Purpose
Navigation to the Administration Module
Administration Module Structure
Functions in Administration Screens
Quick Reference of Old U/I Icons

Purpose

When your company chooses to use Aspire to run your business, the Aspire Implementation team leads you through the process of initially setting up your system.

🧠 The majority of system configuration in your Aspire system will be done in the Administration module.

Here you will:

Manage Users and User Roles
Create Pricing Mark-Ups
Add and Edit Items, such as Materials, Labor, and Kits
Create Branches
and much more!

During this process, initial information specific to your company is loaded into Aspire, such as properties and contacts. Other information, such as tax entities and pricing markups, are manually entered into the system.

To update this information on an ongoing basis during and after implementation, Aspire’s Administration module is maintained by System Administrators, probably like yourself.

Navigation to the Administration Module

To access the Administration module, click on your Profile Icon in the bottom left.

Then, click Administration.

Clicking it will take you to the Administration module, as shown below!

The tabs across the top are in alphabetical order (besides Favorites). The subsections within each tab are also in alphabetical order (besides Equipment).

Next, we'll show the structure of Administration!

🌟 Administration Module Structure

In the previous section, you saw that subsections are contained in the tabs across the top of the screen.

The Administration menu is displayed as horizontal tabs across the top. Each tab includes subsections that relate to that tab.

For example:

Administration module
- Organization tab
  - Branches subsection
  - Regions subsection
  - Districts subsection

Here is the full list of tabs and related subsections starting from left to right:

Each subsection has been linked to our User Guide for more detail. However, if you are just starting with Aspire, just review the table for each tab and subsection.

Tab	Subsections
Favorites Tab	Your favorited sub-sections will show here! Click here to read how to use it.
Application Tab	Advanced Search Formula API Required Fields Budget Custom Forms Import Contacts and Properties Lists Report Layout Defaults
Equipment Tab	Manufacturers Sizes Classes Models Service Tags Disposal Reasons
Estimating Tab	Estimate Custom Columns General Conditions Templates Item Catalog Opportunity Templates Optional Service Tools Pricing Table Service Catalog Workflows
Notifications Tab	Notifications Settings Manage Notifications
Organization Tab	Branches Regions Districts
Site Audit Tab (formerly CRM)	Categories Report Types
User Management Tab	Devices User Roles Users
Configuration Tab (In upper right corner)	To view the functions of each, click here: Accounting Sync Application Aspire GPS Integration Company Customer Portal Electronic Payments Electronic Signature Invoicing Time Reporting

Functions in Administration Screens

While the functionality of Administration is very similar to the rest of the system, here are visuals on how these buttons function within Administration.

Function Name	Description	Appearance
Activate or Enable	Use this toggle button to activate and deactivate or enable and disable functions and items from the details screen.
Active or Inactive status	Mark the status of an item(s) as active or inactive from the search list screen
Advanced Search	Manage information to display using advanced search functions (filter, display, sort, and group).
Confirmation Dialog Box
Three Dot Menu	Reveal the current options to Save As, My Default, Reset Advanced Search, Print Screen, and Export to Excel. You will also see the additional options to Delete List, Export to Excel(Current View), and Export to Excel (All Fields).
New	Add a new subject from the search list or details screen.
Save	Retain changes made on the search list and detail screens.
Search	Conduct a quick search on a search list screen.

🔎 Quick Reference of Old U/I Icons

Since most users will be used to the old U/I's icons, we want to provide a quick reference list of the icons, their new name, and where they will be located. This reference list is in order as they appear in the old U/I from top to bottom and left to right.

See the green arrows below for the order of icons listed:

Quick Reference of Old U/I Icons

Old Application Icon	New Name	Location Found
	Users	Administration: User Management
	Devices	Administration: User Management
	Lists	Administration: Application Tab
	User Roles	Administration: User Management
	Report Layout Defaults	Administration: Application Tab
	Advanced Search Formulas	Administration: Application Tab
	Import Contacts and Properties	Administration: Application Tab
	Service Catalog	Administration: Estimating Tab
	Item Catalog	Administration: Estimating Tab
	Workflows	Administration: Estimating Tab
	Optional Service Tool	Administration: Estimating Tab
	Pricing Mark-Ups	Administration: Estimating Tab
	Opportunity Templates	Administration: Estimating Tab
	Budget	Administration: Application Tab
	Estimate Custom Columns	Administration: Estimating Tab
	General Conditions Templates	Administration: Estimating Tab
	Inventory	Purchasing: Inventory Tab
	Manufacturers	Administration: Equipment Tab
	Sizes	Administration: Equipment Tab
	Classes	Administration: Equipment Tab
	Models	Administration: Equipment Tab
	Service Tags	Administration: Equipment Tab
	Disposal Reasons	Administration: Equipment Tab
	Categories	Administration: Site Audit Tab
	Report Types	Administration: Site Audit Tab
	Manage Routes	Scheduling Module: On Schedule Board tab, click three dot menu in upper right and select Manage Routes
	Custom Forms	Administration: Application Tab
	Districts	Administration: Organization Tab
	Regions	Administration: Organization Tab
	Branches	Administration: Organization Tab
	Configuration	Administration: Configuration

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