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Every job you bid is documented in the Opportunity History on every property. This includes proposals won, lost, and those in progress, as well as renewals and change orders.
Proposals are tracked in the sales pipeline. Those you win automatically become work tickets available for scheduling, purchasing, invoicing and job costing. This is called sales-operations workflow. Aspire integrates it all, making it impossible to lose track of services, schedules, purchases and invoices.
Flexible yet controlled pricing is essential to managing profitability. Aspire employs the Multiple Overhead Recovery System (MORS – taught by Kevin Kehoe and Frank Ross). You establish your markups and margins for labor, material, subcontractors and equipment based on your budgets.
When bidding a new job you simply select services with labor, material, subs and equipment from your Item Catalog and Aspire automatically applies the markups and margins to produce a price with both gross and net profit margins.
Markups and margins can be unique to a branch, a division, a profit center or a service. That’s flexibility. Your estimators cannot change the markups and margins without management approval. That’s control.
If you use measurements in a take-off to bid your work, Aspire can make it easy by integrating services with kit production rates (Green and Snow). There is no limit to the number of property measurements or the number and complexity of production rate kits. This feature allows for consistent bidding of big jobs. And if you like to bid “by eye” to arrive at crew hours, we will support that too.
Think about it: You can now bid complex jobs with consistency and speed while applying complexity adjustments (as needed) to your kit production rates. That’s flexibility and control.
Plus, in a future release, Aspire will feature direct integration with Go iLawn property management, estimating and measuring tools for landscapers.
Templates: This single feature combines flexibility and control with speed and consistency. Templates provide a tool so there is no need to “re-invent the wheel” with every new bid. In Aspire you create templates (combinations of services, pricing, and language) that you use over and over again for like-type work.
Think about it this way: A template is like an Excel file connected to a Word file (for proposal language and formats) that produces a PDF document that you email or deliver to the prospect or customer.
The template remembers the information; the estimator simply alters the take-offs. This reduces the likelihood of estimator error when they “forget to bid things.”
Aspire provides Sales Reps reporting options, which monitor actual versus goal sales. We also provide sales pipelines designed to track Contacts and Properties long before they even become a proposal.
Once created, Aspire tracks proposals through the sales process, from bid to delivery to decision to re-cycle for next year. You have complete visibility into Rep activity at your fingertips. Even better, you have direct integration with Google and Outlook calendars and email. This means you can track every action of your Reps. Yes, it might irritate some Reps, but the good ones like it. Pretty good stuff when you consider the impact of missing out on the sale of a big opportunity.