Table of Contents
Purpose of Aspire Pro Services
The purpose of continued professional services is to provide production and accounting training to our clients.
Whether your company is in Implementation, recently graduated from Aspire Implementation, has been an Aspire client for many years, or just has a new member on the team that is new to the software, we are here to help!
📌 An annual package of points can be purchased or a one time request can be made for $750 a point.
If you don't have a balance, or not sure what your points balance is, please contact your Implementation or Customer Success Manager.
Pro Services provides training in the following areas:
Data Migration for Contacts, Properties and Items import
Additional 1 on 1 training with Educational Services Team
Custom Layouts: 1 on 1 assistance with a layout specialist
End of Month Support with Educational Services or Accounting team
Additional Implementation Services
Coming Soon
Pricing assistance by Division and Service Type
Budget Preparation
Timeline of Requested Services
Continued education training sessions are provided through scheduled Zoom meetings. Upon completion of Pro Services form, sessions will be scheduled with Aspire specialist.
Agreed upon points must be used within one year of signing the agreement or points would be forfeited.
Scope of Services and Points
Data Migration
Properties Import 1 point per 450 records
Property Details are extracted from an existing ERP System, Excel, or paper contracts. The information is validated, formatted as per Aspire requirements and entered into Aspire.
Contact Import 1 point per 350 records
Contact information is extracted from a CRM or other systems, formatted for Aspire and entered or uploaded.
Item Catalog Import 1 point per 250 records
Items are added to Aspire sources of this information include ERP systems, estimate sheets, and vendor prices lists.
Contract Importing: 1 point per 75 records
Work with an Aspire specialist to define available fields needed from data sources, ERP systems, files, etc. and extract information. Review, Validate and Upload into Aspire.
Kit Creation 1 point per 50 records
Kits are established through discussion, Excel or other estimating tools, and other ERPs. We sort through information, set kit parameters, and enter into Aspire.
New Client Package: 7 Points
New to Aspire or an existing Aspire client that acquired a new company and need help with all data migration? Full Support provided for:
Property & Contact, Format and Import into Aspire
Item Import
Kit Creation
Opportunity Import and Setup
Package provided is in an increments of 200 contracts and all associated items.
Custom Layouts
Invoice & Opportunity Layouts: 2 points per layout
Work one on one with a layout specialist to walk through suggested, Aspire best practice and review sample catalog. When possible, changes to layouts will be made in real time for client approval.
Work Ticket, Purchase Receipts, Estimate Sheet, Weekly Timecard Layouts: 1 point per layout
Work one on one with a layout specialist to walk through suggested, Aspire best practice and review sample catalog. When possible, changes to layouts will be made in real time for client approval
Education Services
Training by Aspire Module: 1 point per requested module
Whether your company has recently graduated from Aspire Implementation, has been an Aspire client for many years, or just has a new member on the team that is new to the software, you can work with a Customer Education Advocate for 1 on 1 training. Modules available for training listed
Property and contact management best practices
Administration
Roles and permissions
Opportunities and Estimating
Work Ticket Management
Invoicing
Purchasing
List building and reporting
Inventory management
Equipment
All About Snow: 5 points
This service is for Aspire users providing Snow Services to their clients and looking for training with everything snow from setup to invoicing
Administration Setup
Estimating & Scheduling
Work Ticket Management
Purchasing & Invoicing
Subcontractor Setup & Portal
All About Construction: 5 points
This service is for Aspire users providing Construction / Design Install services to their clients and looking for construction specific setup and best practice.
Estimating Open Billing & Time and Material Per Service
General Conditions
Override Pay codes
Change Orders
Production & Work Ticket Management
Purchasing & Invoicing
End of Month Services
Training by Aspire Module: 1 point per requested module per month
Whether your company has recently graduated from Aspire Implementation, has been an Aspire client for many years, or just has a new member on the team that is new to the software, you can work with a Customer Education Advocate or Accounting Specialist for 1 on 1 training. Modules available for training listed
Purchase Receipts
Work Tickets
Inventory
Invoicing
Inventory Reconciliation
Journal Entries
Payroll & Reconciliation
Over / Under & Revenue Variance
Full End of Month Process: 7 points per month
This service is for current Aspire users looking to walk through the full end of month close checklist to close one month with an Aspire specialist.
Transition from Invoiced to Earned Revenue: 3 points
This service is for Aspire users that have been reporting Invoiced revenue in their accounting system and would like to transition to reporting Earned revenue.
Implementation Services
Pre Implementation Discovery: 7 points + Travel Expenses
This option is great for new Aspire customers that need a valuable deep dive on their operations before implementing Aspire. An Aspire certified consultant will come on-site and perform a thorough analysis of your departments of Sales, Production, Administration and Accounting. Included in the offering are:
A 2-day discovery session focusing on the following:
Organizational structure of regions, branches, divisions, services of the business
Organizational chart of team and high-level financial review for current & future projections
Client Relationship Management for both new sales and existing clients
Sales processes and reporting
Estimating, pricing and markups
Scheduling of crews and backlog of sold work
Time capture and job costing of labor dollars
Purchasing of direct and indirect materials, equipment, subcontractors, etc.
Invoice types and invoice process as well as Accounts Receivable process
Payroll workflow for hourly employees
High level discussion of the accounting system used and processes in place
Identification of new processes needed to help maximize use of Aspire software2 days on-site by Aspire certified consultant
Discovery report will be written and provided to the client outlining possible issues with implementation and change management moving toward Aspire to better prepare and adjust where necessary to ensure a smoother transition.
Acquisition Full Implementation: 15 points per company
This service is for current Aspire users that have acquired a new company and are looking for a new Aspire system and full system setup with an Aspire Implementation Manager.
90 Day Implementation
Two weekly 1 on 1 (60 minutes) meetings
60 days of Training and 30 Days go live support
Assistance from Accounting Specialist
Acquisition Implementation: 10 points per company
This service is for current Aspire users that have acquired a new company and are in need of a core functionality training and implementation support from An Aspire Implementation Manager. Ideal for a company or branch being added into an existing Aspire System.
60 day Implementation training. (no go live support)
Two weekly 1 on 1 (60 minutes) meetings
Assistance from Accounting Specialist if needed
Acquisition Support Implementation: 4 points per company
This service is for Aspire users that have acquired a new company, has a power user team in place but looking for best practice and guidance throughout the on boarding process. The power user group is responsible for system setup within Aspire.
60 day Implementation (no go live support)
One (1) Sixty minute meeting per week with Aspire Implementation Manager
Core functionality training
Post Implementation Go-Live Preparation: 4 points per company
This service is for clients that have a gap between implementation and going live with production. Work 1 on 1 with an Aspire Implementation Manager to review Aspire and Identify and system setup needed, review system for needed cleanup and prep in all modules, production training and Aspire's mobile app review, one month weekly go live support.
30 days
One Sixty minute meeting per week
📌 All reasonable effort will be made to align with the clients requested timelines.
Submit a Request to the Pro Services Team!
Want the Pro Services team's help with some additional training?
Power Users can Click below 👇, fill out the form, and submit it!
It will be sent to our Pro Services team for follow-up:
📌 Pro Service requests can only be performed by Power Users.