Press the ▶ to view each topic's recorded webinar.

Crew Mobile, Time Entry, and Notes

In this YOJ recorded webinar, Amanda and Emily will cover

Crew Mobile Time Reporting
Daily Time Acceptance
Crew Communication - Issues and Notes
Custom Forms

Sections

0:00 Introduction
4:15 Crew Mobile Time Reporting
9:12 Daily Time Acceptance
16:25 Crew Communication - Issues and Notes
25:50 Forms
34:09 Key Takeaways

Training Video

Scheduling

In this YOJ recorded webinar, Nathan and Ed will cover

Interpreting the schedule board
Scheduling tickets - recurring, multi-day, multi-crew
Route scheduling & optimization

Sections

0:00 Introduction
8:07 Schedule Board Dynamics
23:22 Recurring Scheduling
34:49 Non-recurring Scheduling
48:15 Tips and Tricks
52:50 Key Takeaways

Training Video

Work Ticket Management

In this YOJ recorded webinar, TJ and Richard will cover

End of Month Reporting
Understanding the Schedule Board
Schedule It - Open Work Tickets
Complete It - Scheduled Work Tickets
Approve It - Pending Approval Work Tickets

Sections

0:00 Introduction
2:13 Work Ticket Management
14:45 Managing Work Ticket Lists
15:52 Schedule It!
19:10 Complete It!
21:21 Approve It!
22:48 Bonus Lists
26:11 Bulk Actions for Work Ticket Management
37:16 Key Takeaways

Training Video

CRM

In this YOJ recorded webinar, Cheryl and Frances will cover

Mastering List Building
Opportunity Sales Pipeline
Relationship Management
Managing your Sales Team

Sections

0:00 Introduction
5:10 CRM and the Aspire Dashboard
18:40 Prospect Management
37:52 Client Management
45:48 Key Takeaways

Training Video

Invoicing

In this YOJ recorded webinar, Paige and Amanda will cover

Invoicing Assistant
Invoice Batches
Fuel Surcharges & Misc. Invoices
Log an Event
Fixed Price Open Billing

Sections

0:00 Introduction
5:20 Before the Invoice
8:02 Invoice Types for Contracts and Work Orders
11:32 Invoicing Assistant
25:57 After the Invoice
29:26 Key Takeaways

Training Video

Payments and Accounts Receivable

In this YOJ recorded webinar, TJ and Jason will cover

Payments
Deposits
Credit Memos
Accounts Receivable Reporting

Sections

0:00 Introduction
2:18 Applying Payments
6:25 Prepayments
8:23 Electronic Payments
12:56 Accounts Receivable
16:40 Accounts Receivable Clean Up
24:34 Key Takeaways

Training Video

Purchasing

In this YOJ recorded webinar, Amanda and Peggy will cover

How to manage your purchasing process.
Best Practices for Purchasing Efficiency
How can purchasing in Aspire benefit your Company

Sections

0:00 Introduction
1:58 Why You Should Purchase in Aspire
7:56 Purchasing Assistant
18:15 Best Practices of Purchasing
20:46 Financial Benefits of Purchasing in Aspire
33:47 Key Takeaways

Training Video

Changes

In this YOJ recorded webinar, Amanda and Jason will cover

Before Making a Change
Alternatives to Making a Change
Contract Change Best Practices
Work Order Change Order Best Practices

Sections

0:00 Introduction
2:58 Before Making a Change
7:24 Alternatives to Change Orders
13:00 Change Orders
18:45 Additional Change Order Examples
30:05 Key Takeaways

Training Video

Project Management

In this YOJ recorded webinar, Jessica and Richard will cover

Large Project Management basics
Project Workflow
Understanding the Job Dashboard

Sections

0:00 Introduction
2:21 Project Management Workflow
5:25 Purchasing
8:05 I Won! Now What?
14:54 Managing the Project
20:54 Billing the Project
24:06 Key Takeaways