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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 the different types of Quote 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