App: Digital Tape Measure 📏📷
If you're an App user, you can now use your camera when using the measurement calculator, if you have a supported device that has LiDAR.
Learn More about the Measurement Calculator | Learn more about the AroFlo App
AI Bill Scanner ✨📃
In September, we released our AI Bill Scanner feature to Beta. The AI Bill Scanner looks at data from your supplier invoices and imports line items onto your purchase orders, as well as automatically creating a bill for your records.
Look out for future updates to the AI Bill Scanner, including the ability to upload multiple bills at once!
Office: Sync Bill Documents 📄➡
We've recently added the ability for Documents & Photos attached to Bills (e.g. Supplier Invoice PDFs) to sync across to your accounting package if using Xero and MYOB (AccountRight and Pro). This will save you from manually uploading files in your accounting package.
Note that Xero users will need to re-authorise their token before this feature will work.
See Using Cloud-Based Integration for specifications around file types and limits.
️Field: Multiselect Assets ☑️☑️☑️
You can now select multiple assets when adding assets to a task in AroFlo Field! No more adding each one individually.
In addition, when using the asset filter, AroFlo will remember your selection, even when switching tasks.
Field: Save Asset filters on Tasks 🔖
Speaking of Task Assets and Filters, you can now create custom filters for viewing assets on tasks!
This is really helpful if you regularly use a set of filters, or perhaps different users in your business are in charge of different assets. For example, one user may want to see failed assets from one asset type, and another user may want to see assets yet to be assessed from another asset type.
Field: Percentage Invoicing 💲
We've added Percentage Invoicing to AroFlo Field. Simply choose the Percentage Remaining option when creating an invoice, or use the Percentage Line Item option when adding items to your invoice, and then choose the relevant option and customise if necessary.
Learn more on Creating an Invoice | Learn more on Adding items to an Invoice
Field: Detailed Quotes 🤯
At the start of October, we released the ability to view takeoffs and their items for detailed quotes in AroFlo Field, as well as view quote totals for each takeoff.
Towards the end of October, we extended this to also create, update, and delete takeoffs, as well as add and edit items within takeoffs.
Office: Task Preview for Asset Task History 🔄️
We've added Task/Quote Preview to the Task History section on Asset cards in AroFlo Office, making it even easier to view and update information about the task or quote in question.
More on Assets | More on the Task / Quote Preview
Autosave on Task Preview 💾✅
Speaking of the Task Preview, we've made it even easier to update key information when working with previews! AroFlo will now automatically save the task you're on when updating the following fields:
- Status
- Substatus
- Priority
- Resources.
Office: Find Nearest Task 📌
We've updated the map markers when using the Find Nearest Task and Day Task Map features to help distinguish the difference between the current task or quote you're on, and other tasks and quotes in the list. Tasks now display as a purple location pin, Quotes as a yellow location pin, and the task or quote you're currently on uses the same red location pin as before.
More on Find Nearest Task | More on Day Task Map
Office: Contractor Resource Zones showing on Work Order
When creating a work order from a task, you can now see which Resource Zone(s) your Contractors belong to when selecting a contractor. Want to only show Contractors in the same zone as your task location? Simply switch the filter to Yes.
More on Creating a Work Order | More on Resource Zones
Office: Acceptance Expiry in Quotes List 🕜
We've added Acceptance Expiry as a new column in the Quotes List in Office so you can easily see the date and time the acceptance is due for quotes awaiting a decision. You can also use this column to sort the list. An orange clock icon means the acceptance is set to expire within the next 7 days. A red clock icon means the acceptance has expired.
More on Quote Status | More on the Quotes List
Office: Global Search Updates 🔍
You can now use Global Search to search by Task Name or Job Number for a Purchase Order.
More on Global Search
Office: Priority on Completed Tasks
We've included the Priority field on Completed Tasks! Find this on both the Completed Task Worksheet and the Task Preview.
More on The Task Worksheet | More on Task Preview
Office: Unit Type Column 📦
We've enabled the Unit Type column when adding inventory to Invoices and Tasks in AroFlo Office. You can enable this for Tasks by clicking the Columns button.
Office: New Invoice Layout Fields
For Invoice layouts, you can now take advantage of a new invoice layout field Invoice Claim Total Ex.
This is useful if you need to display how much a progress claim is before the retention withheld is taken off.
Learn more about Project Retentions
Office: Asset Images on layouts
Good news for users using task asset fields. You can now add asset default documents to the task asset custom fields table! This will save you from using multiple tables for service report layouts.
Learn more on Task Asset Fields | Learn more on Asset Tables
Print and Email Defaults: Retention Claim Invoices
You can now set print and email defaults for Retention Claim Invoices. This is useful if you have any layouts or email settings specific to Retention Claim Invoices.
Learn more about Print and Email Defaults | Learn more about Project Retentions
Quote Links
Accidentally landed on a Task with a Quote attached to it? We've got you covered. The banner at the top now has a link attached to it so you can easily return to the linked Quote!
Office: Additional Quote Layout fields
If using parent and child clients, you can now include parent information on your quote layouts as we've added the following fields:
- [Address 1 (parent)]
- [Address 2 (parent)]
- [Suburb (parent)]
- [Suburb State Postcode (parent)]
- [Country (parent)]
- [State (parent)]
- [Postcode (parent)]
Learn more about parent and child clients
