Office: Custom Form Enhancements 📋
For custom forms we've added two new fields and additional functionality for conditional elements:
- New Field: Linked Documents and Photos
Displays an inline image with the content in your form which is perfect for risk matrices or diagrams. - New Field: Signature
Allows your techs to add inline signatures throughout the form; perfect for declarations and where a form requires multiple approvals. - Field Enhanced: Conditional Visibility
When printed, visibility of conditional elements on a custom form will be considered on a standard layout so only what was selected will be shown. Elements will still be visible on an RTF layout regardless of conditional visibility.
Learn more about Custom Form fields and options
Field/Office: Notifications 💼📝
We've launched an exciting new feature called Notifications which provides easy-to-follow updates about what's going on in your AroFlo site.
At launch you'll be able to receive notifications for:
- Schedule Created
- Payment Made to invoice
- Purchase Order Created
- Task Assigned To
Click on the notification to be taken to the relevant area and never be "out of the loop" again.
Learn more about Notifications
Office: Inventory Updates 🔨
In May, we introduced a Detailed option for cost pricing, which allows for greater flexibility and visibility when it comes to how much you purchase items for and how you want to charge them out, especially when purchasing and selling your items at different unit types.
Learn more about Simple vs Detailed cost pricing
Office: NECA connection is now available 🔌📋
Are you a member of NECA in NSW, QLD, ACT, TAS, and WA? Take advantage of their compliance forms directly from AroFlo using a our newest compliance connection.
Learn more about connecting NECA to your AroFlo
Office: Display Retention Margin on an Invoice💲
We've added more ways to communicate retention amounts to your clients when you generate a Project invoice in AroFlo.
To display your preset margin percentages on an invoice, use the Static Data fields: Project Retention Margin % or Inv. Retention Margin %.
Field: Edit Task Description ✏️
Great news for Field users! You can now edit a Task's description on the go. Simply tap the pencil icon to make your changes, or use a description template, and remember to Save.
Office: Task Preview Available in Search 🔍
We've added Task Preview to search results to make locating a specific Task even easier.
Field: Getting Started Assistant is now available 🛻
The Getting Started Assistant (GSA) is now available in the Field and AroFlo App.
Even if you have already set up your AroFlo account, the GSA is a great way to quickly update things like your company mailing address or phone number.
Learn more about using Getting Started Assistant in the Field
Field: Change Task priority 1️⃣2️⃣3️⃣
You can now change the priority of a task in AroFlo Field, making it easier to manage your task priorities on the go!
Office: Unit Type on Purchase Orders 📦
In Office, we've updated how the unit type displays on purchase order items and made it the same as other areas.
You can also click the field to change the unit type for this instance, if needed.
Field: Show Unit Type on Task Material 📦
Similar to what we've done in Office, we've also included the unit type when viewing material items recorded on a Task.
Office: Project Custom Fields 📊
We've made custom fields even more useful. You can now set your own custom fields on Projects to enter dates, extra note fields, and more!
In addition, we added the ability to add and update custom fields on open Projects, which is handy if you've set up new custom fields, or edited existing ones since creating a project.
Office: Project Columns 🧾
In the Tasks tab, we've added Customer Order Number (Cust ON) as a selectable column.
Office: Bill Line Item Discrepancy from Work Orders
We've added line item discrepancies on bills arising from work orders.
Changes to part numbers and costs will be highlighted on screen and you'll get a warning telling you what the discrepancies are.
This works both for bills manually created from work orders, and for bills created from invoices sent via AroConnect.
Office: Purchase Contains on Purchase Orders 📦
Purchase Orders now displays items' purchase contains unit type. This is really helpful if you're using different unit types for purchasing and selling items. This displays both before and after saving items.
More on Inventory Item Pricing
Company Icon: Select from icon library
We've included some standard icons to choose from when updating your company icon. Your company icon appears at the top left of your AroFlo site and can be used to differentiate business units if you have multiple.
Office: Clickable telephone links
In Office, we've made phone numbers clickable, making it even easier to make a call if you have a phone dialling app on your device (e.g. Zoom). This is available in several areas, including Task and Quote Worksheets, and the Client List.
Just launched: Product Portal 🚀
We've just launched our brand new product portal. This is a space to see a sneak peek of what new features are currently being worked on. You can also vote on ideas from here and provide feedback. This will also be the new place to submit product suggestions. Check it out for yourself today by clicking the link from the Help Menu (available in both Office 💻 and Field 📱)
