You can configure client-specific defaults and settings for invoice margins, minimum labor charges, task types, print layouts, email templates, and more. These settings will override the standard settings that have been configured at the company or business unit level in Site Admin.
Set client-specific task types
You can create a list of task types that are applicable to a client. This restricts the number of options that can be selected, and the client will only be able to access the task types you have selected in this screen if they have access to AroFlo.
- Go to Accounts > Client > (Select a Client) > Client Settings and Defaults
- Click Add Task Type
- Select a task type from the dropdown menu and click Add Task Type
- Repeat Steps 2 and 3 to add further task types
- Click Save Client Settings.
Reordering Task Types
Just like Task Types set up in Site Administration, the first task type in the list will be used as a default task type. Use the 
(two bars icon) to drag your task types to a preferred order.
To remove a task type from a client:
- Tick the check box next to the Task Type you want to delete
- Click Save Client Settings. The Task Type will be removed from the list.
Set client-specific markups
You can set markups for materials that are specific to individual clients. For more information, see Default Markups for Materials.
Extra settings
This section provides a range of settings that you can configure for specific clients that require a different set of controls.
Learn about each setting
Setting |
Description |
|---|---|
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Min Labor Charge
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Set a client-specific minimum labor charge that will override the minimum labor charge set on all Task Types for the selected client.
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Min Labor Charge Type
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Select to display the minimum labor charge as an expense or labor on an invoice.
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Min Labor Charge Text
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Enter the minimum labor charge text that will appear on the invoice line item for the selected client.
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Default Task Note Filter
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Set the default visibility of Task Notes for the selected client.
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Default Document Upload Filter
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Set the default visibility of documents and photos uploaded to AroFlo.
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Track Tasks with Set Priority
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Turn on Tracking Tasks for the selected client based on Priority Response. See Priorities for more details on setting up this feature.
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Duplicate Cust ON Check
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Enable this option if you want the system to check for customer order numbers already in use on another task for the selected client. A task can still be created, but the user is warned that the Cust ON is already in use.
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Cust ON Required
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Tasks include a field for recording a Customer Order Number. You can make this field mandatory when creating a task for this client by selecting 'Required' from the dropdown list.
AroFlo uses the following hierarchy for applying required fields:
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Reported By / Contact Required
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Tasks include a field for recording who reported the job. You can make this field mandatory when creating a task for this client by selecting 'Required' from the drop-down list.
AroFlo uses the following hierarchy for applying required fields:
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Default Invoice Style
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Set your preferred invoice style. This controls the way the invoice information is displayed on the Invoice Worksheet screen for the selected client.
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Default Labor Discount
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Enter a default discount for labor that will apply to this client. The value you enter will automatically apply to labor items on invoices for this client.
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Default Material Discount
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Enter a default discount for materials that will apply to this client. The value you enter will automatically apply to material items on invoices for this client.
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Default Expense Discount
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Enter a default discount for expenses that will apply to this client. The value you enter will automatically apply to expense items on invoices for this client.
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Postable for Integration Link
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Only available on child clients. This option allows invoices to be posted to an accounting package via an integration link.
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