Locations

Learn about managing locations in AroFlo Field

Updated on November 5th, 2023

Table of Contents

View a list of locations Location List features Create a location Location Card

Locations are used when the work site location is different to the client's office location. For example, your client might be a real estate agent and the work location could be at one of their rental properties. Suppliers can also have multiple locations.

View a list of locations

To view a list of locations:

Client

Go to (Menu) > Manage > Clients > tap the options button beside a client > > Locations.

Supplier

Go to (Menu) > Manage > Suppliers > tap the options button beside a supplier > > Locations.

Contractor

Go to (Menu) > Manage > Contractors > tap the options button beside a contractor > > Locations.

Alternatively, go to the More tab > > Locations on a client, supplier, or contractor card.

Tap on a location to open the location card (see below).

Location List features

Quick actions

Tap the (three dots) beside a location to access the Location quick actions:

For Clients		For Suppliers/Contractors
Option	Description	Option	Description
Location Details	Open the location card (see below)	Location Details	Open the location card (see below)
Create New Task	Create a task using this client and location	Create Stock PO	Create a stock purchase order using this supplier/contractor and location
Tasks	View all open tasks for this location
Assets	View assets belonging to this client

Search

Filter By

Create

Create a location

Permission groups

Supervisors and above will be able to create a location.

From a Location list, tap the (green plus button) > Create Location.
On the Create Location screen, enter the Location/Address details.

If you have GPS enabled on your device, tap the (compass icon) and AroFlo will attempt to enter the address and coordinates of your current GPS location.
If you've manually entered the Location/Address, tap Find GPS Location to update the GPS coordinates for this address.

GPS coordinates

GPS coordinates will help you navigate to the site. If you're on a large property and want to pin your exact location, tap Use My Current Location to set the map pin where you are standing.

You can also update coordinates manually by dragging the Google Maps pin. ()
Enter the Site Contact details.
Tap Create.

Location Card

Location details can also be viewed from other areas including the Task worksheet .

Tap a Location from the Location list to open the location card.

The location card displays information about the site including contact details and navigation options. Learn about these below.

Button	Description
	Return to the list of Locations for this Client, Supplier, or Contractor
	Edit any details for this location. You can also move this location to another client, for example, when a property is sold to another agent.
	Tap to enter the map in full screen
	Found on the bottom right of the map is the Show Route button. This will display a route from your current position to the location. It includes total distance and estimated travel time. Show more Navigate to the location with (open external). This will open the default navigation app on your device. Know what the site looks like before you get there. See street-level imagery from the past by dragging the Pegman () onto the map (this service is provided by Google - learn more).
	The bottom half of the screen will display details of the location including the associated: Client/Supplier/Contractor (tap to view the client/supplier/contractor card) Address (tap to activate your device's map app) Site Contact Site Contact buttons You can also quickly call or email the site contact using the buttons found under the Site Contact heading. Show me
	Allows you to view Tasks or Assets associated with this location.
	Allows you to create a new Task or Quote for this location.
	View or create notes about the location. This may include instructions on how to access the site. Counter A counter will display on the tab to indicate how many notes have been attached.
	View any documents and photos uploaded against this location. This may include site drawings or schematics. Tap any file to open it in a new tab. Counter A counter will display on the tab to indicate how many documents and photos have been attached. Tap Add documents to upload documents and photos to this location.
	Shows all tasks associated with this location. Show image