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Work Ticket System Clean-Up Workflow
Work Ticket System Clean-Up Workflow

This diagram can show you the steps to take when cleaning up your work tickets during the End of Month processes!

Aspire Software avatar
Written by Aspire Software
Updated over a week ago


There are instances when work tickets will need to be cleaned up and removed in Aspire. The below is a flowchart that walks users through the steps necessary to complete these actions.

⚠️ The user who is completing the clean up must have a good understanding of what is happening at a job level, as well as knowledge of change orders and credit memos.

Referenced Help Docs:

  • Delete deposit then invoice, apply payment to property. If Clover Connect, or refunding customer (Help doc)

  • Swap costs to appropriate work ticket or create $0 "clean up" estimate (Help doc)

  • Issue invoice or credit to client (Help doc)

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