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The task sheet is the central point where Field users can obtain all of the information that's needed to complete a job.

To access the task sheet:

 from your scheduled task list
Tap anywhere within the areas highlighted in blue.

 when using the filter/search options
Tap anywhere within the areas highlighted in blue.

More about Task Lists

Task Tabs

The task 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 has been added.


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.

Overview tab

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 to display 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.

The icons shown will change depending on which ones apply.


OptionDescription
Quote ($dollar value)Indicates that this task was quoted. Tap to access the quote.
Purchase OrdersView and create purchase orders for this task.
AssetsDetails and notes for the primary task asset (if linked).
InvoicesView and create invoices against this task.
Periodic Task TemplateOnly available for periodic tasks. Tap to open the relevant periodic task template.
Periodic Task History

Only available for periodic tasks. Shows you a  history of previous tasks  in the schedule.

FormsProvides access to compliance checklists and forms for this task.
Documents & PhotosView and/or upload photos and documents to the task from your mobile device.
Linked TaskDisplays tasks that are linked to this one.
Resources

Shows the  assigned resources  for this task.

Schedule

Shows all of the  current schedules  for this task.

Task Timers

Managers, Supervisors, and those with  permission  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.

PrintGenerate a PDF of the task sheet to send to a mobile printer.
EmailSend an email and include any attached documents/images, compliance forms, etc.

Other options

These six options appear on most of the five tabs available to you.


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:

  • Turn the 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.
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Feature access

Your permission group determines access to this feature.

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1 Comment

  1. Updated images and added details re:contact link.