If you're performing work on an asset that has been allocated to a client in AroFlo, you can add the asset (or multiple assets) to the task to keep track of the service history.
To add a client asset to a task:
View asset details
Once added, simply tap the name of the asset to open the asset card.
What information displays beside assets?
Additional information may appear underneath assets, depending on what information is included on the asset card. See the table below for an explanation.
The image to the right shows an asset which contains more information than the one in the section above which contains the bare minimum.
Tap (up arrow) to hide the additional info for an asset.
Change the list filter
In some circumstances, it may be necessary to add an asset that belongs to a different client or to your company / business unit.
To do this, follow the instructions as above, up to and including step 3, then tap (filter by) and select how you would like to filter the assets list:
Tap to access the Asset options:
You can change what appears on the page by using the the cog () at the top of the screen:
Much like checklists on a task worksheet, you can select a response (Pass, Fail or N/A) for assets added to tasks.
You inspect all the air-conditioning units at your client's premises. You can Pass units that don't require a service, and Fail those that do.
Tap Save Assets to confirm.
Once saved, tap (green person icon) to review who completed the checklist and at what date and time.
Capture GPS information
|If an asset contains the option to capture GPS coordinates when the asset checklist is completed (Get GPS on Task Asset Checklist), this will be captured after making a selection. After saving, tap the (green map marker) to review the checklist information, as well as view the location using your device's maps application.|
If you have a long list of assets to select a response for, tap Update Multiple to mark all assets as passed, failed, or n/a, as opposed to selecting a response for each one.
If you have already selected a response for some assets, Save Assets prior to doing this.
If some assets already have a response and the task has been saved, you'll have to make a choice as to what you want to do:
There are two ways in which you can use this function:
All assets have a response
If all assets in the list have got a response and the task has been saved, you won't be able to edit the response for some assets and use Update Multiple to only select the unedited ones.
This means you can either:
Task Asset Fields
If you're using Task Asset Fields, fill these fields out and Save Assets.
Search and Filter Task assets
If you have several assets added to the task, and you want to narrow down what's being displayed, use the search or filtering options.
Filtering the list of assets can be used in conjunction with the Generate Quotes feature. See below section.
Tap the x next to a keyword to clear your search.
Alternatively, tap (scan barcode) to scan an asset's barcode.
Using the asset search currently does not work in conjunction with the Generate Quotes feature and you'll need to clear your search before you're able to generate a quote.
To filter the list of assets:
Tap the x beside each filter to clear it.
Generate Quotes for Assets
If you need to generate a quote for assets, for example, assets that have failed an inspection, use the Generate Quote(s) function.
- Tap Generate Quote(s)
- Select the assets you'd like to add to the quote from the list that displays
The assets which appear in the list are dependent on the filtering options you have selected. For example, if showing assets that have been marked as passed, only these assets will show up in this list. To view/select assets in other statuses, use the filter at the top right of the window.
If not using any filtering options, only assets that have been marked as failed will display and will be selected. Use the filter at the top right of the window to view/select assets in other statuses.
Option Description All Statuses Displays all assets on the task Unselected Displays assets without a response selected Pass Displays assets marked as passed Fail Displays assets marked as failed N/A Displays assets marked as n/a
- Generate single quote for all assets - to add all assets on a single quote, or
- Generate individual quotes for each asset - to generate a separate quote for each asset
- Tap Generate Quote(s).
How do I know that a quote hasn't already been raised for this asset?
There are two ways you can tell if a quote has already been raised for an asset:
- When you tap Generate Quote(s), each asset will have a counter next to it, letting you know if quotes already exist and how many. Tap (three dots) to view and access linked quotes.
- Linked quotes will also be visible from the Asset options in the asset list. See View Linked Quotes, below.
View Linked Quotes
Once a quote is created, it will be available in your Quotes List.
Alternatively, from the task you generated a quote(s) from, the asset options for each asset will tell you if quotes have been created for this asset.
Tap Quotes (x) to view the list of linked quotes against this asset and access them from there.
Name of generated quote
The name(s) of the generated quote(s) will be:
- (original JN) - (original task name) - if using a single quote for all assets
- (original JN) - (asset name) - if using individual quotes for each asset.
If multiple quotes are generated and the quote name already exists, a number in brackets will be added at the end (see image).
What appears on the quote
Quote items will automatically be added to your quote:
In this example, the first quote item was from an asset with no linked inventory, and the other two are linked inventory items from another asset.