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AroFlo Field features an integrated email interface that allows you to:

 Email jobsheets, invoices, purchase orders and compliance forms from your mobile device.

  Use your own email templates for messages you send often.

 Track the delivery status of emails sent and auto-import replies to task notes. 

Email settings

Email default settings are configured in Site Admin (global settings) or on the Client / Supplier card (client/supplier specific settings). These settings can be modified on individual emails if required. For more information, see Print and Email Layout Defaults.

You can also print documents from within AroFlo Field.

Email a document

To email a document from AroFlo Field:

  1. Open the record, e.g. a quote, task, purchase order.
  2. Tap More (bottom of screen) > Email.
  3. In the To: section, tap Select Contact and select a name from the list. Alternatively, you can enter an email address into the text field.
  4. To add CC/BCC, tap Show CC & BCC and select or enter contact email addresses.
  5. Edit the Subject and Body as needed. Alternatively, tap Select Template to use one of your company's own email templates.

  6. In the Attachments section, tap the relevant checkbox to generate the attachment.

    You can select a different document layout by clicking Change Layout and making a selection from the drop-down list.

    Any documents or photos that have been uploaded to the task will also be available for selection.

  7. Tap Send Email.

Print a document

To print a document from AroFlo Field:

  1. Open the record, e.g. a quote, task, purchase order.
  2. Tap Print (top of screen).
  3. Tap the name of the file, e.g. Jobsheet PDF.

    You can select a different document layout by clicking Change Layout and making a selection from the drop-down list.

  4. Tap the newly created document link.



  5. Tap the printer icon to select your printer and print the file.

Print a compliance form

To print a compliance form that has been saved against a task:

  1. Open the task and tap Print.
  2. Tap the Compliance Items folder. Any completed compliance forms will be listed.
  3. Follow steps 3 - 5 from the Print a document section.

Learn this Feature Your Way

Feature access

Parts of this feature are included in AroFloGo.

Need Help?

Contact our support team.