Welcome to AroFlo’s Newsroom, where you can read our latest industry articles and product announcements.

February 2019 AroFlo Latest Product Updates

We've kicked off the year with a bang and have been working hard to roll several new enhancements, making AroFlo more flexible and easier to use. Our latest updates are accessible only to those using Permission Groups. If you haven't already changed your users' access settings to Permission Groups, we recommend you do so now to continue enjoying AroFlo's latest features and enhancements. Read on to learn about our latest highlights: Office and Field: Job timer Office: RTF template layouts Office: Calendar reports Office: Project Templates and makeover AroFlo and Xero integration: Mark [...]


January 2019 AroFlo Latest Product Updates

We mark the start of a new year as an opportunity to set and achieve new goals. This year we welcome the integration and long-term partnerships with major industry partners to grow our interconnection capabilities. These partnerships in turn, will offer you greater functionality. The team at AroFlo are extremely excited and we anticipate 2019 to be a big year. Our mission has always been clear, we succeed when our customers succeed - it's as simple as that. Read on to learn about our latest highlights: Sync AroFlo and Groundplan Office: Event [...]


AroFlo Updates | Christmas and New Years Support

As 2018 draws to a close, we've started to reflect on the year that's been and the development and growth of AroFlo. Our software enhancements will continue to roll throughout 2019 with a focus on further streamlining your work processes to save you even more time. Read on to learn about our latest highlights: AroFlo Office Redesign: Credit Notes, Documents & Photos Office: Quote status and deadline on calendar view Office: Report fields and filters Payment: Storage facility upgrade AroFlo Webinars AroFlo: Spread the Christmas Cheer AroFlo: Christmas and New Years support [...]


Workflow Status Changes

We’ll be making improvements to workflow status options throughout AroFlo. These new enhancements offer greater flexibility for your business and a smoother user experience, thanks to the standardised changes across the entire system. Our improvements will be introduced throughout: Invoices Payments Purchase orders Credit notes Supplier quotes Menus Invoices The current and new invoice statuses are shown in the table below. We'll introduce a drop-down Status menu within the Invoice Worksheet and the Save button will also offer the option to set the status. Find out more on Invoices Payments [...]


Markups & Price Level update

We’ve got some big changes coming to our markups and pricing levels. These new enhancements will provide you with even greater flexibility when setting your default markups, inventory pricing and price levels. Business Unit Default Markup Previously, setting a business unit markup was optional. If you didn’t have one set, it would revert to a system default of Cost + 10% markup. A Business Unit Markup is now your baseline markup. If you currently have it switched off your markup setting will change to be Cost + Markup set at [...]


AroFlo Security: Keeping your data safe

There's never been a better time to tell your friends and family members about AroFlo. If they sign up before the 5th of October, they'll save a massive $750 and we'll send $250 your way, as a little thank you! Read on to learn about this offer and our latest highlights: AroFlo Security: Keeping your data safe Office: Business unit landing page Team AroFlo: Health and wellbeing AroFlo: 2018 Footy finals promotion What's in the pipeline? AroFlo Security: Keeping your data safe We're working on a number of security features to [...]


Latest AroFlo Updates

This month we released our highly anticipated enhancement giving AroFlo Field users direct access to leading supplier online catalogues. Read on to learn about this feature and our latest highlights: Admin: New Permission Groups Field: Supplier Online Catalogues Office: Locations and Clients redesign Team AroFlo: 10 year milestone What's in the pipeline? Footy tipping winners Admin: New Permission Groups A friendly reminder, that our transition from old legacy user access types to our new pre-built and customisable permission groups kicked off on the 3rd September, 2018. We recommend you continue to [...]


Nuts & Bolts Updates

This month our developers focused on a number of key enhancements to improve AroFlo's performance. And we launched a brand new summary blog called Nuts & Bolts Updates which covers off all the smaller updates that can still have a big impact on your business. Read on to learn about this new section and our latest highlights: Office redesign: Inventory Document Layouts: enhanced rendering Timesheet: expandable note field Hot Tip: Nuts and Bolts updates What's in the pipeline? Office closure Office redesign: Inventory Our latest modifications to Inventory offer a [...]


AroFlo Email System Upgrade

As we continue to improve your AroFlo experience we’re excited to announce our latest upgrade to AroFlo’s email delivery service. Why is AroFlo making these changes? Every day we send and receive more than 60,000 emails on behalf of our customers. And our customer base just keeps on getting bigger and bigger. At AroFlo we always aim to be proactive, rather than reactive, so we have upgraded our infrastructure to ensure there is no degradation to our email service as we expand. In fact, our email service will now be faster and more [...]


Find out what’s new in AroFlo

Over the last three years, the AroFlo team has tripled as we continue to offer ongoing product improvements and the highest levels of support to our expanding customer base. As a result of this amazing growth, we've doubled the size of AroFlo HQ and continue to invest in our system infrastructure. This month we also added one of the 'big four' banks to our list of payment partners to help you get paid faster. Read on to learn about our latest highlights: Payment Gateways: connect to NAB Transact Task Worksheet: update labour notes faster POs & Credit Notes: [...]


Tell your mates about AroFlo’s great EOFY offer!

AroFlo Product Updates We continue our AroFlo Office make-over with new improvements to our Client, Supplier, and User pages. Plus, we've got more exciting changes on the way for our most frequently used Task pages. There's also never been a better time to tell your mates about AroFlo. Until the end of June, your mate can save up a massive $650 and you can earn $250 just for sharing! Read on to learn about our latest highlights: Office redesign: new Task pages launching this week! Event messages: new client and supplier alerts Supplier invoice [...]


The Hidden Gem in AroFlo’s Permission Groups

Our latest and greatest AroFlo update gives you the flexibility to choose the features that matter most to your team. Change your users' access settings to 'Permission Groups' and start exploring the possibilities today. If you've been considering the benefits of real-time GPS tracking for your business, we've got huge discounts on our ATrack GPS devices for a limited time only. Read on to learn about our latest highlights: Reports: permissions and restrictions Layouts: fresh new designs coming next week GPS Connect: save $ on ATrack GPS devices Hot Tip Video: Supplier Invoice Email Imports AroFlo Footy [...]


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: [...]


Jan | Feb 2018 Product Updates

2018 is shaping up to be our biggest year. We kicked things off with an overhaul of AroFlo's Office interface. It's been visually refreshed and simplified so it's easier to use on mobile devices, making it even easier to run your business on-the-go. AroFlo's 'Pay Now' invoice feature made a comeback and is better than ever. It now lets your clients pay online via a secure payment portal that supports surcharges. Read on to learn about our latest highlights: Payments: new client payment portal Bulk data import: drag and drop new clients Assets: now connect to GPS devices AroFlo Field: [...]


Take a Sneak Peek of our New AroFlo

We're excited to announce that AroFlo Office is undergoing a face-lift! Over the next few months, you'll notice our interface will have a fresh new look and feel. It will be easier to use and more mobile-friendly. What will change? AroFlo is essentially getting a new coat of paint. We're starting with our list views and from there we will work through each area to make everything look consistent. Top changes include: Extra white space so text is easier to read. Floating 'Save' button that is always at your fingertips. Large tooltips to explain what [...]


A Hamper Full of Updates from AroFlo

With the year quickly drawing to a close, we've been working harder than Santa's elves to deliver you the last of our enhancements for 2017. And we're ending the year with a bang! We're excited to announce that AroFlo now integrates with 5 leading payment gateway providers offering a faster way for your customers to pay. From all of us at AroFlo, we wish you and your team a safe and relaxing Christmas and prosperous New Year. Read on to learn about our latest highlights: GPS: half price ATrack GPS devices Payments gateways: 4 new providers [...]


Get ready for a smarter way to track assets

As we head towards the pointy end of the year, we're focusing our efforts on extending AroFlo's location-based capabilities to include assets. The first stage of this development allowed you to link assets to users. Next month, you'll also have the option to connect a supported GPS device to an asset, such as a vehicle, instead of a specific employee. Read on to learn about our latest highlights: Assets: link company/client assets to users Bulk data import: drag and drop new assets Inventory: add purchase and sales tax codes Site Admin: new Signature Labels interface Supplier invoice [...]


Features that help you to stay on top of your business

Stay on top of your business with AroFlo's latest features We love working on features that help you to stay on top of your business. Over the last six weeks we introduced our new live tracking map, improved our project progress summary, and expanded our credit notes functionality. We also launched our new responsive menu design, which makes AroFlo more mobile friendly and easier to use on touchscreens. Read on to learn about our latest highlights: AroFlo Map: introducing live tracking Credit notes: allocate credits and payments Projects: new progress summary views Inventory: purchase account codes [...]


Inventory Pricing Levels, Bulk Import Locations and More

July Product Updates Our latest round of AroFlo updates features a major inventory enhancement that offers greater flexibility when pricing your materials and services. We also launched a new data import tool which gives you the power to import or update data in bulk, starting with locations. Read on to learn about our July highlights: Inventory: introducing pricing levels Bulk data import: add or update locations Documents & photos: share links with anyone Field interface: saving made simple Integration updates: supplier payments and credit notes Inventory: [...]


Work Order Import Locations & Credit Notes

May Product Updates We're revving up for the EOFY by rolling out new features that let you log your jobs even faster and help you keep track of purchase and sales returns. It's also the perfect time to tell your mates about AroFlo. Until the end of June, your mate can save up to $750 and you can earn $250 for your efforts! Plus, we're offering a $250 discount on our cloud-based accounting integrations. Check out our latest highlights and EOFY offers below: Work order imports: automatic creation of locations Field: create [...]


AroFlo Named in FrontRunners Quadrant

1st June 2017 AroFlo Named in FrontRunners Quadrant for Construction Estimating Software AroFlo announced today it has placed as a Contender on the FrontRunners quadrant for Construction Estimating software. FrontRunners is powered by Gartner Methodology and published on Software Advice, a Gartner Digital Markets company. FrontRunners evaluates end user reviews and verified product data to position the top performing products based on capability and value for small businesses. The FrontRunners quadrant for Construction Estimating software is available at REQUIRED DISCLAIMER: The content for the FrontRunners quadrant is derived from actual end-user reviews [...]


New in AroFlo | Supplier Payments

New in AroFlo The AroFlo team had some pretty awesome wins this month! We celebrated the first milestone of a major enhancement for supplier credit notes. Plus, we welcomed a huge boost in our technical resources which allows us to continue strengthening AroFlo's infrastructure to support our growing customer base. Read on to discover more about our latest highlights: Purchase orders: record supplier payments Xero integration: two-way transfer of supplier payments Infrastructure: investing in our future Projects update: going LIVE on Monday 8th May Coming soon Purchase orders: record supplier payments AroFlo [...]


March Product Updates

March highlights We set the bar high in March with the release of 15 new enhancements across the entire AroFlo platform, plus the launch of a new accounting integration with Reckon Accounts Hosted. You're sure to discover something that makes running your business that little bit easier. Check out our March highlights: Integration: Reckon Accounts Hosted has arrived Field: create new locations for clients Map: greater visibility of your field techs Task progress: compare quote, costs and invoices Layouts: new invoice history tables AroFlo AFL & NRL ladders Coming soon For a complete [...]


Get greater flexibility with AroFlo’s new project tools

Want a sneak peek of our soon-to-be released projects update? Take a look below to learn how our revamped project interface will offer greater visibility of your project costs. This includes an enhanced progress summary featuring new calculation options that allow more flexibility in your project invoicing. Read on for an exclusive preview of our new project features: Project dashboard: greater visibility of costs Progress summary: dynamic views and calculations Project invoicing: better options for greater flexibility Project dashboard: greater visibility of costs AroFlo's new project dashboard offers crystal [...]


AroFlo Product Updates

We've kicked off 2017 with the release of two major features designed to simplify your inventory, and make purchasing so easy - anyone in your organisation can do it! We're also excited to announce that we're testing new GPS technology, with the aim of launching a real-time vehicle tracking solution in the coming weeks. If you'd like to be part of our exclusive beta trial, please click here to find out all the details or contact your Account Manager. Read on to find out more about our latest updates: Inventory: preferred suppliers and [...]


2016 – AroFlo’s biggest and best year so far!

What a Year It’s Been On behalf of the team at AroFlo, I’d like to wish your team a safe and relaxing Christmas and prosperous New Year. It's been a massive year for us at AroFlo with huge growth and major developments. We hope your business also benefited from the significant improvements we made to AroFlo, and we look forward to working with you again in 2017. Reaching new heights Every year we remain committed to user led innovation and 2016 was no exception. We'd like to thank each and every [...]


AroFlo Software Updates October

The AroFlo team have been busy working away on some exciting, larger development projects. But in the meantime we’ve released some small improvements with big benefits. We've also started work on transforming AroFlo's user interface. Our revamped login screens and risk template forms are just a taste of things to come. Read on to learn more about AroFlo's latest improvements: • Office: New login screen • Inventory: Move all stock in bulk • Users: Usernames with special characters • Field: Improved risk template forms • Supplier invoice imports: New suppliers • What are [...]


AroFlo Software Updates September

Spring is the time for fresh starts and getting things in order. And we've certainly been busy keeping AroFlo in tip-top shape! This month our focus has been on enhancements that make AroFlo a faster, more powerful tool for your business. Read on to learn about our latest updates: Global search: A faster way to search Field and Office: Redirection to HTTPS Site Admin: Optional verification of orders Supplier Invoice Imports: 24 new suppliers added Global Search: A faster way to search The phone is ringing hot. And you need [...]


In Conversation

Editor Dannielle Furness spoke with AroFlo client Darren Andrews, Director at GB Electrical, in the August 2016 issue of Field Service Business magazine. Field Service Business: GB Electrical works across a broad range of industry sectors and with many different types of equipment. What challenges does that pose in terms of managing a mobile team? Darren Andrews: The challenges in running our operation are ever changing. To utilise our mobile resources efficiently is the key to providing a responsive and high-quality service across varied business specialties. We are constantly challenged by client expectations for [...]


August Highlights

Our customers influence and inspire our product road map. And our brilliant development team make it all happen! Check out our top five updates for August: Site Admin: easier access for Admin users Reports: collapsed groups and extended dates Periodic invoices: pre-set invoice status Inventory: stock adjustment notes Expenses: tax and total cost inc. Site Admin: easier access for Admin users Accessing your site's configuration settings is now only a click away. User feature access settings now include a new permission that allows Admin users to switch to Site Administration directly from their personal user [...]


July Highlights

Whether you run a small family business or a large multi-national company, we've got something for everyone in our July product highlights. Field: new side menu Periodic tasks: asset forms for variable services Tasks: create custom checklists faster Quotes and invoices: profit indicators Timesheets: quick links to tasks Capture signature: new improvements New supported suppliers Field: new side menu We have simplified our Field menu with new design features. A new grid style menu that displays functions based on user permissions. Fresh icons that visualise every function in an instant. Large buttons and [...]


A new Site Admin interface and more

June Highlights If you’re a Site Administrator you can now take better control of your AroFlo site thanks to our newly overhauled Site Admin interface. System settings are now super organised, and the addition of tool tips make it even easier to find the settings you are looking for. Come and take a peek inside. Site Admin: Fresh new interface Site Admin: Help tools Layouts: Find data elements faster Layouts: Add signatures anywhere Speed improvements No secrets between mates Site Admin: Fresh new interface Less is definitely more. That’s why we’ve designed our [...]


May Highlights

May was a bumper month for AroFlo updates with no less than 11 new product enhancements released. Read on to learn about our bigger highlights: Field: easy labour recording Layouts: solar rebates Projects: progress tab improvements Supplier Catalogues: Tradezone, Ideal & John R. Turk Field: view emails from task notes New Blog Coming soon Field: easy labour recording Sick of fumbling around on your phone trying to record labour in the field? You're going to love our latest time saver! New features include: Larger buttons and icons for big, burly tradie fingers Snazzy clock [...]


Welcome Tradezone

It probably seems like we're always banging on about making things easier for our users. But it truly is the motivating force behind everything we do here at AroFlo. And this time we've really upped the ante. Meet Tradezone. The latest industry wholesaler to join AroFlo's Supplier Catalogue Program. What's so special about Supplier Catalogues? AroFlo Supplier Catalogues let you access full product catalogues and price lists from leading industry wholesalers - all from within AroFlo. You can browse and select the items you want and then import them into your AroFlo quotes, purchase orders or invoices. Dead easy. [...]


Ideal & John R. Turk catalogue integrations with AroFlo

AroFlo is making it even easier for you to access the most up-to-date pricing from your favourite electrical suppliers. You can now access Ideal and John R. Turk's online product catalogues and price lists from within AroFlo. Simply browse and select the items you need and import them directly on to a quote, purchase order or invoice. By logging in to access the custom pricing you've negotiated with each supplier, you’ll always be using accurate material costs whenever you generate a customer quote, raise a purchase order or track your tasks and projects. Get started today [...]


New AroFlo Interactive Help

We're excited to announce the launch of our new AroFlo Help Centre. Our online, interactive Help Centre offers a variety of resources that allow you to learn in your own time, and at your own pace. Help Centre features  Intuitive Help Centre. Our powerful Help Centre makes it even easier to find the information you need, all from the one place. Search our entire knowledge base, take a guided tour through main areas of our system, or watch video tutorials.  Interactive walkthroughs. Take a tour of AroFlo with our interactive walkthroughs. They'll guide you every step of the way through a selection of [...]


Easier, Faster, Simpler

During April our developers focused on making some of AroFlo's more popular features even faster and more convenient to use. From invoices and purchase orders, through to notes and inventory, we're making every day business tasks even easier. Office: expanded notes functionality Inventory: faster editing of sell prices Invoices: easier receipt payments across multi invoices Invoices: simplified viewing of periodic invoices Purchase Order Imports: new suppliers Office: expanded notes functionality Task Notes is one of our most popular AroFlo features so we have added them to other areas of the system. You can [...]


Latest AroFlo Improvements

With 2016 now in full swing we've started rolling out some big product enhancements that are designed to deliver instant benefits to your business and make AroFlo even easier to use. We're also dropping some hints of even bigger things that are yet to come... New GPS Tracking Create contacts faster with Google Description field updates New GPS Tracking We have been working on improving AroFlo's GPS functionality as part of a larger project designed to make tracking your field techs a breeze. The first phase of our GPS release allows you to track the [...]


Save time with Google and AroFlo

Our latest enhancement harnesses the power of Google to make it even easier to add Clients and Locations in AroFlo. Fast. Efficient. Simple. Watch Video Add Clients Faster If you are adding a client in AroFlo, all you need to do is start typing your Client's company name and Google will search for their details. AroFlo can then enter any additional information stored by Google such as address, phone number and website addresses. More information: Create a Client GPS Magic If you are working on-site with a device that has GPS, all you [...]


Inventory Update LIVE on Thursday 18th February

Big inventory changes released this Thursday Over the past few weeks we've been keeping you up-to-date about our upcoming Inventory Enhancements. These enhancements are now due to go LIVE into AroFlo on: Thursday 18th February @ 07:30 AEDST What time for me? Since we have clients in Australia, New Zealand and across the globe, you can click on the link below to find our when the update will be live in your local timezone: AroFlo Inventory Pricing Update LIVE What if I need support? If you have any questions or need any help, [...]


See AroFlo inventory management in action

We recently emailed you about some big changes that are coming to AroFlo Inventory Management. If you missed our original email you can read all about our soon-to-be-released inventory updates here. With our go-live date just around the corner, we've created some handy guides on how you can make the most of our Inventory Management changes and apply them to your business. Simple Pricing Detailed Pricing Line Item Markup Multiple Markups Task Materials from Purchase Orders Simple Pricing Simple Pricing offers an easy and convenient way to configure pricing for individual items in [...]


AroFlo New Year Updates

Welcome to a new year with Team AroFlo. While most people were resting over the holiday period our development team were hard at work, rolling out a range of product enhancements designed to make 2016 your year for business success, with AroFlo. Email improvements Contact details in the field Contact notes Searching materials by Identifier and Manufacturer New invoice layout tables New supported suppliers Short and sweet Email improvements AroFlo Office now lets you search, select and attach multiple documents from different areas of the system to your emails. Job sheets, quotes, invoices [...]


Big changes to AroFlo inventory management

AroFlo is starting 2016 with a bang! We've made some huge improvements to our inventory system which offer added flexibility when setting sell prices for your inventory items. AroFlo's inventory pricing was originally designed as a cost plus system which didn't handle fixed pricing very well. But in the week's ahead we'll be releasing new inventory enhancements that will introduce the ability to not only set an editable fixed sell price but also provide greater options for calculating an item's cost. You can read a comprehensive overview of these changes on our Inventory [...]


AroFlo 2015 End of Year Wrap-Up

Best wishes from our team On behalf of our AroFlo family I’d like to wish you and your family a safe and Merry Christmas and prosperous New Year. We appreciate your continued loyalty throughout the year and can’t wait to work with you again in 2016. Take some time to unwind We hope that over the festive season you get an opportunity to take a break and relax with family and friends. Even though it’s difficult to step away from the responsibilities and demands of running your own business – one of the [...]


AroFlo November Updates

We love new enhancements that save you time and streamline your business processes. During November, our development team have outdone themselves with two major documents and photos releases, along with extra enhancements that are designed to make running your business even easier. Documents and photos upgrade Documents and photos for Assets, Inventory & Users Default image upload resolution New date fields on purchase orders Improved item description on quotes Documents & photos upgrade Our recent documents and photos enhancements make things simpler when you're trying to upload, search, view or email your documents and [...]


First impressions count

Wowing your customers makes you stand out from the crowd. We want to you to stay ahead of the competition. That's why our latest AroFlo enhancement has been designed to boost your customer satisfaction levels and give you a more professional image. We've extended our recent Documents and Photos Upgrade to now allow photos and documents to be attached to: inventory assets users By improving the use of images in AroFlo we've made it even easier and faster to find the information you need, and enhance your professional image. A picture paints a thousand words [...]


Documents and photos are now easier with AroFlo

Handling documents and photos in AroFlo is now a breeze with our latest enhancement release. These new improvements make it even easier for you to upload, search, view and email your documents or photos – whether you’re in the field or office. Easier to find Documents and photos are now located in one handy spot. Just look for the Documents & Photos tab on your task. Images at a glance You’ll now get a thumbnail preview of all your images at the top of the new Documents & Photos tab. Click on a [...]


AroFlo October Updates

Over the past 6 months we have doubled our development team. Yep, you heard right - we've doubled the number of developers who tirelessly work away on our lengthy list of customer enhancement requests. Investing in our development team means we can continue to deliver what we consider to be the industry's most affordable, full featured job management system. This month alone has seen us release some huge advancements that will not only change the way you use AroFlo but produce huge benefits for the way you run your business. Tracking Centres Our new tracking centres functionality will change the way you manage project costs and hugely [...]


AroFlo September updates

Quote option groups You can now include quote option groups with single or multiple item selections on a quote. This allows you to group various pricing options under their own header on a quote. This is useful for situations where you want to offer your customers various options that are separate to the standard items. The cost of the optional item/s are excluded from the total summary, until such time the item/s are marked as 'Selected'. This feature is available in both the AroFlo office and field interface. More info: Quote option groups [...]


IMS August updates

Credit card payment surcharges You can now apply a percentage surcharge to any credit card payments you receive in IMS. This can be set up from the Site Admin area: Site Admin > Service > Options > Payment Method Setup For more information on setting up payment surcharges, please read our Setup Payment Methods documentation page. You can also read additional information how to apply credit card surcharges when adding payments: using the Office Interface: Add Payments using the Field Interface: Field Payments: Surcharges Expense documents and photos You can now upload documents and [...]


IMS July updates

Direct email imports We have updated IMS to include direct importing of Purchase Order and Work Order Imports. Direct imports will immediately create the task in IMS for work order imports or immediately add the supplier invoice to your purchase order - as soon as the email is received by our mail server. This allows you to action your work requests or review latest purchase orders as soon as they are sent to IMS. When using direct email imports, if your supplier is on our Supported Supplier list you can now quickly and [...]


IMS June update

IMS June updates Our primary goal at i-man is to develop a leading job management solution that makes it even easier to run your business. This month's updates embody our company mission and are loaded with ways to save you both time and money in your every day tasks. Supplier Online Catalogues We recently teamed up with two of Australia's largest electrical suppliers to give you even greater online purchasing options. Online supplier catalogues from Rexel and MMEM Group (including AWM, Haymans, TLE, D&W and MM Electrical) have been integrated with IMS so [...]


i-man teams with Rexel and MMEM

MEDIA RELEASE 19th June 2015 For immediate release i-man teams with Rexel and MMEM to give electricians greater online purchasing options Software developer i-man Pty Ltd has joined forces with two of Australia’s leading electrical suppliers to integrate their online product catalogues within i-man’s cloud-based job management system, IMS. The collaboration means i-man customers can now access, browse and select Rexel and MMEM items from within their IMS software. While other job management systems make claims to provide access to wholesaler pricing this usually involves importing lengthy product lists which quickly date or [...]


IMS May updates

IMS May updates May has been another huge month here at i-man as our developers have been working hard to roll out new features and functionality to our customers. There's too many to mention in one email so to keep up-to-date on all of our fixes and changes you can look for updates in our IMS Help menu or visit our Release Notes help page which documents all released enhancements. Accounting Integration Customisation MYOB and Quickbooks/Reckon Integration Link configuration setting now allow you to choose what information goes into the memo and description fields. [...]


IMS customer takes out top business award

NSW based IMS customer, Dr.DRiP Plumbing, has taken out top honours in Trade Services at the 2015 Australian Small Business Champion Awards.  Recognized at the prestigious ceremony for their hard work and dedication, Dr.DRiP owners Angela and Andrew Smith have acknowledged the important part IMS played in their success. Angela and Andrew’s strong business acumen and eagerness to integrate IMS into every aspect of their successful business, saw them rise to the top of a fiercely competitive playing field at this year’s event. Angela has very generously taken time out to acknowledge everyone [...]


Job Management Software Review

Software Review AroFlo for Trades Queensland based AroFlo Partner, Cloud 9 Bookkeeping, has reviewed popular job management and field services software for the trades, construction, maintenance and field services industries. Cloud 9 Director Jeannie Doherty compares AroFlo, Simpro and The Service Manager (TSM) and gives her opinion on why she thinks AroFlo is Australia’s best job management software for tradies. Checking out the latest and greatest software on the planet is a hobby of mine.  My passion began after working closely with a programmer back in 2002 on an integrated accounting package using the Cloud [...]


IMS April updates

Melbourne, VIC, 24  April, 2015 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Client: Do Not Trade warnings Recent changes to the IMS Client page now allow multiple trading terms to utilise the “Do Not Trade” selection. Any client set to a transaction term with an assigned “Do Not Trade” type will display a red banner warning at the top of the page.   Reports: Dynamic Dates Dynamic date ranges are now available in the report filter. You can choose to run a report for a user defined [...]


IMS March updates # 4

Melbourne, VIC, 31  March, 2015 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Sometimes it can be the little things which cause the greatest headaches, so this week in the lead up to the Easter break, our developers have been focusing on fixing a range of issues to improve the usability of IMS. Short and sweet We’ve updated the ‘Current Purchase Orders’ list to display all of the job numbers for the items in the purchase order under the ‘JN’ column. You can now add the ‘date created’ [...]


Making things easier for both your admin staff and workers in the field

Melbourne, VIC, 24  March, 2015 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: This week's IMS updates are focused on simplicity - making things easier for both your admin staff and workers in the field. Set commencement date We recognise that many of our IMS users need to set tasks or maintenance jobs that have variable frequencies – i.e. ongoing monthly maintenance but with an added annual, quarterly or six monthly service. To cater for this we developed variable service templates that allow you to manage a service contract with [...]


IMS March Updates

Melbourne, VIC, 18  March, 2015 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Invoice discounts, sorting overheads, new supplier, plus more Invoice discounts Many of you have requested an option to apply discounts to your IMS invoices – you asked, and we delivered! Discounts can now be applied to each line item on an invoice and further down the track we will also be looking at developing full invoice discounts.   More info: Markups and Discounts Sorting overheads made easier You can now rearrange your overheads in [...]


Move items on Purchase Orders

Melbourne, VIC, 2  March, 2015 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Move from one task to another or to stock Move items on Purchase Orders Added ability to move items on a PO from one task to another task. The user has the options to leave existing items on the task or remove them from the existing task. More info: Moving Items on Orders Category Tree on Search Box We've updated the multi-search window so you can easily access your categories [...]


New Year, New Updates

Melbourne, VIC, 29  January, 2015 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: The Devs have been busy over the break period Finalising Invoices When finalising an invoice in WebIMS you now have two options: Finalise (deafult) OR Finalise & Close The default Finalise button will return you to the Completed Task list and Finalise & Close will leave you in the current invoice worksheet so you can continue to work on that invoice. More info: Editing Invoices - Finalise Invoice   Remember Me MyIMS [...]


COGs, Logouts and Imports

Melbourne, VIC, 15  December, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: New features for integration and information on issues facing some of our clients COGs for XERO and Saasu The IMS integration for XERO and Saasu now support the transfer of COGs. If you need to track the total cost of inventory purchased against the cost of goods sold and you are using the integration for XERO or Saasu, please contact your Account Manager so they can assist you setting up this feature. [...]


SOR Invoices and Rich Editors

Melbourne, VIC, 10 December, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Easier Invoicing and a Richer Editor for mobile devices SOR Invoicing We've now made invoicing even easier for people using Schedule of Rate items by automatically detecting SOR items on a task and giving you an option to invoice SOR Items only. More info: SOR Invoicing Rich Editor in myIMS Every year our mobile devices get better and better and we can support more functions for mobile users. We're happy to announce that you [...]


Text Counters & Search on Create

Melbourne, VIC, 17 November, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: More information and quicker task creation Text Counter on Text Blocks for Custom Compliance Forms [su_spacer size="20"] We've updated Custom Compliance forms so that when entering text into a Text Block field, the system will show you how many characters are left. Text Block fields have a limit of 2000 characters. Text Boxes have also been updated so that their length is the maximum number of characters. Search on Create [su_spacer size="20"] We've [...]


Search, Substatus and Tags

Melbourne, VIC, 30 October, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: More ways to get more out of IMS Universal Search We've upgraded the search function for clients and suppliers with a brand new Universal Search function. You can now enter multiple search terms that will be search across all fields available for Clients/Suppliers, Locations and Contacts. This will allow you to, for example, search for a client based on a phone number, address or any other field you might have created using Custom [...]


Stage 1 of Quote Enhancement

Melbourne, VIC, 14 October, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: First of many large updates Line Item Work Types The first major update for quotes is to allow line item work types. This allows seperate labour rates per line item. To activate this new feature click the icon  next to the UR / Hrs columns on the right hand side. [su_spacer size="20"] You'll see the section expand to show the new labour charge area. [su_spacer size="20"]   More info: Line Item Work Types More [...]


Important Note for iPad/iPhone Users

Melbourne, VIC, 29 September, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Multiple issues fixed by Apple iPhone/iPad Users - iOS8 issues We have been investigating issues with clients using IMS that have recently updated their Apple devices to the new iOS8. If you haven’t done so already, please update to iOS 8.0.2 by connecting to iTunes or using the update function on your phone. New Fields and Filters for Reports We've added new fields and filters to various reports: Added "Applied to Date", "Balance Due" [...]


Timesheet View in Calendar

Melbourne, VIC, 16 September, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Timesheet View in Scheduling Calendar See actual time versus schedule time from webIMS You can now choose which event types you want to view in the scheduling calendar. This includes the ability to show timesheet labour from tasks, as well as the schedule of the task. A similar feature is available for field users to see their schedule by either tasks or labour. This option can be set in the Feature Access [...]


Create clients from myIMS

Melbourne, VIC, 9 September, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Updates for Field and Office users Field Users can now create Clients We've added the ability for any user to create clients from the Field Interface (myIMS). This can be turned on for all users in a Business Unit via the new setting in Service > Options > Basic Settings called "Allow Creating Clients on myIMS". Alternately this option can be turned on for individual users by selecting the same setting in the [...]


September Updates – New Supplier Types

Melbourne, VIC, 2 September, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Supplier Types Supplier Types have now been added to allow for filtering your suppliers by specific types which you can set up in your Site Admin. eg. Plumber, Electrician, Fork Lift Driver etc. Creating Supplier Types will allow you to set these Types against your contractors/suppliers for easier searching in the field. Client Logins can now upload documents If you have Document Storage for your subscription and allow your clients to log in [...]


Inventory Updates – Better access from the field and office

Melbourne, VIC, 25 July, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Horizontal Scroll Bar in SOR Lists If you have a lot of different pricing levels for your SOR lists, you can now easily scroll horizontally through those levels using the horizontal scroll bar we've added. Updated Edit Category When editing Inventory Categories, you can now update the name without affecting any of your item settings. To override inventory item settings for that category click the Edit Settings button, make your [...]


IMS: Now with Google Calendar sync

Melbourne, VIC, 21 July, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Google Calendar sync is here! Google Calendar Sync now available IMS now integrates with your Google Calendar accounts. Similar to other Integrations in IMS this is a one way sync meaning that IMS will send any updates to your Google Calendar but any changes/updates from Google will not update your IMS. Watch the Video: IMS/Google Calendar Sync Client Terms on Invoice Worksheet Invoice Worksheets now show your Client's terms and term notes. Edit [...]


New Financial Year Updates

Melbourne, VIC, 10th July, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: New Financial Year, New Updates! Part Invoices from myIMS When raising part invoices from the mobile interface you can now import any of the labour, materials or expenses recorded on the task so far. Site Admin System Wide Settings We have now introduced an additional labelling within the Service>Options area of your Site Admin labelled "System Wide Settings". These settings are global across all Business Units and can only be set from your [...]


Variant Service Templates

Melbourne, VIC, 19th June, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: One Periodic to Rule Them All Periodic Variant Services You can now customise a Periodic Template with Varient Service Templates to allow for different Checklists, Assets, Documents, Materials or Compliance Forms based on the service interval, e.g. Servicing different assets on Monthly, Quarterly and Annual intervals.   This is an INCREDIBLY powerful new option for service contracts and can reduce the number of templates required More info: Variant Service Templates Updates to [...]


More Settings, More Fields, More Notes

Melbourne, VIC, 10th June, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Giving you more! New Client Settings We've added a couple of new fields and features to Clients to allow for reporting on when you created the client and allowing client based minimum labour on tasks. Added Minimum Labour Charge to Client Settings and Defaults, Extra Settings area Added Date Created field to Client Worksheet. This defaults to the date the client was created in IMS, but can be modified if client existed before using [...]


Low Stock Orders

Melbourne, VIC, 5th June, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: A quicker way to replenish stock You can now easily replenish any low stock by using the new Multi-Search > Low Stock Inventory option for adding items to Purchase Orders. More info: Low Stock Inventory Extra Periodic Options The most recent update to Periodics allows greater control on how and when periodics are generated. For example, you can now setup a Periodic template to have it's next Due Date set based on [...]


Resource Zones and Geofencing

Melbourne, VIC, 4th June, 2014 – Cloud computing technology company i-man Pty Ltd has added some new features to IMS: Assign and schedule tasks by geographical boundaries You can now define different Zones or work areas in IMS to make assigning and scheduling tasks to your staff more effective. It can stop you from assigning a task to a resource on the opposite side of the city from where they normally work. It's very easy to setup and is very effective in its use. You can define these zone either by Geofence [...]


Seasonal Frequencies for Periodics

Melbourne, VIC, 23th May, 2014 - Cloud computing technology company i-man Pty Ltd has added some new features to IMS: If your Periodic/Scheduled Maintenance jobs can vary with the seasons, you can now make those adjustments in IMS Periodic Templates under the Frequency Details tab for Dynamic Frequencies. More info: Dynamic Frequencies on Periodics Signature Capture from webIMS You can now capture signatures from webIMS in the same way that you can from myIMS. This now allows people using webIMS on iPads to be able to accept client or technician signatures on Quotes, Compliance [...]


IMS Updates: May Update #3

Melbourne, VIC, 16th May, 2014 -  Cloud computing technology company  i-man Pty Ltd has added some new features to IMS: AdHoc Materials on Periodic Tempaltes You can now add AdHoc materials to Periodic Templates as a way of recording the service charge for the scheduled maintenance. More info: Periodic Tasks - Advanced Options Client Custom Fields on Reports We've updated the reports area for Quotes, Tasks and Invoices to include Client Custom Fields. These are denoted by a prefix of "CFCL_". For example: CFCL_INTEGRATION_LINK_SETUP CFCL_SLA_RECIEVED Identify Documents by Name Whenever you send a client a quote, task, invoice, etc [...]


Lots of Little Things

Melbourne, VIC, 13th May, 2014 -  Cloud computing technology company  i-man Pty Ltd has added some new features to IMS: New Events Messages Events for add and delete schedules will now trigger from myIMS as well as webIMS. If a field user adds a new schedule or deletes an existing schedule the event will trigger and send whatever email or sms notification is setup in your SiteAdmin or Client Worksheet. More info: Event Messages / Reminders Multiple Emails for Emails All email address fields can now hold more than one email address if they are separated by comma(,) [...]


Payment Gateways – Receive Payments Online

Melbourne, VIC, 7th May, 2014 -  Cloud computing technology company  i-man Pty Ltd has added some new features to IMS. eWay supported as a Payment Gateway We now support online payment eWay to allow you to securely receive payments online via their website. This connection allows office and fields staff to process payment information securely and have the payment receited in IMS. You can also put a link on your invoices that allow clients to pay online when they receive their invoice via email. For more information on eWay and how to receive payments online, visit their website [...]


Easier Project Search in Task Header

Melbourne, VIC, 29th March, 2014 -  Cloud computing technology company  i-man Pty Ltd has added some new features to IMS. We've updated the Task Header area to make it easier to assign or move a task to a Project. Instead of the old drop-down list we've converted it to a multi-search box much like other areas in IMS. New fields in Email Templates We've added the following fields to Email Templates [Invoice Amount Inc GST] [Invoice Due Date] New Event Message section for Quotes You can now setup an Event Message based on approving a Quote. This will [...]


Project Retentions and Variations

Melbourne, VIC, 7th April, 2014 - Cloud computing technology company i-man Pty Ltd has added some new features to IMS. Project Retentions If you do ANY work for builders or other larger clients, you're probably already familiar with Project Retentions and how hard it can be to keep track of them, when to claim and how much to claim. We've taken the first step to ease that pain and frustration by adding Retention tracking to Projects in IMS. Click the link for further info: Project Retentions Project Task Variations It's now easier to keep [...]


User Controls and Additions

Melbourne, VIC, 28th March, 2014 -  Cloud computing technology company  i-man Pty Ltd has added some new settings on Users in your SiteAdmin console to give you greater control over what IMS Features your Base and Manager level users have access to. You can now control what access to Quotes users have, as well as the pricing visibility in Quotes. Also for the first time you can control access to Purchase Orders, even blocking access from field workers if you require greater control on spending. Documentation: Feature Access for Users Log IMS Account Enquiries through webIMS We've added a [...]


Extra fields on Reports

Melbourne, VIC, 21st March, 2014 -  Cloud computing technology company  i-man Pty Ltd has added some new features to IMS. Extra fields on quote/task lists We have added a few new fields to the PO list and Quote list. Job Nr has been added to the PO List screen:  Due Date/Required By added to Quotes List screen:  Extra fields on Reports We have added a couple more fields to the Task, Location and Quote Reports Location Custom Fields added to Task & Location reports [Task Type] and [Task Type Description] added to Quote report We have also added Remove Filter and Remove [...]


IMS Interface Update

Melbourne, VIC, 11th December, 2013 - Cloud computing technology company i-man Pty Ltd has launched a new look interface for the office managment console as a free update to IMS ServiceTrack. With this update to IMS ServiceTrack, IMS looks cleaner is easier to navigate and runs a lot smoother on a tablet.We have been working hard on making IMS easier to use and more intuitive for new users, this has been achieved with the new simple main menu. The new bigger menu buttons at the top of the page make it much easier [...]


Schedule Event Messages

Melbourne, VIC, 18th November, 2013 - Cloud computing technology company i-man Pty Ltd has launched an exciting new SMS and email alert feature as a free update to IMS ServiceTrack. With this update to IMS ServiceTrack you can now send SMS or Email alerts to your field staff and clients as soon as a job is scheduled, the schedule is changed or deleted. This latest update to IMS ServiceTrack is simple to use and just as simple to implement. IMS is now more powerful with information flow to your field staff and response [...]