Aspire Pro Services

Welcome to Aspire Pro Services, a range of services to help clients by providing individualized services across a wide-range of topics.

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Written by Aspire Software
Updated over a week ago

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:

  1. Data Migration for Contacts, Properties and Items import

  2. Additional 1 on 1 training with Educational Services Team

  3. Custom Layouts: 1 on 1 assistance with a layout specialist

  4. End of Month Support with Educational Services or Accounting team

  5. 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 750 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.

Contact Import: 1 point per 750 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.

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

  • 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.

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:


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