Pro Cards let you attach structured, custom records to a company — the kind of information that doesn't fit neatly into deals, projects, or tickets but is essential to how you serve a client. Think hosting and DNS configuration, licensing details, access checklists, equipment inventories, brand guidelines, recurring-service specs — anything you'd otherwise keep in a spreadsheet or a wiki page per client.
You design the card types; AspirePro gives you the structure, permissions, history, and cross-client views for free.
Card types and the field builder#
A Pro Card type is a template you define once and reuse. Using the field builder, you add exactly the fields that type needs — text, numbers, dates, dropdowns, and more — so every card of that type captures the same structured information. Types are configured under Companies → Pro Card settings (see below), where you can also organize types with tags and add starter packs of ready-made types.
Secret fields (passwords and keys)#
Any field can be marked secret in the field builder; the starter packs mark their Password, API Key and License Key fields secret. A secret field's value is handled differently from the rest of the card:
- It's encrypted when it's saved, and it's never sent to your browser with the card. The card shows •••••••••• until someone asks for the value.
- Reveal shows it and Copy puts it on your clipboard without showing it. Both need the Reveal secret fields permission, which the Admin and Manager roles have by default. An admin can give it to other roles under System → Roles & permissions.
- Every reveal and copy is recorded in the card's Audit tab: who, which field, and when. The value itself is never recorded.
- To change a secret, edit the card and type the new value. Leave it blank to keep the saved one, or choose Clear saved value. Anyone who can edit the card can replace a secret, even if their role can't reveal it.
- Prox and AI clients connected through MCP never read secret values, and they can't set them. Set secret fields on the card page.
Cards on a company#
Open a company's Pro Cards tab to see the cards attached to that client. From there you can:
- Create a new card from any type, filling in its fields.
- Open a card to view it, with its own tabs for documents, related tickets, and an audit history. Its ⋯ menu starts with Edit, then Clone and Archive, and, last and in red, Delete.
- Relate cards to each other, including parent/child relationships, to model structure (a site and its sub-sites, a product and its components).
- Clone a card to reuse a configuration, and archive/restore cards you no longer need active.
The Pro Cards fleet#
Beyond a single company, open Pro Cards from the sidebar for a fleet view — every card of every type across all your clients in one place. This is where you answer portfolio questions: which clients are missing a completed onboarding card? which are on the old configuration? You can filter the list, select many cards at once, and run bulk actions (status, tags) across the fleet.
Templates stay in sync#
Pro Cards use a snapshot-on-template model: when you create a card, it captures the type's structure at that moment, so existing cards aren't disrupted by later template edits. A synchronizer keeps cards aligned with their type as templates evolve, giving you both stability and the ability to roll improvements out.
Settings#
Pro Card settings are two tabs of Company settings (Companies → Settings), and need the Pro Card settings permission. People who have only that permission see just these two tabs.
- Pro Card types — create and edit card types. The field builder for each type, and the ready-made starter packs that get you going quickly, are here too.
- Pro Card tags — organize types and cards.