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.
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 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: