A Client is a customer that is connected to your organisation.
To view a list of clients, go to Menu > Clients
From this view you can:
If you have the correct user permissions, you can also create a client (see below).
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.
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.
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.
Tap Create Client.
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, including contact details.
Learn a few time saving tips below
View any Tasks, Assets or Locations linked to this Client.
Tap the address to open your default maps application and quickly navigate to the address.
Documents & Photos
View 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.