Set up AroFlo Field tracking

Learn how to set up AroFlo Field Tracking

Updated on January 3rd, 2024

AroFlo's built-in GPS tracking feature can be enabled to track the location of your field staff throughout the day, and is included as part of your AroFlo subscription. This type of tracking is ideal for users who will use AroFlo Field on their device to complete day-to-day activities, e.g. accessing tasks and quotes.

There are two ways to enable AroFlo Field Tracking:

  • Via the User card in Site Administration (only Site Administrators can do this)
  • Via the Assets menu in Office (any user with appropriate permissions can do this).

Enable Field Tracking via Site Admin

Enable location sharing

Before enabling this feature, you should speak to your Field users about GPS tracking in AroFlo and let them know they will need to allow location sharing in the browser on their mobile device.

 
  1. Go to Site Administration Users.
  2. Click on a user's name to access their details.
  3. Scroll down to the Feature Access tab.
  4. Check the box to Enable AroFlo Field Tracking.
  5. Save.
  6. Repeat for each user.

This process creates an asset that will be used to track the user. The asset name defaults to the user's name. You can click the user name to go to the asset card.

This will also create an Object in AroPoint and link it to the asset as a Linked AroPoint Device. Click the AroPoint GPS tab to access the Live Map, or open the main Map to view the object.

 
 
 

Enable Field Tracking via Assets Menu

  1. In Office, create an asset.

    Asset name

    Examples of what you might name the asset are:

    - (User name) phone

    - Name of the user

    - Mobile number of the phone you want to track.

     
  2. From the asset card, click the AroPoint GPS tab.
  3. From the AroFlo Field Tracking option, select Configure (see image).
  4. Click the (magnifying glass) to choose the user you wish to track.
  5. Double click or click Select User to confirm.
  6. Click Use AroFlo Field to save.
  7. Click Save Asset.

Link user

This process will automatically link the user to this asset and the asset will be shown on the Live Map. Click the Users tab to open their user card. On the Assets tab of their user card, you'll see the asset you just linked them to, and any other assets they've been linked to. This will also create an Object in AroPoint for use on the main Map.