Click here to see our 'Classic View' Documentation
To access the task sheet for the job, simply tap the task name (usually the address of the job) displayed in your task list. The task sheet is the central point where Field users can obtain all of the information that's needed to complete the job. Additional information is available for any field that displays an > on the right hand side.
Button / Field
Provides options to:
Turn this task into a quote.
Create a new quote for this client.
Create a new quote for this client and location.
Create a new task for this client.
Create a new task for this client and location.
Generate a PDF of the task sheet to send to a mobile printer.
Send an email and include any attached documents/images, compliance forms, etc.
Managers, Supervisors (and those with
) can use this to view active timers on the Task.
To see the active timers across all Tasks (and Overheads), use the Active Timers button found in Timesheets.
Shortcut menu allows you to jump to different sections on the task sheet. Options are: Refresh, Lab, Mat, Exp, Purchase Orders, Assets, Forms, Documents & Photos, Task Notes, Task Checklist, Manual Checklists, Save and Capture Signature.
The Task Overview gives you the main details of the task, such as client name, location, description, priority and due date. Click on the Open in New icon (box with arrow) in the Client section to open up the client card, or in the Contact section to open up the contact card. The Location section will have a map marker symbolto open up the location card. Also included is the customer order number.
While the Overview is the starting tab on any task, if you switch to a different tab, e.g. Notes, and then navigate to a different area of the system, the tab that you were last viewing will be active when returning to the task, until you log out.
Most tasks will have a checklist automatically assigned when the task is created. This serves as a checklist of steps required to properly complete the task. Click the (cog) beside a checklist item todisplay additional options.
The 1 in brackets indicates information is contained within one of those additional options.
Add a task note to record general information about this job and/or view existing notes.
The Items tab is where you view and record Labour (hours spent on a job), Materials (materials used on a job), and Expenses (task related expenses) that have been added to the job. You can also view and create purchase orders for this task.
All other applicable aspects related to the task 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.
Quote ($dollar value)
Indicates that this task was quoted. Tap to access the quote.
The task header tells you the task type, task name, job number, and the reference number, and is available on every tab.
The start / stop timer appears at the top right of the task header and is used to record labour on the task.
The status of the job also appears on the task header. The statuses are colour coded and contain the substatus,if applicable. Tap it to change the status. Options are Not started, In Progress, Pending, Completed.
Allows you to capture a signature from your customer. This is available on all tabs except More.
All changes must be saved. Once you tap Save Task, 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.
The Create button appears near the bottom right of the task worksheet on all tabs (except for the More tab). Tap this to: