Estimating

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

25 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

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 this week

Other

Managing Growing Community Contracts (Developing HOA's)

Written by Aspire Software
Updated over a week ago

Fixed Price Open Billing – Specifying Exact Amount to Invoice

Written by Erin Hale
Updated over a week ago

Creating an Approval Workflow for Estimates

Written by Erin Hale
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

Single Unit Pricing

Written by Erin Hale
Updated over a week ago

Sales Scorecard

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