Opportunities

Within the Aspire system, an opportunity represents potential or actual work that a field service company will perform for a customer associated with a single contract or agreement. In addition, a special internal opportunity can also be created for tracking employee indirect/overhead time such as vacation, sick time, meetings, etc. Typically, a field service company will have many opportunities with any given customer over time. Examples of opportunities include maintenance contracts, enhancement/extra work, or installation/construction – each with all their associated services. Opportunities advance through a series of statuses throughout their existence. If you win an opportunity, it becomes a “job” – job statuses are also tracked.

Opportunities are foundational to the flow of work through the Aspire system. Understanding the life cycle of an opportunity, as depicted in the diagram below, provides a solid framework for understanding the use of Aspire.

It is common for opportunities to be created by sales reps or account managers in response to identifying potential work on a prospect or customer’s property. When the opportunity is first created, the sales rep may have very little information. Additional information can be added to the opportunity as it is identified or as a winning opportunity becomes more likely.

Creating new opportunities can be initiated in several ways:

1. Individually created from the opportunity search list embedded in the Properties screen
2. Individually by copying an existing opportunity on the Opportunity screen
3. Mass created from the Optional Service Opportunity screen based on optional services existing on active won contracts