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.
To select a Client or Location, tap (magnifying glass icon), select the client name or location, using the search box if you need to, and tap Select.
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).
Select a Task Type using . If you need to, use the search box to quickly locate a task type.
If applicable, enter a Due Date using the date picker.
Tap Create > Yes.
If there are compulsory forms to be completed for the task type you've chosen, an orange banner will appear at the bottom of the task sheet header. Tap View Forms to access the forms.
Tap the ^ (up arrow) to minimise the banner.
To create a new task based on the task you're currently working on:
Task (Client, Location) - appears if the location on the existing task differed from the client's main business address.
Task (Client, Location, Asset) appears if the location on the existing task differed from the client's main business address and an asset was added to the task.
You can also turn the task into a quote from here, or create a new quote, using the same options as mentioned above.
The task will be added as a Linked Task
You can also use this functionality for Quotes.
To create a new task for a client and location that you don't have an existing task for:
Tap Create Task
Client and Location
Alternatively, to create a task using a client and location, tap Locations > access the quick access menu for the relevant location > Create New Task
Tasks can also be created directly against client assets:
Tap the relevant 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).