Blog

You will need to be using permission groups to be able to access this upcoming feature.

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 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. In addition, any of that task's schedules will display as private schedules on the calendar.

This new feature will be available in both AroFlo Office and Field.

Regards,
Team AroFlo

You're now able to update the category, part number, and item description, when using the bulk import function to update your inventory.

Simply ensure to map the field 'Encoded Item ID' as well as the relevant fields containing updates (category, part number, and/or item description).

Encoded Item ID

Learn more

Regards,
Team AroFlo

Field: Compliance Forms

Our latest makeover in AroFlo Field is Compliance Forms.

Forms will now display using the tabbed layout you're already used to.

Compliance forms update

Learn more

Regards,
Team AroFlo

Collect your job-related email correspondence

AroFlo now lets you send emails to a task by using a unique task email address. Collect email correspondence by adding the task email address as a recipient in your emails. Emails can include attachments which are then saved in documents and photos.

Task Email Address

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: Sub Asset list

We've given the sub asset list a revamp. On an asset card containing sub assets, tap View / Add Sub Assets to access the list.

Learn more about Sub Assets.

Field: Task Invoices

We've freshened up our Task Invoices list, and brought the Create Part Invoice feature into line with how you create most other things in the new-look Field interface: simply tap the green plus icon from within the Task Invoices area.

Learn more about invoicing in the field.

Supported Suppliers

We've added the following suppliers to our Supported Suppliers List:

  • The Bolt Place
  • DelSound
  • HiReach Rentals Australia
  • Koala Wholesale Electrical Supplies
  • Landis Controls
  • Nedlands Group
  • Riverina Water Engineering
  • Watertek

Learn more about importing supplier invoices.

Coming Soon: Work Orders

We're shortly going to be releasing a major new feature: Work Orders.

Work Orders will be used where you're requesting contracted work. Your contractors will view your work order so they can see what needs to be done and choose to accept or decline the work.

What's the difference between a Work Order and a Purchase Order?

Work Orders are similar to Purchase Orders and will behave in much the same way, however, Purchase Orders are used purely to purchase material items whereas Work Orders are a request for labour and material items and contain a more thorough description and/or instructions of the work involved.

What are the benefits of Work Orders?
  • Costs against the Work Order can show directly on the Task straight away, helping you keep your costs as up to date as possible
  • Choose to set up overall contractor labour rates or specific rates for each contractor
  • You can request for contractors to complete an entire job, or a portion of it (for example, only labour)
  • Create a Bill for work orders once the contractor sends you an invoice for the work completed
  • Use Acceptance Statuses to easily track the status of Work Orders in terms of your client's acceptance.

Work Orders

We'll keep you updated with more information, including a release date, in the coming weeks.


Regards,
Team AroFlo

Event messages allow you to set up automatic alerts for a range of events that occur within AroFlo.

We've now added the ability to send events using webhooks. So you can notify other systems or apps that an AroFlo event has occurred.

OFFICE IMAGE

Learn more

Regards,
Team AroFlo

Set a default calendar view per Business Unit

If you've switched to AroFlo's new calendar, you can now set a default calendar view that will apply to all Business Units, and set Business Unit specific calendar views. 

OFFICE IMAGE


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: Document Directory search

We've improved the search capabilities in the document directory in AroFlo Field.

You can now search documents by comment, as well as by name. 

Learn more about the Document Directory.

Office: Business Unit Filter

If you have access to multiple business units, you'll notice we've added a new filter in the list areas for the following three features:

This filter will save you having to switch between business units.

When viewing other business unit's information, an additional Owner field will display.

Sample Custom Layouts Added

We've added Supplier Quote as a custom layout, which can easily be imported.

Learn more about Sample Custom Layouts.

Field: Create Client

We've updated the look of the Create Client screen in AroFlo Field.

This new look includes the ability to use the same location address for the mailing address.

Create Client update

Learn more

Regards,
Team AroFlo

You'll notice a more modern look with Invoice worksheets in AroFlo Field.

As well as the tabbed layout you'd be used to, you now have a Balance Due field in the header, as well as a link to return to task invoices.

Invoices update

Learn more

Regards,
Team AroFlo

We've given the Task Asset List in AroFlo Field a makeover.

As well as a fresh, new look, this update includes:

  • the ability to filter out assets on the task, e.g. only show assets marked as Passed
  • service actions being displayed as part of the asset information.

Task Asset List update

Learn more

Regards,
Team AroFlo

You need to be using permission groups to access these features.

We're excited to announce two new Gantt chart features.

Project Task Scheduling

You can now double-click any task bar within your Gantt chart to schedule the task to your chosen resources. There's two-way communication between your Gantt chart schedules and your AroFlo Calendar, so changes made in one are reflected in the other. 

AroFlo makes it easy to adjust your project schedules as you need to. Suppose your project start date or a task within the project is delayed by two weeks. You can easily move all your dependent schedules at once to accommodate the delay.

OFFICE IMAGE

Baseline Options

The Baseline button now contains the option to display only the baseline. This is handy if you want to create an export of the baseline to send to your stakeholders. We've also added the task name to each baseline bar, so you can see where you are when using the Show baseline only feature.

OFFICE IMAGE

View our webinar

We recently ran a webinar on these new features, which you can watch here.


Learn more

Regards,
Team AroFlo

Field Updates: Task Asset List

We're shortly going to be revamping the Task Asset List in AroFlo Field.

As well as a fresh, new look, this update will also include:

  • the ability to filter out assets on the task, e.g. only show assets marked as Passed
  • service actions being displayed as part of the asset information.

Here is a sneak peek:

Task Asset List update

Regards,
Team AroFlo

Field Updates: Improvements to Invoices

We're shortly going to be releasing a new, modern look to Invoices in AroFlo Field.

This new look uses the tabbed layout you'd be used to, and improvements include a Balance Due field in the header, and a link to return to task invoices.

Here is a sneak peek:

Invoices update

Regards,
Team AroFlo