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The fastest way to create a client is by going to Create > Client on the main menu.

There are four mandatory fields on the client card:

  • Company / Reference Name
  • Short Name (AroFlo generates this automatically)
  • First Name (Primary Contact)
  • Last Name (Primary Contact).

All other fields are optional, but the more fields you complete, the better data quality you'll have. All the fields are explained in the table below each image.

From within a client card, you can see a separate menu below the main menu. This gives you access to all the tasks, quotes, purchase orders and other records related to that client.

You can create a client from within any client search area in AroFlo. Look for the Add Client button in search screens.

Client and Contact Information

The table below explains how to use the fields in the Client Information and Contact Information sections of the client card.

FieldDescription
Company/Reference Name

This is the primary name for the client company.

If the client is an individual, see the Individual section, below.

This field can be set to include a Google Search when you start typing a company name. If you would like access to this feature, please let us know.

Duplicate Client Names

When you create a client or supplier with a Company/Reference Name that already exists, a warning message will appear with the options to 'View the Existing Client/Supplier', 'Save Client/Supplier' or 'Cancel'.

If you use an accounting integration link, we recommend you check your accounting package to see if it accepts duplicate Client and/or Supplier names.

Short Name

AroFlo creates a short name automatically once you've entered a Company / Reference Name. You can override the name AroFlo creates by typing over it.

This field is a secondary identifier for this client. All tasks created against this client will reference this short name.

ABNRecord your client's national business taxation number (e.g. in Australia, the Australian Business Number).

Individual

If your client is an individual rather than a company, complete the First Name and Last Name fields and then check this box. AroFlo will update the Company / Reference Name field to match the first and last name you entered.

TermsSelect the transaction terms for this client from the drop-down box. Transaction terms are set up in Site Administration. If you need additional transaction terms, please contact your Site Administrator.
Terms NoteUse this field to record any specific information related to trading terms for this client.
Client MessageYou can enter generic comments here. This information is displayed on the invoice worksheet and can be moved onto the invoice layout if required.
First NameFirst name of the primary contact at the client company, or of an individual for non-business clients. For business clients, you can change this name if the contact person changes.
Last NameLast name of the primary contact at the client company, or of an individual for non-business clients. For business clients, you can change this name if the contact person changes.
PhonePrimary phone number of the client.
FaxPrimary fax number of the client.
MobilePrimary mobile phone number of the client.
Email Address

Primary email of the client.

If not an individual, this could include the client's Accounts Payable address.


WebsitePrimary website of the client.

Client Company Address

The table below explains how to use the fields in the Company Address, GPS Coordinates, Mailing Address, and Business Unit Links sections of the client card.

 

FieldDescription

Location Name

Use this field to record the specific details of an address, e.g. 1st Floor, Building G.

Powered by Google Field

This field is powered by Google and will suggest results as you type. You can also click the icon to fill in details based on your current location.


Address (No & street), City, Postcode, State, Country

Record the company's physical address in these fields. The Address (No & street) field is powered by Google, just like the Location Name field. Just enter the street address and make a selection from the list Google presents. The City, State, Postcode and Country fields will auto-populate.

Multiple locations

If the client has multiple locations, use this area to record the primary location such as a head office. To create additional locations once you've saved your client, see Locations.

GPS Coordinates

Auto-Generate, View on Map

Click Auto-Generate to populate the latitude and longitude of the client's address, or click View on Map and move the pin to the location you want, then click Use.

You can use this feature to assist with scheduling a task to the nearest resource, and Field staff can use it to help them find the work site when they're on the road.

Mailing Address

Only complete these fields if the mailing address is different from the billing address, e.g. if you want to add a Post Office Box address.

Powered by Google Field

This field is powered by Google and will suggest results as you type. You can also click the icon to fill in details based on your current location.


Business Unit Links

If your business has multiple business units, you can use this section to decide whether the client should appear within all business units or not.

To have a client appear in all business units, click the box at the top of the list.

To have a client appear only in some business units, check only the relevant boxes.

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Feature access

Parts of this feature are included in AroFlo Go.