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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, tap on a task from your schedule or task list.

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.

Button / FieldDescription
Task Type The type of task.
Reference NumberThe Task Reference Number (generated on task creation).
Project

This field is displayed if the task is linked to a project.

Click on the (box with arrow) to open up the project.

OwnerThe business unit linked to this task. If you have multiple business units.
Client

Contact, address details and notes for client.

Click on the (box with arrow) to open up the client card.

Location

This field is used when the work site location is different from the client's office location.

Click on the(pin) to open up the location card.

TermsThe transaction terms for this client.
Due DateThe date that the client needs this work completed by.
Priority The priority level for the job. This is an optional field that is used internally
Entered ByName of person who created the task.
Contact

This field is used for recording the contact who requested the work.

If a phone number is saved against the contact, you can call them by clicking the phone icon.

You can also send an SMS to the contact if you have an SMS provider enabled in AroFlo.

DescriptionDetails of the problem or request.
Customer Order Number
Used for recording a customer or work order number (can be entered on site if required).

Most tasks will have a checklist automatically assigned when the task is created. Checklists can:

  • serve as a reminder of the steps required to properly complete the task
  • automatically start or stop the job timer. Your Site Administrator can set this up as shown in 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.

See more on Checklists

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.

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 linked task assets.
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.

Schedules

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.

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

The icons shown will change depending on which ones apply.

Other options

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

The task header is available on every tab and tells you the job number and task name. Also included are the task status and labour timer options.

The start / stop timer appears at the top right of the task header and is used to record labour on the task.

You can tap the timer button to start or stop it, or your Site Administrator can set up some of your checklist items to automatically start or stop the timer when the checklist item is marked Y (Yes/Pass). See Record Labour on a 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, and 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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