To create a brand new quote in AroFlo Field:

1. In the main menu, tap Quotes.
2. Tap the green plus button towards the bottom right (green plus button) > Create Quote.
3. Tap (magnifying glass) to select a Client and Location if needed, using the search box.
   

   Create Client/Location

   Tap (plus icon) to add a client or location, enter the details, then scroll down and tap Create Client or Create Location. Selecting a client first before creating a location will create the location for that client.

    

   Users require additional permission to create new clients. For more information, see Feature Access Settings.

    
4. Tap (magnifying glass) to select a Task Type. Use the search box to quickly locate a task type.
5. Optional: Assign the task to a user(s) or business unit.
6. Enter the name of your quote into the Quote Name field.
7. If applicable, enter a Due Date using the date picker.
8. Optional: Enter a Priority using the dropdown.  
   

   The priority you choose will transfer across to the created task.

    
9. If applicable, enter the customer order number, such as work order number or contract number.
10. Enter a Description of the work or tap Description to search your description templates.
    

    Default task descriptions

    - The task description may be prefilled, if you've set a default description for this task type.

    - Selecting a different task type containing a default description will add the text to the description. Delete unneeded text as necessary.

     
11. Optional: Select a Project this task should be added to.
12. Optional: Select a Reported By contact from the list.
13. Select the Estimator or person preparing the quote.
14. Tap Create Quote > Yes.