AroFlo App: Push Notifications 🔔
In July, we introduced Push Notifications in the AroFlo App, making it even easier to see what's happening in your AroFlo site.
Learn more about Notifications | Download the app today
Field: Add checklist items from Task Type ➕📃
In AroFlo Field, you can now add checklist items, or entire checklist templates, from other task types.
This is helpful if you have some checklist items specific to one task type but can sometimes be used for other tasks.
Checklists are available on Tasks and Quotes.
Office: Task/Quote Preview in Projects 👁️
We've added Task and Quote Preview to Projects! Easily add notes, view or add materials, change the status or quote acceptance etc, without having to navigate away from your project. Simply click the eye icon or the blank space in a row to access the preview.
More on viewing Projects | More on the Quote / Task Preview
Project Retentions Upgrade⚖️🙌
Warning: major game-changer ahead!
In August, we released a major upgrade to our Project Retentions feature.
Project Retentions will now:
- Add a Negative 'Less Retention Withheld' line item to Project Progress Invoices, meaning that the Retention Withheld amount will now correctly reduce the invoiced amount of a Progress Invoice
- Create retention entries in a new Retentions tab in the Integration menu, so you can push journal entries for Retention Withheld and Liability for Defects to your Accounting Package
- Give you the ability to create Retention Claims for when the Retention is due to collect, straight from the Retentions tab in a project.
In addition, we've also added some report fields for Project reports:
- Project Total Claimed
- Project Retention Withheld to Date
- Project Retention Remaining Amount to be Claimed
- Project Retention Claimed Amount
Our Project Retentions help page includes a handy video showing you the setup instructions step-by-step and how to use the new features.
Projects: Invoice Type column
On Projects in AroFlo Office, we've enabled an 'Invoice Type' column on the Invoice tab, making it even easier to see at a glance what type of invoice each one is, including Project Retention Claims (see above).
In addition, you can also type in the field to filter invoices.
Default Task Description 📝
You can now set a default task description per task type, which appears when creating a task. This can be useful if you regularly use the same description template on tasks, or to create a prefilled template that just needs to be filled out on task creation.
Select a default task description | Create a description template
Field: Compliance Forms tile
We've recently included a counter on the Forms tile on a Task, telling you how many forms have been linked to the task type.
Office: Quote Line Items 📦
We've made a few improvements to Quote Line Items in Office, mainly to the icons for line item types but also to the button to make items optional. The main changes are:
- Manually added line items now display with a plus button next to them - Use this to create ad-hoc assemblies.
- Inventory items now display with an inventory icon beside the item.
- Assemblies (including ad-hoc assemblies) and takeoff sheets (for detailed quotes) now display with a closed folder icon when not expanded and an open one when expanded.
- The Set as Optional/Remove Optional button is now to the right of the line item row.
Field: Quote and Invoice Items revamp❗📦
At the start of August, we released a HUGE update to the way Quote and Invoice items look in AroFlo Field.
- View line items straight from the Line Items tab
- Use swipe actions for quick actions (e.g. duplicating or deleting items)
- Additional options when viewing items, e.g. ability to reorder, multi-delete, switch to compact view, and apply latest inventory pricing!
- For Quotes, you can now add items from existing quotes, as well as create assemblies and option groups
More on Quote Items | More on Invoice Items
Event Message Counters 1️⃣2️⃣3️⃣
Event Messages now have counters alongside each one, making it even easier to see how many event messages you have in use.
Find this in both your Event Messages list and your client-specific event messages.
Office: Task List filters 💼🔍📆
We've added three new filters when using the Workflow > Open Task List. You can now filter tasks by:
- Client
- Status
- Priority
In addition, you can now choose a date range of tasks to display in the list! Simply click the calendar option and choose your date range.
Office: Project Templates 🧩
We've made Project Templates even easier to use! On the Create Project screen, simply select a template from the new Project Template dropdown and then choose to add the stages and tasks from the template.
This option is available both when creating a project from scratch and creating one from a detailed quote.
Create Project Templates | More on the Create Project screen
Field: Select Asset on Create Task
If you're working on only one asset for a task, you can now link it to the task at hand on the Create Task screen!
Office: Merge Clients
Accidentally have the same client twice? You now have the ability to merge them!
Simply use the Merge Clients feature within the Client card you want to keep and follow the instructions.
This will merge your duplicated client's info with this one as well as things associated with that client, e.g. tasks, quotes, assets, contacts and locations.
Field: Labour Timer and Active Timers ⏲️
In AroFlo Field, we've updated the look of the Labour Timer button both in the Labour area on Tasks and in the Timesheets area.
In the Timesheets area, we've also updated the look of the Active Timers button.
Field: Purchase Orders Overview️ 📦
Purchase Orders in AroFlo Field have a brand new look and use our updated Task Overview design.
New features:
- Easier way to email your order
- Shortcuts button ➕ to easily take a photo or upload, and add line items
- A new Documents tab
- Dedicated Signatures area
- Can view four new fields:
- Date Received (can also be edited)
- Date Purchased
- Date Invoiced
- Payment Due Date
Add/Edit Supplier for RFQs
On Request for Quotes, you can now Add a Supplier or Contractor or Edit the selected Supplier or Contractor, making this in line with other areas of AroFlo.
Office: New Report fields
For Quote reports, we've added Quote Acceptance Declined Date fields.
Read more on Quote Acceptance.
For Location reports, we've added a new Location Task Note field. Location Task Notes are helpful if you want a note to be automatically added to a task whenever the location is used.
Office: New Invoice Layout Tables and Fields
We've added two new Invoice Layout tables, both with three new layout fields. Both of these tables include an option to show a sub table to show a claim summary of each quoted item:
- Project Totals (Stage - ex Variations) - This table is designed to show only Contract items (non-variation items)
- Claimed to Date (ex Variations)
- Claimed % (ex Variations)
- Balance to Claim (ex Variations)
- Project Totals (Stage - Variation Only) - This table is designed to show only Variation items
- Claimed to Date (Variations Only)
- Claimed % (Variations Only)
- Balance to Claim (Variations Only)
When using these new tables, we recommend using the following fields:
- Project Totals (Stage - ex Variations)
- Stage
- Contract Value
- Claimed to Date (ex Variations)
- Claimed % (ex Variations)
- Balance to Claim (ex Variations)
- Project Totals (Stage - Variation Only)
- Stage
- Variation Value
- Claimed to Date (Variations Only)
- Claimed % (Variations Only)
- Balance to Claim (Variations Only)
In addition, you can now include a sub table for the Project Totals (Stage) table to show a claim summary of ALL quoted items.
We've put together a helpful video to explain these new tables and fields:
Office: New Email Template Fields 📨
We've added the following fields to easily add to your email templates:
- Schedule DOW (Day of week) Day Month Year @ Time
- Schedule DOW (Day of week) Day Month Year @ Time (Client Timezone)
Learn more about Email Templates.
Introducing Release Badges
Release badges are a new way to help you quickly identify new features and functionality in AroFlo. These appear as purple megaphone icons and are quite subtle so they're not in the way of your work.
Hover or tap a release badge to see a short message about what's new or to view further instructions. You can also click the 'Learn More' button to visit our Help Guide to read about the new feature in more detail. Release badges will be added to different areas of AroFlo as new features are released.
