The typical implementation process for Aspire software:
Kickoff and project planning: Assign an Aspire Implementation Manager and build an internal project team with defined roles and responsibilities, then establish a project plan and success goals.
Data review and system setup: Collect and clean existing business data (clients, jobs, price lists), map legacy processes, and configure the Aspire environment for company-specific workflows, branding, and user access.
Platform configuration and integrations: Set up custom workflows, permissions, user roles, and connect integrations (e.g., accounting, time tracking, supplier systems).
Training and guided onboarding: Conduct focused, scenario-based platform training for admin, managers, and field teams; power users are developed to champion internal adoption and support further rollouts.
Pilot/soft launch and workflow testing: Run a live pilot with selected jobs and teams, validate workflows, fix gaps, and gather feedback ahead of company-wide launch.
Go-live and post-launch support: Launch Aspire across all users and departments. Ongoing support is provided by Aspire’s AspireCare and implementation teams, including ongoing training, access to webinars, and community resources.
Aspire is highly customizable to fit diverse business needs across field service industries, with robust configuration, workflow flexibility, and reporting tools. Here are key data points on how Aspire can be tailored:
Custom dashboards and reporting: Users can build custom dashboards and reports by division, property, work crew, service type, client, vertical, or date range. Flexible profit-and-loss (P&L) reporting, pivot tables, and drill-down analytics allow granular operational and financial visibility.
Role-based permissions and access: Aspire allows administrators to define custom roles and set access levels for reporting, scheduling, invoicing, and more, ensuring each user or department sees only what they need.
Workflow automation and templates: Estimating, bidding, and job costing templates (kits) can be created and customized to match company-specific production factors, pricing schemes, and standard operating procedures.
Custom fields: Businesses can add custom data fields to contacts, properties, work orders, or tickets to track unique requirements, operational nuances, or compliance needs.
Integrations and open API: Aspire supports custom API integrations at the Enterprise level, allowing organizations to connect with other core applications, automate data syncs, or build extensions.
Mobile and field configuration: Time tracking, crew checklists, inspection forms, and communication workflows on the mobile app can be tailored to job roles, customer needs, or field processes.
Custom billing and job types: Businesses can define unique billing rules, recurring job intervals, job types, materials, and profit structures, adapting Aspire’s modules to any specialty or combination of services.
Property and asset tracking: Custom checklists, service categories, and property-specific data fields enable tailored management and compliance across varied site types.
User-specific metrics: Dashboards and analytics can be personalized for owners, managers, operations, or finance, aligning metrics with strategic or tactical objectives.
Based on Aspire's FAQ, plans, and support pages, most core implementation, training, support, and maintenance-like services are included in the monthly license fee, but some optional services and add-ons can create additional costs.
According to Aspire's pricing FAQ and plans information:
The following may incur extra charges depending on your requirements:
Aspire offers training and support for new users, designed to ensure rapid onboarding and ongoing success throughout the customer journey. Key aspects include:
Unlimited user training and onboarding: Aspire provides all new users with guided onboarding sessions, including live platform walkthroughs, access to self-paced modular training, and tailored onboarding checklists—all at no additional cost.
Dedicated Customer Success and Support teams: Clients receive a dedicated implementation manager for setup and rollout, as well as access to the AspireCare support desk for troubleshooting, best practices, and technical questions throughout their subscription.
Extensive online knowledge base & resource center: Users can access a robust library of articles, video tutorials, FAQs, and in-depth documentation via the Aspire Resource Center 24/7 for self-service learning and tips on advanced configuration or features.
Aspire Community and peer learning: Aspire’s active community forum allows users to exchange insights, ask questions, and connect with other field service professionals for industry best practices and workflow ideas.
Role-focused and on-demand content: Training is available for specific roles such as admin, field workers, and managers, featuring live webinars, bookmarks for task-related help, and periodic refresher sessions post-launch.
Multi-channel support: Users can access help via email, web, or in-app chat, with most requests responded to quickly by knowledgeable support agents and user success coordinators.
Aspire employs advanced, multi-layered security measures to protect client data and ensure regulatory compliance. Key security features include:
Data encryption in transit and at rest: All sensitive information, including financial and card data, is encrypted using industry-standard protocols both while stored and when transmitted, providing strong protection against unauthorized access.
Access control and least privilege: Aspire enforces strict, role-based access controls (RBAC), ensuring that users, staff, and partners can only access data necessary for their roles, adhering to the principle of least privilege.
Tokenization and network security: Payment data is further protected through tokenization, layered access restrictions, and robust network security systems.
Real-time monitoring and alerts: Aspire’s infrastructure is monitored 24/7 to identify and respond to threats or anomalies, with real-time alerting systems in place.
Regular security assessments and penetration testing: The company conducts ongoing IT risk assessments, regular vulnerability scans, and penetration testing to maintain a secure environment and proactively address new risks.
Incident Response Plan: A dedicated and tested incident response plan is in place to detect, contain, and promptly notify affected clients of any potential data breach, as required by law.
Third-party diligence: All third-party providers with access to Aspire’s systems or data are routinely vetted for security compliance and hold appropriate certifications.
Global security certifications: Aspire complies with major standards, including PCI DSS (for payment security), ISO 27001, and SOC 2 Type II, which are independently audited and verified regularly.
User rights, privacy, and compliance: Detailed privacy policies outline data subject rights — including access, correction, deletion, and portability — and commit to compliance with GDPR and other regional privacy frameworks.
Aspire releases software updates multiple times per year, with new features, enhancements, and bug fixes typically introduced in staged, named releases (such as “Eastern Redbud Release” for 2025). Updates are managed centrally on the cloud platform, requiring no manual intervention from users.
Frequent major releases: Aspire pushes significant platform updates several times a year, often quarterly, introducing major new features, functional improvements, and workflow enhancements.
Incremental enhancements and fixes: In addition to major releases, the Aspire team rolls out smaller fixes and incremental improvements as needed, ensuring ongoing stability and swift resolution of technical issues.
Cloud-based delivery: All updates are managed server-side in the Aspire cloud infrastructure, meaning users always access the most recent version automatically—no downloads or local installation required.
Release notes and user guides: Each update is accompanied by detailed release notes, which highlight all new capabilities, improvements, and any required workflow changes. Training webinars and in-app prompts are offered to help users adapt to new features.
Aspire’s policy on data ownership and portability is designed to ensure that client businesses retain control and have clear rights to their information, while also supporting full data portability. Below are the core data points:
You (the client) own your data: Aspire explicitly states that customers retain all ownership rights to the User Data (business, financial, client, and operational data) stored within the platform.
No transfer of ownership: Aspire does not acquire any rights, title, or interest in customer data beyond what is necessary to operate and provide the services; its rights are limited to a revocable license to process customer data only as required during the subscription period.
Export tools are provided: Aspire offers robust data export options from within the platform, allowing clients to extract statements, transactions, claims, expenses, billing, and user information in multiple standard formats (e.g., CSV, Excel, QuickBooks, Xero, Netsuite, and other accounting formats).
Self-service and support-assisted exports: Users can export their data any time from the web or mobile interface via the “Statements and Exports” area, or can request additional export or data retrieval support if needed.
Portability after contract termination: Upon contract termination, Aspire provides the client with up to 21 days to retrieve all their stored data, or will provide a portable disk with the information, depending on the situation and notice provided.
Aspire offers flexible terms for scaling up or down as organizational needs change, allowing adjustments to user counts, plan features, and service modules. Key terms and conditions include:
On-demand upgrades and downgrades: Organizations can upgrade or downgrade user seats, product modules, or subscription tiers as needs evolve, directly via the account portal or by written/email request.
Incremental changes take effect monthly: Requests to scale up (add capacity, features, users) or scale down (reduce features, users, invitations, or campaigns) must be submitted at least 10 days before the month’s end to take effect the following month. Later requests are processed for the subsequent cycle.
Immediate billing adjustment: Upgrades are billed immediately on a prorated basis for the remainder of the current billing period; downgrades take effect at the start of the next billing cycle with adjusted charges.
No data loss during scaling: Downgrading or scaling down preserves customer data, though some premium features may become read-only or inaccessible until reactivated with a higher-tier plan.
Add-on/reactivation flexibility: Clients can activate or deactivate specific add-ons (e.g., modules or special integrations) at any time, with the same 10-day notice before the cycle’s end for next-month effect.
Role and access configuration: Admins can instantly change user roles (e.g., upgrade an employee to manager/admin) through the dashboard, impacting privileges and access immediately.
Transparent rate changes: Newly chosen subscription rates, fees, or credits will be reflected in the next invoice/billing cycle after scaling changes are processed.
No long-term lock-in: Aspire’s policy of monthly effect means organizations are rarely locked into a specific scale for more than a billing cycle, supporting businesses with seasonal fluctuations or fast growth needs.
Aspire’s contract renewal and cancellation terms are detailed and designed to provide clarity, flexibility, and standard SaaS protections. Key points include:
Automatic renewal: After the initial term (often one year), contracts typically renew automatically for additional one-year periods unless either party provides written notice of non-renewal at least 30 to 90 days before the renewal date, depending on the specific agreement.
Notice requirements: Written notice for cancellation or non-renewal is required in advance—commonly at least 30 days before the contract end (sometimes 45 or 90 days by contract type). Notices must be in writing (email or portal submission are usual channels).
Termination for cause: Either Aspire or the client may terminate the agreement early if the other party is in material breach and does not cure the breach within a specified period (typically 30–60 days after written notice).
Termination for prolonged service outage: If Aspire fails to deliver service for more than 24 consecutive hours on three occasions in three months, customers may terminate early with written notice within 28 days of the last event.
Termination for business reasons (by Aspire): Aspire reserves the right to terminate the agreement with at least 90 days' notice if it becomes impossible or commercially unfeasible for them to continue delivering the service; clients are entitled to a pro-rata refund for any pre-paid, unused subscription fees if Aspire discontinues the product.
No arbitrary feature removal: Any changes to the service must not materially degrade functionality; if Aspire permanently discontinues core services, a pro-rata refund is issued for the unused portion.
Deactivation of add-ons: Clients can deactivate add-ons (such as additional modules) with advance written notice (for example, at least 10 days before the billing cycle ends to take effect the next period).
Death, insolvency, or bankruptcy: Both parties can terminate immediately if the other becomes insolvent, goes bankrupt, is dissolved or liquidated, or is under receivership.
Refund policy: Pro-rata or full refunds apply where Aspire terminates access without cause or permanently discontinues service; otherwise, refunds are rare and subject to applicable contract terms.
Aspire software meets several of the most important international compliance standards for cloud-based business management platforms, with a focus on privacy, security, and financial processing. Key certifications and compliance elements include:
SOC 2 Type II: Aspire is SOC 2 Type II certified, meaning its organizational controls for security, availability, confidentiality, and privacy are independently audited and validated. This covers strict protocols for cloud data integrity and customer information management.
ISO 27001:2022: Aspire holds ISO/IEC 27001:2022 certification, which demonstrates adherence to rigorous global standards for information security management across all operations, including remote and distributed service delivery.
PCI DSS: Aspire is PCI-certified, ensuring that payment and financial data processing meets the requirements for secure handling, storage, and transmission of credit card and sensitive payment information.
GDPR: Aspire is GDPR-compliant, with strict controls for data subject rights, access, erasure, and portability, making it suitable for organizations handling personal data of EU residents. Comprehensive privacy controls and regular compliance reviews guarantee continuous alignment with EU data protection rules.
CCPA and regional privacy laws: Aspire is also CCPA-compliant for California residents and undertakes ongoing reviews to ensure compliance with evolving global and regional privacy frameworks.
Third-party/vendor diligence: Aspire’s suppliers and sub-processors are required to maintain their own SOC 2 or ISO certifications, with routine reviews to ensure ongoing compliance for all data-handling parties.
Aspire
By ServiceTitan
