This month we introduced Task Email Addresses: a convenient way to ensure important job-related emails, including attachments and photos, are sent directly to the task they relate to. We also improved the Bulk Import functionality, allowing you to update the category, part number, and item description when updating your inventory.
Whether it’s part of running your business or part of your everyday work, asset management is an essential component of running a successful trade business. Our recent blog explores AroFlo Asset Management functionality and what makes it such a great tool for any trade business.
Read on to learn about our recent highlights.
- Urgent Action Required: Transfer to Permission Groups
- Coming Soon: Task Restrictions
- Tasks: Task Email Addresses
- Bulk Import: Update Inventory Details
- Field: Compliance Forms
- AroFlo’s Asset Management: Your Questions Answered
- 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
Coming Soon: Task Restrictions
Would you like to set restrictions so that only certain staff has access to particular tasks?
We’ll shortly introduce Task Restrictions within AroFlo Office and Field, which will allow your business to set restrictions on who can see which tasks. This is handy if you only want certain users to be able to view a particular task, or if users only want tasks that are relevant to them to appear in task lists.
Tasks: Task Email Addresses
We’re pleased to bring you Task Email Addresses – a convenient way to have important job-related emails, including attachments like documents or photos, sent straight to the task they relate to.
Simply create a unique email address for the task and send it to your contacts. This address can be used as the recipient address (To: Cc: Bcc:) when sending you info about the task.
Bulk Import: Update Inventory Details
You’ll be pleased to know you can now update the category, part number, and item description, when using the bulk import function to update your inventory.
Simply ensure to map the field ‘Encoded Item ID’ as well as the relevant fields containing updates (category, part number, and/or item description).
Field: Compliance Forms
You may have noticed the updated look of the Compliance Form screen within AroFlo Field.
Forms will now display using the tabbed layout you’re already used to.
AroFlo’s Asset Management: Your Questions Answered
As a trade business owner, effectively managing business assets is just another part of the job. For many service professionals in industries such as fire services and facilities maintenance, on the other hand, keeping track of assets for clients could be your entire job.
Whether it’s part of running your business or part of your everyday work, asset management is an essential component of running a successful trade business, but that doesn’t make it easy.
In fact, the more you grow, the more difficult it can become to keep track of everything from toolboxes and fleet vehicles to client assets that could number in the thousands. That’s why AroFlo’s asset management feature was designed for the specifics of trade and service businesses. To ensure every tradesperson has access to a proper system that lets them successfully manage internal and external assets with ease.
In this article, we’ll be answering questions about AroFlo’s asset management offerings from real tradespeople, just like you, running real trade or service businesses, just like yours. Read on to find out a little bit more about how our asset management works and what makes it such a great tool for any trade business.
What’s in the pipeline?
- Project Invoice Layout Updates
- Timesheet Automation - Multiple Conditions
- Bulk Download Photos and Attachments
- Create Quote from Task Assets List
- Task Asset Features
- Additional Suppliers added to Supplier Invoice imports
