Blog

We've continued the makeover in the Purchase Order area, and our latest update is the supplier selection area.

It's now more intuitive with standardised buttons, navigation and filters. It makes the selection of a supplier just that little bit easier.

PO supplier select

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Regards,
Team AroFlo

The To-Do List is a great way to create quick reminders on the go. It's always just one click away.

With one click, you can remind yourself to send a quote, make time to chat with a teammate or maybe pick up that tool you left on site.

You can find the To-Do List in Office and Field. Always visible in the top right of the menu.

Field ToDo

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Regards,
Team AroFlo

We've added the ability to export Project reports as HTML, PDF or CSV, so you can easily export this data, just like in the Reports area.

Project Reports

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Regards,
Team AroFlo

Our latest Field makeover is Purchase Order Documents and Photos.

Simply tap the plus button to upload files or take a photo to attach to a Purchase Order.

PO docs and photos

Learn more about Documents and Photos

Regards,
Team AroFlo

Now Live: Improvements to Timesheets

We've updated the Timesheets navigation in Field.

This new look includes easier navigation and the ability to add a new timesheet entry quickly from any view!

timesheets view

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: Quote Status and Substatus

We've made it easier to see at a glance where your quotes are at when viewing the Quotes List, by including the status, substatus, and acceptance status indicators.

Learn more about the Quotes List

Learn more about Substatuses

Field: Print PDF

We've revamped the Print PDF section in AroFlo Field.

Access the print options for a task, quote, purchase order or invoice.

Learn more about Printing in AroFlo Field.

Our latest Field update is the Documents and Photos section within User cards.

Simply tap the plus button to upload files or take a photo to attach to a user card.

User docs and photos

Learn more about Users

Learn more about Documents and Photos

Regards,
Team AroFlo

Quotes: Online Quotes

Your clients can view and accept quotes online!

Online Quotes allow your clients to view, accept or decline a quote through AroFlo's external quote viewer. Client responses automatically update the quote status in AroFlo and can even send you a notification the moment they hit accept.

OFFICE IMAGE

Learn more

Regards,
Team AroFlo

Field: Clients List

Similar to our revamp of the Suppliers List, we've also improved the look of the Clients List in AroFlo Field.

Simply tap the name of the client to access their details, or tap the actions button to access further options.

Client list

Learn more

Regards,
Team AroFlo

Our latest Field update is the Invoice Payments screen.

This new look makes it easier to see at a glance the Balance Due and Payments Applied and also features colour coding for payment types.

Invoice payments screen

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Regards,
Team AroFlo

AroFlo now remembers the quote layout set when you save a quote.

We know that sometimes a quote needs a unique layout different from the default. So if you change the Print Options Layout, we now retain the selection if you need it again in the future.

This update also paves the way for Online Quote Acceptance. We'll have even more to share soon.

Quote Worksheet Print Options

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Regards,
Team AroFlo

You asked; we listened! Our powerful time-saving tool is now even better, thanks to your feedback. We've added new features to Task Preview:

  • Task Preview now remembers the tab you're on when flicking between tasks
  • New fields added
    • Entered By
    • Reported By
    • Site Contact Name
    • Site Contact Phone
  • Long descriptions are now pruned and include 'Show Full Description.'

Task Preview Updates

Learn more

Regards,
Team AroFlo

Field: Suppliers List

We've improved the look of the Suppliers List in AroFlo Field.

You can now simply tap the name of the supplier to access their details, or tap the actions button to access further options.

Stay tuned for more Field updates!

suppliers list

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.

Office: Task Type visibility

We've made it even easier to see what type of task you're working on by increasing the visibility of Task Types.

See this in action on Task, Quote, and Invoice Worksheets.

Learn more about Task Types.

Report Fields and Filters

Quote Report

We've added 'Task Assigned To' as a report field for Quote reports.

This is a handy way to see potential tasks that may be assigned to your users, when dealing with quotes that have been approved.

Learn more about Reports.

Email Templates

We've added the following Project fields to email templates:

  • Project Contact Given Names
  • Project Contact Surname

Tip: You can also use Email Templates when creating Event Messages.

Learn more about Email Templates.

Learn more about Projects.