Purpose

In Aspire, you are able to renew contracts and set custom preferences for the renewal process using the Opportunity Renewal screen.

Whether you need to create individual or bulk renewals, this improved process heavily alleviates the burden of mistakes and eliminates repetitive workloads!

During an Opportunity Renewal, you are able to make updates to your Item Catalog information. This means that you will be able to see those changes applied immediately in the renewal for items and moving forward, wherever the item or kit appears!

✅In order to access the Renewal Settings screen, you must have System Admin added to your user role.

✅In order to renew opportunities with Bulk Actions in the Opportunities module, you would need to have the permission of Annual Renewals added to your user role.

You can set your opportunity renewal options and choose whether or not your users can change the settings you have set.

📌Note: Changes made in Administration are used by default on the Opportunity Renewal screen when renewing Contracts.

To set up your Opportunity Renewal preferences:

🧠If you do not check Allow Users to Change Renewal Options at the top of this screen, the selections you make can not be changed by users.

The Opportunity Renewal screen allows you to make more informed decisions about renewing your contracts. This opportunity renewal screen appears after you choose to renew a won contract individually or in bulk.

Choose to update using the current takeoff information for the property tied to your contracts. Only takeoff quantities will be updated with this option. Other values related to quantities will stay the same.

If you use this option, updated takeoff quantities will not be reflected in your renewal. Instead, the takeoffs set up in your original opportunity are used.

These options allow you to avoid having to enter service display names manually.

This option uses service names directly from the Service Catalog within the Administration menu.

Selecting this option transfers service names from the original opportunity to the renewal.

This option allows you to keep the prices established in the original opportunity in the renewal or update the price with or without markups, given the current cost changes of items, kits, and services.

This option carries the prices from the original opportunity over to the renewed opportunity without including markups.

This option recalculates the price using the current cost of items in the item catalog and the markups used in the original opportunity.

This option recalculates the price using the current cost of items in the item catalog and current markups established at the system level.

This option is for opportunities that have existing Visit Checklists. You will always see this option displayed even if the Opportunity or Service Catalog does not contain visit checklists.

This next section helps you decide whether to transfer visit checklists from the original opportunity.

This option updates the services based on Service Catalog configurations from the administration menu.

When a renewal is completed, this option transfers the Visit Checklists from the original opportunity to the renewal.

🧠To learn more about Visit Checklists, read this article.

The next section in this window allows you to control Route and Sequence Numbers when renewing your opportunities.

Choosing the first option in this section removes routes and sequence numbers from your renewed opportunity.

The second option in this section keeps the routes and sequence numbers set in the original opportunity.

When you have Opportunity Branch Override selected in Administration, this affects your opportunity renewals. If this setting is in use when a contract is renewed, the Branch overrides made on your original opportunity will carry over to the renewed opportunity.

When the opportunity branch override is not checked, this will appear as a blank field on the contract renewal.

🧠 If you choose to update the price with updated markups and a pricing override is set up in your system, the value set by the override will be reflected in the price, not the updated markup value.

When a contract is renewed, the pay codes and override pay codes from the original opportunity get applied to the renewed contract. If the original contract does not have default or override pay codes, Aspire will apply the pay code information from the Service Catalog.

Opportunities that are renewed with Bulk Actions will have a status of Bidding.

The Renewals window will appear when renewing opportunities in bulk so that you have the same control over what information is transferred to the renewal as you would when renewing an opportunity individually from the Opportunity details screen.