Activity Categories are used when creating Tasks or Issues.

This list lets you create attachment types you can assign to Property, Opportunity, and Contact records. Attachment Types are assigned when adding an attachment.

Catalog Item Categories are used when you are organizing item information in the Item Catalog.

Catalog Price Lists are used when you are using Price Overrides at the Branch level.

Catalog Price Lists are assigned for Branches in Organization.

It’s common to name the Catalog Price List after the Branch you assign it to.

The Certification Type is a list that you can create and use to categorize your employees certifications.

You can assign certifications on an Employee Contact Record.

The Competitor List allows you to create categories of competitors that you might be up against for winning over a property!

You can assign a competitor onto a Property Record

It’s common to add your competitors to this list.

Contact Types are used on Contact Records for your team to be able to tell what kind of contacts you have in the system.

The default list of Contact Types are:

📑Read our Division article here!

This list allows you to set up your company’s Divisions. Divisions are used in reporting for breaking out hours, costs, and revenue.

The most common divisions are:

Division Integration Code is an optional list to use for API functionality purposes.

📑To learn more about Division Integration Codes, read here.

This list allows you to create employee incident types.

Employee Incident Types can be selected when an incident is recorded on an Employee Contact Record.

You can create Event Types for things like snow events, which are able to be used on Invoice Batches.

The Industry list allows you to create industry names that can be tied to your properties.

The industry drop-down list is on the Properties detail screen.

The Issue List can be created for your crews to choose when creating Issues recognized on properties.

The Issue Types created in this list then become available as Subjects in the Aspire’s mobile app when Crew Leaders are creating Issues on their mobile devices.

📌Note: This list is fixed and cannot be changed.

Aspire has four default Job Status Codes that tell you what a job's progress is.

The status of Changed is no longer marked as In Use by Aspire by default.

Job Status Name is what is displayed inside of your Opportunities.

🧠Job Status Name is displayed in the Status field on the Opportunity for a job after it is won. Before that, Opportunity Status is used.

This list allows you to create a list of lead sources that team members can set on an opportunity.

This drop-down list can be used on the Properties detail screen and Opportunity details screen.

Locality Codes allow Aspire to provide information to your payroll system for reporting W2 withholding information if you are required to report by work location for your crew hours.

📌Note: The code for each locality must match what is set up in your payroll system.

When you cancel an opportunity, Aspire allows you to record a reason for the cancellation. The Opportunity Canceled Reason list in Application allows you to create a list of reasons for canceling contracts.

Then, when you cancel your opportunity, you can select one of the cancel reasons on the opportunity screen.

📌Note: This list is fixed and cannot be changed.

An Opportunity Stage is a list of stages through which Aspire advances opportunities based on user actions.

Stage Name is available for display, grouping, and filtering in the Opportunities Search List screen

⚠️Although you can add additional opportunity statuses, it’s recommended to only add them for pre-bid statuses; Aspire will ignore any opportunity statuses for other stages since there are certain automations tied to the default statuses!

Opportunity status is assigned as an opportunity is pushed through Aspire.

You can filter and display these statuses in the Opportunities module.

Pay Codes determine how payments will be calculated for employee hours during payroll.

You can use Pay Codes in Weekly Time Review , and allow multiple pay codes under Services in an Opportunity

The Pay Schedule list allows you to set up how your system pays employees for regular time or overtime each week.

A Pay Schedule is assigned to each employee in their contact record

📑To learn more about creating Credit Memos, read this article.

This list allows you to create payment categories for credit memos that are marked Credit as Expense.

When entering a credit memo on the Credit Memo screen, if the Credit as Expense checkbox is checked, Aspire prompts for Expense rather than Division. The options in the Expense drop-down list are populated from the Payment Category list.

These values are reflected in the End of Month report.

This list allows you to create payment terms that then can be assigned to properties.

🧠 These terms are used for calculating invoices past due in Aspire’s Aging reports.

Payment Terms can be filtered and displayed on the detail screens for the Properties, Opportunities, and Invoicing modules.

This list allows you to create property groups to categorize properties.

You can add Property Groups inside of a Property Record.

Once Property Groups are created, they are available for filtering, display, and grouping in the Properties module.

This list allows you to create statuses that can be assigned to properties.

Property Status is often used for managing the sales process.

The Property Type field can be used for any type of categorization, on the Property details screen.

The Property Type field performs a similar function to what the Industry field does on Properties created in your system and can be found on an individual property in the Properties module.

Once Property Types are assigned, you can use Property Types while using filters and displays on the Property and Opportunity modules detail screens.

📌Note: This list is fixed and cannot be changed.

This list helps set the stages that will change as you take action on purchase receipts!

The receipt status is shown on the Purchase Receipt screen and helps with filtering and grouping purchase receipts.

This list allows you to set the type of sale which is added to each opportunity.

The most common Sales Types used in Aspire are New Sales and Renewal.

Sales Type is also used when creating Sales Scorecards to track individual sales performance.

The Sales Type Name is also used on the Sales Commission Report and the Sales Pivot Report.

📑To learn more about Service Types, read this article.

Service Types are used to group services and tie them to your divisions. They can be thought of as Sub Divisions. They are the link between divisions and services to break down the pricing markups on your opportunities.

Service Type is used on the Service detail screen when adding or editing a service in the Service Catalog.

The Integration Code fields for Service Type are optional. They are used for API integration functionality. You may use up to 50 characters when creating your Integration Codes.

📑To learn more about Integration Codes, please read here.

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

Tags can be placed on Contacts, Properties, or Opportunities for reporting purposes.

Multiple tags can be added to any contact, property, or opportunity.

A takeoff represents something to be measured or counted on a property. The measure or count is then used for estimating. Takeoffs are grouped into Takeoff Groups.

You can edit property-specific takeoff values from the Properties screen by clicking the Edit Takeoffs icon.

You can select the takeoff on the item for any of the Item types.

📑To learn more about Takeoffs, read this article.

📑 To learn more about Tax Entities and Tax Jurisdictions, read this article.

Tax Entities represent state, county, or city tax locations. Tax Entities can be grouped together and define larger areas called Tax Jurisdictions.

Tax Entities are assigned onto Tax Jurisdictions. Those Tax Jurisdictions are used to calculate your final invoice tax based on property assignment for Tax Jurisdiction!

📑 To learn more about Tax Entities and Tax Jurisdictions, read this article.

Tax Jurisdictions represent areas of overlapping tax entities for cities, counties, and states and define the tax structure for that area.

Aspire calculates taxes for services of a property based on the Tax Jurisdiction where the property is located.

Tax Jurisdictions are assigned to properties in the Properties module.

📌Note: You have the opportunity to change the Tax Jurisdiction on an as needed basis as you use Invoices Batches or are reviewing Invoices in Draft status

The Unit Type list allows you to set up units of measure for setting up Items, Kits, or Takeoffs.

The Unit Type appears on the Item Catalog screen for selections on Purchase and Allocation Units for Items and Kits and the Takeoff Item screen.

The Vendor list allows you to set up a list of vendors the company uses for purchasing and needs to match the setup of your accounting system.

📌If you use an accounting integration, you should set up your vendors in those systems and sync Aspire to load vendors for you. If you use these payroll systems, you will not need to enter vendors directly into Aspire.

📑For more on Syncing Aspire to QuickBooks Desktop, click here!

📑For more on Syncing Aspire to Other Accounting Systems, click here!

Worker’s Compensation Codes are available if you sync your external payroll system with Aspire.

When your hours are exported, the Worker’s Compensation Code exported is determined based on the following:

Workers comp codes can be set for Employees, Services, or Divisions that will be used when exporting employee time from Aspire.

This list allows you to create reasons to apply to work tickets that have to be canceled.

The Work Ticket Cancelation Reason appears on the following pages:

Aspire updates the work ticket status as actions are taken on your work tickets.

Work Ticket Status is displayed as Status on the Work Ticket screen.

Work Ticket Status is also available on search lists and reports for filtering, display, and grouping.