Welcome to AroFlo Go

You can use our handy checklist to work through all your set-up and learning tasks. Tick off each item as you complete it. You may not need to complete all the items - just do the ones that make sense for your business. Note: We recommend opening the checklist in a PDF reader (e.g. Adobe Acrobat) and saving a copy.

Your AroFlo Go subscription gives you:

• 30 minutes per month of phone / remote support
• live chat support
• email support
• online help (interactive tutorials, videos and help pages)

You can purchase hourly support packages or upgrade to our Premium Support Package at any time. Simply contact our Customer Service team and they'll organise it for you.

If you book a phone support session with an AroFlo consultant, please ensure you have your computer (PC/Mac/laptop) connected to the internet and ready for use. If more than one person will be attending the session, please ensure all participants:

• are present at the pre-booked date and time
• can hear the telephone conversation clearly
• are able to see the computer screen.

We will call you at the scheduled time and ask you to start a remote help session so they can see your screen and show you what to do using your own data.

You can start using AroFlo Go as soon as you have your username and password. Depending on the complexity of your business, it will take a period of time to configure the system, apply practical workflows and make the most efficient use of AroFlo Go.

Most of our customers have the system configured and are confidently using AroFlo Go within 4 weeks. This may be shorter or longer depending on your business model, individual requirements and the amount of time you dedicate to training.

If at any time the transition to AroFlo Go becomes difficult, please let us know and we will do our best to assist with the process. We have set up thousands of users, so we can provide plenty of tips and tricks and practical guidance to help you successfully implement AroFlo Go into your business.

Work order email imports can be set up for any number of clients.

If your client changes the format of their work order, please notify our Customer Service team. The import settings are unique to the original work order format and any changes will result in a new work order set-up.

1. Send us a support request and include the following details:

• The name of the client sending the work orders exactly as it appears in AroFlo.

• The domain where work orders come from (e.g. "@aroflo.com.au", "@hotmail.com")

• The user in AroFlo (user's name) that should be notified on import of success or failure.
• The default Task Type the automated task should be assigned to.
• If you have multiple business units, please nominate the Business Unit the automated task should be assigned to.

2. Attach a minimum of 4 samples of the work order email and attachments. These should include:

• Samples with different location details (if applicable).
• Samples with multiple pages.
• Any other attachments that are included in the emails.
• The body of the email that has the attachments.

Work orders must be in one of the following file types: PDF, CSV, TXT, RTF, DOC, DOCX or part of the email body.

To ensure the maximum number of fields are captured when importing, please use the following format for the email body:

Task Description: (This is the task identifier in AroFlo - usually the job address)
Task Type:
Cust Order Number:
Due Date: (Please use a consistent format, best is: yyyy-mm-dd. Avoid using American format.)
Priority: (If you use this, please ensure the priority descriptions are the same as you have set up in AroFlo)
Contact Name:
Contact Phone:
Location: (Job address - may be the same as task description)
Location Phone: (Location contact)
Job Description:
Note1: (These will be notes on the task)
Note2:
Note3:

AroFlo’s unlimited document storage allows you to upload, search, view and email all types of documents from the office or out in the field.

Documents and photos are available in the following areas of AroFlo:

• Document Directory – store general information in one place for all users to access.
• Tasks – store job related documents and photos for easy access when out in the field.
• Inventory – store product photos, specifications and installation guides for reference purposes.
• Expenses – store supporting documents such as receipts for easy verification of expense claims.
• Users – store certifications, licenses and profile pictures for staff, contractors and clients with system access.
• Clients – store contracts, correspondence and client activity reports along with contact information.

Access to document storage is free until your AroFlo subscription billing period commences.

After your free access period, document storage is an additional monthly charge per subscription. Please see our pricing schedule and let us know if you wish to continue using document storage after this period.

AroFlo offers several integration points to various leading accounting packages for both desktop and cloud. Please refer to Accounting Integration for a list of supported accounting packages and versions.

Please refer to the Comparison of Accounting Integrations help page for information on the types of data that can be transferred, and a comparison of how data is presented in AroFlo and how it appears when transferred to various accounting packages.

There is a one-off fee (per company file) for an accounting integration link set-up, plus an annual maintenance fee. Please see our pricing schedule.

Your AroFlo consultant can provide a quote for setting up an integration link for your accounting package.

Your AroFlo consultant will advise the best time to set up your accounting integration, which is generally just before you start invoicing out of AroFlo.