PropertyIntel
By Aspire Software
The typical implementation process for PropertyIntel software:
Initial Consultation and Setup: Provide basic business details, discuss needs with a PropertyIntel specialist, and set up account access and permissions. This stage may include data gathering for property portfolios and establishing integration with Aspire if desired.
Portfolio Import or Complete Mapping: Use the Complete Portfolio Mapping service to move existing takeoffs or property data from Go iLawn, LandOne, or other platforms into PropertyIntel, or begin measuring new properties directly in the platform.
Training and Configuration: Access in-app guides, tutorial videos, and receive dedicated onboarding and implementation training (especially for Advanced and Enterprise plans). Configure catalogs, templates, user roles, pricing databases, and drawing standards for consistency.
Feature Hands-On and Workflow Setup: Begin using core tools like ProMaps for AI-assisted measuring, set up frequent workflows (e.g., estimate creation, project planning), and collaborate on initial projects to make adjustments for best fit.
PropertyIntel can be extensively customized to fit specific business needs, offering a high degree of flexibility across both design and operational workflows:
Users can create custom templates for recurring measurement or design types, speeding up repeated estimating and standardizing outputs.
Proposals are highly customizable, supporting pricing breakdowns, color-coded project sitemaps, and customizable cover letters to tailor communications for various clients and job types.
Drawing tools are versatile: users can employ color coding, grouping, layers, and annotation (arrows, text, freehand) to organize, convey, and phase project work exactly as their organization requires.
Companies can bring in their own pricing databases, allowing automated cost and material calculations to reflect business-specific rates and materials.
Business-specific workflow elements like maintenance, design-build, and enhancement takeoffs can be configured for the company’s service mix.
The platform supports cloud and unlimited storage, so users can structure project, job, or client hierarchies in a way that matches their internal record-keeping.
Integration with Aspire allows users to automate the movement of actual values, not just estimates, creating full data sync for custom reporting, dashboards, and workflow optimizations.
Visual proposals can be generated and sent in multiple, separate versions, supporting different project scenarios, scopes, or phases as needed.
Measurement and service areas can be divided and organized using sections, pages, or reference maps to align with unique phasing, project management, or crew assignment strategies.
The underlying AI/ProMaps feature can be fine-tuned by specifying which property boundaries or features to recognize, and users can adjust AI results for unique situation needs.
PropertyIntel Complete enables custom, done-for-you measurement services, letting businesses dictate exactly what features, zones, or metrics they want returned when requesting takeoffs.
Custom data collection fields, document templates, proposal layouts, map annotations, and measurement groupings—all can be tailored to a business’s processes, visual identity, and project types.
PropertyIntel provides a structured training and support ecosystem for new users, offering a blend of self-help resources, guided implementation, and ongoing customer assistance.
In-App Guides and Tutorials: All PropertyIntel customers have access to in-app guides, tutorial videos, and a comprehensive Knowledge Base. These resources are designed to help new users onboard quickly and independently, enabling them to learn at their own pace.
Dedicated Implementation Training: Customers on Advanced and Enterprise plans receive dedicated implementation training at the start of their subscriptions. This hands-on onboarding is led by PropertyIntel’s team, ensuring that organizations and teams can fully leverage the platform’s features from the outset.
Ongoing Product Support and Training: All users, regardless of plan, can request product support, live demonstrations, or additional training at any point by submitting a support ticket. This includes refresher sessions, team training, or help with new features and advanced workflows.
Knowledge Base and Self-Service: An online Knowledge Base is available for quick reference on technical questions, feature use, and best practices.
Support Ticket System: Users can submit support tickets for targeted help, troubleshooting, or requesting re-training on specific modules. The PropertyIntel team responds to guide users or resolve issues directly.
PropertyIntel relies on security and data protection practices that build on Aspire Software’s enterprise-grade approach, including industry-leading certifications, encryption, and incident response protocols.
SOC 2 Type II, GDPR & CCPA Compliance: Aspire, the developer of PropertyIntel, is SOC 2 Type II certified and complies with GDPR and CCPA standards. These certifications ensure stringent controls over security, privacy, confidentiality, and availability of customer data.
Encryption: Data is encrypted both in transit and at rest using secure protocols, ensuring protection during transmission and storage.
Secure Cloud Hosting: All confidential and proprietary data is hosted on secure cloud infrastructure (Google Cloud), which itself is SOC 2 and ISO 27017 certified, providing continuous security monitoring and regular audits.
Regular Audits and Penetration Testing: Aspire conducts annual penetration tests and automated security scans to identify and promptly address potential vulnerabilities.
Access Controls: Access to sensitive data is strictly limited to authorized personnel, supported by strong authentication measures and compliance due diligence for all third-party vendors.
Incident Response: Aspire has a comprehensive incident response plan to detect, contain, and report data breaches, notifying affected customers promptly when required.
Continuous Compliance Monitoring: The platform uses a third-party compliance tracker to ensure ongoing conformity with SOC 2 Type II and relevant regulations across all systems and vendors.
PropertyIntel releases updates on a regular, ongoing basis, typically featuring improvements, new features, and integration enhancements every few months. Updates are announced seasonally (e.g., spring and summer releases), reflecting a cadence of at least several major updates per year.
Seasonal Feature Releases: PropertyIntel provides major feature releases seasonally—recently, there have been spring and summer release recaps that summarize new functionalities and integrations.
Continuous Improvements: In addition to major updates, incremental enhancements and bug fixes are delivered regularly, with new features often rolling out every few weeks.
User Communication: Updates are publicized through official release blogs, webinars, and “office hours” sessions to help users stay informed and adopt new features effectively.
Integrated Sync Improvements: Platform integrations (such as with Aspire) are frequently updated, and critical data sync features can now be triggered manually or run automatically overnight to ensure users always work with current data.
PropertyIntel follows common industry standards for data ownership and portability, aligning with general SaaS practices and Aspire Software policies.
Customer Responsibility: PropertyIntel’s Terms of Use specify that customers are solely responsible for the protection and backup of their data while using the platform. This implies that users retain ownership of their own business data, including project files, measurements, proposals, and other digital assets created or stored in the system.
Control of Data: Users have exclusive control over their uploaded and generated data, with the right to access, modify, and manage information related to their accounts.
Data Protection: The terms require customers to ensure adequate data protection, with Aspire acting as a data processor for hosted and processed content.
Data Export Capabilities: PropertyIntel includes features for exporting data in common formats (PDF, PNG, XLSX), and supports data import/export functionalities for integration with other software or backup purposes.
Right to Export on Request: Users can request exports or retrieve their data at any time through the platform’s interface or through a support request, ensuring data portability for business continuity or migration.
PropertyIntel’s terms for scaling up or down as organizational needs change are generally in line with industry-standard SaaS models, offering upgrade and downgrade flexibility within contract limitations.
Adding Users/Capabilities: Organizations can add users, increase search or map credits, or activate additional services at any time. Service upgrades or credit packages are typically activated immediately and billed at the prevailing rate, prorated or full-term, depending on contract structure.
Enhanced Support and Onboarding: Upgrading to a higher-tier plan (such as Advanced or Enterprise) also unlocks enhanced onboarding training and implementation support.
Downgrading Services: Downgrading or reducing service levels (e.g., moving to a lower-tier plan or reducing credits/users) usually becomes effective at the end of the active contract term or billing period, and not mid-term for prepaid subscriptions.
No Pro-Rated Refunds: Downgrading does not result in refunds for unused credits or prepaid subscription fees; access to previously paid features continues until the billing cycle or term expires.
Contractual Commitment: Multi-month or annual agreements are generally considered binding for their full term (i.e., minimum commitment), and reductions in scale take effect upon renewal rather than mid-contract.
PropertyIntel’s contract renewal and cancellation terms are governed by its Terms of Use, providing guidelines for subscription renewal, cancellation, refund eligibility, termination for cause, and related dispute procedures.
Automatic Renewal: Contracts that require monthly billing are billed automatically every 30 days from the subscription start date, unless otherwise specified in the service agreement.
Fixed Term Agreement: The term of the agreement is set at the contract’s start and is considered a firm obligation for the entire duration as agreed at signing.
Expiration of Credits: Purchased credits (address search, map, property reports) expire one year from the date of purchase. Promotional or free trial accounts expire 30 days from activation.
Right to Cancel: Customers may cancel services at any time; however, cancellation only becomes effective at the end of the current paid term. There is no entitlement to refunds for prepaid services or for the remainder of the billing period.
Monthly Subscriptions: Automatic payments (e.g., monthly billing) will not be refunded if services are cancelled before the end of the active billing cycle. Service access continues until the current term expires.
Termination for Cause: Aspire may terminate or suspend access at any time, with or without notice, particularly in cases of violation of the Terms of Use or any abusive, unlawful, or fraudulent conduct.
Access Revocation: PropertyIntel can block user access or membership for any violation or for its own business reasons at their discretion.
Disputes: Disputes are subject first to written resolution efforts, then binding arbitration under the American Arbitration Association rules, to be conducted in Cincinnati, Ohio.
Modification of Terms: Aspire reserves the right to modify pricing, features, or terms at any time, becoming effective immediately upon notice (either posted or sent via email).
Governing Law: Delaware law governs the agreement, except where preempted by federal law.
PropertyIntel meets leading industry compliance standards through its parent company, Aspire Software, ensuring rigorous protection of customer data and alignment with regulatory frameworks.
SOC 2 Type II: PropertyIntel, as part of Aspire, is certified under SOC 2 Type II, demonstrating adherence to strict criteria for security, availability, processing integrity, confidentiality, and privacy of customer data.
GDPR (General Data Protection Regulation): The platform complies with GDPR requirements, supporting the protection and processing of personal data for individuals in the European Union and ensuring data subjects’ rights are upheld.
CCPA (California Consumer Privacy Act): PropertyIntel supports CCPA compliance, providing privacy safeguards and consumer rights protections for California residents.
Cloud Security Standards: All data is hosted on Google Cloud, with infrastructure certified under SOC 2 and ISO 27017 standards, ensuring secure data storage and processing practices.
