Documentation
Everything you need to run your business in AspirePro — from your first sign-in to configuring every module. Search, or pick a section to get started.
Getting started
AspirePro is the all-in-one platform for professional-services teams — sales, delivery, support, billing, and people, in one connected organization.
Open section →5 pagesYour organization
One place for everything assigned to you — tasks, tickets, calendar, timesheet, and time off — pulled together across every module.
Open section →8 pagesCompanies
Companies are the organizations you work with — the shared backbone that connects deals, projects, tickets, invoices, and people across AspirePro.
Open section →5 pagesContacts
Contacts are the people you work with — tied to their company and to every deal, project, ticket, and conversation they touch.
Open section →8 pagesCRM
Track deals from first touch to close on pipelines that mirror how your team sells — the CRM module in AspirePro.
Open section →10 pagesService Desk
Run support on one queue — boards, email-to-ticket, SLAs, time tracking, and automations — so every request gets tracked and answered.
Open section →7 pagesProjects
Plan and deliver client work — projects organize tasks, files, time, and people, on a board your whole team works from.
Open section →4 pagesPlanners
Flexible Kanban boards for any kind of work — personal or team — powered by the same task engine as Projects.
Open section →7 pagesResource Management
See who has room and who's overloaded — a live picture of your team's capacity, allocations, and demand across the weeks ahead.
Open section →32 pagesFinance
The money side of the platform — approve time and expenses, manage agreements, invoice your clients, see your statements, and know which clients are actually profitable.
Open section →12 pagesHR
People operations in one place — a directory and rich profile for everyone, plus performance, recruiting, assets, time off, and more.
Open section →4 pagesKnowledge
Your team's internal knowledge base — playbooks, SOPs, and reference articles, organized in permissioned collections and one search away.
Open section →5 pagesMeeting Notetaker
Connect your own AI notetaker service and its bot joins your meetings — recordings, transcripts, summaries, and action items all land in AspirePro.
Open section →5 pagesMeeting Scheduler
Calendly-style booking pages — share your live availability, let people pick a time, and have the meeting booked, invited, and logged automatically.
Open section →5 pagesDashboards & Reporting
Build and share dashboards from any metric in the platform, and schedule them as reports — the Dashboards & Reporting module.
Open section →4 pagesClient Portal
A secure, separate portal where your clients sign in to see and work their own tickets and projects — without any access to your internal organization.
Open section →2 pagesProx AI assistant
Prox is the AI assistant built into every page of AspirePro — it answers from your live data and takes action for you, always within your permissions.
Open section →7 pagesIntegrations
How AspirePro integrations are organized — organization connections an admin manages, personal connections each user makes — and where every integration's docs live.
Open section →12 pagesAdministration
The administrator's home — everything under System, and the recommended order to set your organization up in.
Open section →Bring your whole services business together
Stop stitching together five tools. Run sales, delivery, support, and billing from one organization — with an AI assistant on every page.