Blog

Pick up where you left off with our latest feature. AroFlo will keep you logged in on your device, even if you've closed all tabs. Whether you're using AroFlo Office or Field, simply open a new tab of AroFlo and you won't be prompted to log in again.

Things to note:

  • AroFlo will keep you logged in on your device for 8 hours
  • Remember to log out during this time if other users plan on using the device you're using to log into AroFlo
  • We recommend logging out once you've finished using AroFlo for the day.


Regards,
Team AroFlo

Reports makeover

Our development team has made some background improvements to the way reports collect information.

As part of this, you'll notice a few improvements to the way reports look:

Reports updates

We’ve also added a cancel button when reports are generating. Use this when you’ve forgotten a field or when your report has too much information.

Learn more

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: Add labour entry to Quote

Adding a labour timesheet entry to a quote? We've improved the look of the Labour button.

Learn more about Quotes.

Assets: Asset Type Fields

Using Asset Types? You can now view/display these in the following three areas:

Tasks

An 'Asset Type' column is now visible on the Assets tab of the task worksheet.

Learn more about Adding Assets to Tasks.

Layouts

When using an Asset Table on a layout, e.g. a jobsheet layout.

Learn more about Layouts.

Reports

We've added the following three asset type fields to Task reports:

  • Assets Types
  • Assets Asset Type
  • Assets Asset Type Description

Learn more about Reports.

Fields and Filters

Schedule Date fields based on client timezone

New schedule date fields are available in emails and task layouts. You can now send emails or jobsheets with schedule dates based on the client's local timezone.

  • [Client Timezone]
  • [Schedule Date (Client Timezone)]
  • [Schedule End Date (Client Timezone)]
  • [Schedule Time (Client Timezone)]
  • [Schedule End Time (Client Timezone)]
  • [Schedule Date @ Time (Client Timezone)]
  • [Schedule End Date @ Time (Client Timezone)]
  • [Schedule DOW Day Month @ Time (Client Timezone)]

Learn more about Layouts.

Linked Task fields on Task reports

'Linked Task' fields have been added to Task reports. Certain fields also include a hyperlink to quickly open the related information.

  • Linked Task Client
  • Linked Task Jobnumber
  • Linked Task Linked By
  • Linked Task Linked Datetime
  • Linked Task Owner
  • Linked Task Status
  • Linked Task Substatus
  • Linked Task Task
  • Linked Task Tasktype

Learn more about Reports.

Projects: New Invoice Layout Tables

We've added two new tables to Project Invoice layouts. These are based on existing 'Project Detailed' tables with an added ability to customise task information displayed.

  • Project Collated

  • Project Collated (ex sub totals)

Learn more about Project Invoice Layouts.

We've updated the Create Asset page in the new-look AroFlo Field and added the Asset Category field.

This means you can change the category if you need to while creating the asset. In a future update, we'll be removing the need to select a category before creating an asset.

Learn more

Regards,
Team AroFlo

We've added the ability to set a status for multiple assets at once.

This is ideal when dealing with tasks with several assets attached and will save you a lot of time.

This feature is available in both AroFlo Field and Office.

Multi Update assets

Learn more

Regards,
Team AroFlo

Field Updates: Improvements to quote items

We're shortly going to be releasing an update to the quote items area of AroFlo Field.

Other than a new, modern look, this update will also:

  • make it easier to access your Task-specific lists, SoR lists and Assemblies
  • include an option to select SoR items
  • include an option to review items before adding them to your quote.

Here is a sneak peek:

Quote items update

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.

New Transaction Term

You can now set your transaction terms to the 28th day of the following month. Just look for 'EOM of the following month' when setting up your terms.

Learn more about Transaction Terms.

Documents and Photos: Copy and Paste

You can now copy and paste images into the drag and drop window when uploading documents and photos.

This is helpful if you need to save an image to AroFlo (e.g. on a task), without saving it to your device.

Learn more about Documents and Photos.

Layouts: Static Data Fields for Owner Business Unit

We've added static data fields that retrieve data from the 'Owner' Business Unit.

This is useful if your staff operate in one business unit but create invoices for a task owned by a another business unit.

Learn more about Layouts.

You need to be using permission groups to access this feature.

We've made Gantt charts even more flexible, with a handy Task Details window. Just double-click any task bar to:

  • view key task details
  • easily access the task worksheet or client card
  • update the task's start date, duration and progress
  • view or add Task Notes.

OFFICE IMAGE

Learn more

Regards,
Team AroFlo

Share your custom layouts with other AroFlo clients

If you have custom layouts you'd like to share with other businesses that use AroFlo, you can now export your layouts in .TXT format and send them to your contacts for import into their AroFlo sites. 

OFFICE IMAGE


Learn more

Regards,
Team AroFlo

We've added five new schedule labels to the calendar settings. Using these on your calendar schedules makes it even easier to call your client.

New schedule labels available

Learn more

Regards,
Team AroFlo

We've updated the look and feel of Documents & Photos within Projects.

When viewing documents and photos for projects, you'll now have the option to view the folder structure.

Docs and Photos Projects

Learn more

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: Date picker available for custom fields

In AroFlo Field, custom fields for Tasks and Quotes using a Date field type will now use the date picker, seen in other date fields.

We aim to roll this out in other areas shortly.

Learn more about custom fields.

Task Custom Fields: No Limit on Import

You can now import as many task custom fields as you need to when importing tasks to AroFlo.

Learn more about custom fields and bulk data imports.

Report Fields and Filters

Tasks report

We've added 'Client Account Manager User Position' both as a report field and as a filter.

These are useful for team performance statistics and/or if you want to compare how much work certain areas of your business have on.

Learn more about Reports.

We've updated the Daily Timesheets screen in the Office interface with new icons to indicate whether a timesheet entry has been signed by the user or not. 

  • Green icon: entry has been signed
  • Grey icon: entry has not been signed

OFFICE IMAGE

Learn more

Regards,
Team AroFlo

You need to be using permission groups to access this feature.

Export in .CSV format

You can now export your AroFlo Gantt charts in .CSV format. This is great for anyone who wants to upload a copy of their chart into another project management software program, such as Microsoft Project.

OFFICE IMAGE


Learn more

Regards,
Team AroFlo

We've added the ability to edit the quantities for linked items. This is useful for linking items across multiple invoice line items.

In addition, use the new Use Sum of Items button to apply the linked line items' total cost and total sell value to the invoice line item.

Task Invoicing updates

Learn more

Regards,
Team AroFlo