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You can configure client-specific defaults and settings for invoice margins, minimum labour charges, task types, print layouts, email templates and more. These settings will override the standard settings that have been configured at the company or business unit level in Site Admin.

Set client specific task types

You can create a list of task types that are applicable to a client. This restricts the number of options that can be selected, and the client will only be able to access the task types you have selected in this screen if they have access to AroFlo.


  1. Go to Manage > Client > (Select a Client) > Client Settings and Defaults
  2. Click Add Task Type
  3. Select a task type from the drop-down menu and click Add Task Type
  4. Repeat Steps 2 and 3 to add further task types
  5. Click Save Client Settings.

To remove a task type from a client:
 

  1. Tick the check box next to the Task Type you want to delete
  2. Click Save Client Settings. The Task Type will be removed from the list.

Set client specific markups

You can set markups for materials that are specific to individual clients. For more information, see Default Markups for Materials.

Extra settings 

This section provides a range of settings that you can configure for specific clients that require a different set of controls.

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SettingDescription
Min Labour ChargeSet a client specific minimum labour charge that will override the minimum labour charge set on all Task Types for the selected client.
Min Labour Charge TypeSelect to display the minimum labour charge as an expense or labour on an invoice.
Min Labour Charge TextEnter the minimum labour charge text that will appear on the invoice line item for the selected client.
Default Task Note FilterSet the default visibility of Task Notes for the selected client.
Default Document Upload FilterSet the default visibility of documents and photos uploaded to AroFlo.
Track Tasks with Set PriorityTurn on Tracking Tasks for the selected client based on Priority Response. See Priority in the Administrator's Guide for more details on setting up this feature.
Duplicate Cust ON Check

Enable this option if you want the system to check for customer order numbers already in use on another task for the selected client. A task can still be created, but the user is warned that the Cust ON is already in use.


This is useful if you are importing work order emails to AroFlo and want to ensure tasks are created against a unique customer order number. If a duplicate customer order number is found on import, the work order email will fail to import and a notification will be automatically sent to the assigned user.

Cust ON Required

Tasks include a field for recording a Customer Order Number. You can make this field mandatory when creating a task for this client by selecting 'Required' from the dropdown list.

AroFlo uses the following hierarchy for applying required fields:

  • If 'Not Set' at the Client level, it will use the Business Unit setting in Site Admin.
  • If 'Not Set' at the Business Unit, settings, it will use the Company setting in Site Admin.
Reported By / Contact Required

Tasks include a field for recording who reported the job. You can make this field mandatory when creating a task for this client by selecting 'Required' from the drop down list.

AroFlo uses the following hierarchy for applying required fields:

  • If 'Not Set' at the Client level, it will use the Business Unit setting in Site Admin.
  • If 'Not Set' at the Business Unit, settings, it will use the Company setting in Site Admin.
Default Invoice StyleSet your preferred invoice style. This controls the way the invoice information is displayed on the Invoice Worksheet screen for the selected client.
Postable for Integration LinkOnly available on child clients. This option allows invoices to be posted to an accounting package via an integration link.

  

Feature access

Your permission group determines access to this feature.

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2 Comments

  1. Need to update for new settings like "Postable for Integration Link"