Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.
Bills: Email Attachments
You can now attach a copy of the supplier's bill, or any other attachments from the Documents & Photos tab on your Bill Worksheet, when emailing from a Task or Purchase Order.
Learn more about Bills.
Learn more about sending an email.
Report Fields and Filters
Bills report
We've added 'Bill Date Received' as a new Bills report field. Use this to report on when your items were received from your supplier.
Learn more about Bills.
Learn more about Reports.
Layouts: Compliance Form Notes
You can now have the content of the Notes tab within your custom forms displayed on your custom form layouts. Just select the Compliance Form Notes table when editing your form.
Learn more about Layouts.
Our latest makeover in AroFlo Field is the OHS Checklists List.
Just like our recent updates, when viewing the full list, all of your OHS checklists will display, but you can still filter the list using the Categories selector.
Access the OHS Checklists List from Compliance > Forms, and also when adding compliance forms to tasks.
Regards,
Team AroFlo
Automatically send notifications when a quote is accepted
Event Messages now include triggers for quote acceptance status. Events could be when a quote is accepted, declined or awaiting a decision.
Now you can send emails or SMS to celebrate wins with estimators or assigned staff when jobs are ready to commence.
Regards,
Team AroFlo
In AroFlo Field, we've updated the Documents and Photos section within Checklists.
Simply tap the plus button to upload files or take a photo to attach to a checklist item.
Adding documents and photos to checklist items is a great way to show why you've selected a particular status on a checklist item.
Regards,
Team AroFlo
Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.
Field: Task Asset List
In AroFlo Field, we've made a few improvements to the asset list on tasks, to make this in line with our recent Asset List update:
- For assets with sub assets, the arrow to display sub assets is now on the left
- Tap the name of the asset to access the asset options
- Tap the box icon on the right to open the asset card.
Learn more about adding assets to tasks.
Email Templates
We've added 'PO URL Link (office)' and 'PO URL Link (field)' as data fields for email templates.
This is handy if you have internal emails set up via Event Messages and you want to include a link to open the related purchase order in AroFlo.
Learn more about Email Templates.
Report Fields and Filters
Certifications report
Certification Document Inserted By has been added as a report field.
Use this to view the name of the user who uploaded a certification document.
Quotes Report
We've added Labour Total Ex as a report field for Quotes reports. Use this to display the labour value after markups have been applied (for detailed quotes).
Learn more about Reports.
We've made the task timer visible on Quotes in both AroFlo Office and Field.
The task timer works like a stop watch and is a great way to easily record your start and stop times for accurate labour entries.
Regards,
Team AroFlo