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

Client List

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

From this view you can:

Tap the client name to access the Client Card.

Client quick actions

Tap the(three dots) next to a client to access the quick actions menu:

OptionDescription
Client DetailsOpens the client card
Tasks

View tasks for the selected client

Assets

View assets belonging to the selected client

LocationsView the location list for the selected client
Create TaskCreates a new task using the selected client

To quickly find a client:

  1. Tap Search
  2. Type part of the name of the client you need into the Keyword field (minimum 3 characters)
  3. Tap Search to display matching results.

Alternatively, search by Client Location or Client Contact by changing the search term in the dropdown before typing into the Keyword field.

When searching by location:

  • main addresses will display underneath the client name. Tap to open the client card or tap(three dots) to access the client quick actions menu
  • addresses of other locations will display in grey on a separate line underneath the client name. Tap to open the location card or tap(three dots) to access the location quick actions menu.

In this example, we've searched for 'ringwood' and the search results has found that AroFlo Enterprises has a main address and an additional location in Ringwood, whereas AVCEE Services only has a location in Ringwood.

Client Card

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

From the Client list, tap a client name 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.

Transaction Terms

You may have a coloured banner  displaying at the top of the client card. See Transaction terms  for more information.

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 open tasks for 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.