Nuts & Bolts Update: 19 December 2022

Blog postedited byAndrew Pine

Our Developers are always working on AroFlo to improve its performance for your business. The Nuts & Bolts Update gives you a round-up of recent small but important enhancements.

Office: Online Quote Link

Online Quote links are now visible and active for all acceptance statuses. This means you can start using Online Quotes as soon as a quote is approved.

Online links provide access to the online quote viewer, where your clients can:

  • view and/or download the quote
  • accept or reject a quote
  • ask a question
  • view attached documents and photos.

Learn more about Online Quotes | Quote Statuses.

Office: RFQ Link on Work Orders

We've made it even easier to jump straight back to the Request for Quote you generated a Work Order from by including a link in the top right of the worksheet if you need to check something on the original request.

Learn more about Work Orders | Request for Quotes.

Report Fields and Filters

Projects Report

Have you ever wondered...

  • Are my projects current profitable?
  • How is my cashflow per project?
  • What are my most profitable project stages?

If you have and haven't quite been able to crack those questions in AroFlo, project reporting just got made a lot easier as you can now report on not only project-wide profit and loss, but also profit and loss per stage, margin and more!

Learn more about Projects | Reports

Tasks Report

We've added the ability to see Gantt chart progress and also enhanced Work Order reporting including value and task total:

  • Total Work Orders
  • Total Work Orders Value
  • Total Work Orders Task Actuals
  • Gantt Task Progress
  • Gantt Task Duration
  • Gantt Task Start Date

Learn more about Gantt Charts | Work Orders | Reports

New Reports added

Quotes Report

We've added three new Quote reports, specific to Acceptance Statuses, to the list of Standard Reports:

  • Accepted Quotes - Shows all quotes within the last 30 days with the acceptance status of Accepted
  • Awaiting Decision Quotes - Shows all quotes within the last 30 days with the acceptance status of Awaiting Decision or Need More Information
  • Quotes Approved with Acceptance Status - Shows all Approved quotes within the last 30 days for all acceptance statuses.

These will make reporting on quotes using acceptance statuses even easier, especially when dealing with Online Quotes.

Learn more about Quotes | Reports.

Nuts & Bolts Update: 19 December 2022