunities
- Activities
- Estimating
- Estimating
- Setup
- Performing Estimates
- Performing Estimates
- Quick Tickets
- Estimate Pricing
- Printing or Emailing Proposals
- As Needed Work Tickets and Services
- Estimate Screen
- Estimate Screen
- Work Order Estimating
- Options Menu
- Contract Estimating
- Importing Estimates
- Service Details Screen
- Service Item Details Screen
- New Optional Service Opportunity Screen
- Work Order Change Orders
- Work Order Change Orders
- Introduction of Example Scenario
- Initiating the Change Order
- Displaying Context Information on the Change Order
- Adding a New Service by Copying an Existing One
- Adding a New Service Explicitly – Link to Existing Services
- Schedule of Values for Change Orders
- Winning Change Orders
- Multiple Simultaneous Change Order Estimates
- Work Ticket Management
- Life Cycle of a Work Ticket
- Work Ticket Screen
- Scheduling
- Schedule Board
- Dragging Work Tickets onto Scheduling Board
- Routes Search List Screen
- Route Screen
- Route Scheduling Screen
- Work Ticket Management Screens
- Job Service Schedule Visits Screen
- Scheduling Assistant
- Work Ticket Schedule Screen
- Create Work Ticket Receipt Screen
- Swapping As Needed Opportunity Services
- Approving Work Tickets
- Time Reporting and Payroll
- Time Reporting and Payroll
- Payroll Setup
- Mobile Time Reporting (Crew Mobile App)
- Employee Time Tracking
- Employee Time Tracking
- Drive Time
- How Time is Entered
- Time Management Screens
- Auto Time Acceptance Screen
- Time Entry Geo Perimeter Push-Pins
- Indirect/Overhead Time
- Payroll Reconciliation
- Importing Aspire Payroll into Third Party Payroll Systems
- Site Audits
- Equipment Management
- Equipment Management
- Managing Equipment
- Equipment Inspection Reports
- Manage Inspection Reports in Crew Mobile
- Print or Email an Equipment Inspection Report
- Purchasing
- Invoicing and Accounts Receivable
- Invoicing and Accounts Receivable
- Accounts Receivable Concepts
- Electronic Customer Payment Processing
- Invoicing and Accounts Receivable Screens
- Invoicing and Accounts Receivable Screens
- Invoicing Assistant Screen
- Invoices Search List Screen
- Batch Screen
- Invoice Screen
- Receivables Search List Screen
- Invoice Batches Search List Screen
- Payment Screen
- Email Invoice Screen
- Events Search List Screen
- Event Screen
- Payments Search List Screen
- Electronic Payment Screen
- Process Electronic Payments Search List Screen
- Process Electronic Payment Screen
- Credit Memo Screen
- Deposits Search List Screen
- Deposit Screen
- Electronic Payments Log Screen
- Finance and Accounting
- Snow Management
- Customer Portal
- Reporting
- Report Designer
- Screen Reference
- Integrations
- Glossary
- Whitepapers
Which Customer Portal is right for you?
- 09 Sep 2024
- 1 Minute to read
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Contents
Which Customer Portal is right for you?
- Updated on 09 Sep 2024
- 1 Minute to read
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Article summary
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Aspire's Customer Portal 2.0 represents a significant upgrade, offering modern UI/UX, mobile responsiveness, and streamlined access to proposal and invoice data. Transitioning to this version is a strategic decision to enhance efficiency and user experience. Listed below are the differences between what's currently available in Customer Portal 2.0 and Customer Portal 1.0.
Important:
While you can revert to the 1.0 portal, it's not recommended due to potential issues with backward account migration and password changes. Additionally, enabling or disabling the 2.0 portal may take up to an hour for system-wide changes to propagate. During this time, portal visitors may experience a delay in seeing the new UI, but the portal will remain accessible, allowing visitors to continue using the 1.0 portal.
Feature comparison between Customer Portal 1.0 and 2.0
Below is a chart for a quick comparison between the beta and GA versions of Customer Portal 2.0 and Customer Portal 1.0:
Current feature availability | Customer Portal 1.0 | Customer Portal 2.0 (GA) |
Updated design | ❌ | ✅ |
Mobile responsive | ❌ | ✅ |
Invoices list and PDF view | ✅ | ✅ |
CVV view | ❌ | ✅ |
Add and update payment methods | ✅ | ✅ |
Proposals list and PDF view | ✅ | ✅ |
Proposals details view | ❌ | ✅ |
Select optional services for proposals | ✅ (Work orders only) | ✅ (All opportunities) |
Accept and sign proposals | ✅ | ✅ |
Requests1 list and details view | ✅ | ✅ |
Create new requests | ✅ | ✅ |
Add comments to requests | ✅ | ✅ |
Invoices list and PDF view | ✅ | ✅ |
Invoices details view | ❌ | ✅ |
Modernized dashboard page | ❌ | ✅ |
Customizable marketing carousel | ❌ | ✅ |
1 Formerly known as Issues.
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