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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