Locations are used when the work site location is different to the client's office location. For example, you may have a contract to maintain multiple properties for a real estate agent or strata management company.
If you have a large list of locations that need to be added to your AroFlo site, you can quickly and easily import them using the bulk data import tool located in Accounts > Locations.
You can create a location:
- while creating a task
- from your complete list of locations
- against a particular client/supplier/contractor.
I want to create a location
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(magnifier) and select a client.
(plus) next to the Location field.- Access your list of Locations via Accounts > Locations
- Click Create Location.
- Click
next to the Client field and select a client. - Complete the fields as described in the table below.
- Save Location.
Add a location to a particular client/supplier/contractor via the relevant card
- Go to Accounts > Clients/Suppliers/Contractors
- Select the Client/Supplier/Contractor you need
- Click Locations towards the top of the client/supplier/contractor card, or View > Locations
- From the Locations list for that client/supplier/contractor, click Create Location.
- Complete the fields as described in the table below.
- Save Location.
Location fields
| Field | Description |
|---|---|
| Site Contact, Site Phone, Site Email | Used to record site contact details. |
| Custom Fields | Fill out any relevant custom fields which may appear. These can be left and filled out later if necessary. |
| Location/Address, Address 2, Suburb, State, Zip Code, Country | Used to record the address of the work site. Note: Location/Address is the only mandatory field. Powered by Google Click |
| GPS Coordinates (Lat:, Long:) Auto-Generate, View on Map |
Used to assist with:
If you enter the location address without selecting a Google result, you will need to click Auto-Generate to generate the GPS coordinates for the location. |
(pin icon) to use Google to fill in the full address. If you use this option, AroFlo auto-completes the GPS coordinates.Once you've created and saved a location, you can go back into the location card to:
- add notes or task notes
- upload documents and photos
- view the location history for a list of tasks performed at that location.
See Edit a Location for more information.