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A job is called a 'task' in AroFlo, and there are various ways to create a task in AroFlo Field. The most direct way is from your task list.

Tasks can also be created from existing tasks, which enables the linking of tasks to allow for  easier tracking of job history.

Create from a task list

  1. If your default landing page in Field is the:
    1. main menu, click Tasks
    2. task list, you're already in the right place for step 2.
  2. Tap the  (green and white plus) button.
  3. To select a Client or Location tap   (magnifying glass icon), select the client name or location and tap Select.
  4. To add a new Client or Location tap   (plus icon), enter the details, then scroll down and tap Create Client (or Create Location for an existing client).

    Users require additional permission to create new clients. For more information, see Feature Access Settings.
  5. Optional: Assign the task to a user(s) or business unit.
  6. Enter the name of the task into the Task Identification field.
  7. Enter a description of the work.
  8. Select a Reported By contact from the list.
  9. Tap Create.

An orange icon at the bottom of the task sheet header means there are compulsory forms to be completed for the task type you've chosen. Click the orange icon to access the forms.

Create from an existing task

To create a new task based on the task you're currently working on:

  1. Tap the Plus icon
  2. Select from one of the following options:
    1. Task (Client)
    2. Task (Client, Location) - this option will only appear if the location on the existing task differed from the client's main business address.

      You can also turn the task into a quote from here.

  3. The Create Task page will load with the Client (and Location, if applicable) pre-filled, based on the existing task's details.
  4. Complete the remaining fields as described in Create from a task list.
  5. Tap Create.
  6. The task will be added as a  Linked Task  

You can also use this functionality for  Quotes.  

Create from clients/locations

To create a new task for a client and location that you don't have an existing task for:

  1. Tap the Main Menu icon
  2. Tap Manage > Clients
  3. Use the Search option to find the client you need, or scroll through the client list by tapping through the page numbers at the top/bottom of the page
  4. Tap the client's name to reveal the sub-menu

  5. Tap Create New Task
  6. Complete the fields as described in Create from a task list
  7. Tap Create.

Create from assets

Tasks can also be created directly against client assets:

  1. Tap the Main Menu icon
  2. Tap Manage > Clients.
  3. Find the client you need by using the Search option, or scroll through the client list by tapping through the page numbers at the top/bottom of the page.
  4. Tap the client's name to reveal the sub-menu.
  5. Tap Assets.
  6. Tap the asset name to reveal the sub-menu.

    If there are asset categories, click the category name and select an asset (or select a sub-category, then click the asset name).

  7. Tap Create New Task.
  8. Complete the fields as described in Create from a task list.
  9. Tap Create.

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