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Using AroFlo Office, you're now able to reply to notes for Invoices.

This is helpful in identifying important notes, which will appear in a conversation style, and will save you from creating additional notes for the same thing.

This improvement, together with Reply to Task/Quote Notes, is in preparation for an exciting update to Online Quotes and Invoices!

Task notes reply

Reply to an Invoice Note

Regards,
Team AroFlo

Field: Quote Items ➕

Improvements made to adding items to a Quote

We've made some visual improvements to quote items in AroFlo Field, making it even easier to see if items have been added to your cart.

Here's a rundown of what's changed:

  • The item quantity will now be visible upon adding an item
  • The selected items counter is now more visual and consistent with the item counters.

Quote items UI update

Add items to a Quote

Regards,
Team AroFlo

Set up notifications for created payments

You can now set up notifications for when a payment is made against an Invoice. This is helpful for Online Invoices and will let you know when a client has made a payment on an invoice.

Event message - invoice payment create

Set up notifications for created payments

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.


Assemblies: Calculated totals added

You can now view the calculated totals of an assembly when viewing or creating an assembly.

This makes it even easier to see the totals of the assembly when added to a quote, task, or invoice.

Create an Assembly.

Office: View Task from Quote worksheet

You can now open a task a quote relates to, no matter the quote status.

This is handy if you've created a Quote from a Task and you need to access the task again, or if you need to access info on the task prior to the quote being approved (e.g. task checklist, purchase/work orders, invoices).

Learn more about Quotes.

Office: Frequency shown on periodic task schedules

The frequency is now shown on schedules for periodic tasks. This is handy in identifying periodic tasks and knowing how far ahead you can adjust the schedule, if necessary.

Learn more about Scheduling.

Learn more about Periodic Tasks.

Work Orders: Change linked task

You can now edit the task a work order is linked to. Simply click Task in the order details and either type in the field or click the magnifier to search for the relevant task.

Learn more about Work Orders.

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 Type on Quotes

We've made the Task Type of a Quote visible on the Quote worksheet in AroFlo Field, making this consistent with Tasks.

Learn more about Quotes.

Learn more about Task Types.

Work Orders: Event Messages

We've added the following event messages applicable to Work Orders:

  • Work Order - Create
  • Work Order Status - Pending Approval
  • Work Order Status - Approved

These will make it easier to keep track of changes to the status of your work orders.

Create an Event Message.

Learn more about Work Orders.

Purchase Orders: Transaction Terms banner

We've added the Transaction Terms banner to Purchase Orders, making this information easier to see at a glance.

Add banners to transaction terms.

Using AroFlo Office, you're now able to reply to notes for Tasks and Quotes.

This is helpful in identifying important notes, which will appear in a conversation style, and will save you from creating additional notes for the same thing.

We aim to introduce this feature in more areas in the coming weeks so watch this space!

Task notes reply

Reply to a Task Note

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 Email Address

You can now create a task email address from a Completed task! In addition, we've also made the task email address visible on Completed task worksheets.

Using a task email address for completed tasks is handy if you need to attach documents to the task, even after work has been completed and the task is invoiced.

Create a task email address.

Office: Quote Preview additional information

The Quote Preview now displays the Substatus, and Acceptance Status (approved quotes only), beside the main status, making it even easier to track where your quotes are at.

Use the Quote Preview.

Projects: Quote Substatus column

You can now enable the Substatus column for the Quotes tab within a Project. This will allow you to easily see the progress of linked quotes, at a glance.

Create Substatuses.

Report Fields and Filters

Invoices Report

Customer Invoiced has been added as a new report filter in Invoice reports.

Use this in conjunction with the Customer Invoiced report field.

Learn more about Reports.

Quotes: Quote Preview

The Task Preview is now available for Quotes!

Exciting news! Our powerful time-saver for tasks — the task preview — is now available for Quotes.

This is available in the Quotes list for Quotes in any status.

Simply click the eye icon or any blank space in a row against any quote to open the quote preview panel.

Quote Preview Panel

Use the Quote Preview

Regards,
Team AroFlo

Looking for labour? Send a Contractor RFQ.

Request for Quotes (RFQs) now allows you to send a list of labour or materials to multiple contractors to get the best price. Once your contractors have returned their quotes, update the price and generate a work order instantly.

OFFICE IMAGE

Send a Contractor RFQ

Regards,
Team AroFlo

Your clients can now view online invoices!

Ditch the PDF attachments. Let your clients access invoices instantly with one link that lets them view and pay invoices through AroFlo's external invoice viewer. Client payments automatically update the balance due in AroFlo. It's ready to use today.

Online Invoices

Learn more

Regards,
Team AroFlo

Quickly and easily download your files 

You can now download your files with the new Download Documents & Photos button if you've subscribed to our Document Storage add-on. Download your files as a Zip file in one click. Downloads are currently available in Quotes, Tasks, Assets, Invoices and Projects. Stay tuned as we roll it out to other areas.

This will be a huge time-saver for those who regularly need to send files to their contacts.

Download Docs Phase 1

Learn more

Regards,
Team AroFlo

Field: Task Items

Our latest revamp in AroFlo Field is a major one: we've improved the look of the Task Labour, Materials, and Expense pages.

In line with our new Field look, simply tap the green plus button on the relevant screen to add a Labour entry, material items, or expenses.

Task Jobsheet Update

Regards,
Team AroFlo

Office: Notes update

We've modernised the look of the Notes section in AroFlo Office, in all places where Notes are available.

This is to make way for some exciting new functionality. Stay tuned for more info in the coming weeks!

Notes update

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.

Event Messages: Invoice Status to In Progress

We've added a new event message to notify staff when an invoice is changed back from 'Approved' to 'In Progress'. Now you can be informed if a user changes an invoice after it has been approved.

The Event names have also been updated and sorted alphabetically, so events are even easier to find.

Learn more about Event Messages.

To-Do List: Edit Assignees

You can now change the assignees when you edit a To-Do item.

Learn more about the To-Do List

Periodic Report: ODO Fields

Three new odometer fields have been added to Periodic Report. Use these fields to report on moving assets that require regular maintenance.

  • PERIODIC_ODO_TRIGGER
  • PERIODIC_ODO_CURRENT
  • PERIODIC_ODO_TARGET

Learn more about vehicle servicing.

Major revamp to Task Items in AroFlo Field

We're shortly going to improve the look of the Task Labour, Materials, and Expense pages.

In line with our new Field look, simply tap the green plus button on the relevant screen to add a Labour entry, material items, or expenses.

Here's a sneak peek below.

We anticipate this to be released in the coming week.

Task Jobsheet Update

Regards,
Team AroFlo