Whether you are in the implementation process, or have already onboarded onto Aspire, layouts are a critical part of your success!

Layouts are the documents that Aspire creates to send out to customers, vendors, or internally. Commonly, these are your proposals and invoices, but they can also be things like Site Audits, Work Tickets, and Purchase Receipts! Layouts come in different types but also different styles. These different styles can also have different information on the layout based on invoice type or company preferences.
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Each Layout Type has it's own catalog that you will be able to use to find your company's favorite layout. Each specific layout within the catalog has an assigned name and number. The numbering system the Technical Services team uses ensures we can expand the catalog and keep track of needed changes.
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​See below for an example 👇:

While we have created over 300 layout templates, the best way to decide what layouts you would like to use is by first choosing a style that best matches your company's preference.

Style 1 implements shaded headers to separate each section and features borders around customer and property address information.

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Style 2 is contemporary with a bold banner at the top and colored text to designate headers of each section. No borders or shaded headers are included in this style to maintain a streamlined appearance.

Style 3 displays the detail section of each layout in a table format with gridlines. The report headers feature a minimalist look to balance out the bordered tables in the detail section.

Style 4 features your company or branch logo as a watermark on the center of each page. The is free of borders, shading, or colored text to avoid competing with the logo watermark

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📌 Note: If you would rather pick just a style instead of specific layout types in the catalogs, the layouts team can add the requested style for all default layouts in your Aspire system.

The proposal is often also referred to as an estimate, contract, agreement, or work order that you will be sending to your customer for the initial bid. The proposal provides pricing, scope of work/project details, and agreement verbiage to your clients and prospective clients.

💡 Tip: Specifically for Proposals, don't forget to choose both a Contract and Work Order layout. You also might want to choose additional layouts based on the different types of Contracts or Work Orders you bid and invoice! (such as Fixed Price on Payment Schedule, T&M Per Service, T&M on Completion, Fixed Price Open Billing)

The invoice layout is the document used to bill your clients for the services that were provided by your crews. Typically, only one invoice layout will be needed since our samples are designed to be multi-functional.

📑 To understand invoice layout functionality, read this article.
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However, there are some special use cases such as Group Billing and PayApp invoices, which are discussed in greater detail in the individual layout descriptions.

The work ticket layout provides a snapshot of the work to be performed to service a job—including total time spent by the operational crew and estimated or actual materials. The work ticket can also be utilized for chemical application notices or chemical usage reports. The layout is also useful for certain companies that may not use Aspire's mobile app.

The purchase receipt displays materials or services to be purchased from a vendor, like a purchase order. This layout can be used to provide your vendor with your order requirements. It also serves as documentation for the goods that were ordered and the corresponding prices. Alternatively, the purchase receipt layout can also be utilized as a request for quote from a vendor.

The statement provides a list of transactions that took place with a particular property for a given period of time. It lists invoices and receivables with an open balance or account activity (invoices and payments) for a given period. This layout type is useful for providing your clients with the balance due on their account or their account activity.

Site Audits document the conditions of a property and communicates that information to your clients in a detailed format that can include your evaluator’s photos, notes, and scores.

This will be placing the text directly into a Layout, so it always prints regardless of what you do in Aspire.

Giving the ticket the best possible data will provide a quicker turnaround time on deploying your layouts. This section will walk through how to submit a Layouts ticket, specifically.

📌 Note: You must have power user access and have logged into our ticketing system. For more information on how to do this, read Guidelines to Submitting an AspireCare Ticket.

Once you have started the ticket, you will be presented with the following layout request form.

Attachments will not be required for catalog requests unless you are asking for certain adjustments. Certain adjustments would require an attachment to show us what your company would like and where the adjustment will be.

When the Layout Request issue type is chosen, an additional set of questions will drop down asking if you will be requesting a Layout Adjustment / Layouts Catalog Request or a Custom Layout Request.

📌 Note: Choosing Custom Layout Request is for clients that use or are interested in Aspire Pro Services (APS).

When selecting certain Layout Adjustments, you will be given an agreement at the bottom, showing that you understand you are required to provide an attachment. Under each section, you will see a purple note stating that this particular section requires an attachment. The attachment field is found back at the top of the ticket you have created!
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⚠️ Not including attachments for your selected adjustments will cause delays in your layout adjustments being deployed to your Aspire system.