AroFlo Academy

Register for the AroFlo Academy to start learning AroFlo today!

Updated on December 18th, 2024

Table of Contents

Whether you're new to AroFlo and want to start learning the essentials, or whether you're an existing AroFlo user who wants to sharpen up your skills, the AroFlo Academy is a great way to learn our product.

Packed with Office, Field, and site setup courses, the Academy is an interactive eLearning space, so you don't need to interfere with your live AroFlo site.

When you sign up to AroFlo, your primary contact is automatically given access to the AroFlo Academy via email. Follow the instructions in this email to log in.

You can also access the Academy via the Help Menu > AroFlo Academy.

What if I'm not the primary contact?

Forgotten username or password?

How do I enrol in courses?

Once your account has been confirmed and you've logged in, click Catalogue to start looking for the courses you want to enrol in.

From here, choose a catalogue and then browse through the available Sub-Catalogues and/or Courses and click Enrol when ready to start a course. Alternatively, use the Search bar to search topics.

What are the types of courses?

The three catalogues for the types of courses are

Catalogue	Icon	Description
Site Administration		Back-of-house settings and defaults
Office		Using AroFlo from your desktop or laptop
Field		Using AroFlo on the go using your phone or tablet

Workflow Builder

Not sure where to start? The Workflow Builder is a great way to kickstart your AroFlo learning journey. Enrol in this course and answer a few questions about your business and your workflow to receive a workflow code. Once you give this code to your dedicated AroFlo trainer, they will work with you on topics you should explore.

Learning Paths

We also have Learning Paths available, which are courses packaged together, designed to learn about a topic in a particular order.

Viewing your courses

Click My Dashboard to return to your dashboard to see your enrolled courses.

Click to view the course details such as course description, estimated length, and modules within the course.

Click to start the course/continue where you left off.

Don't want to see Completed Courses?

If you want to hide Completed courses from showing in the list, click the filter option and tick Completed and Apply Filters.

Complete Course List

Onboarding Launchpad

Kick off your AroFlo implementation with a collection of courses tailored to specific workflows.

Learning Package	Basic workflow outline:
Do & Charge	The job comes in - email, call, website, work order, etc (could be standard or emergency work) The job is entered or imported into AroFlo The job is scheduled or picked from a picklist to attend, or the contractor is assigned Start the job, record materials, labour, expenses, notes, photos, POs etc The job is completed, invoice is raised (in either Field or Office) The invoice is paid (in either Field or Office)
Quoted Work	Request for work comes in via email, call, website, work order, etc The quote is raised, and a potential site visit is scheduled for scoping and options The quote is finalised and sent out for approval The quote is approved or rejected and converted to a job/task Potential for deposit invoice (part invoice) to be raised/paid The job is scheduled or picked from a picklist to attend, or the contractor assigned Start the job, record materials, labour, expenses, notes, photos, POs etc Potential to create asset record for any future servicing/maintenance requests The job is completed, final invoice raised from quoted items, or remaining balance after deposit payment The final invoice is paid.
Maintenance	The quote can be raised to capture contract for new work received, to track costs against original contract value When new work is due, a work order is received, or a scheduled maintenance job becomes due Work order is entered as a task, or a periodic template generates a job Task assigned to the worker to attend, or assigned to a contractor, work order recorded and tracked as Cust ON in the task Start the job, record materials, labour, expenses, notes, photos, POs etc Job is completed, and the final invoice is raised to match the work order received The invoice is paid.
Asset and Facilities Management	Work order is received, or scheduled maintenance job is due to service or maintain client assets Work order is entered as a task, or a periodic template generates a job Task assigned to worker to attend or assigned to a contractor Compliance/forms (no current courses) Task asset fields filled out (no current courses) Start the job, asset passed or failed, record materials, labour, expenses, notes, photos, POs etc The job is completed, and the final invoice is raised to match the work order received The invoice is paid.

Site Administration

Learn about the settings and defaults that you can set in AroFlo.

Course	Topics covered/Description	Relevant Help Article(s)
Description Templates	Add a new Description Template Edit an existing Description Template Copy an existing description to a new Description Template	Create Description Templates
Tax Codes	Edit existing Tax Codes Add a new Tax Code	Tax Codes
Integration	Sync your data between AroFlo and your accounting package	Using Cloud-Based Integration
Supplier Catalogues	Select and enable access to Supplier Catalogues.	Set up Supplier Online Catalogues
SMS Provider	Select your SMS Provider Set your SMS Provider settings	SMS Providers - Overview
Payment Gateway	Connect to a Payment Gateway Disable a Payment Gateway	Payment Gateways
Payment Methods	Add a new Payment Method Set your default Payment Method Archive a Payment Method	Payment Methods and Surcharges
Work Types	Add a new Work Type Adjust Work Type settings	Work Types
Overheads	Create an Overhead Edit settings for your Overhead	Overheads
Transaction Terms	Create a new Transaction Term Edit an existing Transaction Term	Transaction Terms
Task Types	Add a new Task Type Edit Task Type settings	Task Types - Overview
Print & Email Defaults	Set your default layouts. Edit existing email templates Create new email templates	Print and Email Layout Defaults
Default Acceptance Status	Set your Default Acceptance Status for Quotes Set your Default Acceptance Status for Work Orders	Quote Settings Work Order Settings
Checklists	Create a new Checklist Template Edit an existing Checklist Template Attach a Checklist Template to a Task Type	Checklist Templates
Default Markups	Access the Default Markups Locate the relevant Markup options Set and customise Default Markups	Default Markups - Overview
Users	Create a new User Edit an existing User Modify the Feature Access of a User	Create a User Feature Access Settings
Business Unit Setup	Access the Getting Started Assistant Locate the relevant information fields for your company Upload a company logo and other information	Getting Started Assistant Company Details - Overview
Weekly Timesheets	Locate Timesheet settings Set the starting day for Timesheets Enable signing off on Weekly Timesheets	Timesheet Settings - Overview
Create a Substatus	Add a new Substatus Edit Substatus settings	Task Substatus Settings
Exploring Billing Portal	View and pay invoices from the Billing Portal Edit billing and payment information	Billing Portal
Set Up Positions	Create a new User/Contact Position Apply a Position to a User or Contact card	User and Contact Positions
Custom Fields	Create Custom Fields Know the available Custom Field options and some use cases	Custom Fields
Event Messages	Enable and Disable Default Event Messages Add a new Event Message Edit an Event Message	Event Messages

Field

Quotes

Course	Topics covered	Relevant Help Article(s)
Create a Simple Quote in Field	Select a Client when creating a Quote Select a Task Type when creating a Quote Create a Simple Quote in the Field	Create a Quote in AroFlo Field
Add Quote Items	Add a quote item Edit a quote item Make a quote item optional Delete a quote item	Add items to a quote Quote Items
Add Documents & Photos	Upload a document from your device to a quote or task Take a photo on your device to upload to a quote or task Edit a document or photo file	Documents and Photos in AroFlo Field
Approve and Send a Quote	Update the status of a Simple Quote to Approved Attach an Online Quote link to an email via email template Email a PDF copy of the quote to the Client	Approve a Quote
Complete a Quote	Access your approved Simple Quotes in the Field Update the Acceptance Status of a Quote to Accepted Access the Task from the Quote or Menu	Approve a Quote

Tasks

Course	Topics covered	Relevant Help Article(s)
Create a Task	Select the correct Client when creating a Task Select the correct Task Type when creating a Task Assign a Task to a Resource Create a new Task in the Field	Create a Task in AroFlo Field
Start a Task	Update the task status Start the task timer Complete a checklist item	Update Task Status Checklists in AroFlo Field
Add a Note	Add a Note to a Task Edit, Filter, and Restrict a Note on a Task Delete a Note on a Task	Add Task Notes Add Notes in AroFlo Field Edit Notes in AroFlo Field
Add Documents & Photos	Upload a document from your device to a quote or task Take a photo on your device to upload to a quote or task Edit a document or photo file	Documents and Photos in AroFlo Field
Record Expenses	Add a Standard Expense Add a Timesheet Expense Add a document or photo to an Expense Delete an Expense	Record Expenses on a Task
Record Materials	Add materials from a quote Add materials from your Inventory Search for materials by keywords Add new materials on the fly	Record Materials on a Task
Record Labour	Start the Timer Stop the Timer Edit a labour entry Record a labour entry Capture an electronic signature	Record Labour on a Task
Recording Labour For Timesheet Only Users	Start the Timer Stop the Timer Edit a labour entry Record a labour entry Capture an electronic signature	Record Labour on a Task Capture Signature
Complete a Checklist	Locate Task Checklists Respond to Checklist questions Locate Checklist options and duplicate checklist items	Checklists in AroFlo Field
Capture a Signature	Capture a signature Edit a signature Void a signature	Capture Signature
Email a Job Sheet	Locate the Email option on a Task Attach a PDF to an Email Send an email with attached PDF to a client	Emailing and Printing
Complete a Task	Stop a Task Timer and complete a Labour entry prior to updating the Task Status Check for relevant areas of a Task to ensure completion Update the Task Status to Completed	Record Labour on a Task Update Task Status

Other Courses

Course	Topics covered/Description	Relevant Help Article(s)
Field Navigation	View your Schedule View your Task List Filter your Task List Search your Task List	Navigate Schedules Task List in AroFlo Field
Create a Client	Create a Client in AroFlo Field	Create a Client in AroFlo Field
Schedule an Event in the Field	Create a Schedule for a Task, Quote or Ad Hoc Event in the Field. Edit an Event Schedule in the Field. Delete an Event Schedule in the Field.	Field Scheduling
Create a Purchase Order	Create a purchase order Add materials to a purchase order	Create a Purchase Order in AroFlo Field Adding Purchase Order Items
Internal Timesheets (Overheads)	Create an internal Timesheet Edit the details of an internal Timesheet Delete an internal Timesheet	Timesheets in AroFlo Field Edit Timesheets
Create and Send an Invoice	Create a Task Invoice Add line items to a Task Invoice Attach a PDF copy of your Invoice to an email Email your Invoice to a Client	Create an Invoice using AroFlo Field Add items to an Invoice Emailing and Printing
Take a Manual Payment	Select a Payment Method on an Invoice Complete required payment information Save and record payments on Invoices	Payments

Office

Quotes

Course	Topics covered	Relevant Help Article(s)
Create a Quote	Add a Client and Location for the Quote Add the Task type Add a Description to the Quote Change a Simple Quote to a Detailed Quote	Create a Quote in AroFlo Office
Add Extra Details to a Quote	Add a note to a quote Add documents and photos to a quote View task and timesheet schedule Add an exclusion to a quote	Add Notes in AroFlo Office Documents and Photos in AroFlo Office Schedule a Task or Quote in AroFlo Office Create a Quote in AroFlo Office
Add Line Items to a Quote	Add ad-hoc Line Items Add Line Items from an existing Simple Quote Add Line Items from your Inventory Add Line Items from a Supplier Catalogue	Adding Line Items to a quote Using Supplier Online Catalogues in AroFlo Office
Using the Expense Worksheet	Navigate to the Expense Worksheet from within the Quote and/or Task Review and edit an existing expense Add a new Standard expense Add a new Timesheet expense	Labor and Expenses on Quotes
Using the Labour Worksheet	Navigate to the Labour Worksheet from within the Quote and/or Task Review and edit an existing labour entry Add a new labour entry	Labor and Expenses on Quotes
Approve & Accept Quotes	Approve a quote Email a PDF quote to your client or email an Online Quote link to your client Accept a quote and view the task	Track Quote Status

Tasks

Course	Topics covered	Relevant Help Article(s)
Create a New Task	Add a Client and Location for the Task Set the Task type Add a Description to the Task	Create a Task in AroFlo Office
Extra Details on a Task	Add a note to a task View and add checklists on a task Add documents and photos to a task View task and timesheet schedules	Task Worksheet Using Task Checklists Documents and Photos in AroFlo Office Schedule a Task or Quote in AroFlo Office
Using the Materials Worksheet	Navigate to the Material Worksheet from within the Task Review an existing material entry Add a material entry from Inventory Manually add a new material entry	Task Worksheet Materials
Using the Expense Worksheet	Navigate to the Expense Worksheet from within the Quote and/or Task Review and edit an existing expense Add a new Standard expense Add a new Timesheet expense	Task Worksheet Expenses
Using the Labour Worksheet	Navigate to the Labour Worksheet from within the Quote and/or Task Review and edit an existing labour entry Add a new labour entry	Task Worksheet Labour
Complete a Task in the Office	Locating a Task from the Workflow menu Preview a Task Check all required elements of a Task Complete a Task by updating its Status	Completed Task List Completing a Task

Other Courses

Course	Topics covered	Relevant Help Article(s)
Introduction to the AroFlo Calendar	Navigate the Calendar View key Calendar settings Create a new Calendar Edit Calendar View Settings	Calendar Navigation Calendar Settings - overview Calendar Views - Overview
Scheduling in the Office	Create an Event Schedule Schedule by dragging and dropping onto the Calendar Add resources to a schedule Update Schedule Times and Dates	Schedule an event
Using Inventory	Create a Category Add an item to the Inventory Set an Inventory item to use Simple Pricing Add extra details to an item Add Supplier information to an item Perform a Stocktake Manage stock activity	Manage Inventory Categories Add an Inventory Item Inventory Item Pricing - Overview Inventory Barcodes Perform a Stocktake Item List and Stock Activity
Inventory Lists	Create an Assembly Add existing Inventory Items to an Assembly Adjust pricing on the Assembly for your Quotes, Tasks, and Invoices.	Inventory Lists - overview Assemblies
Creating Purchase Orders and Bills	Create a Purchase Order Add Line Items to the Purchase Order Create a Bill Approve a Bill	Create a Purchase Order in AroFlo Office Add Purchase Order Items in AroFlo Office Create a Bill
Create a Part Invoice	Create a Part Invoice Add line items to a Part Invoice Approve a Part Invoice Email a Part Invoice to a Client	Create an Invoice in AroFlo Office Invoice Worksheet Adding line items to an Invoice Send an Email
Send a Final Invoice	Create a Final Invoice Add line items to a Final Invoice Approve a Final Invoice Email a Final Invoice to a Client
Receive a Payment	Receive a manual payment Receive an online payment View balances on invoices	Record an Invoice Payment
Exploring Standard Layouts	Locate the Standard Layouts for Quotes, Tasks, Purchase Orders, and Invoices Preview available Standard Layouts Identify the Header, Body, and Footer content of a Standard Layout	Standard Layouts
Task Assets in the Office	Navigate to a Task Update Task Asset Fields Update a Task Asset status	Adding Assets to Tasks in AroFlo Office Using Task Asset Fields in AroFlo Office

Live Chat Support External Access AroFlo Academy Product Updates

Use the relevant links on the Sign In screen.

AroFlo Documentation

What if I'm not the primary contact?

Forgotten username or password?

How do I enrol in courses?

What are the types of courses?

Workflow Builder

Viewing your courses

Complete Course List

Onboarding Launchpad

Site Administration

Field

Quotes

Tasks

Other Courses

Office

Quotes

Tasks

Other Courses

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