Purpose

Training Video

Aspire’s Configuration settings play a crucial role in setting up your business within Aspire. While there are many tabs in Administration that are useful when using Aspire, we will be highlighting some of the most important settings in Configuration that will help you with the daily use of our platform.

Below, we discuss the important fields to use within each of the subsections in the Configuration tab, in Administration, for accurate system setup.

🧠 If you can’t find a specific field in this article, check out our User Guide article for a detailed list of all fields within the Configuration tab in Administration.

In the Application tab, review the check boxes and fields available on this screen. Some of the most important fields on this screen are the Revenue Reporting drop down field, the Time Zone drop down field, and the Crew Leader Role dropdown field.

The Revenue Reporting type option allows you to define how your system should categorize and report on different revenue streams, such as recurring maintenance contracts, one-time project fees, or material sales.

The Timezone option allows you to set the time zone that your company is located for your entire system.

The setting here corresponds with the Time Entry screen and the hours recorded by your employees.

The Crew Leader Role dropdown options allow you to set a role for the Crew Leader functionality when using Aspire’s mobile apps. This is defaulted to the Crew Leader user role, but you are able to change it if need be.

To the right are check boxes that allow you to further customize your system. Some of the most important check boxes in this window are: Auto Approve Device, the Enhance Branch Admin Security check box, and the Enable Takeoff Integration check boxes.

For the Auto Approve Device checkbox, this streamlines the process of authorizing new devices, like mobile phones or tablets used by crews or office staff, to access and sync data with your system.

If you plan to set up Takeoffs and also are using a takeoff integration with your system, you’d need to review the checkboxes and configure as needed.

📑To learn more about Takeoffs in Aspire, read this article.

📑To learn about the Aspire + PropertyIntel Integration, click here.

In the Company tab, this is where you enter your client facing information such as Company Name, Address Information, Website URL, Company Contact Information and you can upload your logo here.

The logo uploaded in this section is used inside of the Customer Portal. The address information and logo are also displayed on your proposals and invoices (Click here for an example).

The logo uploaded in this section is also used inside of the Customer Portal. Logos can be set on the branch-level as well within your branch record. However, the customer portal logo cannot be branch specific. Your branch specific settings can be configured with a logo as well, but will not affect the customer portal settings.

📑To learn about setting up your optional Customer Portal, read this article.

Under the Invoicing tab, you can set up billing requirements and also set your Invoice Email From User Account.

📑To learn about Setting Up Your Aspire to Email Invoices to Customers, read this article.

📑To learn more about syncing your email address to Aspire, please read this article.

In the Time Reporting tab, you can set up break times, set a geo perimeter for your crew’s clock ins, configure Crew or Aspire Mobile settings, set up your payroll integration, and review Sub Portal settings.

Setting up a Break Time standardizes the break time that is automatically taken out of recorded worked hours for your users.

🧠 You can use this field to set a standard break time if your users are not using the Report Lunch feature in Aspire’s mobile apps.

The First Day of the Week is used for payroll purposes and also is used when you are reviewing weekly hours in Weekly Time Review.

📑To learn about Payroll Setup for QuickBooks Desktop, read this article.

📑To learn about Payroll Setup for Other Payroll Systems, read this article.

Setting the Default GEO Perimeter allows you to set an area measured in feet that your crews must be in to clock in to their jobs.

The GEO Perimeter interacts with latitude and longitude measurements for your properties established by Google Maps.

Geo Perimeter Push Pins are shown on the Time Entry screen for your employees that are recording their hours.

While these configuration settings are set up at a company-wide level for your Aspire system, you can also set up branch-specific settings! Often these will override settings set on the company-level.

To learn more about branch-specific settings, check out our Adding a New Branch in Aspire article!

Now that you've completed Configuration, here are some additional articles to check out!