Blog

AroFlo users who do not have a profile picture stored in their user card will now see their initials in the top right-hand corner of the screen when they're logged into AroFlo, rather than the default user image. This makes it easier to see who's logged in.

Users are still free to upload an image to their user cards and have that image display as their profile picture.


Default User Icon Change



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Team AroFlo

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New Feature: Stored Payment Types

You can now record direct debit and credit card* details in AroFlo for your regular clients.

This is a huge time saver if you have clients you do recurring or periodic work for. It will save you having to confirm the credit card or bank account details with your client each time you take payment.

* IMPORTANT: AroFlo does not access or store actual credit card details; it uses a secure token issued by a third party. Please see our Additional Terms of Service for details. 


Add a stored payment type


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Team AroFlo

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If you have document storage enabled, you can now add email attachments when emailing credit notes.

This is great if you want to include a scanned copy of a credit note, a photo of returned goods, or any other related file.





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Team AroFlo

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When you create a Task, if you have multiple business units, you will now have the option to select an owner (business unit) of the task.

This can be useful if you want to use task types and custom fields belonging to a different business unit. After saving the task, the task will be listed in the relevant owner's ServiceTrack > Current menu.

Task Owner Field

You will also be able to edit the task's owner when editing a task.

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Team AroFlo

Our new Unit Type column on the inventory list is great if you have suppliers that use a single part number or product code for the same item sold in different packaging formats. For example:

  • 24562: Hose Clip 10mm, each
  • 24562: Hose Clip 10mm, box of 20

This column will also appear on purchase orders.

Unit Type Column



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.


Send Email button

We have improved the way the Send Email button looks and functions, to align with other areas of AroFlo.

This option is available throughout AroFlo, wherever you can send an email. Simply click the option to the right to access the additional send options.

Learn more about sending emails.

Filter by Project Name

We've made it possible to filter by Project Name when scheduling tasks and quotes using the calendar.

From Schedules, select Task, Quote, or Task/Quote and click the (columns) button and select this filter if you want to enable it.

This is helpful if you're looking for a task or quote associated with a project but are unsure what the name of the task/quote is.

Learn more about Calendar Scheduling.

Supplier Quotes

The Supplier Quotes area has had a bit of a spruce up, to bring it into line with other areas of AroFlo.

Learn more about Supplier Quotes.


Field: GPS Timesheets

We have improved the way GPS Timesheets display in AroFlo Field.

Key enhancements:

  • Timesheet entries now display the start and finish times on each entry and will span across multiple GPS entries if applicable. This makes matching up your GPS entries with timesheet entries even easier.
  • Clicking the plus icon will automatically prefill the task information from the task you’re working on (if accessing GPS Timesheets from a task)
  • You can now click on the timesheet entry to edit or delete it.


Match Timesheet entry

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Team AroFlo

Linked Tasks on Quotes
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The Linked Task tab is now available on the quote worksheet.

The function works in exactly the same way as it does for tasks.

  • Linked Tasks appear against both the original task (or quote) and the newly created one
  • Multiple tasks can be linked against a task/quote
  • You can link tasks belonging to different clients.

Linked Tasks

This is helpful if you're doing a do-and-charge job but the client wants a quote for a different issue on the same day you attend. In this case you would create your quote from the Create menu at the top right of the task and upon saving, the task will automatically be linked to the quote.

This function is also available in AroFlo Field.

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Team AroFlo

Changing task types?

If you use custom fields and you need to change the task type of an existing task, the new task type's custom fields will now display on the task header, along with any completed custom fields from the original task type. You'll have the option to delete any unused custom fields from the original task type.

Not familiar with custom fields? Click the Learn more button below.






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Team AroFlo

Update to HTML editor

We've made a slight update to the look of the HTML editor.

You'll still have all the functionality you're used to; but you'll notice the editor looks more modern now.

The editor is found within email templates and also other areas of AroFlo where you have an option to select HTML instead of Text.

HTML editor appearing when entering a task description

The editor is also available in AroFlo Field.

Regards,
Team AroFlo

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We've just released the next phase of our timesheet automation enhancement. You can now set a condition to convert to overtime any hours worked outside of your standard hours of work.

Click the Learn More button to find out how to use timesheet automation.




Regards,
Team AroFlo

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Need to take a deposit before starting a job? Or do you take progress claims for work completed so far? 

Stop doing manual calculations and let AroFlo make it easier for you. Use our built-in invoice calculator to work out a percentage of what you want to charge and then add this figure directly to the invoice. Alternatively, you can choose your own amount.

This feature will also help you keep track of how much you've invoiced so far and will be available on both part invoices and final invoices.
 

Add Calculated Line Item

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Team AroFlo

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We will soon be introducing a new feature to Invoicing.

Need to take a deposit on a job? Stop doing manual calculations and let AroFlo make it easier for you. Use our built-in invoice percentage calculator to work out a percentage of what you want to charge and then add this figure directly to the invoice. It's that simple!

This feature will be available on both part invoices and final invoices.

Here's a sneak peek of what this will look like.

More information coming soon!

Calculated line item box

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Team AroFlo

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You can now add substatuses to projects and project stages, making it easier to check your progress at a glance.

You will also notice that we have given Projects a fresh new look. Check it out for yourself.

Project Substatuses

Project Substatuses are set up and controlled by a Site administrator.

Regards,
Team AroFlo

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We have improved the way tasks can be linked to one another.

There is now an added Linked Tasks tab on the task worksheet.

Linked Tasks

What are the benefits?

  • Linked Tasks will now appear against both the original task and the newly created one
  • Multiple tasks can be linked against a task
  • You can link tasks belonging to different clients.

A good use case for this new function is if you're doing a new installation and have to re-attend in three months to perform an inspection. Linking your tasks gives you the option to go backwards and forwards so you can see the original installation task and then the more recent inspection task.

This function is also available in AroFlo Field.

The existing functionality of creating a linked task from an existing one using the same client's details, or the client and location will remain, however, the linked task will now appear under the Linked Tasks tab on both the original and newly created task.
 

Regards,
Team AroFlo