Notes - Overview

Learn how to use notes to reference information or communicate in AroFlo

Updated on September 22nd, 2023

Notes are featured throughout AroFlo Office and Field and are used for reference and communication purposes.

You can view and add notes in the following areas:

  • Tasks
  • Quotes
  • Invoices
  • Projects
  • Clients
  • Suppliers
  • Contractors
  • Periodics (AroFlo Office only)
  • Purchase Orders
  • Work Orders
  • Bills
  • Requests for Quote
  • Locations
  • Certifications
  • Assets
  • Users

AroFlo's notes editor lets you record notes using plain text or richly formatted HTML. Each note has its own visibility setting that controls who can view the note (Internal, Client, Contractor, Admin only, etc).

Note Replies

In AroFlo Office, you can also reply to notes for tasks, quotes, invoices, and work orders. This helps you easily identify important notes and saves you from creating additional notes for the same thing.