Services are added to a contract opportunity during estimating. Later, when the client agrees to proceed with the work, you specify in Aspire that the opportunity is won.

Aspire generates the appropriate number of work tickets based on the number of occurrences for each service on the opportunity.

Aspire supports a special attribute for opportunity services called As Needed that can be used for any T&M or Per Service invoice type service in a contract opportunity. If you choose the As Needed checkbox for an opportunity service while creating an estimate, tickets are not generated at the time that the opportunity is won as is usually the case. Rather, a production manager can schedule an As Needed ticket associated with that opportunity service for a crew. For scheduling purposes, “tickets” for as-needed opportunity services show up in the ticket selection list with a ticket number of zero (0). When the production manager places the as-needed ticket on the schedule board, Aspire generates a work ticket and assigns a non-zero ticket number.

Time and materials are applied to that work ticket like any other ticket generated for a standard opportunity.

Click As Needed Work Tickets and Services to read article.

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