AroFlo provides a quote builder in AroFlo Field that allows you to create simple quotes.
Access your quotes within AroFlo Field from:
- the Quotes List (Menu > Quotes)
or from a task with a quote attached to it (More tab on a task > tap Quote ($dollar value).
Quote Tabs
The quote worksheet is broken up into five tabs:
The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note or document has been added.
Overview
Checklists
Items Total
Notes
MoreThe Overview tab gives you the main details of the quote, such as client name, location, task type, requested date, Reported By contact, and Estimator name.
Shortcuts
Asset Information
If the quote was created from an asset, the asset name will be displayed here as well, along with further options 
(three dots):
- Asset Details - View the asset card
Asset History - Displays a history of tasks and quotes which include/included this asset as a linked asset.
Hours
Record any quotation time via the the Hours button. Quotation time is time incurred in the actual creation of the quote, e.g. the time it took to create the quote. Entries recorded here will carry across to the task as Labour entries once the quote is approved. See more below - Record Labour on a Quote.
Print Layout
Edit the quote layout for this quote. Remember to Save if editing.
Saving Invoice Layouts
The Layout field displays the Default Print Layout. If you change the Layout and save the quote, AroFlo will remember the selection if you need it again in the future. The default will also display, just in case you need it.
- Switching the layout from the default works in conjunction with Online Quotes
- To preview a quote, tap More > Print PDF. See Emailing and Printing.
Descriptions
Scroll down on the quote to access the description types.
Description Templates
| Type of description | Description |
|---|---|
| Task Description | The overall description of the job which is entered when the quote is created. The description carries across to the task once the quote is approved to become the task description. Click Edit if you need to edit this. |
| Quote Description | Used for outlining the scope of the work being quoted and is usually longer than the Task Description. This field is ideal when you have a large amount of information to include on the quote, but it may not be as relevant once the task is created. Click Add to add a quote description. |
| Exclusions | Click Add to list any exclusions that form part of the quote. Exclusions are things that are not included for the scope of works. Recording your exclusions in this field is useful if you want to later include this information on a layout. |
Tap the Checklists tab to access checklists specific to quotes. To the right is an example.
Checklists can:
- serve as a reminder of the steps required to complete a quote
- automatically start or stop the job timer.
Checklists are set up in Site Administration. See Checklist Templates.
Click the 
(expand icon) beside a checklist item to display additional options.
The 1 in brackets indicates information is contained within one of those additional options.
The Items Total tab gives you the overall totals of the quote and is designed for your customer to capture a signature on this screen. To view more information, such as labour hours, cost of materials, and overall markup, tap Details. See Edit a Quote - Items Total for more information.
Tap View & Edit Quote Items to add items to your quote. See Quote Items for more information.
Record general information about this quote or job and/or view existing notes.
Read more on notes.
All other applicable aspects related to the quote appear in the More tab, in the form of a pop-up. Certain options will have a counter on them to indicate that information is contained within them.
| Option | Description |
|---|---|
| Documents & Photos | View and/or upload photos and documents to the quote from your mobile device. |
| Linked Tasks | Displays tasks that are linked to the quote. |
| Task Timers | Managers, Supervisors, and those with permission can use this to view active timers on the Quote. To see the active timers across all Quotes, Tasks (and Overheads), use the Active Timers button found in Timesheets. |
| Print PDF | Generate a PDF of the quote sheet to send to a mobile printer. See Emailing and Printing. |
| Send an email and include any attached documents/images, etc. See Emailing and Printing. |
Other options
These options appear on most of the five tabs available to you:
Quote status
Capture Signature
SaveThe quote header is available on every tab and tells you the Quote Identification and reference number. Also included is the the quote status.
Return to Quotes List
Tap < to return to the Quotes List.
The status of the quote also appears on the quote header. The statuses are colour coded and contain the substatus, if applicable. Tap it to change the status. Options are In Progress, Pending Approval, Approved, and Rejected.
| Status | Definition |
|---|---|
| In Progress | Quote is currently being worked on |
| Pending Approval | Quote is pending approval from client/internal approval |
| Approved | Quote has been approved by client/has been approved internally |
| Rejected | Client has decided not to go ahead with quote |
Read more about substatuses.
Read more about quote statuses, including workflows for the approval process.
Allows you to capture a signature from your customer. This is available on all tabs except More.
You can only capture a signature when your Quote is in the In Progress and Pending Approval status.
Tap Save to save your quote. Once you save, the information will be available to all users (in accordance with their access permissions) using AroFlo Field or Office. This is available on all tabs except More.
Record Labour on a Quote
Tap the Hours button in the Overview to record labour entries for time spent producing the quote, e.g. time taken for an inspection of the work to be carried out. If the quote is approved, these entries will carry across to the task. Alternatively, these entries can be added to an invoice, if applicable.
Labour entries are recorded in much the same way as on a task. Read more here.
Checklists
Checklist items can also contain a shortcut to create a labour entry. See Record a new labour entry - Using a checklist item.
Task Timer
Alternatively, you can also use the Task Timer to record a labour entry. This is available from the top of the quote as well as within the Hours section.
The Task Timer works in the same way as on a task. Read more here.
Checklists
Checklist items can be set up to automatically start or stop the labour timer. Read more here.
