Contractors

Learn about managing Contractors in AroFlo Field

Updated on February 6th, 2024

Contractors are used in AroFlo for the purpose of sending contracted work via Work Orders.

 

Contractor list

To view a list of your contractors in AroFlo, go to Menu ()  > Manage > Contractors.
 

Tap the contractor name to access the Contractor Card.

Create contractor

Contractors can only be created in AroFlo Office.

 

 

Contractor quick actions

Tap the(three dots) next to a contractor to access the quick actions menu:

Option Description
Contractor Details Opens the contractor card.
Create Stock PO Creates a stock purchase order using the selected contractor.
Locations  View the location list for the selected contractor.

 

Search contractors

To quickly find a contractor:

  1. Tap Search ()
  2. Type part of the name of the contractor you need.
  3. Tap Search.
 
 

Filter the list

You can also filter the list by tapping the filter button :

Filter Option Description
All Resets the filter.
Types Filters the list by supplier types.
Nearest (GPS) Finds the closest contractor to your location.
Nearest (Address) Finds the closest contractor to an address you type in.

Nearest options

When using any of the two Nearest options, results will display from nearest contractor to furthest. Tap the info to open the corresponding location card, or tap the blue location pin () to navigate there using your device's maps application.

 
 
 
 

 

Contractor Card

From the contractor list, tap the name of a Contractor to display the Contractor Card. The main contact will be visible on the contractor header, while everything else will be displayed into related tabs:

The Notes and More tabs will have a counter on them if there is information contained within them, e.g. if a note has been added.

 

Overview

The Contractor Overview gives you the contractor's details, such as phone numbers, address, email, website, transaction terms, and supplier type.

You may have a coloured banner displaying at the top of the contractor card. See Transaction terms for more information.

Show this

 
 
 

Tap the phone numbers to easily call your contractor, using your device's default dialling application.

 

Tap the Open in New icon (box with arrow) for:

  • Email to start composing an email using your device's default mail application
  • Website to navigate to the contractor's website using your phone's web browser.

Tap the location pin for Address to quickly navigate to the address using your device's default maps application.

 
 

Notes

View or create notes about the contractor. This may include any history with the contractor.

 
 

More

The More tab is in the form of a pop-up and it contains the contractor's Locations. The Locations icon will have a counter to indicate how many Locations there are for this contractor. Tap the icon to open the list of locations. Tap a location to view the location details, or tap the(three dots) to access the Location quick actions:

Action Description
Location Details View the location details.
Create Stock PO Create a stock purchase order for this contractor and location.
 
 

 

 

Other options

Back button

Tap the arrow pointing left on the contractor header to return to your Contractor list.

 
 

Create button

The Create button appears near the bottom right of the contractor worksheet on all tabs (except for the More tab). Tap this to create a Stock Purchase Order for this contractor.