Client Settings and Defaults

Learn how to configure client settings like markups and minimum labour charges in AroFlo Office

Updated on January 3rd, 2024

You can configure client-specific defaults and settings for invoice margins, minimum labour charges, task types, print layouts, email templates and more. These settings will override the standard settings that have been configured at the company or business unit level in Site Admin.

 

Set client-specific task types

You can create a list of task types that are applicable to a client. This restricts the number of options that can be selected, and the client will only be able to access the task types you have selected in this screen if they have access to AroFlo.

  1. Go to Accounts > Client > (Select a Client) > Client Settings and Defaults
  2. Click Add Task Type
  3. Select a task type from the dropdown menu and click Add Task Type
  4. Repeat Steps 2 and 3 to add further task types
  5. Click Save Client Settings.

Reordering Task Types

Just like Task Types set up in Site Administration, the first task type in the list will be used as a default task type. Use the (two bars icon) to drag your task types to a preferred order.

 

To remove a task type from a client:

  1. Tick the check box next to the Task Type you want to delete
  2. Click Save Client Settings. The Task Type will be removed from the list.

 

Set client-specific markups

You can set markups for materials that are specific to individual clients. For more information, see Default Markups for Materials.

 

Extra settings 

This section provides a range of settings that you can configure for specific clients that require a different set of controls.

Learn about each setting

Setting
Description

Min Labour Charge

 

Set a client-specific minimum labour charge that will override the minimum labour charge set on all Task Types for the selected client.

 

Min Labour Charge Type

 

Select to display the minimum labour charge as an expense or labour on an invoice.

 

Min Labour Charge Text

 

Enter the minimum labour charge text that will appear on the invoice line item for the selected client.

 

Default Task Note Filter

 

Set the default visibility of Task Notes for the selected client.

 

Default Document Upload Filter

 

Set the default visibility of documents and photos uploaded to AroFlo. 

 

Track Tasks with Set Priority

 

Turn on Tracking Tasks for the selected client based on Priority Response. See Priorities for more details on setting up this feature.

 

Duplicate Cust ON Check

 

Enable this option if you want the system to check for customer order numbers already in use on another task for the selected client. A task can still be created, but the user is warned that the Cust ON is already in use.


This is useful if you are importing work order emails to AroFlo and want to ensure tasks are created against a unique customer order number. If a duplicate customer order number is found on import, the work order email will fail to import and a notification will be automatically sent to the assigned user.

Cust ON Required

 

Tasks include a field for recording a Customer Order Number. You can make this field mandatory when creating a task for this client by selecting 'Required' from the dropdown list.

 

AroFlo uses the following hierarchy for applying required fields:

 

  • If 'Not Set' at the Client level, it will use the Business Unit setting in Site Admin.
  • If 'Not Set' at the Business Unit, settings, it will use the Company setting in Site Admin.

Reported By / Contact Required

 

Tasks include a field for recording who reported the job. You can make this field mandatory when creating a task for this client by selecting 'Required' from the drop down list.

 

AroFlo uses the following hierarchy for applying required fields:

 

  • If 'Not Set' at the Client level, it will use the Business Unit setting in Site Admin.
  • If 'Not Set' at the Business Unit, settings, it will use the Company setting in Site Admin.

Default Invoice Style

 

Set your preferred invoice style. This controls the way the invoice information is displayed on the Invoice Worksheet screen for the selected client.

 

Default Labour Discount

 

Enter a default discount for labour that will apply for this client. The value you enter will automatically apply to labour items on invoices for this client.

 

Default Material Discount

 

Enter a default discount for materials that will apply for this client. The value you enter will automatically apply to material items on invoices for this client.

 

Default Expense Discount

 

Enter a default discount for expenses that will apply for this client. The value you enter will automatically apply to expense items on invoices for this client.

 

Postable for Integration Link

 

Only available on child clients. This option allows invoices to be posted to an accounting package via an integration link.