Create a Location

Learn how to create a Location in AroFlo Office

Updated on March 4th, 2025

Locations are used when the work site location is different to the client's office location. For example, you may have a contract to maintain multiple properties for a real estate agent or strata management company.

If you have a large list of locations that need to be added to your AroFlo site, you can quickly and easily import them using the bulk data import tool located in Accounts > Locations.

 

You can create a location:

  • while creating a task
  • from your complete list of locations
  • against a particular client/supplier/contractor.

I want to create a location

While creating a task

 

From the Locations List

 

On a Client/Supplier/Contractor Card

 
 
  1. Go to Create > Task.
  2. On the Client field, click (magnifier) and select a client.
  3. Click (plus) next to the Location field.
  4. Complete the fields as described in the table below.
  5. Save Location.
 
 
  1. Access your list of Locations via Accounts > Locations
  2. Click Create Location.
  3. Click next to the Client field and select a client.
  4. Complete the fields as described in the table below.
  5. Save Location.

Add a location to a particular client/supplier/contractor via the relevant card

  1. Go to Accounts > Clients/Suppliers/Contractors
  2. Select the Client/Supplier/Contractor you need
  3. Click Locations towards the top of the client/supplier/contractor card, or View > Locations
  4. From the Locations list for that client/supplier/contractor, click Create Location.
  5. Complete the fields as described in the table below.
  6. Save Location.
 

Location fields

Field
Description
Site Contact, Site Phone, Site Email Used to record site contact details.
Location/Address, Address 2, Suburb, State, Zip Code, Country

Used to record the address of the work site.

Note: Location/Address is the only mandatory field.

Powered by Google

Click (pin icon) to use Google to fill in the full address. If you use this option, AroFlo auto-completes the GPS coordinates.

 
GPS Coordinates (Lat:, Long:) Auto-Generate, View on Map

Used to assist with:

If you enter the location address without selecting a Google result, you will need to click Auto-Generate to generate the GPS coordinates for the location.

 
 

 Once you've created and saved a location, you can go back into the location card to:

  • add notes or task notes
  • upload documents and photos
  • view the location history for a list of tasks performed at that location.

See Edit a Location for more information.