A Day In The Life

This segment reviews the sales pipeline from the standpoint of Opportunities. The video tutorial shows how to create desired lists in Opportunities, use the stage and status functionality, recognize important details, and manage the pipeline through Opportunities.

This segment reviews the sales pipeline from the standpoint of Opportunities. The video tutorial shows how to create desired lists in Opportunities, use the stage and status functionality, recognize important details, and manage the pipeline through Opportunities.

This segment discusses how to manage the sales pipeline in Properties. The video tutorial shows how to navigate through Properties within Aspire to create desired list, use custom notes, use custom property tags, and manage accountability of sales activity.

One crucial part of preparation for the snow & ice season is estimating accurately, which Aspire handles seamlessly while allowing for customization of different contract specifications. The video tutorial follows the way to create a per occurrence (per push) estimate through Aspire Software. We begin with the capturing of takeoff data, followed by understanding how unique templates are built per contract, and then finish with how to estimate snow and ice contracts with custom factors.

This short demonstration walks through all the major steps needed from an event on the horizon through to invoicing the client. The video tutorial shows communication options prior to an event, how to schedule internal routes and sub-contractors, collecting hours and materials in the mobile app, allowing for a sub-contractor portal, invoicing your client immediately after an event and reporting needed to understand the profitability for each contract.