Aspire Software

Read our Estimating overview and learn about opportunity, invoice types and estimating statuses!

Understanding Estimating in Aspire

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

Estimating

In this video, we’ll be talking about Estimating, specifically an overview of the Estimating workflow in Aspire.

201: Estimating - Workflow in Aspire

In this video, we’ll be talking about Estimating, specifically setting up Divisions in Administration.

202: Estimating - Administration - Divisions

In this video, we’ll be talking about Estimating, specifically setting up Service Types in Administration.

203: Estimating - Administration - Service Types

In this video, we’ll be talking about Estimating in Aspire, specifically setting up Services in Administration.

204: Estimating - Administration - Services

In this video, we’ll cover Estimating in Aspire, specifically adding Labor and Material Items to the Item Catalog in Administration.

205: Estimating - Administration - Adding Labor and Material Items to the Item Catalog

In this video, we’ll cover Estimating in Aspire, specifically adding Equipment, Sub, and Other Items to the Item Catalog in Administration.

206: Estimating - Administration - Adding Equipment, Sub, and Other Items to the Item Catalog

In this video, we’ll be talking about Estimating in Aspire, specifically creating Kits in the Item Catalog.

207: Estimating - Creating Kits in the Item Catalog

In this video, we’ll be talking about Estimating in Aspire, specifically Pricing.

208: Estimating - Pricing in Aspire

In this video, you will learn how to create an Opportunity for Contracts and Workorders.

209: Estimating - Creating an Opportunity

In this video, we will focus on creating Contracts with Fixed Payment Invoice Types.

210: Estimating - Contracts with Fixed Payment Invoice Types

In this video, we will cover Contracts with Per Service Invoice Types.

211: Estimating - Contracts with Per Service Invoice Types

In this video, we’ll be talking about Estimating, specifically Contracts with T&M Invoice Type Services.

212: Estimating - Contracts with T&M Invoice Type Services

In this video, we’ll be talking about Estimating, specifically Work Orders with a Fixed Price on Completion Invoice Type.

213: Estimating - Work Orders with a Fixed Price on Completion Invoice Type

In this video, we’ll be talking about Estimating, specifically Work Orders with a T&M on Completion Invoice Type.

214: Estimating - Work Orders with a T&M on Completion Invoice Type

In this video, we’ll be talking about Estimating, specifically Work Orders with a Fixed Price on Payment Schedule Invoice Type.

215: Estimating - Work Orders with a Fixed Price on Payment Schedule Invoice Type

In this video, we’ll be talking about Estimating, specifically Work Orders with a Fixed Price Open Billing Invoice Type.

216: Estimating - Work Orders with a Fixed Price Open Billing Invoice Type

In this video, we’ll be talking about Estimating, specifically Contract and Work Order Opportunity Templates.

217: Estimating - Contract and Work Order Opportunity Templates

Estimating- Work Order: Specific Item Situations

Training Videos on all things Estimating below!

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

Explore Estimate template creation and tokens in Proposals below! 

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

Read here to understand the options you have in the Contract Renewal Settings screen!

Understanding Contract Renewal Settings in Aspire

Learn what to do when you need to make changes to a contract in Aspire with these articles.

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 as Metric, KPI and Insight charts 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

This collection is for those that need additional information for Sales related processes in Aspire.

Sales Management

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

Read this article to learn about Aspire's change order process for Work Orders!

Creating a Change Order on Work Order Opportunities

Understand the Master Schedule of Values, Net Schedule of Values, and Schedule of Values screen for Fixed Price Open Billing Work Orders!

Using the Schedule of Values Screens in Aspire

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)

Read here to learn what Company Owned Equipment captured in Aspire means for your company and improve your job costing!

Capturing Company Owned Equipment in Aspire

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 labor or material costs to a completed job? Read here to learn about Warranty Cost and how to track it in Aspire.

Warranty Costs in Aspire

This article, Reviewing and Creating Indirect Properties, is the second part of a three part series.

Reviewing and Creating Indirect Services

This article, Creating Indirect Opportunities, is the third part of a three part series.

Creating Indirect Opportunities

Learn how to set a date or occurrence limit on fixed-price contracts that have multiple service visits.

Setting Limits on Fixed-Priced Contract Services

The Full Property Wizard is useful for account managers and tracks profitability of properties and their Opportunities! Learn more here!

Using the Full Property Wizard

Learn all about creating takeoffs in Administration, adding them to kits, and then assigning them on properties!

Creating Takeoffs in Aspire

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

Using Notes in Aspire

Read here for tips on how to create Fixed Payment Contracts that include Snow Services!

Creating Fixed Payment Contracts to Include Snow Services

Understand the values found on the Job Dashboard for Work Order Opportunities!

Getting to Know the Job Dashboard

This article will explain how to handle new contracts that start mid-month in Aspire.

How to Handle New Contracts that Start Mid-Month

Read here for some steps on how to import your On Center Data into Aspire!

Importing Your On Center Data Into Aspire

Read how you can mass import your opportunities into Aspire!

Using the Opportunity Import Spreadsheet

Need to learn about Indirect Services? Want to Copy an Opportunity? Need more information on Branch Subcontractor Work? Read below about Aspire's Estimating Special Topics!

Estimating Special Topics

Website

User Guide

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