Aspire Software

From proposals to winning opportunities, here's what you should know!

Estimating

201: Estimating- Contracts Overview

202: Estimating- Estimating Contract Opportunities

203: Estimating- Work Order Overview

204: Estimating- Work Order: Fixed Price on Payment Schedule

205: Estimating- Work Order: Fixed Price Open Billing

206: Estimating- Work Order: T&M On Completion

207: Estimating- Work Order: Specific Item Situations

Interested about notes in Aspire? Read this article to understand how the different note types can improve your communications internally!

Using Notes in Aspire

Creating an Estimate for T&M Services

Training Videos

This article explores why and how to use opportunity templates for estimating.

Creating Estimates with Templates

Use this for Proposal token fields in Proposal Description 1 and 2!

How to Format Token Fields for Proposals

Template Creation

The Contract Renewal report is designed to manage your renewals on active contracts!

Using the Renewal Report for Contracts

Learn how to setup multi-year contracts within the Aspire System!

Best Practices for Multi-Year Contracts

Learn how to make changes to your existing contract opportunities!

How to Change Contracts in Aspire

Learn how to cancel contracts in the middle of the contract year!

Performing a Mid-Year Contract Cancellation

Contract Changes and Renewals

As a Sales Manager, you want to help your team generate prospects and win more opportunities. Read this article to learn how!

Sales Management Best Practices

Understand the Sales Commission Report to track commission on jobs for your Sales team and effectively cut checks based on their efforts!

Using the Sales Commission Report

This article explains how to create and use sales scorecards. Also, learn how to add them to your dashboards and KPIs for tracking!

Using Sales Scorecards in Aspire

Learn how to streamline your enhancements process by mass creating work orders for specific services!

Using the Optional Services Tool for Opportunities

Sales Management

Find out how to create indirect services but also indirect properties and opportunities!

Creating Indirect Services, Properties, and Opportunities

This article explores why and how to use the Copy feature in Opportunities for your estimates!

Creating Estimates By Copying Opportunities

Find a way to perform discounts that works for your company!

Creating Discounts on Opportunities

Learn about establishing an approval process for Contracts or Work Orders!

Creating an Approval Workflow for Estimates

Use this function in kits where there is a need to show the client the unit cost for the primary item in the kit

Using Single Unit Pricing

Managing Growing Community Contracts (Developing HOA's)

If you don't want to invoice a service based on a percentage, then you will have to modify the Schedule of Values on the estimate!

Specifying Exact Dollar Amount to Invoice on Fixed Price Open Billing Invoices

Learn how to handle needed work that can't be performed by your branch but can be done by another branch in your company!

How to Manage Branch to Branch Subcontract Work

Need to apply costs to a completed job? Read here to learn about Warranty Cost and how to track it in Aspire.