Property Details Screen

Required. Specifies the branch with which the property is associated.  All opportunities for the property will be credited to this branch unless a branch override is specified on the Opportunity screen.  (Opportunity branch override is only available if enabled on the Application Configuration screen.)  The Branch field provides a drop-down list of branches defined on the Branches Search List screen.

If you change the branch on a property, Aspire prompts you (as shown below) to determine if you want to change the branch on all associated work tickets scheduled or open. When updating branches, Aspire will not change the branch on associated work tickets that are completed or canceled.

Checkbox. Can only be modified if you have the Edit Billing permission. Checking this box specifies that Aspire will generate a single invoice for each line simultaneously selected in the Invoicing Assistant for the property.

Note that even if this Separate Invoice box is not checked, separate invoices will be generated if two opportunities selected in the Invoicing Assistant for the same property have different billing contacts.

Tax Jurisdiction

This field allows you to specify the tax jurisdiction within which the property is located if you have the Edit Billing permission enabled under your user role. Displays a drop-down providing options defined on the Tax Jurisdiction screen. A value is required in this field to create an invoice for work performed on the property, even if the property is tax-exempt.  You can set up a special tax jurisdiction for tax-exempt properties. If you have the System Admin permission, then the label for this field is displayed as a hyperlink allowing them to go directly to the Tax Jurisdiction Search List screen to add or edit tax jurisdictions and then return to select one.

An option (Require No Open Invoices Check When Changing Jurisdiction) is available on the Application Configuration screen's Application tab that affects Aspire’s validation behavior when you save the property after having changed the tax jurisdiction. If this option is set, when you save after modifying the tax jurisdiction for an existing property, Aspire checks to see if there are any unpaid invoices. If there are, Aspire prevents you from changing the tax jurisdiction and displays the following message: There are one or more unpaid invoices for this property. To change the jurisdiction on the property, those invoices will need to be deleted before the jurisdiction can change. This will prevent taxable dollars from changing jurisdictions.

The tax jurisdiction specified on the opportunity can be overridden at the opportunity level by updating the value in the Tax Jurisdiction field on the Invoice screen.

• Allows you to specify a circular area measured in feet from the center of a property within which crew members must clock into their work sites.
•  The property center is based on Google’s latitude and longitude for the address.
•  Determines push-pin colors on the Time Entry screen for time clock-in (vs. property start for jobs). If this value is provided for a property, it overrides the system-wide geo perimeter defined on the Time Reporting tab of the Application Configuration screen.

• Takeoff Integration is enabled under the Configuration section of the Administration menu. 
• You have more than one takeoff provided, configured, and enabled in Aspire.

Allows you to enter the relevant address information for the property.

Note that the State and Province Code may be used when exporting employee time from Aspire to the external system for companies who integrate their external payroll systems with Aspire. Workers comp state and province codes may alternately be provided for individual employees. When time export occurs, the workers' comp state and province code exported is determined based on the following hierarchy:

• Use workers comp state and province assigned to the employee if provided.
• If not, use the state and province assigned to the property on which work was performed.

Click Upload Files to add an attachment to the property. Clicking on the camera icon will allow you to take and upload a new photo. Attachments are frequently documents or photos that provide additional information about the opportunity. When you click this icon, Aspire displays the Upload Attachment screen.

The hyperlink icon shows the number of attachments saved for the opportunity. If there are attachments, clicking the hyperlink will display the Attachments screen providing a list of the existing attachments that can be edited or removed from the property.

Aspire automatically saves a PDF copy of each work order opportunity invoice as an attachment upon batch completion. The saved invoice retains the proposal layout selected at the time of creation. The file name includes a timestamp for easy identification. Any user with access to property attachments can view or download these copies, which eliminates the need for manual saving and minimizes the risk of discrepancies when re-sending invoices. For more information, see the Batch Screen article.

Allows you to select a billing contact for the property with the Edit Billing permission. The combo box makes available all defined contacts in the system.  Start typing in the field to narrow the combo-box options to the desired contact. Clicking the Add Contact (+) icon next to the field allows you to add a new contact on the fly. If a billing company is required when the property is saved, Aspire will verify that a company is specified for the selected billing contact and display an error message if it is not.  

If you select a billing contact whose company differs from the company of the previously specified billing contact, Aspire displays a confirmation message as shown to the right.

When you save the property after changing the billing contact, Aspire prompts you to allow them to update the billing contact on all opportunities for the property and all open invoices. The confirmation dialog is shown to the right. If you choose to update the billing contact for open invoices, then such open invoices sent to the customer will have a special flag set indicating that the billing contact was changed after the invoice was sent. This flag is available in the following locations:

1. It is available in the Invoices Search List as a field called Billing Contact Updated^a.
2. It can be viewed on the Invoice screen as a checkbox labeled Billing Contact Updated After Email Sent.