AroFlo Field features an integrated email interface that lets you:
Email jobsheets, quotes, 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 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:
Open the record, e.g. a quote, task, purchase order.
Tap the More tab >Email.
Ensure the details in the To: field are correct
The recipient in the To: field will be the primary contact of your client/supplier/contractor, if they have an email address. To email a different contact, either:
manually type the email address in the field, or
tap to search all your contacts and select from Client, User, or Supplier/Contractor contacts
Tap x on a contact name or email address to remove them.
(optional) Tap to add CC or BCC, and follow the instructions above to add recipients
(optional) Tap for the From: field to edit the From email address or email address used to forward replies to. See Import Email Replies
Edit the Subject and Body as needed. Alternatively, tap Select a template to use one of your company's own email templates.
When using email templates, use the search field to search by name or subject. Tap the (three dots) to toggle between them if necessary. Alternatively, tap any of the column headers to sort ascending or descending.
Tap to open the attachments area. From here, attach the relevant documents and close the window. (More on attachments below)
Tap the relevant attachment (e.g. Quote or Jobsheet PDF) to generate.
Tap Change Layout if you wish to select a different document layout from your available layouts.
If necessary, select any other attachments to attach to your email (e.g. documents and photos attached to the task).
Tap Send Email.
More on Attachments and Layouts
When selecting a layout, the layouts available to you are dependent on the area you're emailing from (Tasks, Quotes, Invoices, Purchase Orders). See Standard Layouts for more information.
The available attachment PDFs are dependent on which part of AroFlo you are in, for example, Quotes and Invoices will have the option to attach the Jobsheet (and Invoices will have the option to attach a copy of the quote if there was a quote involved).
The available attachments in the Other Attachments area are dependent on the area you're emailing from and the scenario. In this image, we're emailing a task invoice and the task has documents attached to it, contains a purchase order, compliance forms, and is part of a project containing documents and photos.
To select attachments:
Tap the relevant area in the Other Attachments area
Tick the necessary attachments
Tap to return to the Attachments area. A confirmation of your selected attachments will display (see image)
Exit the window to return to your email.
To remove attachments, either remove from this screen by unticking or the main email page by clicking the x.
Tapif you need to access the email options, prior to sending your email.
Modifying this information will only apply for the email you're sending.