Skip to content

Frequently Asked Questions

You've got questions? We've got answers.

Find them here in this library of our most commonly asked questions.

Customer Portal

How customizable is Aspire's customer portal?

The customer portal is very customizable and is formatted within your instance of Aspire. You can set color schemes and logos as well as information that is viewable by the client.

Which of our customers have access to our Aspire customer portal?

Access to your Aspire customer portal is managed internally by your company. You can choose to invite as many or as few clients as you'd like.

Can our customers approve proposals in our Aspire customer portal?

Yes. We offer an e-signature option in the Aspire customer portal.

Can our customers submit requests for service in our Aspire customer portal?

Yes. There is a tab called "Issues" in your Aspire customer portal where clients can request service or report issues with work performed.

What information is viewable in our Aspire customer portal?

This is up to you. We offer the capability to allow customers to view invoices and proposals as well as issues, but you can customize these permissions when you format your Aspire customer portal.

Can customers pay invoices in our Aspire customer portal?

Yes. To use this functionality, you must first set up a merchant account with Clover Connect, Aspire's partner electronic-payment processor.

Check out the frequently asked questions on electronic payments for more information.

How long can customers access proposals within our Aspire customer portal?

Proposals stay in your Aspire customer portal until they are approved by the client or removed by you. The client can also continue to view proposals as work in progress until they are completed.

How long can customers access invoices within our Aspire customer portal?

Invoices are accessible until they are paid. Once invoices are paid, the customer is still able to access these in a 'paid within the last six months' view or 'all paid' view.