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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:

  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

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:


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