Client work orders can be imported by email directly into AroFlo. This feature is most useful if you have a client that regularly sends jobs via email - always using the same work order template.
In most cases, AroFlo can scan these emails and attachments for key information that's used to automatically create a task within AroFlo.
Depending on the layout format of the work order, the following data can be read and imported into a task:
Client Order Number
Task Type (or set a default)
Description of job
Contact Phone Number
Location Phone Number
Set up work order imports
AroFlo allows up to four free work order imports as part of your initial site set-up. Additional work orders are charged at $59 (ex. GST) each.
If your client changes the format of their work orders, please contact our client 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.
If you have a regular client work order that you would like to automate, please follow the steps below:
The user in AroFlo (user's name) that should be notified on import of success or failure.
The default Task Type for jobs created on import.
Which Business Unit should the task be assigned to (if you have multiple).
2. Attach a minimum of 4 work orders samples. 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.
A member of our client Service team will email you once the set-up of the work order is complete. You will also receive the unique email address for your client to send future work orders to (using the format: firstname.lastname@example.org) for importing into your AroFlo site.
Work orders must be one of the following file types: PDF, CSV, TXT and RTF or part of the email body.
AroFlo cannot read PDF files that have been generated from a scanned document.
If the work order is in the body of an email, please contact our Customer Service team before attaching to a support request. These types of samples cannot be uploaded to our internal job system.
If you are creating an email to send from your company's website to AroFlo to create a job, please use the following format for the email body. This will allow AroFlo to capture the maximum number of fields when importing.
Web form import limitations
Please do not include the text in brackets.
Please try to include ":" colons where possible.
AroFlo cannot read or import any text in the email subject.
Task Description: (i.e. address - the task identifier in AroFlo) Task Type: Cust Order Number: Due Date: (please use consistent format, best is: yyyy-mm-dd (NOT American format)) Priority: (If you use this, please ensure the client uses the same priority descriptions you have set up in AroFlo) Contact Name: Contact Phone: Location: (job location - maybe same as task description) Location Phone: (Location contact) Job Description: (This can be as long as necessary) Note1: (These will be notes on the task) Note2: Note3: