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!
If you don't have a balance, or not sure what your points balance is, please submit a ticket to AspireCare!
📌 An annual package of points can be purchased or a one time request can be made for $750 a point.
The following solutions are offered through Pro Services:
Data Migration for Contacts, Properties, and Items import
Customized Layouts: 1 on 1 assistance with a layout specialist
Additional Implementation Services
Individual Production Training with Education Team
Accounting Training & End of Month Support with Accounting Team
Consulting Services
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: Starting at 7 Points
Package provided is in increments of 200 contracts and all associated items.
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
Customized Layouts
Customized Layouts: Starting at 1 point per layout
This covers up to 4 hours of work by our layout specialist. If the layout requires more time, additional points will be added based on extra hours needed.
Included for all of our customized layouts:
Collaborate one-on-one with our layout specialists to create professional, Aspire best-practice layouts tailored to your needs.
Specialists will assist you in adapting your pre-designed layout to best support Aspire’s data configuration and functionality.
Use our 300+ Layout Catalog to start your design process.
Receive a detailed Scope of Work before any work begins for mutual agreement and transparency.
📌 Note: The Layout Team does not provide graphic design services or make aesthetic or artistic recommendations. All work is based on pre-designed templates provided by you or selected from Aspire’s Layout Catalog.
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.
Education Services
Production Training by Aspire Module: Starting at 1 Point
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 related to production and operations.
1 Point includes up to 3 one hour sessions with a Customer Education Advocate. The total number of points required will depend on the time spent addressing your specific needs.
Modules available for training listed:
Property and Contact Management Best Practices
Administration
Roles and Permissions
Opportunities and Estimating
Scheduling & Work Ticket Management
Invoicing Management
Purchase Receipt Management
List Building and Reporting
Aspire Mobile
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
Override Pay Codes
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 and T&M Per Service
General Conditions
Change Orders
Production & Work Ticket Management
Purchasing & Invoicing
Accounting Services
Accounting Training by Aspire Module: Starting at 1 Point
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 an Accounting Specialist for 1 on 1 training.
1 Point includes up to 3 one hour sessions with an Accounting Specialist. The total number of points required will depend on the time spent addressing your specific needs.
Modules available for training listed:Purchase Receipt Reconciliation
Payment & Deposit Reconciliation
Inventory & Inventory Reconciliation
Closing the Month & Recording Journal Entries
Payroll & Reconciliation
Over / Under & Revenue Variance
Full End of Month Process: 3 to 4 points per month (on average)
This service is for current Aspire users looking to walk through the full end of month close checklist to close one or several months with an Aspire specialist.
📌 Note: Points will be calculated based on the complexity of the required work.
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.
📌 Note: An annual package of points can be purchased or a one time request can be made for $750 a point. All reasonable efforts will be made to align with the clients requested timelines.
Consulting Services
Financial Management Consulting: 12 points (Initial Deep Dive), 7 points (ongoing monthly)
Good financial management occurs by actively controlling what is in front of you, not passively observing what is already behind you. Companies that use financial dashboarding and ratio analysis have major competitive advantages over their rivals.
Leadership Development: 1 point
Course access is valid for 12 months. This program includes interactive workshops, optional personalized coaching sessions, and real-world case studies. Participants will engage in self-learning exercises on the key elements to becoming a better leader, the option to receive valuable feedback to accelerate their leadership journey and an optional stepping stone to receiving more in-depth personalized coaching.
Operations Consulting: 3 points (half day virtual), 6 points (full day in-person)
"Optimized Operations" is a comprehensive consulting offering designed to revolutionize the way your teams operate. Leveraging best practices in routine operations and procedures, this program offers a multi-dimensional approach to refining your operational framework.
Standard Role Dashboard Creation: 6 points
This offering includes dashboards for the following roles: Branch Manager, Account Manager, Operations Manager, Sales Representative, Office Manager
The following is included in the services provided:
1 hour discovery meeting
1 hour review and revision meeting
15-20 min training meeting per role (1.5 hrs total)
For more information on Consulting Services: click here!
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!