Table of Contents
What Does the Weathermatic Integration Do?
When using both Aspire and Weathermatic's SmartLink, you can perform an irrigation inspection, and then, with the information from the inspection, it can be exported from SmartLink into an estimate in Aspire.
To see an overview of the integration, click here.
Setting It Up In Administration
If you would like to use the Weathermatic integration, you'll need to have:
A company account with Weathermatic's SmartLink
Access to the Administration module in Aspire (for the Administration section only)
Before using the Weathermatic Integration, you'll need to make sure that it's enabled in the Administration Module.
To do this:
Go to Settings in the bottom left and click
Click the Administration gear icon.
Next, click Configuration in the upper right corner.
Select the Application subsection.
Check the box as shown below called Enable Weathermatic Integration
Once the Weathermatic Integration option is enabled, Aspire makes Weathermatic available from Properties and Crew Mobile.
Importing Aspire Item Names and Service Names into SmartLink
Filling Out the Import Sheet
In order for the integration to work for estimating, the Item Names and Service Names used in both SmartLink and Aspire must be the same. This means you will need to import the needed irrigation Item Names and Service Names with the below import sheet.
To learn how to fill the import sheet out, watch this short training video by Weathermatic's Jared Rice.
Uploading the Import Sheet Into SmartLink
Once the import sheet is filled out, in SmartLink:
Navigate to https://mysmartlinknetwork.com/sites
Click Proposal Details
Click this file field
Choose your catalog import file
Click Begin Import
A Success banner will appear at the top of the page once imported.
⚠️ If you exceed 200 items, you will need to perform multiple imports. All import help and functionality questions should be directed to the SmartLink team.
Linking the Property to SmartLink in Properties
Navigate to the Properties module and select your property. From the Property's Detail Screen, select the triple dot menu and then select Weathermatic SmartLink.
When clicked for the first time on a property, Aspire will navigate to the SmartLink Weathermatic website. You'll see this login screen:
📌 Note: Each employee that would use the Weathermatic SmartLink integration will need to know your company's Weathermatic login information.
Once logged in, Weathermatic will detect the geolocation of the selected property. The Weathermatic website will display a list of all properties within one mile of the specified location as shown below.
You will select one of the sites from the list. That site will be tied back to the Aspire property. If you've selected an incorrect property, please go here.
Now that the property is linked, selecting the Weathermatic SmartLink in Aspire will go directly to the management screen for the property in SmartLink. The Weathermatic Property Management screen will then be displayed as shown below.
Linking the Property to SmartLink In Crew Mobile
To do this in Crew Mobile, click the Weathermatic icon in the Work Ticket screen as highlighted below. Follow steps 2, 3, and 4 as listed above.
Once you have linked it once, it will be linked once you click the Weathermatic icon again in Crew Mobile.
Workflow of the Weathermatic Integration
📌 Note: Please contact the Weathermatic team for any questions related to SmartLink!
Once the property in Aspire is linked to Weathermatic's Smartlink, start an Irrigation Inspection in SmartLink.
Once finished with the inspection, select the Export button in the upper right corner in SmartLink and select XLSX underneath the heading Aspire Export. This will download as an Excel file to your local device.
Navigate back to your opportunity in the Opportunities module and click the triple dot menu. Select Create Estimate.
A new estimate will be created. In the triple dot menu, click Import.
A new pop-window will appear. Select Upload Files and then select your exported file on your local device.
The Estimate Items and Prices will auto populate into the Estimate.
The customer can then be sent the inspection and proposal/invoice for the work that was completed.
Clearing the Aspire Property's Weathermatic Link
If an employee accidentally ties an Aspire property with the wrong Weathermatic site, they can clear the link by logging into Weathermatic and performing the following steps:
Go to the site that the wrong Aspire property is associated with
Click the Admin menu
Select the Site Details option
Scroll to the bottom of the Site Details screen
Click the Clear Aspire ID button