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 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:
- 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
Remove recipient
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.
Search/Filter
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.
Print a document
To print a document from AroFlo Field:
- Open the record, e.g. a quote, task, purchase order, or invoice.
- Tap the More tab > Print PDF
Tap Generate PDF to generate a PDF of the file, e.g. Jobsheet PDF. Once generated, tap it again to preview.
- For Quotes, Invoices and Purchase Orders, you'll have the option to print the Jobsheet
- If the task contains compliance items and/or purchase orders, you'll have the option to attach these as well. See below.
Use the dropdown in the Change Layout section to preview other document layouts. Regenerate the file if you need to.
Tap the printer icon when previewing to select your printer and print the file.
Print a compliance form or Purchase Order
To print a compliance form or purchase order that has been saved against a task:
- Open the relevant item (task, quote, etc)
- Tap the More tab > Print PDF
- Tap the relevant section (Compliance Items or Purchase Orders).
- Follow steps 3 - 5 from Print a document.
Alternatively, if you're in the Forms area of the task (More > Forms), go to the Task Forms tab > Print to access the Print PDF area.
