Get up to speed on AroFlo’s newest features

//Get up to speed on AroFlo’s newest features

Get up to speed on AroFlo’s newest features

We’ve been working hard to make AroFlo more flexible and easier to use.

One hotly anticipated recent enhancement was the option to use tax inclusive pricing on quotes and invoices in AroFlo Office. This feature will soon be extended to purchase orders and credit notes.

We’ve also added a new bulk upload feature that will help you get your quotes out even faster. And you’ll find searching for items super-easy in AroFlo’s new inventory interface.

Read on for a recap of our latest highlights:

  • Tasks: assign multiple resources
  • Quotes & invoices: tax inclusive pricing option
  • Quotes: bulk import takeoff sheets and line items
  • Inventory: new look and simplified search
  • Event messages: set a time for schedule reminders
  • Hot tip video: price books
  • AroFlo AFL & NRL 2018 Ladders
  • What’s in the pipeline?

Tasks: assign multiple resources

Hot off the press! AroFlo now lets you assign multiple resources to the same job. Look for the new Add Resources button when creating new tasks in AroFlo Office or Field.

You’ll also see all of the assigned resources for each job within the ServiceTrack > Current Tasks list.

Tasks: assign multiple resources

Tasks: assign multiple resources

Quotes & invoices: tax inclusive pricing option

Tax inclusive pricing is now available on quotes and invoices in AroFlo Office. Simply click the ‘Tax Inc’ checkbox before you enter prices on line items.

Quotes & invoices: tax inclusive pricing option

Quotes & invoices: tax inclusive pricing option

We’ve also added tax ex. and tax inc. values to our Dynamic Data and Tables menus located within the Invoice Layout Toolbox. This allows you to show unit value (ex), GST and total (inc) in separate columns on your invoice print layouts.

Customise your layout

Quotes: bulk import  take-off sheets and line items

Need to get a bill of materials on to a quote quick-smart? Using our new Bulk Import feature, you can create your quotes faster by importing your take-off sheets and material lists from a spreadsheet.

All you need to do is click Bulk Import, drag and drop a CSV or XLS file, map the columns in your file to the quote line item fields, and hit Import.

Bulk import quote line items

Inventory: new look and simplified search

We’ve overhauled AroFlo’s Inventory interface to make it easier to use and navigate. All of the search and filter functions you’re familiar with are still there, but are now conveniently located at the top of the list.

Inventory: new look and simplified search

Inventory: new look and simplified search

How to search for inventory

Event messages: set a time for schedule reminders

If you use event messages for schedule reminders, you can now set a time for the email or SMS alert to be triggered. This is handy if you want to send reminder messages to your customers at a specific time at least one day before their booking.

Set up event messages

Hot Tip Video: Price Books

Does your business use a flat-rate pricing model? Watch this short video to find out how AroFlo’s Schedule of Rates can simplify your invoicing.

Click here to see more of our Hot Tip video series.

AroFlo AFL & NRL Ladders

AFL NRL
  1. Julie
  2. Wendo
  3. Mckie10

    1. Crocket
    2. Johny
    3. Wendo

What’s in the pipeline?

  • User permission groups and report restrictions
  • Tax inc. pricing on POs and credit notes (Office)
  • Tax inc. pricing on quotes and invoices (Field)
  • Project templates including tasks

Would you like to know more?

Call and book in a session with one of our friendly Customer Service team members, or send us a support request via the AroFlo Help menu.

Kind regards,
Team AroFlo

2018-10-12T15:53:54+00:00News|