Blog

If you're using our Timesheet Automation feature to streamline timesheet entries, you'll notice a couple of changes to the set-up area in Site Admin:

  • The Condition Type column now contains three conditions that combine the previous 'Condition Applies To' and 'Condition Type' columns
  • The Start/Finish Time Configuration area replaces the 'Start Time' and 'Finish Time' columns.

What do I need to do?

There's nothing you need to do. Any current timesheet automation conditions you've set up have been automatically updated as follows:

  • Standard Hours of Work > Insert Time is now Insert Ordinary Hours
  • Standard Hours of Work > Convert Time is now Autofill Ordinary Hours
  • Additional Hours of Work > Convert Time is now Convert Overtime.

These changes have been made in preparation for a really exciting change that's coming soon: multiple conditions, which will allow you to have as many 'Insert Ordinary Hours' and 'Convert Overtime' conditions as you need on each day.

OFFICE IMAGE

Learn more

Regards,
Team AroFlo

Our latest revamp in AroFlo Field is the Risk Templates List.

Just like our recent update to the Custom Forms list, when viewing the full list of risk templates, all of your risk templates will display, but you can still filter the list using the Categories selector.

Compliance forms list

Learn more

Regards,
Team AroFlo

If you're using our Timesheet Automation feature to streamline timesheet entries, you'll notice a couple of changes to the set-up area in Site Admin later this week:

  • The Condition Type column will combine the current 'Condition Applies To' and 'Condition Type' columns
  • The Start/Finish Time Configuration area will replace the 'Start Time' and 'Finish Time' columns.

What do I need to do?

There's nothing you need to do. Any current timesheet automation conditions you've set up will be automatically updated as follows:

  • Standard Hours of Work > Insert Time will become Insert Ordinary Hours
  • Standard Hours of Work > Convert Time will become Autofill Ordinary Hours
  • Additional Hours of Work > Convert Time will become Convert Overtime.

We're making these changes to prepare for a really exciting update that's coming soon: multiple conditions, which will allow you to have as many 'Insert Ordinary Hours' and 'Convert Overtime' conditions as you need on each day.

OFFICE IMAGE

Regards,
Team AroFlo

Tasks: Task Restrictions

Introducing Task Restrictions

You can now set restrictions on who can see tasks. This is useful if you only want certain users to be able to view a particular task, or if users only want tasks that are relevant to them to appear in task lists.

Task Restrictions

If a user doesn't have access to a particular task:

  • the task won't appear for them in task lists
  • any of that task's schedules will be marked as private schedules on the calendar.

This new feature is available in both AroFlo Office and Field.

Learn more

Regards,
Team AroFlo

Auto-populate Task Types when creating a Project from a Detailed Quote

We've just introduced a huge time saver. When creating a project from a detailed quote, you can have your task types auto-populated.

task types prefill

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.

Assets: Custom Fields

Custom fields using a 'date' type will now show using the date picker for Assets, making this in line with other areas of AroFlo.

Date custom fields on assets can be useful for including things like a date purchased, or warranty dates.

Learn more about Custom Fields.

Email templates

We've added 'Location Postcode' as a data field for email templates.

Email templates can also be used in conjunction with Event Messages.

Learn more about Email Templates.

SMS History

We've added a Business Unit column to SMS History. This is helpful in knowing which business units are sending messages.

Learn more about SMS messaging.

Report Fields and Filters

Certifications Report

You can now filter your certifications by category. This is useful if you have several certifications but only want to display ones from certain categories when reporting.

Learn more about Reports.

Introducing Task Restrictions

You will shortly be able to set restrictions on who can see tasks. This will be useful if you only want certain users to be able to view a particular task, or if users only want tasks that are relevant to them to appear in task lists.

Task Restrictions

If a user doesn't have access to a particular task:

  • the task won't appear for them in task lists
  • any of that task's schedules will be marked as private schedules on the calendar.

We aim to release this feature within the next week and it will be available in both AroFlo Office and Field.

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.

Layouts: Quotes

You're now able to hide the dollar sign from appearing on any price fields for Quote custom layouts.

Simply untick the Show currency symbol tickbox in the Layout Setup area.

Learn more about Layout Setup.

Bulk Import: Inventory

We've added 'Material Tracking Centre' to the list of fields available when bulk importing inventory.

This will save you time when adding or updating your inventory items when using the bulk import feature.

Learn more about Bulk Data Import.

Add 'Estimator Email'

You can now add an 'Estimator Email' field to your email templates.

This can be handy if you need to email a quote on behalf of an estimator, or for quote-related event messages.

Learn more about Email Templates.

Report Fields and Filters

Project Task Start Date

We've added a bunch of fields to Project reports so you can report on the start date of individual tasks within your projects.

Just enter 'task es' into the Available Columns search to view the options.

Learn more about Reports.

Limit stock location by user

We've added the ability to prevent users from appearing as a stock location.

This is useful if certain users do not hold stock and you want to shorten the list when assigning stock to a stock location (e.g. on a Bill) or when taking stock from a stock location (e.g. on a Task).

Stock location

Learn more

Regards,
Team AroFlo

We've revamped the Compliance Forms list in AroFlo Field.

Using this new view, when viewing the full list of forms:

  • all of your custom forms will display, but you can still filter the list using the Categories selector
  • access your OHS checklist and risk assessment options using the plus button.

Compliance forms list

Learn more

Regards,
Team AroFlo

We've made a few improvements to the way adding line items works when creating a project progress invoice.

You can now choose a method of calculation (% of Contract or Task Actuals) as well as select the breakdown of the line item (entire Project, stage or tracking centre), before linking Quote or Task items.

This allows you to create your own groupings for specific stages of your project.

Project Progress Invoicing updates

Learn more

Regards,
Team AroFlo

The Purchase Order details page is our latest refurbishment in AroFlo Field.

Purchase Orders will now display using our tabbed layout.

In addition, we've also improved the way items are added to orders. Simply tap the green plus button to bring up options to add items to your order.

Purchase Orders updates

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.

Tasks: Completed Tasks

In AroFlo Office, we've made the Schedules tab available for completed tasks.

This is useful if you need to review a completed task to see who was on site and for which days.

Note that the tab is read-only and you will not be able to edit schedules or create new ones.

Learn more about task scheduling.

Learn more about the task worksheet.

Bulk Import: Assets

We've added 'Service Action Group' to the list of fields available when bulk importing assets.

This is helpful when importing assets using service actions in bulk.

Learn more about Bulk Data Import.

Learn more about Service Actions.

Report Fields and Filters

Scheduling Report

You can now filter by Task Job Number when using the scheduling report. This allows you to report on schedule history between a specified range of tasks.

Asset Report

We've added custom fields using a 'date' type to asset reports.

You might use this filter to only report on assets which still include a warranty period, or to filter by date acquired.

Learn more about Custom Fields.

Learn more about Reports.

Email templates

We've added 'Invoice URL Link' as a data field 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 invoice worksheet in AroFlo.

Learn more about Event Messages.

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.

Custom Reports: Further options

You'll notice that you have two more options available to you for custom reports:

  • Last Run
  • Last Run By

These are handy to see at a glance how often your custom reports are being used.

These fields along with Date Created are sortable.

Learn more about Reports.

Tasks: Completed Tasks

In AroFlo Office, you now have the ability to access the client card for completed tasks.

No matter what status the task is in, you can now click the client name to access the Client Card.

Learn more about the task worksheet.

Report Fields and Filters

Task Reports

We've added Compliance Form Completed By as a new field. Use this if you need to display the name of the resource who closed any compliance forms added to the task.

Gantt Report fields

The following fields related to Gantt charts have been added.

For Project reports:

  • Project Days Overdue
  • Estimated Start/End Date

For Task reports:

  • Project/Task Estimated Start/End Date
  • Project/Task Days Overdue
  • Project/Task Baseline Start/End Date
Project Reports

Estimated Project Profit has been added as a column in the Costing Detailed and Work In Progress Project reports. Find these reports in the Reports tab within a project.

Learn more about Reports.

Learn more about Project Reports.

Layout Fields

Invoice Layouts

We've added GST as an available column to the Labour table for Invoice layouts.

This can be helpful if you need to show the GST component per line item.

Learn more about Layouts.