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Estimating
Estimating
From proposals to winning opportunities, here's what you should know!
27 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
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
Special Topics
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 Discounts on Opportunities
Find a way to perform discounts that works for your company!
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
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
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
How to Manage Branch to Branch Subcontract Work
Learn how to handle needed work that can't be performed by your branch but can be done by another branch in your company!
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 the Optional Services Tool for Opportunities
Learn how to streamline your enhancements process by mass creating work orders for specific services!
Written by
Aspire Software
Updated over a week ago
Creating Sales Scorecards
Written by
Erin Hale
Updated this week
Best Practice: Sales Management
Written by
Erin Hale
Updated over a week ago