Table of Contents
Purpose
Hi there! 👋
You might be new to Aspire. If so, welcome aboard. 🚢 While we have a lot of great individual videos for your learning, the below video puts the individual pieces together to create the big picture.
In this video, you'll:
Learn the Workflow of Aspire
Discover how to navigate to the different modules in your Aspire system
Understand how each module relates to other modules
Review a high level overview of the workflow for an Opportunity, its' Work Tickets, and Invoicing.
If you would like to jump to a specific place in the video, click the time stamps below to go right to that section.
Sections
0:00 Introduction
0:27 Aspire Dashboard
2:37 Quick Menu, System-Wide Search, and Modules
3:48 Contacts Module
5:15 Properties Module
6:15 Creating Opportunities
9:00 Estimates
11:15 Scheduling Module
12:29 Aspire Mobile
13:13 Reviewing Time
15:01 Purchasing Module
16:45 Invoicing Module
17:52 Reports Module
Training Video
Workflow Overview on Opportunities, Work Tickets, and Invoicing in Aspire
If you need to review a high level overview on the workflow for Opportunities, Work Tickets and Invoices, review the chart below!
🎓 Aspire Academy has more details regarding these workflows with courses specific to User Roles that will be working primarily in these modules for their daily tasks.
For more information on those, click here!
