Aspire Software deployed Aspire version 5.6, which includes estimating, scheduling and invoicing enhancements to further expand the functionality of the Master Schedule of Values, streamline scheduling and optimize the invoicing process.
Estimating Enhancements
Master Schedule of Values: Adding Negative Line Items
In a recent update, the company added a Master Schedule of Values. Users can now create a negative line item directly inside the Master Schedule of Values (SOV) when they create/win a change order that has a negative value.
Once the Master SOV is ready for invoicing, users will navigate to the Invoicing Assistant and proceed as normal. The negative Master SOV line item will appear along with the positive items.
Work Orders and T&M per Service Invoices
Now users can add a new invoice type to their Fixed Price, Open Billing (FPOB) opportunities on a service. By clicking into the service on the estimate (base estimate or change order), the user can select a new invoice type of “T&M per service.” The service will operate like any other T&M service but now fits into the FPOB workflow. Once a T&M service is complete, it will appear inside the Invoicing Assistant as ready to invoice for the opportunity. Users can invoice these services alongside the Master Schedule of Value line times from the original work order.
Scheduling Enhancements
Schedule an Event: Opportunity Tag Now Available
Opportunity tags are a great way to sort and organize in Aspire. This data field is now exposed in the “Schedule an Event” grid to help increase accuracy and efficiency when creating your schedule in bulk using this feature.
Auto-Expenses: Additional Invoice Types
The company rolled out an Auto-Expenses functionality in 2019 that allows users to create material and hours for their subs that changes based on the agreed-upon price. Aspire has now expanded this functionality to pull in more invoice types, greatly increasing the ways users can leverage Auto-Expenses.
Multi-Visit Services Hours and Material Quantities
For multi-visit services, users can now set default values for both the hours and material quantities that appear in the Visit Detail screen as well as the Crew Mobile app. This improvement will eliminate the need to remember specific amounts and reduce time spent on data entry for services that require large material counts upfront for use in smaller quantities over the service’s lifecycle.
Invoicing Enhancements
Users can now choose to attach proposals to the same email when sending invoices. The system will use the correct layout, even if multiple exist, or will allow the user to select one if it was never set. This enhancement makes organization easier by allowing users to send emails with multiple PDF attachments.
A new look for Aspire Software
The company also debuted a new look for the Aspire brand with the unveiling of a new logo.
According to the company, this is the first of many improvements to come, including updating company marketing materials and support documents and improving its website and user interface.
