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!
⚠️ In order to be eligible for this training, your company must have an available points balance to use for Pro Services.
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
Contacts & Properties Import: 1 point per 500 records
Work with an Aspire specialist to define available fields needed for import files. Client to provide export data file to Aspire. Aspire will reformat file into required Aspire format, review for errors, missing info and best practice suggestions. Client will be provided file for final review and provide to Aspire for import once signed off.
Item Catalog Import: 1 point per 500 records
Work with an Aspire specialist to define available fields needed for import files. Client to provide export data file to Aspire. Aspire will reformat file into required Aspire format, review for errors, missing info and best practice suggestions. Client will be provided file for final review and provide to Aspire for import once signed off.
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
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
This service is for current Aspire users looking to walk through the full end of month close checklist 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
Acquisition Full Implementation: 15 points per company
This service is for current Aspire users that have acquired a new company and are in need of a full implementation with an Aspire Implementation Manager.
90 Day Implementation
45 Hours of 1 on 1 training
55 hours with Assigned Implementation Team
Acquisition Cohort Implementation: 10 points per company
This service is for current Aspire users that have acquired a new company and are in need of a cohort training implementation.
60 day Implementation
46 Hours of Classroom Cohort Training
8 Hours of Cohort Q&A sessions
10 Hours of 1 on 1 training with Aspire Implementation Support Team
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.
60 day Implementation
One (1) Ninety minute meeting per week with Aspire Implementation Manager
Post Implementation Go-Live Support: 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 crew mobile review, one month weekly go live support.
Submit a Request to the Pro Services Team!
Want the Pro Services team's help with some additional training?
Click below 👇, fill out the form, and submit it!
It will be sent to our Pro Services team for follow-up: