Estimate Service Details Screen Reference

Overview

When creating an estimate, you can click on a service link to open the Service Details screen. This screen lets you view or edit the information for the service for only the estimate you're building.

An estimate with a service item indicated.

Things to know

The image below shows the Service Details screen for a Fixed Price on Completion work order with no special pay codes or other extra customizations. Some fields and sections not pictured here only appear under certain conditions. The “Invoice, pay code, and service type-specific field” section of this article lists and explains these additional features.

The service details screen.

Common fields

The fields listed in this section are the ones you’ll most commonly see in the Service Details screen. The image above has lettered flags pointing to each field listed below.

Image letter	Screen Element	Description
a	Display Name	The service name as it should appear on the estimate. Changing the display name here doesn’t affect the name in the service catalog.
b	Service	The selected service. Services are created in the Service Catalog under Administration > Estimating > Service Catalog.
c	Invoice Type	By default, this shows the invoice type selected for the opportunity. Changing this field affects how the service is billed. It doesn’t affect the opportunity’s invoice type. For contracts, you can change the invoice type for the work tickets that are generated for the service. For Fixed Price Open Billing work orders, you can change the Invoice Type to T&M Per Service so that associated work tickets are invoiced on a time and materials basis. Selecting T&M Per Service automatically checks the Separate Work Ticket checkbox because a separate work ticket is required to invoice the service on a time and materials basis.
d	Minimum Charge	Allows you to specify a minimum charge for each occurrence of the service. If the price calculated by Aspire based on materials, labor, markup, and profit is less than the minimum charge, then the minimum charge will be invoiced.
e	Branch	This field is only available if Opportunity Branch Override is enabled in Administration > Application > Configuration. It lets you give explicit credit for the service to a branch other than the branch associated with the property. Use this feature if a branch is required to perform a service on behalf of another branch.
f	Round Price	Checking this box causes Aspire to calculate the price and then round it to the nearest dollar in the estimate.
g	Visit Checklist	Add optional or required checklist items that crews must complete before completing the work ticket in Aspire Mobile. Learn more in our article about using visit checklists.
h	Separate Work Ticket	This checkbox is only available for work orders and is only relevant if the same service is added to the work order multiple times. Normally, all instances of a single service are combined into a single work ticket. If the checkbox is checked for any occurrence of the service, when the opportunity is won, the hours and materials for that service instance are created as a separate work ticket.
i	Service Name Abbreviation Override	This lets you override the default abbreviation for the service. This helps distinguish between multiple work tickets for the same service on the Scheduling Board when scheduling services that have the Separate Work Ticket box checked. This name is available in the Service Abr field when viewing the Work Ticket List in the Scheduling module. It’s also shown on scheduled visit tiles on the schedule board.
j	Default Pay Codes	This lets you change the pay code that’s selected by default on the Time Entry screen when allocating time to the associated work ticket. If a flat rate pay code type is selected as the default pay code: Additional fields such as Estimated # of Crew Members and Flat Rate Pay Per Visit are displayed. Flat Rate Pay Codes are only available in Default Pay Code and cannot be assigned in the Pay Code Override section. Within a won estimate, you cannot switch between hourly and flat rate pay codes unless you submit a change order.
k	Pay Code Override	This section lets you set override pay rates that apply specifically for this opportunity for existing pay codes. Learn more in our article about pay code override setup.
l	Description	Enter a service description that can be printed on opportunity proposals. The default layout for contracts shows descriptions by default. For work order proposals, you can ask the AspireCare team to add descriptions to your layouts.
m	Operation Notes	Enter operation notes that crew leaders can see in Aspire Mobile when viewing the work ticket.
n	Certifications and Skills	This section is visible when a service is linked to one or more certifications or skills. It lists each qualification needed to perform the service, helping schedulers and managers ensure the right personnel are assigned. Learn more in our article about certifications & skills.
o	Override Pricing	To access this option, select the three-dot icon next to the save button on the Service Details screen. This displays the Override Pricing screen which lets you view current parameters that drive pricing (markups, net profit, and taxability) and to override the pricing parameters if necessary. The values defaulted on this screen come from the price settings defined for your Aspire system. Learn more in our article about pricing overrides.
p	Add Subcontractor Expenses	To access this option, select the three-dot icon next to the save button on the Service Details screen. This lets you identify expenses that subcontractors can add to associated work tickets in Aspire Mobile and the Subcontractor Portal. The expenses you select automatically generate purchase recommendations when the work ticket is complete. Learn more in our article sub auto expenses.

Invoice, pay code, and service type-specific fields

The items below only appear under certain conditions or after making certain selections.

Screen Element	Description
Pricing Table	This area is only displayed if the invoice type is set to Time and Materials (T&M). The table lets you specify pricing for each of the item types (labor rate, material markup, equipment markup, sub markup, and other markups). Aspire uses these markup values to calculate prices instead of calculating based on markup and profit specified in Administration > Estimating > Pricing Mark-ups. It also lets you specify which item types are taxable. Learn more in our article about estimating contracts with T&M invoice type and estimating work orders with T&M invoice type. After an opportunity is won, the fields in the Pricing Table are disabled.
Category Markup Override	This area is only displayed if the invoice type is set to time and materials (T&M). The drop-down list lets you select from the catalog item categories defined in Administration > Configuration > Lists > Catalog Item Category. After selecting a category, you can specify an override percentage that applies to the item type. This override to takes precedence over the one in the pricing table. Aspire prevents you from selecting the same item category twice.
Minimum Hours (T&M)	This field is only displayed if the invoice type is set to time and materials (T&M). Aspire uses this number as the actual hours for the work ticket if it’s completed in less time than the minimum.
Estimated # of Crew Members	This field is only available for services with a flat rate pay code selected. Specify the expected number of crew members needed to complete the service. This value contributes to the labor cost estimate during the bidding stage, where specific visit details may not yet be available. Formula: Flat Rate x Estimated # of Crew Members = Labor Cost Estimate By default, this value is set to 1, but you can adjust it to reflect the actual crew size required for accurate labor cost projections.
Flat Rate Pay Per Visit	This field is only available for services with a flat rate pay code selected. Enter the amount each crew member will be paid per service. Only one rate is available per service. If multiple rates apply to the same service, add additional occurrences of the service to the estimate. Learn more in our article about flat rate pay.
As Needed	Aspire normally creates work tickets when you win an opportunity. As-needed work tickets are created when the associated service is scheduled on the Scheduling Board, or when a crew member initiates work on the As Needed service. Check this box to specify that the work tickets for this service should be created as-needed.
Per Visit Hours	This field is only available for multi-visit services and whose service type division Snow. Enter the number of hours required for each visit. When you schedule a visit for the service, this value determines how much time the visit takes up on the schedule. Note: Changing this value doesn’t update currently-scheduled visits.
Per Visit Materials Qty	This field is only available for multi-visit services and whose service type division Snow. Enter the material quantity required for each visit. These material quantities are provided as defaults when materials are being added to the work ticket from Aspire Mobile, Time Entry, or the Subcontractor Portal.