Priorities

Set up priorities for your tasks

Service Actions

A Service Action is like a package of items - compliance forms, documents, and inventory items - that you can attach to a task checklist or a client asset, to save Field staff searching for regularly-used forms, docs and materials

Task Types

Task types define the different types of work that your business performs

Task Settings - Overview

Learn about the settings that control the behaviour of tasks in AroFlo

Checklist Templates

Learn how to create checklists that can be added to tasks and quotes

Task Substatus Settings

Learn how to create labels for tasks to provide additional information