You can tailor the information shown in your task sheet layouts by using data elements such as static data, dynamic data and tables.
The following tables describe the data elements that are currently available for task sheet layouts.
For instructions on how to customize a standard layout, please refer to Custom Layouts.
When adding new data elements to a layout, it is good practice to preview the layout to ensure the correct information is displayed.
Static Data
Click here for static data, which is information stored within AroFlo
Element Group |
Description |
|---|---|
| Client Organisation Details | Data relating to the Client's details. This information can be modified by editing the Client card. |
| Job Details | Data relating to the Task. This information can be modified by editing the Task. |
| Organization Details | Data relating to your Company and the Primary Contact. |
| Task Details | Data relating to Task. It is not possible to modify details on a Task sheet while there is an final invoice. |
| Contact Details | Data relating to the contact details for your Company. |
| Location Details | Data relating to the Location card linked to the Task. This information can be modified by editing the Location card. |
| Project Details | Data relating to the Project worksheet. This information can be modified by editing the Project. |
| Asset Details | Data relating to the individual asset linked to the Task. This information can be modified by editing the Asset card. |
Dynamic Data
Click here for dynamic data, which is calculated data relating to the worksheet.
Elements |
Description |
|---|---|
| [Labour Hrs Total] | Total quantity of labor hours. |
| [Labour Cost Total] | Total cost value of labor (ex. GST). |
| [Labour Sell Total (ex)] | Total sell value of labor (ex. GST). |
| [Material Qty Total] | Total quantity of material items. |
| [Material Cost Total] | Total cost value of material items (ex. GST). |
| [Material Max Cost Total (ex)] | Total sell value of material items (ex. GST). |
| [Other Qty Total] | Total quantity of expense items. |
| [Other Cost Total] | Total cost value of expense items (ex. GST). |
| [Other Sell Total (ex)] | Total sell value of expense items (ex. GST). |
| [Task Total Cost (ex)] | Total cost value of all items booked on jobsheet (ex. GST). |
| [Task Total Sell (ex)] | Total sell value of all items booked on jobsheet (ex. GST). |
Tables
Click here for tables, which are used to display information in a table format.
Table |
Description |
|---|---|
| Labour | Displays labor line items from the Task worksheet. |
| Material | Displays material line items from the Task worksheet. |
| Expense | Displays expense line items from the Task worksheet. |
| Notes | Displays task notes. Task note filter must be set 'Show Client' or 'Show All'. |
| Checklist Manual Checklist |
Displays checklists automatically or manually added to a quote/task. |
| Quote Checklist Quote Manual Checklist |
Displays checklists automatically or manually added to a quote. |
| Task Checklist Task Manual Checklist |
Displays checklists automatically or manually added to a task. |
| Labour (by signature) | Displays labor line items with signatures from the Invoice worksheet. |
| Assets Table | Displays asset information for any assets linked to the invoiced Task. |
| Task Documents (Images) | Displays images that have been uploaded to a Task. Document filter must be set 'Show Client' or 'Show All'. |
| Client Documents (Images) | Displays images uploaded to a Client card. Document filter must be set 'Show Client' or 'Show All'. |
| Location Documents (Images) | Displays images uploaded to the Client Location card. Document filter must be set 'Show Client' or 'Show All'. |
| Project Documents (Images) | Displays images uploaded to a Project. Document filter must be set 'Show Client' or 'Show All'. |
To embed an image into a layout, you will need to ensure the document filter on the uploaded image is set to Show Client or Show All. All other filter settings will prevent the system from embedding the images into the layout when it is printed to PDF.