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A Client is a customer that is connected to your organisation.

View a list of Clients

To view a list of clients, go to Menu > Manage > Clients

From this view you can:

  • Search for an existing client
  • Select a client to view their details, or view linked tasks, assets or locations.
  • Select a client to create a new Task for the client.

If you have the correct user permissions, you can also create a client (see below).

Create a Client

To create Clients in AroFlo Field, you will need to have the feature access option 'Allow Create Clients' enabled on your user card. Please contact your Site Administrator for assistance.

  1. From the Client list (shown above), tap Create Client.
  2. Enter the required fields under Client Information and Company Address

    To learn more about each field, see Client Headers

    If you have GPS enabled on your device, tap the(location pin icon) and AroFlo will attempt to enter the address and coordinates of your current GPS location.

  3. If you've manually entered the Location/Address, tap Auto-Generate to update the GPS coordinates for this address. You can also check them using View on Map.

  4. Tap Create Client.

Create from Task

You can also create a client from the Create a Task screen.

View Client Details

Client Details can also be viewed from other areas, including the Task worksheet.

From a Client list, tap a Client, followed by Client Details, to display information about the client. The main contact will be visible on the client header,  while everything else will be displayed into related tabs:

The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note has been added.

The Client Overview gives you the client's details, such as phone numbers, address, email, website, and transaction terms.

Tap the phone numbers to easily call your client on, using your device's default dialling application, or tap to SMS your client (if mobile number) using your phone's default SMS app.

Tap the Open in New icon  (box with arrow) for:

  • Email to start composing an email using your device's default mail application
  • Website to navigate to the client's website using your phone's web browser

Tap the location pinfor Address to quickly navigate to the address using your default maps application.


View or create notes about the client. This may include any history with the client.


All other applicable aspects related to the client appear in the More tab, in the form of a pop-up. Certain options will have a counter on them to indicate that information is contained within them.

OptionDescription
Documents & PhotosView documents and photos uploaded against this client or upload new ones. This may include site drawings or schematics. Click any file to open it in a new tab.
TasksDisplays tasks that are linked to this client.
Locations
View Locations linked to this client.

Other options

Click the arrow pointing left on the client header to return to your Client list.

The Create button  appears near the bottom right of the client worksheet on all tabs (except for the More tab). Tap this to create any of the following:

OptionDescription

Task (Client)

Create a new Task which will use this client.
Quote (Client)Create a new Quote which will use this client.
Asset (Client)Create a new Asset which will use this client.

On this page:

Feature access

Parts of this feature are included in AroFlo Go.

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Need Help?

Contact our support team.