Nuts & Bolts Update: 23 September 2021

Blog postedited byRaff Lagatta

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.

Tasks: Completed Tasks

In AroFlo Office, we've made the Schedules tab available for completed tasks.

This is useful if you need to review a completed task to see who was on site and for which days.

Note that the tab is read-only and you will not be able to edit schedules or create new ones.

Learn more about task scheduling.

Learn more about the task worksheet.

Bulk Import: Assets

We've added 'Service Action Group' to the list of fields available when bulk importing assets.

This is helpful when importing assets using service actions in bulk.

Learn more about Bulk Data Import.

Learn more about Service Actions.

Report Fields and Filters

Scheduling Report

You can now filter by Task Job Number when using the scheduling report. This allows you to report on schedule history between a specified range of tasks.

Asset Report

We've added custom fields using a 'date' type to asset reports.

You might use this filter to only report on assets which still include a warranty period, or to filter by date acquired.

Learn more about Custom Fields.

Learn more about Reports.

Email templates

We've added 'Invoice URL Link' as a data field for email templates.

This is handy if you have internal emails set up via Event Messages and you want to include a link to open the related invoice worksheet in AroFlo.

Learn more about Event Messages.

Nuts & Bolts Update: 23 September 2021