Blog

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.

Importing Price Levels via Bulk Import

You can now import price levels using the bulk import tool when creating or updating inventory items.

Whether you're a new or existing customer wanting to set up price levels, this tool can be useful as you can import multiple prices in bulk.

Learn more about Price Levels and importing inventory via Bulk Import.

New field for importing tasks via Bulk Import

We've added a new field when importing tasks: Requested (yyyy-mm-dd hh:mm).

This can come in handy if you're importing historical tasks.

Learn more about Bulk Data Import.

Report Fields and Filters

Inventory

We have added a Tracking Centre field for Inventory reports:

This can be used to view and filter on your inventory reports.

Learn more about Reports.

Set Default Business Unit Links for Clients and Suppliers

Site Administrators can now set up default business unit links so that all new clients and suppliers automatically have the right links set up.

Learn more about Clients and Suppliers.

You talked, we listened

Based on feedback from those using our new-look Field interface, we're about to make two changes to the Actions button (hamburger icon in the bottom right):

  • the hamburger icon will be replaced by a green and white plus sign, which will give users access to the Create options, and
  • the print and email options that were accessible from the Actions button will be moved to the More tab.

Look for these changes a little later today. 

Action button changes

Regards,
Team AroFlo

New Site Administration setting: Override Quote Default

If you often invoice under or over the total value of a linked quote, you can now set the Override Quote Checkbox to be ticked by default. This is useful if you don't want AroFlo to automatically insert the Quote variation line item on your Invoices.

Override Quote Checkbox on an Invoice

Regards,
Team AroFlo

We've made some updates to the look of the layouts section.

Not only does it look more modern, it also has some new functionality:

  • Tabs are now coloured so you can clearly see what tab you're currently on.
  • The live search now searches all categories and tells you how many of each item you're searching for are in each one.

Layouts new look

Live search

Regards,
Team AroFlo

We have received reports of quote or task line items not saving in the Field interface.

We are investigating the issue and so far, have found that the problem seems to be occurring mainly on Android devices using later versions of Chrome. Chrome has introduced a service called Prefetch that tries to predict which URL a user might click on next. This feature is designed to speed up page loading. This can work well for relatively static websites, but does not work well with AroFlo.

What you can do

While we continue to investigate the issue and develop a solution, users who are having this problem can turn the new setting off within their Chrome browser.

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.


More information in Calendar Scheduling

When scheduling a quote or task using the calendar, the Customer Order Number is now available to view, as well as the Quote Description, which will appear for quotes or quoted tasks.

Calendar view

Learn more about Scheduling.

Credit Notes: Business Unit Filter

The Credit Notes list is the latest to get the business unit filter, for those who have access to multiple business units.

If you need to view credit notes from other business units, this filter will make it fast and easy to do.

When viewing other business units' information, an additional Owner field will show.

Business unit filter

Learn more about Credit Notes.

Custom Fields on Purchase Orders

You can now add custom fields onto purchase orders.

This can be useful if you want to add your own information onto a purchase order, e.g. Shipping Information. This can then be displayed on the purchase order layout.

Example of a custom field on Purchase Order

Learn more about Custom Fields.

Learn more about Purchase Orders.

Office: New fields on Task Jobsheet

The following columns have been added to the task materials table for task custom layouts. Click the table to add the new columns.

  • [markup percentage]
  • [markup value ex]

New fields on Task Jobsheet layout

Learn more about Custom Layouts.

You need to be using permission groups to access this feature.

Filter by resource

We've introduced a new filter to use when viewing current tasks. You can now select resources you want to view tasks for. Simply click the magnifying glass to open the Search Resources box and make your selection. You can still filter by your own assigned tasks by clicking (My).

Assigned Filter

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.

Client Default Discounts

You can now add default discount percentages for labour, materials, and expenses for specific clients.

This is useful if you only want to apply discounts for certain aspects, as opposed to setting an overall client-specific markup.

Learn more about Client Default Discounts.

External Access on Support Request

For the support request types System Issue and Data Import Request, we have added an 'Enable External Access' tick box, which is ticked by default. External Access allows us to log in to your AroFlo site if we need to, to address your request. We will only access your site in accordance with our terms of service and privacy policy. If you untick the box, we will contact you to request access if we need to.

Learn more about submitting a support request.

Documents and Photos on Supplier Quotes

If you use Supplier Quotes, you'll be pleased to know we've added a Documents and Photos* tab to the Supplier Quotes area.

This gives you a handy place for storing all the responses from your suppliers.

Learn more about Supplier Quotes.

* Document Management is an add-on. Please see our pricing schedule for details.

Prebuilt Suppliers

We've added the following suppliers to our prebuilt suppliers list:

  • Auslec
  • L&H

Using the prebuilt suppliers function when adding suppliers is a great time-saver as it pre-fills a lot of the information for you.

Learn more about prebuilt suppliers.

Improvements to AroFlo Field - Task worksheet

On Wednesday evening, 20 November, we will release the next phase of our improvements to AroFlo Field, which involves updating the task worksheet.

You'll notice that we have grouped information into sections, making it much easier to navigate.

If you opted in to try out the new look, you will see the changes from Wednesday evening, after 5pm AEDT.

If you're still using the Classic AroFlo Field look, from the main menu, tap Try the new AroFlo Field! to get up to speed.

Please click the link below to see the full details of what's changing.

AroFlo Field new task worksheet

Regards,
Team AroFlo

On Friday evening, 29 November, we will be launching our updated Asset Tracking feature: AroPoint GPS.

AroPoint GPS allows greater visibility and reporting of all your GPS devices in AroFlo.

Some of the things you can do with AroPoint GPS:

  • Create geofences on the map and create alerts based on these
  • Add points of interest to the map, e.g. supplier locations and work sites
  • Choose different map types, e.g. Google Maps and OpenStreetMap
  • Create custom profiles depending on your workflow and what level of visibility you want your users to have
  • Use your own or a shared smartphone as a GPS tracking device
  • View the extensive tracking history and run detailed reports.

What does this mean for you?

To change to this new system, we need to work on the Maps area in AroFlo Office, as well as the GPS Timesheets area, making these temporarily unavailable during the update. To minimise disruption to your business, we will do this after 5 pm AEDT on Friday 29 November. All other AroFlo services will still be live and accessible.

Your GPS devices will continue to capture their position data during the changeover and will reconnect automatically once the upgrade is complete.

Want to know more?

If you’d like a sneak peek at AroPoint GPS before the go live date, visit our GPS help pages at help.aroflo.com/aropointgps.

AroPoint GPS Map

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.

Permission Group Search

We have made a few improvements to the way permission groups are displayed. The main change is that it now contains a search filter. This filter will remain active even when viewing another permission group.

In addition, the list is now sorted alphabetically, to make it easier to find what you are looking for.

Lastly, the top header will remain at the top, even when scrolling down the list.

Learn more about Permission Groups.

Generate Short URL

When generating a short URL either from a Task or Project, the copied link will now include the job/project number and name of the task/project.

This is helpful if you plan on using the link in a Microsoft Word document, or sharing with colleagues via email.

Report Fields and Filters

Credit Notes

The following fields have been added:

  • Credit Note Status

This is useful when looking at reports which include different statuses.

Learn more about Reports.

You need to be using permission groups to access this feature.

We have added the ability to edit and delete checklist notes.

Rather than adding a new checklist note each time, simply edit an existing one, or delete it if it no longer applies.

Note that you still have the option to add a new note, if your note refers to something unrelated to the original note.

This is available in both AroFlo Office and Field.

Edit and delete checklist notes

Regards,
Team AroFlo

Great news for those who use multiple tabs

If you like to work with multiple tabs to keep different areas of AroFlo open at the same time, you now have a handy tab name to let you know which tab is which. No more clicking across the top of your browser to find the tab you need.

It's just a small change, but we hope it makes a big difference to your day.

Detailed tab names

Regards,
Team AroFlo

Quickly and easily tidy up your inventory lists

You can now delete inventory categories that have sub-categories, making it faster and easier to keep your inventory lists manageable.

Note: As inventory category deletions are permanent, AroFlo will ask you to confirm that you definitely want to proceed with a deletion.
If you click Yes, all the sub-categories and any items within them will be permanently deleted.


Inventory category deletion warning



Regards,
Team AroFlo

We recently announced a new Business Unit filter in the quotes list, for those who have access to multiple business units.

We have now extended this functionality to the current task list (ServiceTrack > Current).

If you need to view tasks from other business units, this filter will save you having to switch between them.

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

Business Unit filter in current task list

Regards,
Team AroFlo