A. Property Name:

This is a required field. Add the name of the physical location of the work performed.

Vanderbrook HOA

B. Property Name Abr:

This is a required field. Enter how the service name should be displayed on the schedule board, visit plaques, and in Aspire's mobile app.

Abbreviated names only display 20 characters. If there are more than 20 characters, they will be imported but not displayed.

VNDBRKHOA

C. Branch Name:

This is a required field. Enter the name of the Branch responsible for this property.

East

D. Property Status:

This is a required field. Choose from the Aspire defaults to explain the property’s status.

Customer, Prospect, Past Customer or Prior Bid

You must add additional options in Administration before adding them to the import. You cannot create new options using this import.

E. Account Owner Name:

Enter the name of your employee who is responsible for the overall management of this property.

📌Note: The employee contact must be created in Aspire first before importing this spreadsheet.

Alora Thecat

F. Ops Manager:

Enter the name of the employee responsible for managing work on the property.

📌Note: The employee contact must be created in Aspire first before importing this spreadsheet.

James O’ Dell

G. Address 1:

Input the physical address of the property where work is being performed. Crews will see this in Aspire Mobile.

124 Flagler Avenue

H. Address 2:

Enter your secondary address information such as Apt #, Suite #, PO Box or overflow of address.

If there is information entered here, it will print on Proposal and Invoice Layouts.

PO Box 87745

I. City:

Input the town or city where the property is located.

Saint Charles

J. State:

Enter the state abbreviation where property is located. The full state name will be assigned based on this abbreviation when the import is complete.

MO

K. Zip:

Enter the zip code where the property is located.

32145

L. Industry Name:

Choose from the Aspire defaults for Industry Name.

Commercial, HOA, Hotel, Medical, Multi-Tenant, Residential, or Retail.

You must add additional options in Administration before adding them to the import. You cannot create new options using this import.

M. Property Type:

Enter your property type used to categorize properties. You can set this as a required field here.

Residential, Commercial, or Land.

You must add additional options in Administration before adding them to the import. You cannot create new options using this import.

N. Property Group:

Select your Property Group.

Property Groups are a way to group properties together that might be closely connected

HOA, Industrial Park, Campus, or Retail Center.

You must add additional options in Administration before adding them to the import. You cannot create new options using this import.

O. Property Notes:

Enter your notes specific to the property. These are internal notes that are not displayed in other areas of Aspire.

Please note we should make contact for a renewal by the end of the year.

P. Operation Notes:

Notes specific to property where services are being performed. These will be seen by crews in the mobile app and will display for all scheduled services.

Note: Operation Notes specific to a service will be entered at the opportunity level and not here.

Example: The Gate Code for entry is 1234.

Q. Snow Operation Notes:

These are snow-specific operations notes. Notes entered here are text only.

These notes will be displayed in Aspire Mobile.

Salt 2x and ensure priority walkways are cleared.

R. Primary Contact Name:

This is the name of the primary person contacted regarding this property.

Contact must have a contact record before the property import or the name will not be assigned.

Camilla Sailor

S. Billing Contact Name:

This is the name of the contact responsible for paying invoices. These contacts can be the same as primary contact or different.

Contact must have a contact record before the property import or the name will not be assigned.

Jason Crate

T. Email invoice Contact:

Enter the contact name from the Primary or Billing Contact field to set this up.

During the import, this box will be checked for the contact. When you complete a batch, it will email an invoice to the contact in this field.

Jason Crate

U. Paperless Invoices:

This is for properties that do not want a paper invoice printed.

Enter 1 to enable a paperless invoice for this property, otherwise enter 0.

1- Enables Paperless Invoice for property

0- Does not enable paperless invoices for property.

V. Separate Invoice:

This is a checkbox on the property record that can be enabled by entering 1 into this column.

Using this checkbox means Aspire will generate a single invoice for each opportunity line in invoicing assistant.

If you do not want separate invoices, enter 0.

1 - Generates single invoices for opportunity line items

0- Does not generate single invoices.

X. Tax Jurisdiction:

Specify the jurisdiction where the property is located for calculating sales tax.

STL County

You must add additional options in Administration before adding them to the import. You cannot create new options using this import.

Y. Competitor:

Specify the primary competitor you are competing against for this property.

GreenScene Ltd.

You must add additional options in Administration before adding them to the import. You cannot create new options using this import.

Z. Lead Source:

Specify the referral source for the property.

Call In, Website, or Employee Referral.

You must add additional options in Administration before adding them to the import. You cannot create new options using this import.

AA. Locality:

Locality is used to define where employees work for calculating payroll taxes.

Saint John’s County, City of Sebastian

You must add additional options in Administration before adding them to the import. You cannot create new options using this import.

AB. Website:

Enter the website URL for the company of the property.

www.bookersbookstore.com

AC. Budget:

Enter the annual budget amount representing expected annual spending for the property.

10,235

AD. Geo Perimeter:

Allows you to specify a circular area measured in feed from the center of the property within which crew members clock in on site. Enter your geo perimeter value in regards to feet.

500, 25 or 99.

AE. Integration Identifier:

Use this field to add a unique integration key to the property for mapping to records using external integrations.

456784542