Table of Contents
Table of Contents
- Empower customers with Customer Portal 2.0
- Streamline estimating and purchasing with improved vendor management
- Increase the accuracy of revenue forecasts
- Streamline schedules (just in time for Snow season)
- Do more with enhanced photo and attachment capabilities
- Stay ready to win with flexible change orders
It’s time to celebrate! American Elm is finally here and comes with many exciting new features.
Empower customers with Customer Portal 2.0
Empower your customers to manage payments (including CVV information), view and create new requests, review and electronically sign proposals, and manage and pay invoices in a mobile-responsive, modernized portal.
Don’t worry about needing to resave all your credit card information - existing cards and already saved tokens will remain unaffected.
Streamline estimating and purchasing with improved vendor management
As an estimator, you can now assign vendors to specific items during the bidding stage, providing better control and planning for upcoming projects. Vendors can be assigned at the work ticket level even for jobs scheduled months in advance.
Increase the accuracy of revenue forecasts
Project monthly forecasts for the upcoming year, including revenue, labor hours, and material spending, with past months locked from editing. This tool aims to improve planning and resource allocation for long-range construction projects.
Streamline schedules (just in time for Snow season)
Anchor the first and last visit of the day directly from the schedule board and override various start and end points at the route level.
Do more with enhanced photo and attachment capabilities
Explore photos and attachments within a responsive gallery view and take a quick look at the contents of PDF files without downloading them.
Stay ready to win with flexible change orders
Ensure that no work opportunity is left on the table with the ability to create change orders for fully invoiced FPOB work orders with open work tickets, offering greater flexibility.
Explore more within Aspire and don’t forget to check out the release notes for more details.