The training modules below are designed to help you learn at your own pace. They are also useful if you need a refresher between training sessions with your AroFlo consultant.
New users
If you're a new user, we recommend that you check out our Welcome to AroFlo page and get started with our online tutorials.
The following written tutorials should be used as a guide only. For up-to-date information, please refer to the relevant sections of our AroFlo help documentation.
Quick steps to set up your AroFlo site
TM 1.0
Time: 30 mins
Level: 1
- Entering company name and address details and company logo
- Entering payment details
- Set up basic charge rates and markups
- Create additional users
Look at the complete timeline of a task
TM 1.1
Time: 1 hr
Level: 1
- Introduction to AroFlo and assessment of workflow requirements
- Client, location and task creation from the office interface
- Viewing and completing tasks from AroFlo Field
- Invoicing completed tasks from the office interface
Using the AroFlo Calendar to schedule resources and tasks
TM 1.2
Time: 45 mins
Level: 1
- Looking at different calendar layouts
- Task creation via the calendar
- Scheduling and schedule groups
- GPS functionality
Slightly more advanced settings in Site Administration
TM 1.3
Time: 1 hr
Level: 1
- Adding different types of work your business performs
- Creating job checklists
- Payment terms and markups
- Entering overheads
- Other essential defaults
Navigating through the Client and Supplier cards
TM 1.4
Time: 1 hr
Level: 1
- Understand how client and supplier information is stored within AroFlo
Search for and locate specific client or supplier cards
Modify existing card details including modification of client specific settings
Overview of profit and loss components
TM 1.5
Time: 1 hr
Level: 1
Record your hours for each task in your timesheet
Report on individual employee timesheets
Complete the task and invoice for labour, materials and expenses
Modify an employee timesheet
Main features of AroFlo Field and how to best conduct your day-to-day activities
TM 1.6
Time: 1 hr
Level: 1
- Login to AroFlo Field
- Locate assigned and scheduled tasks
- Complete checklist information
- Add task notes to a job
- Add labour, materials and expenses to a job
- Mark jobs as completed and ready for invoicing
Invoice layouts and how to customise them to suit your needs
TM 1.7
Time: 1 hr
Level: 1
Modify elements on an invoice layout
Add new elements onto an invoice layout
Create and save your layout design
Use an existing layout to create a new one
Raising an invoice from AroFlo Field
TM 1.8
Time: 30 mins
Level: 1
Create an invoice from AroFlo Field
Complete a site invoice and send it back to the office for validation and integration with your accounting system
Looking at simple quotes and how to create them
TM 2.1
Time: 1 hr
Level: 2
Create a quote
Approve a quote and add quoted materials to a task
Invoice quoted work into AroFlo
Use our inventory management system to keep track of the quantity and prices of your stock
TM 2.2
Time: 1 hr
Level: 2
Create categories for organising inventory items
Add an inventory item and set cost/sell pricing
Search for inventory items and view activity report
Create custom holders for different stock locations
Add inventory items onto a quote, job card (task), order, or invoice
Purchase Orders from start to finish and how to create them using AroFlo Field
TM 2.3
Time: 1 hr
Level: 2
Create a purchase order to replenish stock
Create a purchase order for a task
Approve a purchase order for integration with your accounting system
Creating, categorising and assigning of assets
TM 2.4
Time: 1 hr
Level: 2
View current client assets
Modify asset details and change asset owner
Create new assets
Add an asset to a task
Setting up regular or scheduled tasks within AroFlo
TM 2.5
Time: 1 hr
Level: 2
- Create a periodic template
- View and modify existing periodic templates
- Set up a schedule for a periodic task
Creating reports relevant to your business needs
TM 2.6
Time: 1 hr
Level: 2
Understand the reporting structure
Modify existing reports to suit your needs
Create custom reports using AroFlo reporting tools
Export your reports as external files
Keep track of all types of compliance requirements for your workers, sub-contractors and clients
TM 3.1
Time: 1 hr
Level: 3
Create a Certification
Issue Certification to an employee
Issue a Certification to a Company as a requirement
Allocate a Certification to a Supplier
Manage Certification Expiries
Creating your own JSA Forms and using them within AroFlo
TM 3.2
Time: 1 hr
Level: 3
Create a new JSA template
Use the template to add a form onto a task
Complete the form in both AroFlo Office and Field
Creating your own Custom Forms and using them within tasks in AroFlo Field
TM 3.3
Time: 1 hr
Level: 3
Create a new custom form template
Use the template to add a form onto a task
Complete the form and capture signatures
Create your own OHS checklists and see this in action in AroFlo Field
TM 3.4
Time: 1 hr
Level: 3
- Create an OH&S Checklist
- Add an OH&S Checklist Item onto a Task
- Complete the checklist in both Office and Field