Aspire provides standard default statuses while also allowing you to customize some. The statuses include: pre-bid, bidding, approval, delivery, signed, production, or lost. This makes it easy to monitor and track proposals as well as opportunity sales pipelines.

Aspire estimating templates track and manage all services as well as optional services on every maintenance contract. The templates also allow the ability to add new service tickets or extra visits inside existing service tickets. That is typically a workflow option the client determines.

Aspire provides full sales and estimate pipeline reporting with filters to isolate estimates by rep, by branch, by customer, by service type, or by desired date range.

Aspire requires you to create your own templates, services, contract language, and most importantly, pricing rates. This produces both standard and job pricing with gross margin, overhead recovery, and net margin reporting.

Templates are completely flexible and will become essential to your standard estimating process.

In Aspire, you can customize your:

• Services

• Service descriptions

• Pricing and profits

• Invoicing and billing

• Scope and contract language

• Final proposal format and presentation

Aspire handles change orders in the estimating system by linking every addition, deletion, and substitution to the original job estimate. This makes it easy to track complicated job history and projects that evolve.

There is no limit to the number of production rate calculators in Aspire.

There is no limit to the number of templates you can create for estimating in Aspire