Estimating

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

26 articles in this collection
Written by Erin Hale and Aspire Software

Training Videos (Watch in Order)

201: Estimating- Contracts Overview

Written by Aspire Software
Updated over a week ago

202: Estimating- Estimating Contract Opportunities

Written by Aspire Software
Updated over a week ago

203: Estimating- Work Order Overview

Written by Aspire Software
Updated over a week ago

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

Written by Aspire Software
Updated over a week ago

205: Estimating- Work Order: Fixed Price Open Billing

Written by Aspire Software
Updated over a week ago

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

Written by Aspire Software
Updated over a week ago

207: Estimating- Work Order: Specific Item Situations

Written by Aspire Software
Updated over a week ago

Using Property, Operations, Service, and Ticket Notes

What's the difference between these types of notes? Watch this short video to find out!

Written by Aspire Software
Updated over a week ago

Changing a Contract

Written by Erin Hale
Updated over a week ago

Creating an Estimate for T&M Services

Written by Aspire Software
Updated over a week ago

Template Creation

Options When Creating Estimates from Templates or Copying

This article explains the check boxes available and what each will do when Aspire creates a new estimate or proposal!

Written by Aspire Software
Updated over a week ago

How to Format Token Fields for Proposals

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

Written by Aspire Software
Updated over a week ago

Contracts Articles

Using the Renewal Report for Contracts

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

Written by Aspire Software
Updated over a week ago

Best Practices for Multi-Year Contracts

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

Written by Aspire Software
Updated over a week ago

How to Change Contracts in Aspire

Learn how to make changes to your existing contract opportunities!

Written by Aspire Software
Updated over a week ago

Performing a Mid-Year Contract Cancellation

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

Written by Aspire Software
Updated over a week ago

Other

Managing Growing Community Contracts (Developing HOA's)

Written by Aspire Software
Updated over a week ago

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

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!

Written by Aspire Software
Updated over a week ago

Creating an Approval Workflow for Estimates

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

Written by Aspire Software
Updated over a week ago

Creating Indirect Services, Properties, and Opportunities

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

Written by Aspire Software
Updated over a week ago

Creating and Viewing an Estimator Note

Written by Erin Hale
Updated over a week ago

Warranty Costs in Aspire

Written by Erin Hale
Updated over a week ago

Using Single Unit Pricing

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

Written by Aspire Software
Updated over a week ago

Creating Sales Scorecards

Written by Erin Hale
Updated over a week ago

Best Practice: Sales Management

Written by Erin Hale
Updated over a week ago

Creating Discounts on Opportunities

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

Written by Aspire Software
Updated over a week ago