Blog

AroFlo now remembers the layout set when you save a work order.

We know that sometimes you need a different layout from the default. Just like Quotes and Invoices, if you change the Print Options Layout for a Work Order, we now retain the selection if you need it again in the future.

This update paves the way for Online Work Orders! We'll have even more to share soon.

Work Order Print Options

Preview a Work Order

Regards,
Team AroFlo

Coming Soon: New Menu 🎉

Here's a sneak peek of our brand menu which is coming soon.

We'll have more information shortly.

Regards,
Team AroFlo


We've added the reply function to Work Order Notes.

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 feature is to make way for some exciting updates coming to Work Orders so watch this space!

Work Order note reply

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.


Online Quote links are now visible and active for all acceptance statuses. This means you can start using Online Quotes as soon as a quote is approved.

Online links provide access to the online quote viewer, where your clients can:

  • view and/or download the quote
  • accept or reject a quote
  • ask a question
  • view attached documents and photos.

Learn more about Online Quotes | Quote Statuses.

Office: RFQ Link on Work Orders

We've made it even easier to jump straight back to the Request for Quote you generated a Work Order from by including a link in the top right of the worksheet if you need to check something on the original request.

Learn more about Work Orders | Request for Quotes.

Report Fields and Filters

Projects Report

Have you ever wondered...

  • Are my projects current profitable?
  • How is my cashflow per project?
  • What are my most profitable project stages?

If you have and haven't quite been able to crack those questions in AroFlo, project reporting just got made a lot easier as you can now report on not only project-wide profit and loss, but also profit and loss per stage, margin and more!

Learn more about Projects | Reports

Tasks Report

We've added the ability to see Gantt chart progress and also enhanced Work Order reporting including value and task total:

  • Total Work Orders
  • Total Work Orders Value
  • Total Work Orders Task Actuals
  • Gantt Task Progress
  • Gantt Task Duration
  • Gantt Task Start Date

Learn more about Gantt ChartsWork OrdersReports

New Reports added

Quotes Report

We've added three new Quote reports, specific to Acceptance Statuses, to the list of Standard Reports:

  • Accepted Quotes - Shows all quotes within the last 30 days with the acceptance status of Accepted
  • Awaiting Decision Quotes - Shows all quotes within the last 30 days with the acceptance status of Awaiting Decision or Need More Information
  • Quotes Approved with Acceptance Status - Shows all Approved quotes within the last 30 days for all acceptance statuses.

These will make reporting on quotes using acceptance statuses even easier, especially when dealing with Online Quotes.

Learn more about Quotes | Reports.

Automatically add scheduled users to the labour timer

We've made it easier to add users scheduled to the task/quote when creating a timesheet entry from the labour timer.

The Add Scheduled Users button will automatically add all users scheduled to the task or quote.

This is available in both AroFlo Office and Field.

Add scheduled users

Regards,
Team AroFlo

Australian Airconditioning Distributors now available for supplier catalogues

Your account with Australian Airconditioning Distributors can now be accessed through online supplier catalogues to access real-time pricing and product information, streamlining every quote, purchase order or invoice you raise.

Australian Airconditioning Distributors

Use Supplier Online Catalogues

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: Purchase Order templates

We've made purchase order templates easier to use by adding a Template Name field.

Adding template names will help you distinguish between templates, especially if you have a large list of templates.

In addition, we've added the Notes field for templates.

The template name also appears beside each template in the purchase order templates list:

Note that if you have existing templates, you can edit them to include template names.

Create Purchase Order Templates.

Office: new column available for Projects

When viewing Projects, you can now enable the Scheduled Date information for tasks.

Enable this using the Columns button.

Learn more about viewing Projects.

Report Fields and Filters

Location Report

You can now filter Location reports by the Location Status (Active/Archived). This is helpful if you only want to display locations marked as active or archived.

Learn more about Locations.

Invoices Report

We've added several Last Email... fields to Invoice reports, e.g. Last Email Subject, Body, Date, Attachments, and Status.

These are useful if you need to see information about emails attached to invoices at a glance.

Learn more about Invoicing.

Learn more about Reports.

Reply to questions for online quotes

We've introduced note replies for tasks and quotes in AroFlo Field.

Replying to notes is useful in keeping notes and replies together and will save you from creating separate notes for related things. In addition, for online quote acceptance, you can now reply to your clients' questions in AroFlo Field!

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

Field task note replies

Reply to a task note

Regards,
Team AroFlo

Office: Event Messages 📩

Default Event Messages

We've made it even easier to set and forget everyday email notifications such as schedule creation and invoice payments.

For new AroFlo customers, this will be on by default, but for existing customers, you can enable these in a few easy steps.

Default schedule event message

Enable default event messages

Regards,
Team AroFlo

Attaching Task Documents

For Task Invoices, we've made it even easier to attach Documents and Photos to the invoice, which are already attached to the task.

Simply click Task Documents when attaching files to choose which files you want to attach to your invoice.

This works really well if you're using Online Invoices as you can share documents and photos with your client.

Invoice docs and photos

Attach Task Documents to an Invoice

Regards,
Team AroFlo

Office: New Dashboard 📈

Use our new dashboard

We've revamped the dashboard! Our new and improved dashboard features handy widgets, so you can easily see how your business is tracking at a glance.

In addition, the new dashboard features an improved look of the Message Board, as well as a quick-start menu.

If you're not already looking at the new dashboard when you login, click Try our new Dashboard, at the top right of the home screen.

New Dashboard

Try our new Dashboard

Regards,
Team AroFlo

Office: Quotes List 📝

We've revamped the Quotes List in Office

Here's what's new:

  • The dropdown to filter quotes by status now includes acceptance statuses for approved quotes
  • You no longer need to filter by date range when viewing Approved Quotes
  • You can now create a quote from this screen
  • You can easily see if an acceptance expiry has been set for quotes that are awaiting a decision
  • Bulk Reject has been renamed to Bulk Void / Reject.

Quotes List

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: Add AroFlo to Home Screen

We've made it easier to add AroFlo Field to your device's home screen. Tap the new link on the login page to access our handy instructions on how to do this for your device.

Add AroFlo to your Home Screen.

Office: Calendar

When creating a calendar view, AroFlo now uses the same settings as the Standard calendar view as a basis, but enables the view to be fully customisable.

This makes creating calendar views even easier!

Learn more about Calendar Views.

Office: Quotes and Invoices

Online Quote and Invoice links are now visible for all statuses on Quote and Invoice worksheets.

The link will become active once you approve the quote or invoice.

Online links provide access to the online quote/invoice viewer, where your clients can:

  • view and/or download the quote or invoice
  • ask a question
  • view attached documents and photos
  • accept or reject a quote
  • pay for an invoice.

Learn more about Online Quotes and Online Invoices.

Multi-character support

We've added multi-character support in almost every text field area of AroFlo. This means you can use languages that use characters (e.g. Mandarin, Japanese, Korean, Arabic, Greek, and Turkish) in text fields, e.g. client names, checklist items, and task identification, types, and description.

In addition, you can also use:

  • special characters, e.g. m2 , cm2 ,
  • emojis, e.g. 😀👨🏼‍🔧👍🏼🔧

These will also display on your layouts.

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.


Calendar Schedule Label

We've added a new Calendar Schedule Label called Task Frequency

This is handy in identifying periodic tasks and knowing how far ahead you can adjust the schedule, if necessary.

Learn more about Schedule Labels.

Learn more about Scheduling.

Standard Calendar View

We've added a standard calendar view to the list of available calendar views.

This view is designed for new to AroFlo customers so they can start scheduling straight away without first customising a calendar view.

Learn more about the standard calendar view.

More functionality with Task and Quote Preview

We've listened to your feedback and added some exciting improvements to both the Task and Quote Previews! 🔥

You now have the ability to:

  • edit the status
  • view and edit the substatus
  • view and edit the priority (for tasks)
  • view and edit the acceptance status (for approved quotes)
  • use the task timer
  • see the task/quote progress in the items tab

Task preview updates

Regards,
Team AroFlo