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Using the Go iLawn Takeoff Integration
Using the Go iLawn Takeoff Integration

Learn how to use our Go iLawn Integration from the ground up!

Aspire Software avatar
Written by Aspire Software
Updated over 11 months ago

Overview

Go iLawn provides map-based tools for measuring property takeoffs. Aspire has integrated with this measurement tool allowing it to be accessed from within Aspire for measuring takeoffs. Measurements made are then automatically updated in Aspire.

The integration will use the Takeoff Groups and Takeoff Items in Aspire. These items will flow into the Aspire Template in Go iLawn.

⚠️ A user assigned to the System Admin role is required for these steps to be completed.

In order to integrate with Go iLawn, there are steps that must be completed in Aspire. The following instructions detail the information that is required to set up the integration between the two systems.


Table of Contents


Enabling the Integration in Aspire

Training Video Overview

Enabling Option and Choosing Provider in Administration

📌 Note: If you own both Go iLawn and LandOne, you can integrate with both Go iLawn and LandOne in Aspire. This feature update will not impact your current takeoff integration settings. So, your existing workflows will not be interrupted.

Go to Administration ➡️ Configuration ➡️ then Application.

  1. In the Application subsection, check Enable Takeoff Integration. Once you check the Enable Takeoff Integration checkbox, you will notice that you have the option to select both Go iLawn and LandOne.

  2. Check the box for both options to simultaneously utilize both takeoff integration options. Otherwise, select the one you will use.


  3. If both takeoff integrations are enabled, choose a default provider for your Property and Estimate Takeoffs by selecting one of the integration options from the Default Property and Estimate Takeoff Provider dropdown menus.

    1. Please note:

      1. These are required fields.

      2. The Takeoff Integration provider that you designate as the default provider will automatically populate when you launch your takeoff projects from the Opportunity or Property details screen in Aspire.

API Client ID and Secret

⚠️ Access to the API is required in order to have a Client ID and Secret, which is needed to complete the integration with Go iLawn. The Client ID and Secret will need to be provided to each program.

To access the API, go to your Profile Settings ➡️ Administration ➡️ Application Tab ➡️ then click API.

​Then, select New to generate a new set of API credentials for the Go iLawn integration.


If one is not already created, a Client ID and Secret will need to be created by clicking the New button in the upper left. The Secret should be recorded and kept in a safe place as other integrations will need to use this as well.

⚠️ If there are other integrations that use these credentials, please remember that if the Secret needs to be regenerated at any time, the value will need to be updated in all integrations using these values.

  • Scroll down to the Scope area of the API configuration, and select the Takeoff Integration checkbox.

  • Selecting this option enables all endpoints needed for the Takeoff integration to function.

    • Additional endpoints can be added later, but the Secret will need to be regenerated in Aspire and updated to match within PI.

  • Copy your Client ID and Secret that has been generated from Aspire to use in the next steps.

  • Click Save.

For more information on managing the API credentials, refer to the API Credential Generation article for more details.

Things to Remember about API Connection Set Up:

  • When setting up a new connection, configure the scope before saving. This makes sure the scope is contained in the initial auth token and you won't have to do additional configuration.

    • If needed, you can edit existing API configurations with additional API endpoints but need to regenerate the secret and update the secret in PI afterwards.

  • We encourage only selecting the necessary endpoints when configuring an API to limit security risk in that shared credentials and/or credentials with access to every available endpoint carry more room for error and misuse.

  • The Secret should be recorded and kept in a safe place if needed in the future.


Setting Up Go iLawn

The integration between Go iLawn and Aspire requires the following steps to be completed in Go iLawn.

1. Log into Go iLawn, click on the User icon in the upper right corner, and select Settings from the menu. The user role must have Admin rights in order to see this option.

2. The Settings box will appear. Click on the Aspire Integration option.

3. The Integrate with Aspire screen will appear. You will now see the Client ID and the Client Secret fields that are used to connect your Aspire system with Go iLawn.

4. Click on the Edit button to begin entering the credentials from Aspire. These credentials should be copied from the API settings in Administration within Aspire (see previous setup information for assistance).

5. Once the credentials are entered, click on the Submit button to save the entries.

6. Match the units of measure for use between the systems. Scroll down to the Match Units of Measure section.

7. The list of units of measure can be updated by clicking on the green Refresh button.

8. For each Aspire unit of measure, use the drop down in the Go iLawn Unit of Measure column for each one to match the units of measure between the systems.

Make sure to map all unit of measure values that will be used. Any unmapped values will not send data back into Aspire. If you do not plan to use a particular unit of measure in Go iLawn, it does not need to be mapped.

9. Further down on the screen, there is a Match Takeoff Items to Services section. If data is to be sent into Aspire for a Go iLawn project that isn’t using the Aspire Template, then this mapping needs to be completed. This section does not need to be populated in order to use the Aspire Template though.

For each Aspire Takeoff item to be used, a corresponding Go iLawn Service must be selected.

  • If the mappings need to change, you can use the dropdown to change the service.

  • If a mapping needs to be removed, choose the Select a Service option from the drop down to remove the mapping.


Using the Go iLawn Property Takeoff Integration

Training Video Overview

When the takeoff integration is enabled, a new button is available for launching into Go iLawn from the Property Takeoffs screen. The Takeoff Groups and Takeoff Items available will be used in the Aspire Template in Go iLawn. The measurements taken in Go iLawn will be synchronized into Aspire and will be reflected in the Property Takeoffs screen.

Creating a New Project in Go iLawn from Aspire

1. In Aspire, select Properties from the menu and choose the desired property. The property must have a valid address in order for the integration to launch properly.

2. With the Properties tab displayed, click on the More icon ( ••• ) on the right side.

3. Select the Takeoffs option from the menu.

4. The Property Takeoffs screen will be displayed with the services and items that were defined in Admin previously.

Note: If there are not takeoffs defined in Admin, then the Launch Go iLawn button will be inactive, and, if clicked, a tool tip will display to indicate your next steps.

5. In order to move into Go iLawn to perform the takeoffs, click on the Launch Go iLawn icon at the top of the screen.

6. The Go iLawn program will launch, and you will be asked to login.

7. Once logged in, the address from Aspire will be used to locate any existing projects that match the address. If a project is found, it will be displayed automatically.

If an existing project is not found, a new project will need to be created and the following prompt will be displayed:

Once a checkmark is placed in the confirmation box, the Add New Blank Project will become active. Click on that button to create the new project.

8. Select an item to start taking measurements. As the measurements are performed, the values will be updated in the appropriate area.

9. To update Aspire with the measurements, click on the Send to Aspire button located under the Groups section.

10. To see the measurement updates in Aspire, the Property Takeoffs screen will need to be refreshed by closing the screen (if still open) and then reopening it.


Launching an Existing Go iLawn Project from Aspire

1. In Aspire, select Properties from the menu and choose the desired property, which already had a project created in Go iLawn.

2. With the Properties tab displayed, click on the More icon ( ••• ) on the right side.

3. Select the Takeoffs option from the menu.

4. The Property Takeoffs screen will be displayed with the services and items that were defined in Admin previously.

5. In order to move into Go iLawn to perform the takeoffs, click on the Launch Go iLawn icon at the top of the screen.

6. The Go iLawn program will launch, and you will be asked to login.

7. Once logged in, the address from Aspire will be used to locate any existing projects that match the address. If a project is found, it will be displayed automatically.

8. Follow the same steps as described in the Creating a New Project in Go iLawn from Aspire section to complete the mark up and sync the values to Aspire.


Overriding the Default Property Takeoffs Selection


📌 This section only applies if you have both the Go iLawn and LandOne integrations enabled in Administration.

To override the default property takeoff that was selected in Administration:

  1. Go to Properties and search for your property

  2. Once you've clicked on the desired property, in the Property Details Screen, find the Takeoff Override field.

  3. From the drop down, select the integration you would like to use.

  4. To revert back to your Default Provider, choose Select One at the top of the dropdown menu.


Using the Go iLawn Estimate Takeoff Integration

Training Video Overview

To use this integration, there must be an Opportunity with an Estimate that is either:

  • currently in bidding status or

  • an estimate that can be reset to bidding status.

If no such estimate exists, one can be created from the Opportunities Search List

screen.


Creating a New Project in Go iLawn from Aspire

1. In Aspire, create an Estimate on the desired property.

2. With the Estimate tab displayed, click on the triple dot menu icon on the right side.

3. Select the Launch Go iLawn option from the menu.

4. The Go iLawn program will launch, and you will be asked to log in.

5. Once you are logged in, the address from Aspire will be used to locate any existing projects that match the address.

If a project is found, it will be displayed automatically.

If an existing project is not found, a new project will need to be created and the following prompt will be displayed:

Once a checkmark is placed in the confirmation box, the Add new blank project will become active. Click on that button to create the new project.

6. The screen will be refreshed to display an empty list of groups and services in the left column. The first step in the process will be to create a Group, and then Services will be added to this Group.

7. To create a new group, begin typing the group name in the box with the New Group Name text.

8. When complete, click on the Add (+) button at the end of the line.

The new Group will be displayed in the box.

9. Once a Group has been created, the next step is to create Services to be included in that group.

10. Click into the box that displays Look up a Service here, and start typing the service name. As the text is entered, suggestions for the Aspire Services that match the name entered will appear.

📌 Note: If you are unable to find a specific Aspire Service, click the Refresh Project button to sync the services and items from Aspire to Go iLawn.

This process happens automatically each night. However, a refresh will need to occur if new services or items have been added in Aspire that need to be used on a Go iLawn estimate project on the same day.

The example below shows the Mulch service being entered, and all matching Aspire Services are displayed.

11. Select the appropriate service from the list, and the details will be filled in automatically.

12. An Aspire Item now needs to be added to the service. Start typing the Aspire Item name in the Lookup a Catalog Item here box. As the text is entered, all Aspire Items that match the text entered will display.

📌 Note: If you are unable to find a specific Aspire Catalog Item, click the Refresh Project button to sync the services and items from Aspire to Go iLawn. As said before, this process happens automatically each night, but a refresh may need to occur if new services or items have been added in Aspire that need to be used on a Go iLawn estimate project on the same day.

13. Select the desired item from the list to automatically populate the additional details. The details for each item can be modified.

14. Follow the same steps to add all additional items. A completed example is below.

15. Select an item, and then choose a tool from the options shown. Choose the area tool in order to create a measurement for a mulch bed, or use the count tool (#) in order to add a count to the group for items.

16. Once there are items placed on the map, the information can be sent to Aspire.

17. To update Aspire with the updated detail, click on the Send to Aspire button located under the Groups section.

18. A Success message will appear at the top of the screen when the measurements have been successfully sent to Aspire.

19. To see the updates to the estimate in Aspire, return to Aspire and refresh the Estimate that was being worked on in Go iLawn. The Groups, Services, or Items

that were created in Go iLawn, and the measurements that are taken, will be displayed in the Estimate.


Launching an Existing Go iLawn Project from Aspire

1. In Aspire, select the Opportunity with the estimate originally worked on in Go iLawn.

2. With the Estimate tab displayed, click on the More icon (...) on the right side.

3. Select the Launch Go iLawn option from the menu.

4. The Go iLawn program will launch, and you will be asked to log in.

5. Once logged in, the existing Go iLawn project will be opened in a new tab.

6. The work can be continued where you left off, following the same steps as previously described in the Creating a New Project in Go iLawn from Aspire section to complete the mark-up and sync the values to Aspire.


Overriding the Default Estimate Takeoffs Selection

📌 This section only applies if you have both the Go iLawn and LandOne integrations enabled in Administration.

To override the default estimate takeoff that was selected in Administration:

  1. Go to Opportunities and search for your opportunity.

  2. Once you've clicked on the desired opportunity, in the Opportunity Details Screen, find the Takeoff Override field.

  3. From the drop down, select the integration you would like to use instead.

  4. To revert back to your Default Provider, choose Select One at the top of the dropdown menu.


Questions?

If you have feedback, questions or need assistance with this integration, please contact us using the chat module inside Go iLawn or contact AspireCare.



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