Purpose

In sending your layouts to our Technical Services team, it's important to understand where certain fields on your layouts come from. Below, we show what information shows on a work order proposal and invoice and where in the Aspire system it comes from.


Table of Contents


Work Order Proposal with Item Detail (Style #2)

📌 Note: This is a Fixed Price Per Service Work Order proposal

A. Company Logo: Administration ➡️ Configuration ➡️ Company subsection

B. Work Order Opportunity Name: Opportunities ➡️ Select the Opportunity

C. Customer Contact Information: The Primary Contact's name, company, primary address lines 1 and 2, city, state, and zip code

D. Property Information: Properties ➡️ Select the Property ➡️ Click Three Dot Menu ➡️ Select Edit Property

E. Proposal Description 1: Opportunities ➡️ Select the Opportunity

F. Group Name (See G for Service Name): Opportunities ➡️ Select the Opportunity ➡️ Click the Estimate tab

G. Service Display Name, Service Description, Items: Opportunities ➡️ Select the Opportunity ➡️ Click the Estimate tab ➡️ Click the Service

H. Optional Service Name: Like regular services, go to Opportunities ➡️ Select the Opportunity ➡️ Click the Estimate tab ➡️ Click the Optional Service

I. Payment Schedule: Opportunities ➡️ Select the Opportunity ➡️ Click the Estimate tab ➡️ Click the three dot menu ➡️ Select Payment Schedule

J. Terms & Conditions (Proposal Description 2): Opportunities ➡️ Select the Opportunity ➡️ Click Proposal Description 2

K. Sales Rep: Opportunities ➡️ Select the Opportunity

L. Your Company's Name And Footer Information: Administration ➡️ Configuration ➡️ Company subsection


Word Order Invoice (Style #2)

📌 Note: This is a Fixed Price On Completion Work Order invoice


A. Logo and Company Address: Administration ➡️ Configuration ➡️ Company subsection

B. PO #: Select Opportunities ➡️ Select Opportunity ➡️ Click Invoice Type Icon ➡️ Enter PO# ➡️ Click Save

C. Bill To Contact Information (Known as the Billing Contact on the Property): Go to Contacts module ➡️ Click Contact ➡️ Edit the Contact ➡️ Click Save

D. Property Address Information: Properties ➡️ Select the Property ➡️ Click Three Dot Menu ➡️ Select Edit Property

E. Contract Opportunity Name and Proposal Description 1: Opportunities ➡️ Select the Opportunity

F. Opportunity Invoice Notes: To add Opportunity Invoice Notes, go to the Opportunity module ➡️ Click on the Opportunity ➡️ Select Opportunity Invoice Notes and enter the invoice note

G. Service Display Name: Opportunities ➡️ Select the Opportunity ➡️ Click the Estimate tab ➡️ Click the Service

H. Invoice Notes: Go to the Invoicing module ➡️ Click Invoices tab ➡️ Click Invoice in Draft status ➡️ Enter Invoice notes (Can also change Billing Contact from here)

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