When creating a new estimate based on a template or by copying an existing estimate, Aspire displays a screen having the following options:

Update Takeoffs

Update Costs

Update Prices

Update Kits

Copy Default Routes


When these options are not checked, Aspire creates the services and items for the estimate based on the underlying template or the opportunity that is being copied.


Update Takeoffs 📝

✅ When this option is checked:

Aspire will search the property for takeoffs and will apply these takeoff values to the items or kits defined in the opportunity estimate.

📌 If an item or kit does not have a takeoff item assigned in the item catalog, Aspire will place a zero in the quantity field.

It is important to remember the above when creating a new T&M estimate from a template, copying an estimate, or doing a renewal. The system will return zero for those fields that may have been previously filled in with values like number of hours or quantity of materials.

⚠️ Do not select this option unless you want the system to find the takeoff values of the property for the first time for the proposal.


Update Costs 💸

✅ When this option is checked:


Aspire will update costs for items and items in kits based on values in the item catalog rather than values in the template or opportunity that is being copied. This will recalculate prices for the estimate.

It is recommended that this option be selected since you will normally want to estimate based on current item prices.

⚠️ Do not select this option if you want the pricing to stay the same as before.


Update Prices 💰

✅ When this option is checked:


Aspire will set the markups for all the services on the newly created opportunity based on the system markups defined on the Admin Pricing Settings screen. This will recalculate prices for estimates that have been created using the copy function or when creating renewals.

In situations where the system markups have changed since the time the source opportunity was created, this might be important to consider.

It is recommended that you check this option whenever creating a new estimate so that you are using the most current system markups for your estimate.

⚠️ Do not select this option if you want the pricing to stay the same as before.


For Overrides

If you have set overrides on a service in an opportunity from which a new opportunity is being created, this option will have no effect on the markups. The override will be used for the newly created opportunity.


Update Kits ⚙️

✅ When this option is checked:

Aspire will update items and production rates for all services of the newly created opportunity based on kits defined in the item catalog. This will recalculate prices for estimates that have been created using the copy function or when creating renewals.

It is recommended that you check this option when creating a new estimate so that you are using the most current system kits for your estimate.

⚠️ Do not select this option if you want the pricing to stay the same as before.



Copy Default Routes 🚚

✅ When this option is checked:

Aspire will copy all default routing and sequence numbers to the new opportunity created.

We only recommend this when renewing a contract or copying an opportunity for the same property.

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