ASPIRE BUSINESS MANAGEMENT SOFTWARE

Manage opportunities with Aspire's integrated CRM

Product Screenshot | Job Dashboard [Marriott]

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FAQs

Frequently Asked Questions

Can a sales manager review individual sales members and tasks?

Yes. Aspire's integration with Outlook and Google enables sales managers to view the individual tasks that sales members have lined up.

Is it possible to customize dash reports and dashboards for the selling process?

Yes, Aspire provides reporting at multiple levels that include sales KPIs, account manager KPIs, pipeline lists, and pivot tables, as well as role-specific dashboard reports.

Does the system enable users to track the profitability of each job versus the total customer level?

Aspire allows for job costing and profit tracking at the job level, the customer level, the property level, etc.

What email servers sync with Aspire?

Outlook and Gmail both sync with Aspire.

How does Aspire integrate email tracking with Outlook and Gmail?

The best practice we recommend is sending emails from Aspire. Those emails then go out through the respective servers, leaving a record in both systems. Incoming emails from either Google or Outlook are dropped into an Aspire folder to be recorded and documented with the respective contact and property.

Does Aspire support electronic signatures for proposals and contracts?

Aspire allows customers to electronically sign proposals and contracts through the Aspire customer portal.

How many different "tasks" can we set up within a given job? Can different employees be assigned to different tasks from one team or crew leader?

Aspire will support any level of task granularity. That information is provided to the employees for unique assignment to tech, team, or crew as well as team or crew leaders.

Can photos be taken of the property before and after we leave the property in order to clock in and clock out?

Yes. Services can be assigned in Aspire with the requirement of recording information either via photos or forms at clock out.

Does Aspire's mobile app work in the background? We legally can't track our employees after working hours and since it's GPS enabled, that's a concern.

Aspire's mobile tracking of employees commences with the sign-in process, which is initiated with a pin number and linked directly to payroll. Only those activities are tracked.

Is reporting on job status updates available for time, materials, equipment used, etc.?

Reporting on time worked, materials, and equipment usage happens in real-time. This data is used for job costing and feeds payroll for accurate reporting.

Can employees clock in and out at different times, for various portions of a job?

Yes. Aspire provides complete flexibility for tracking techs, teams, or crews and jobs, simultaneously in sequence.

Can clock time be flagged if an employee exceeded a certain number of total hours in one day?

Aspire provides payroll and clock time reporting that through the use of dashboards can provide alerts in real-time for specific rules set up on the schedule board.

Does the client information come directly from the CRM, without needing to type that information in again?

Aspire is a single, integrated database management system. This means customer property contact information is entered one time and is available in all parts of the system.

Are there limits on how many properties we can add to the system?

There are no limits to the number of customers or contact properties that can be added to Aspire.

How do estimating templates work?

Templates are set up by division, and there are no limits to the number of templates you can create by division. Typically, companies will create anywhere from four to 15 templates in any division.

Does Aspire support sales planning?

The system provides a unique scorecard and KPI budgeting to set goals and monitor actuals. This is flexible by rep, by branch, and by division.

Where can I find more information about the customer portal within Aspire?

FAQs related specifically to Aspire's customer portal can be found here.