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.
