Administration | AspireCare

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Administration

Administration

Get your backstage pass for the behind the scenes look at your system setup!

Administration

Overview of the Administration Module

Using the Favorites Tab In Administration

Adding a New Branch in Aspire

Optional Tasks for New Branch Set Up

Deciding Branch or Division For Company Setup

User Management

Creating an Employee Contact in Aspire

Creating a New Crew Member Employee Contact

Approving a Device

Aspire's Default Roles and Permissions Matrix

Copying An Existing User Role

Restricting Permissions for Viewing Payroll Data

Security Setup and Role Permissions

Inactivating an Employee

Estimating

Setting Up Sales Tax In Aspire

Creating a New Division in Aspire

Creating Service Types

Creating a Service

Adding Items to the Item Catalog

Item Name vs. Item Alternate Name vs. Item Code

Creating a Kit for the Item Catalog

Using Pricing Mark-Ups in Estimating

Managing Chemical Tank Mixtures

Creating an Auto-Kit and Creating Sub-kits in the Items Catalog

Purchase Units vs. Allocation Units

How to Setup and Use Dump Fees

Using Electronic Signatures for Proposals

Restricting Property and Opportunity Access with User Role Permissions

Scheduling

Adding and Editing Routes

Purchasing

Creating Inventory Locations

Other

Aspire Recommended and Minimum Requirements

Using Custom Fields

Using Customer Notifications

Search List Field Definitions Glossary (abridged)

Aspire Annual System Cleanup

Aspire Data Entry Date Fields

Uploading Attachments in Aspire

Using the Aspire Sandbox

How to Set Up Electronic Payment Methods