Each month, we bring to you a helpful hint of something you can do in AroFlo that you may have missed or didn't know about.
Feel free to use these to enhance your workflow and AroFlo experience.
Use the tabs and scroll down to view previous months' Insights.
2025
March Insight - Images for Assets and Inventory
Adding images to inventory items and assets is a great way to easily identify most commonly-used items when adding to a task or quote, saving time on searching for the item or asset at hand. You can also upload things like installation guides or product-specification sheets, for easy access.
To view images in AroFlo Office when adding Inventory items or Assets to tasks or quotes, look for the ‘Thumbnail’ column when searching.
Documents and Photos in Office 💻 | Documents and Photos in Field 📱
February Insight - Using emojis in AroFlo 😲
Did you know you can add emojis in AroFlo so you can easily identify key information. For example, including emojis in the names of:
- Tasks
- Task Types
- Substatuses
Use the Windows key + full stop (or semicolon), or Command + Control + Space on a Mac, to bring up the emoji panel, when entering text.
Here are a few examples for inspiration.
January Insight - Custom Fields
Using non-standard info in some aspects of your workflow? Try using custom fields. Custom fields are available in several areas of AroFlo, including on tasks, client cards, asset cards, projects, and task assets. There are several custom field types available, including a text box, date field, select and multiselect, documents & photos, and even a canvas field!
Here are a few examples for inspiration, but you can customise your own depending on your workflow needs. For more information, please see our learning resources below.
2024
November Insight - set up Multi-factor authentication (MFA) for your users
Multi-factor authentication (MFA) offers an additional level of security for your AroFlo site. It requires users to enter a code obtained from an authenticator app (typically on their phone or tablet) before they can log in.
We recommend users with access to Site Administration and/or access to the Billing Portal are set up with Multi-factor authentication.
Managers and those with permission can enable MFA on their own user card in AroFlo Office via Manage > Users > select themselves as a user to open their user card. Site Administrators (who can view and edit other users) with the above permission can also enable or disable MFA for other users via Site Administration > Users > select user to open their user card.
September Insight - Rearrange task list column headings
Did you know you can rearrange the columns on your task lists in AroFlo Office? Simply click and drag them to where you want them.
To go back to the default order, click the 
icon.
July Insight - Request customer reviews via Checklist event messages
Did you know that you can trigger emails or SMSes via checklist items? More specifically, you can control when you want to send an email/SMS to your client asking them to review you.
In order to achieve this, set up a checklist item on your relevant checklist template(s) and set up a Checklist event message. You may need to create an email/SMS template as well. Whenever you want this email or SMS to send, simply trigger it using the relevant checklist item.
More on Checklist Templates More on Event Messages More on Email Templates
May Insight - Reorder checklist items
Did you know you can reorder checklist items?
Simply tick the Sortable option on each applicable checklist item when setting up or editing your checklist template.
To reorder items, click and drag the double-ended arrow 
(if using Office) or hold and drag (if using Field).
