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Notes are featured throughout AroFlo's Office and Field interfaces and are used for reference and communication purposes.

AroFlo's notes editor allows you to record notes using plain text or richly formatted HTML. Each note has its own visibility setting that controls who can view the note (Internal, Client, Contractor, Admin only, etc).

Note Replies

In AroFlo Office, you can also reply to notes for tasks, quotes, invoices, and work orders. This helps you easily identify important notes and saves you from creating additional notes for the same thing.

You can view and add notes in the following areas:

  • Tasks
  • Quotes
  • Invoices
  • Projects
  • Clients
  • Suppliers
  • Periodics (AroFlo Office only)
  • Purchase Orders
  • Work Orders
  • Bills
  • Requests for Quote
  • Locations
  • Certifications
  • Assets
  • Users

Use the links below to read about notes, or select one of the links on the right to learn in your own way.

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