Table of Contents

  1. Purpose

  2. Navigation to the Administration Module

  3. Administration Module Structure

  4. Functions in Administration Screens

  5. 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

Application Tab

Equipment Tab

Estimating Tab

Notifications Tab

Organization Tab

Site Audit Tab (formerly CRM)

User Management Tab

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.

image.png

Active or Inactive status

Mark the status of an item(s) as active or inactive from the search list screen

image.png

Advanced Search

Manage information to display using advanced search functions (filter, display, sort, and group).

image.png

Confirmation Dialog Box

image.png

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).

image.png

New

Add a new subject from the search list or details screen.

image.png

Save

Retain changes made on the search list and detail screens.

image.png

Search

Conduct a quick search on a search list screen.

image.png

🔎 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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