Welcome to the August edition of AroFlo’s Newsletter: a monthly roundup of our recent product enhancements and updates.
This month we introduced the ability to generate quotes for assets from a task asset checklist – a convenient way to create a quote for assets that have been marked as failed during an inspection. We improved the functionality of progress claiming for projects, and added a new form to our growing list of pre-built compliance forms.
Read on to learn about our recent highlights.
- Urgent Action Required: Transfer to Permission Groups
- Project: Changes to Progress Invoicing
- Task Assets: Generate Quotes from Asset Checklist
- Risk Assessment Linked Forms
- Pre-built Forms Added
- Field: Documents and Photos on Compliance Forms
- AroFlo’s Blog: Making the most of your trade business website
- Business Health: Support is Available
- What’s in the pipeline?
If you’d like assistance or training on a particular feature, please don’t hesitate to get in touch. Submit a support request here.
Urgent Action Required: Transfer to Permission Groups
The process to phase out AroFlo’s legacy user access settings is underway and we’re approaching the September 13, 2021 deadline.
Our records show that some users are still using legacy access types and will need to be transferred to Permission Groups as a matter of priority.
IMPORTANT NOTE: Those businesses who have not transferred users across to Permission Groups by this date, will be migrated to our Pre-built Permission Groups as follows:
AroFlo Office :
Projects: Changes to Progress Invoicing
We’ve made some improvements to progress claiming for projects, and you’ll be pleased to know, you can now link quoted items to a progress claim.
This update also allows for more flexibility with invoice line items as you’ll have the option to:
- Adjust the quantities, percentages, or amounts for linked items
- Add items from linked quotes or tasks
- Use the values of the linked items as a basis for the overall invoice line item (% of Contract only)
- Create your own groupings of task/quote items.
AroFlo Field and Office :
Task Assets: Generate Quotes from Asset Checklist
We’re excited to bring you the ability to generate quotes for assets from a task asset checklist – a convenient way to create a quote for assets that have been marked as failed during inspection.
While using AroFlo Office or Field you can simply generate a quote using the Generate Quote(s) function, to create a quote for assets that have failed.
In addition, we’ve added the ability to link inventory items to assets. When you generate a quote using the task assets interface, you’ll find that any inventory items linked to the asset you’re quoting on will auto-populate as line items on that quote.
AroFlo Field :
Risk Assessment Linked Forms
Our recent installment to our Compliance renovations is the Create a Linked Form page.
Adding a linked form is useful if there are risks or compliance items that are not covered by the risk assessment form.
AroFlo Office :
Pre-built Forms Added
We recently added the highly sought after Electrical Safety Check Report to our volt of pre-built compliance forms.
Our pre-built forms are a great alternative to creating your own custom forms and new versions are added regularly.
AroFlo Field :
Field: Documents and Photos on Compliance Forms
We’ve given the Documents and Photos area within Compliance Forms a makeover.
Simply tap the plus button to upload a file or take a photo, and attach to the form you’re working on.
AroFlo Blog :
Making the most of your trade business website
Sometimes, it’s the parts of your business you never think about that can have the biggest impact on how much work you have coming in.
Take your website, for example. On the surface, it’s a convenient place to list your contact numbers and let potential customers know more about your business. Dig a little bit deeper, though, and there’s a wealth of ways that a great website can help you bring in more paying customers.
This article will give you ten quick tips aimed at helping you leverage the most you can out of your website by establishing instant credibility and making a great first impression. We’ve also included a helpful checklist listing all the tips we’ve covered, so you can refer back to them easily as you work on your website.
Business Health :
The COVID-19 pandemic has placed unprecedented stress on businesses around the globe and many business owners have been forced to make hard decisions to ensure they survive and can prosper again once things get back to normal.
These decisions can be stressful, overwhelming, and cause strong emotions, but support is available to help you cope and move forward.
NewAccess developed by Beyond Blue offers small business owners (including sole traders) free and confidential mental health support to manage these pressures. The service is available nationally by phone or video call. Click the link for more information and to book a session.
Do you know someone who needs support?
- How can I support someone with anxiety or depression?
- Partners in Wellbeing: Free wellbeing coaching and small business support
- MindSpot: An online telephone clinic providing free assessment and treatment services (Australia wide)
- Lifeline: 24-hour crisis support service (Australia wide)
- Mensline: A telephone and online support, information, and referral service helping men (Australia wide).
What’s in the pipeline?
- Timesheet Automation – Multiple Conditions
- Task Asset Features
- Additional Suppliers added to Supplier Invoice Imports
- Externally View, Accept, and Sign Quotes and Requests for Quotations
We’re here to help
Want to know more?
Call and book in a session with one of our friendly Customer Service Team members.
Alternatively, you can access our comprehensive online help:
Help Topics | Status Page | Latest Updates
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