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Text
BUILT BY TRADIES
Full featuredsoftware. AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more. LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
LAYOUTS - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION AroFlo Office provides a range of ready-to-use standard layouts for invoicing, quoting, task sheets, purchase orders and compliance forms. Our layout editor lets you customise these standard layouts: PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
RECORD EXPENSES ON A TASK Open a Task. Tap (Exp $0.00 button) Enter Expense name or description. Enter Total Inc. value. The Cost Ex value will back calculate based on the selected Tax code. You can select a different tax code if required. Admin users have the option to enter an estimated Sell ExEDIT CLIENT DETAILS
system access level. client-specific settings. which business units the client appears in. To edit client details, click Manage > Clients and click the name of the client you want to edit. Some settings are only available after a client has been created. These are shown inbold below.
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill.BUILT BY TRADIES
Full featuredsoftware. AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more. LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
LAYOUTS - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION AroFlo Office provides a range of ready-to-use standard layouts for invoicing, quoting, task sheets, purchase orders and compliance forms. Our layout editor lets you customise these standard layouts: PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
RECORD EXPENSES ON A TASK Open a Task. Tap (Exp $0.00 button) Enter Expense name or description. Enter Total Inc. value. The Cost Ex value will back calculate based on the selected Tax code. You can select a different tax code if required. Admin users have the option to enter an estimated Sell ExEDIT CLIENT DETAILS
system access level. client-specific settings. which business units the client appears in. To edit client details, click Manage > Clients and click the name of the client you want to edit. Some settings are only available after a client has been created. These are shown inbold below.
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill. AROFLO’S SMS FEATURE: YOUR QUESTIONS ANSWERED Communication is everything when running a trade or service business. The clearer your instructions are, the more informed your technicians become, which makes jobs run smoother and keeps customers satisfied with the efficiency of your service. THE BENEFITS OF DIGITISING YOUR OFFICE OPERATIONS If you’re on the hunt for a complete solution, consider a job management software package such as AroFlo, which packs all the features we’ve discussed in the article and more.Our software is also built with the specifics of field operations in mind, making it the perfect choice for digitising your field operations and growing your business success.CUSTOM LAYOUTS
Select a layout. Go to the relevant area of the system to generate a layout ie: from a Task, Quote, Invoice, Purchase Order, etc. Scroll down to the Print Options (bottom of screen). Select the standard layout that you would like to customise.; Click Preview. The image above shows the layouts available on an Invoice screen, however, you will find that there are different standard layouts WORK TYPES - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a work type. In Site Admin, go to Settings and search for Work Types. Add Work Type. Enter a Work Type name (max 20 characters) and (optional) Description. Enter a Charge Rate. Click Add Work Type . Refer to the table below for additional fields that are required for quoting and payroll purposes. Default Work Type. FIELD: TASK ASSET LIST MAKEOVER We've given the Task Asset List in AroFlo Field a makeover. As well as a fresh, new look, this update includes: the ability to filter out assets on the task, e.g. only show assets marked as Passed FIELD: INVOICE WORKSHEET MAKEOVER 2021. June. Field: Invoice Worksheet Makeover; Field: Task Asset List Makeover; Projects: New Gantt Chart Features; Coming Soon: Field TaskAsset List Makeover
AROFLO API
An error occured while fetching data, please try again later SCHEDULE PROJECT TASKS You can: increase the duration of a task and either add schedules to the new days, or leave the new days unscheduled; decrease the duration of a task and either manually remove the schedules you no longer need, or leave them in place.; On your Gantt chart, either: drag either end of the task bar until it covers the number of days you need, or; double click the task bar, change the DurationCREATE A PROJECT
A project can be used to manage multiple tasks as one body of work. They can also be used to manage costs and progress against a contract value. A project can be created: Using Create > Project. This method is most common when you want to group multiple tasks (such as ad-hoc service requests) and collate ongoing costs. THE BENEFITS OF DIGITISING YOUR FIELD OPERATIONS Revolutionise your field operations and leave outdated pen and paper methods behind with our comprehensive guide on the benefits of fielddigitisation.
BUILT BY TRADIES
Full featuredsoftware. AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more. LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
LAYOUTS - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION AroFlo Office provides a range of ready-to-use standard layouts for invoicing, quoting, task sheets, purchase orders and compliance forms. Our layout editor lets you customise these standard layouts: PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
RECORD EXPENSES ON A TASK Open a Task. Tap (Exp $0.00 button) Enter Expense name or description. Enter Total Inc. value. The Cost Ex value will back calculate based on the selected Tax code. You can select a different tax code if required. Admin users have the option to enter an estimated Sell ExEDIT CLIENT DETAILS
system access level. client-specific settings. which business units the client appears in. To edit client details, click Manage > Clients and click the name of the client you want to edit. Some settings are only available after a client has been created. These are shown inbold below.
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill.BUILT BY TRADIES
Full featuredsoftware. AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more. LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
LAYOUTS - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION AroFlo Office provides a range of ready-to-use standard layouts for invoicing, quoting, task sheets, purchase orders and compliance forms. Our layout editor lets you customise these standard layouts: PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
RECORD EXPENSES ON A TASK Open a Task. Tap (Exp $0.00 button) Enter Expense name or description. Enter Total Inc. value. The Cost Ex value will back calculate based on the selected Tax code. You can select a different tax code if required. Admin users have the option to enter an estimated Sell ExEDIT CLIENT DETAILS
system access level. client-specific settings. which business units the client appears in. To edit client details, click Manage > Clients and click the name of the client you want to edit. Some settings are only available after a client has been created. These are shown inbold below.
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill. AROFLO’S SMS FEATURE: YOUR QUESTIONS ANSWERED Communication is everything when running a trade or service business. The clearer your instructions are, the more informed your technicians become, which makes jobs run smoother and keeps customers satisfied with the efficiency of your service. THE BENEFITS OF DIGITISING YOUR OFFICE OPERATIONS If you’re on the hunt for a complete solution, consider a job management software package such as AroFlo, which packs all the features we’ve discussed in the article and more.Our software is also built with the specifics of field operations in mind, making it the perfect choice for digitising your field operations and growing your business success.CUSTOM LAYOUTS
Select a layout. Go to the relevant area of the system to generate a layout ie: from a Task, Quote, Invoice, Purchase Order, etc. Scroll down to the Print Options (bottom of screen). Select the standard layout that you would like to customise.; Click Preview. The image above shows the layouts available on an Invoice screen, however, you will find that there are different standard layouts WORK TYPES - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a work type. In Site Admin, go to Settings and search for Work Types. Add Work Type. Enter a Work Type name (max 20 characters) and (optional) Description. Enter a Charge Rate. Click Add Work Type . Refer to the table below for additional fields that are required for quoting and payroll purposes. Default Work Type. FIELD: TASK ASSET LIST MAKEOVER We've given the Task Asset List in AroFlo Field a makeover. As well as a fresh, new look, this update includes: the ability to filter out assets on the task, e.g. only show assets marked as Passed FIELD: INVOICE WORKSHEET MAKEOVER 2021. June. Field: Invoice Worksheet Makeover; Field: Task Asset List Makeover; Projects: New Gantt Chart Features; Coming Soon: Field TaskAsset List Makeover
AROFLO API
An error occured while fetching data, please try again later SCHEDULE PROJECT TASKS You can: increase the duration of a task and either add schedules to the new days, or leave the new days unscheduled; decrease the duration of a task and either manually remove the schedules you no longer need, or leave them in place.; On your Gantt chart, either: drag either end of the task bar until it covers the number of days you need, or; double click the task bar, change the DurationCREATE A PROJECT
A project can be used to manage multiple tasks as one body of work. They can also be used to manage costs and progress against a contract value. A project can be created: Using Create > Project. This method is most common when you want to group multiple tasks (such as ad-hoc service requests) and collate ongoing costs. THE BENEFITS OF DIGITISING YOUR FIELD OPERATIONS Revolutionise your field operations and leave outdated pen and paper methods behind with our comprehensive guide on the benefits of fielddigitisation.
BUILT BY TRADIES
Full featuredsoftware. AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more.AROFLO
AroFlo Named in FrontRunners Quadrant. 1st June 2017 AroFlo Named in FrontRunners Quadrant for Construction Estimating Software AroFlo announced today it has placed as a Contender on the FrontRunners quadrant for Construction Estimating software. FrontRunners is powered by Gartner Methodology and published on Software Advice, a GartnerDigital
LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
HOURS OF WORK
If you want all the time on a particular day to be treated as overtime: In the Hours of Work area, set the Start Time and Finish Time to the same time, e.g. 7.00am to 7.00am, so that the Hours are 0.00. Make sure there are no timesheet conditions already set for the day. Complete steps 3 to 7 of this section. PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to WORK TYPES - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a work type. In Site Admin, go to Settings and search for Work Types. Add Work Type. Enter a Work Type name (max 20 characters) and (optional) Description. Enter a Charge Rate. Click Add Work Type . Refer to the table below for additional fields that are required TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill.BUILT BY TRADIES
Full featuredsoftware. AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more.AROFLO
AroFlo Named in FrontRunners Quadrant. 1st June 2017 AroFlo Named in FrontRunners Quadrant for Construction Estimating Software AroFlo announced today it has placed as a Contender on the FrontRunners quadrant for Construction Estimating software. FrontRunners is powered by Gartner Methodology and published on Software Advice, a GartnerDigital
LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
HOURS OF WORK
If you want all the time on a particular day to be treated as overtime: In the Hours of Work area, set the Start Time and Finish Time to the same time, e.g. 7.00am to 7.00am, so that the Hours are 0.00. Make sure there are no timesheet conditions already set for the day. Complete steps 3 to 7 of this section. PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to WORK TYPES - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a work type. In Site Admin, go to Settings and search for Work Types. Add Work Type. Enter a Work Type name (max 20 characters) and (optional) Description. Enter a Charge Rate. Click Add Work Type . Refer to the table below for additional fields that are required TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill. AROFLO’S SMS FEATURE: YOUR QUESTIONS ANSWERED Communication is everything when running a trade or service business. The clearer your instructions are, the more informed your technicians become, which makes jobs run smoother and keeps customers satisfied with the efficiency of your service. THE BENEFITS OF DIGITISING YOUR OFFICE OPERATIONS If you’re on the hunt for a complete solution, consider a job management software package such as AroFlo, which packs all the features we’ve discussed in the article and more.Our software is also built with the specifics of field operations in mind, making it the perfect choice for digitising your field operations and growing your business success. SCHEDULE PROJECT TASKS You can: increase the duration of a task and either add schedules to the new days, or leave the new days unscheduled; decrease the duration of a task and either manually remove the schedules you no longer need, or leave them in place.; On your Gantt chart, either: drag either end of the task bar until it covers the number of days you need, or; double click the task bar, change the DurationLEARNING TOOLS
Whether you like to read, watch, or be guided, our tutorials cover everything you need to know - from customising your AroFlo site to managing your jobs when out in the field. You can also access these learning tools and our help documentation via the Help Centre when logged into AroFlo Office or Field. WORK TYPES - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a work type. In Site Admin, go to Settings and search for Work Types. Add Work Type. Enter a Work Type name (max 20 characters) and (optional) Description. Enter a Charge Rate. Click Add Work Type . Refer to the table below for additional fields that are required for quoting and payroll purposes. Default Work Type. TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
PRE-BUILT FORMS
Pre-Built Forms. As an alternative to creating your custom forms from scratch, you can use one of our pre-built forms as a starting point. We've set up pre-built versions of a range of the most common forms our clients use. These are available from within Site Administration > Settings > Compliance > Forms > Add Pre-built Form. LAYOUTS - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION AroFlo Office provides a range of ready-to-use standard layouts for invoicing, quoting, task sheets, purchase orders and compliance forms. Our layout editor lets you customise these standard layouts: THE BENEFITS OF DIGITISING YOUR FIELD OPERATIONS Revolutionise your field operations and leave outdated pen and paper methods behind with our comprehensive guide on the benefits of fielddigitisation.
LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
AROFLO - JOB MANAGEMENT SOFTWARE FOR TRADIES AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more. LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to LAYOUTS - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION AroFlo Office provides a range of ready-to-use standard layouts for invoicing, quoting, task sheets, purchase orders and compliance forms. Our layout editor lets you customise these standard layouts: TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
CREATE A QUOTE
The process for creating a quote is exactly the same as creating a task:. In the main menu, click Create > Quote.; Set the Owner, Client, Location and main Asset where applicable.; Set the Task Type and Quote Identification.; Set the Priority and Due Date (if applicable).; Set the Assign To to the person who will be responsible for the job if thequote is approved.
RECORD EXPENSES ON A TASK Open a Task. Tap (Exp $0.00 button) Enter Expense name or description. Enter Total Inc. value. The Cost Ex value will back calculate based on the selected Tax code. You can select a different tax code if required. Admin users have the option to enter an estimated Sell Ex LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill. AROFLO - JOB MANAGEMENT SOFTWARE FOR TRADIES AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more. LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to LAYOUTS - OFFICE DOCUMENTATION - AROFLO DOCUMENTATION AroFlo Office provides a range of ready-to-use standard layouts for invoicing, quoting, task sheets, purchase orders and compliance forms. Our layout editor lets you customise these standard layouts: TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
CREATE A QUOTE
The process for creating a quote is exactly the same as creating a task:. In the main menu, click Create > Quote.; Set the Owner, Client, Location and main Asset where applicable.; Set the Task Type and Quote Identification.; Set the Priority and Due Date (if applicable).; Set the Assign To to the person who will be responsible for the job if thequote is approved.
RECORD EXPENSES ON A TASK Open a Task. Tap (Exp $0.00 button) Enter Expense name or description. Enter Total Inc. value. The Cost Ex value will back calculate based on the selected Tax code. You can select a different tax code if required. Admin users have the option to enter an estimated Sell Ex LINKED COMPLIANCE FORMS Linked Compliance Forms - Administrators Guide - AroFlo Documentation. To make it easier for your field staff to locate the correct compliance form for the job they're performing, you can link specific compliance form templates directly to the task type. Users will then be able to create and complete these form (s) via the Forms > SpecForms
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill. AROFLO SOFTWARE PRICING AroFlo Pricing: AroFlo is full featured job management software at an affordable price. We don’t think you should have to pay big bucks toget big features.
THE BENEFITS OF DIGITISING YOUR OFFICE OPERATIONS If you’re on the hunt for a complete solution, consider a job management software package such as AroFlo, which packs all the features we’ve discussed in the article and more.Our software is also built with the specifics of field operations in mind, making it the perfect choice for digitising your field operations and growing your business success.AROFLO VIDEOS
AroFlo Videos. Getting Started Videos. Site Administration Videos. AroFlo Office Videos. Recorded Feature Webinars. Written Tutorials. Common Workflows. Clearing Training or Test Data. Browse pages. FIELD: TASK ASSET LIST MAKEOVER We've given the Task Asset List in AroFlo Field a makeover. As well as a fresh, new look, this update includes: the ability to filter out assets on the task, e.g. only show assets marked as PassedCUSTOM LAYOUTS
Select a layout. Go to the relevant area of the system to generate a layout ie: from a Task, Quote, Invoice, Purchase Order, etc. Scroll down to the Print Options (bottom of screen). Select the standard layout that you would like to customise.; Click Preview. The image above shows the layouts available on an Invoice screen, however, you will find that there are different standard layouts FIELD: INVOICE WORKSHEET MAKEOVER 2021. June. Field: Invoice Worksheet Makeover; Field: Task Asset List Makeover; Projects: New Gantt Chart Features; Coming Soon: Field TaskAsset List Makeover
HOURS OF WORK
If you want all the time on a particular day to be treated as overtime: In the Hours of Work area, set the Start Time and Finish Time to the same time, e.g. 7.00am to 7.00am, so that the Hours are 0.00. Make sure there are no timesheet conditions already set for the day. Complete steps 3 to 7 of this section. SCHEDULE PROJECT TASKS You can: increase the duration of a task and either add schedules to the new days, or leave the new days unscheduled; decrease the duration of a task and either manually remove the schedules you no longer need, or leave them in place.; On your Gantt chart, either: drag either end of the task bar until it covers the number of days you need, or; double click the task bar, change the Duration BLOG FROM JUNE, 2021 Field Updates: Improvements to Invoices. We're shortly going to be releasing a new, modern look to Invoices in AroFlo Field. This new look uses the tabbed layout you'd be used to, and improvements include a Balance Due field in the header, and a link to return to task invoices. Here is a sneak peek: WORK TYPES - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a work type. In Site Admin, go to Settings and search for Work Types. Add Work Type. Enter a Work Type name (max 20 characters) and (optional) Description. Enter a Charge Rate. Click Add Work Type . Refer to the table below for additional fields that are required for quoting and payroll purposes. Default Work Type. AROFLO - JOB MANAGEMENT SOFTWARE FOR TRADIES AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more. LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATIONOFFICE 365 SIGN INLOGIN OFFICEMICROSOFT OFFICE OUTLOOK LOG INOFFICE 365 WORK PORTALMS OFFICE 365 PORTALAROFLO OFFICE The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATIONADD A USER TO OUTLOOKADD A USER TO PCADD A USER TO WINDOWSADD NEW USER TO COMPUTERADD USER TO A COMPUTER Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
CREATE A QUOTE
The process for creating a quote is exactly the same as creating a task:. In the main menu, click Create > Quote.; Set the Owner, Client, Location and main Asset where applicable.; Set the Task Type and Quote Identification.; Set the Priority and Due Date (if applicable).; Set the Assign To to the person who will be responsible for the job if thequote is approved.
AROFLO - FIELD
AroFlo Field Offline (RC1) © 2021 AroFlo Pty Ltd. http://aroflo.com RECORD EXPENSES ON A TASK Open a Task. Tap (Exp $0.00 button) Enter Expense name or description. Enter Total Inc. value. The Cost Ex value will back calculate based on the selected Tax code. You can select a different tax code if required. Admin users have the option to enter an estimated Sell ExEDIT CLIENT DETAILS
system access level. client-specific settings. which business units the client appears in. To edit client details, click Manage > Clients and click the name of the client you want to edit. Some settings are only available after a client has been created. These are shown inbold below.
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill. AROFLO - JOB MANAGEMENT SOFTWARE FOR TRADIES AroFlo is a full featured product at a price you can afford. The software comes with everything you need to track jobs, schedule staff, record billable hours, order material, check compliance requirements, send invoices, take payments and much more. LOG IN - OFFICE DOCUMENTATION - AROFLO DOCUMENTATIONOFFICE 365 SIGN INLOGIN OFFICEMICROSOFT OFFICE OUTLOOK LOG INOFFICE 365 WORK PORTALMS OFFICE 365 PORTALAROFLO OFFICE The Office Interface Office is used by administration, invoicing or scheduling staff to control and manage remote field staff.Office staff can log into this interface to: Create new Tasks; Validate and Invoice completed tasks; Maintain a Client and Supplier base. Create and validate Purchase Orders ADD A USER - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATIONADD A USER TO OUTLOOKADD A USER TO PCADD A USER TO WINDOWSADD NEW USER TO COMPUTERADD USER TO A COMPUTER Add a User. Select the business unit you wish to add the user to (only required if you have multiple business units). Click the Create User button on the top right of the screen. Complete the Basic Information, Contact Information, Address, and GPS Coordinates sections asdescribed in
PRE-BUILT RTF TEMPLATES Pre-built RTF Templates. To get you started with RTF templates, we have pre-built some Invoice and Quote templates, using the standard layouts available from AroFlo. Click on the layout names to preview each layout. Then, simply download the RTF document to TASK SUBSTATUS SETTINGS Add a substatus. In Site Admin, go to Settings. Use the search box to find 'Substatus'. Click the link for the relevant section i.e. Quotes or Tasks. Click + Add Substatus. Enter a name (required). Enter a description (optional). To change the substatus colour, click the coloured square under Substatus Colour. Select a colour and clickApply.
CREATE A QUOTE
The process for creating a quote is exactly the same as creating a task:. In the main menu, click Create > Quote.; Set the Owner, Client, Location and main Asset where applicable.; Set the Task Type and Quote Identification.; Set the Priority and Due Date (if applicable).; Set the Assign To to the person who will be responsible for the job if thequote is approved.
AROFLO - FIELD
AroFlo Field Offline (RC1) © 2021 AroFlo Pty Ltd. http://aroflo.com RECORD EXPENSES ON A TASK Open a Task. Tap (Exp $0.00 button) Enter Expense name or description. Enter Total Inc. value. The Cost Ex value will back calculate based on the selected Tax code. You can select a different tax code if required. Admin users have the option to enter an estimated Sell ExEDIT CLIENT DETAILS
system access level. client-specific settings. which business units the client appears in. To edit client details, click Manage > Clients and click the name of the client you want to edit. Some settings are only available after a client has been created. These are shown inbold below.
DELETE A BILL
Open the bill. Click the (trash can icon) to delete each line item. Select multiple items. Alternatively, use the multi-delete button to quickly select all items. The (trash can icons) will turn into check boxes so you can select which items to delete, or click the box at the top to select all items. Credit note raised against bill.ABOUT AROFLO
AroFlo Software Fast Facts: AroFlo (formerly i-man) was established in 2001. Built by a tradie for tradies. Flexible system that caters to all industries. Reliable, full featured software. Thousands of global users trust us to transform their business. AROFLO SOFTWARE PRICING AroFlo Pricing: AroFlo is full featured job management software at an affordable price. We don’t think you should have to pay big bucks toget big features.
THE BENEFITS OF DIGITISING YOUR OFFICE OPERATIONS If you’re on the hunt for a complete solution, consider a job management software package such as AroFlo, which packs all the features we’ve discussed in the article and more.Our software is also built with the specifics of field operations in mind, making it the perfect choice for digitising your field operations and growing your business success. SMS ALERTS & NOTIFICATIONS SOFTWARE FOR TRADIES Messages can be sent from the office interface anywhere there is a mobile number or you can setup SMS events to automatically trigger based on rules you have setup. FIELD: TASK ASSET LIST MAKEOVER We've given the Task Asset List in AroFlo Field a makeover. As well as a fresh, new look, this update includes: the ability to filter out assets on the task, e.g. only show assets marked as Passed BLOG FROM JUNE, 2021 Field Updates: Improvements to Invoices. We're shortly going to be releasing a new, modern look to Invoices in AroFlo Field. This new look uses the tabbed layout you'd be used to, and improvements include a Balance Due field in the header, and a link to return to task invoices. Here is a sneak peek: THE BENEFITS OF DIGITISING YOUR OFFICE OPERATIONS Take your trade or service business to the next level with our comprehensive guide on the benefits of office digitisation. WORK TYPES - ADMINISTRATORS GUIDE - AROFLO DOCUMENTATION Add a work type. In Site Admin, go to Settings and search for Work Types. Add Work Type. Enter a Work Type name (max 20 characters) and (optional) Description. Enter a Charge Rate. Click Add Work Type . Refer to the table below for additional fields that are required for quoting and payroll purposes. Default Work Type. PROJECTS: NEW GANTT CHART FEATURES 2021. June. Projects: New Gantt Chart Features; Coming Soon: Field Task Asset List Makeover; Coming Soon: Field Invoice Makeover; May; April; March; February EXPORT A GANTT CHART If you need to share a copy of your Gantt Chart with other stakeholders, or if you want to upload a copy into another project management software application, such as Microsoft Project, you canexport a copy.
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AroFlo Home2019-08-05T13:18:31+10:00 JOB MANAGEMENT SOFTWARE FOR SMALL & LARGE TRADES BUSINESSES__ 1 minute video
Request a demo
STREAMLINE YOUR BUSINESS TO HANDLE MORE JOBS WITH LESS STRESS WHAT MAKES OUR JOB MANAGEMENT SOFTWARE DIFFERENT? Some job management software for trades and contractors costs an armand a leg.
Others are cheap, but their basic features hold your business back asit grows.
You shouldn’t have to pay big bucks to get professional features. That’s why AroFlo offers simple, yet powerful job management software, at an affordable price. Take a look below and discover why tradies have been trusting AroFlosince 2001.
WANT MORE FREEDOM?
AroFlo lets you track every job from start to finish. On any device. From any location. Whether you’re in the office, on the job, at home or on vacation; with AroFlo you stay in control of your business. SPEND LESS TIME ON ADMIN No one goes into business wanting less time on the tools and more time in the office. AroFlo lets you set your admin tasks on auto-pilot so you can free up more time for the important things in life. TAKE THINGS TO THE NEXT LEVEL Whatever your ‘next level’ might be, AroFlo can get you there. Whether it’s business growth or a better work-life balance, AroFlo offers flexible solutions that will get you to your end goal faster. YOUR ONLINE POWER TOOL AROFLO AUTOMATES WORKFLOWS AND BUSINESS PROCESSES. IT WILL TRANSFORM YOUR BUSINESS. AND YOUR LIFE.WATCH VIDEO__
GET YOUR TRADES BUSINESS SORTED AroFlo comes packed with powerful job management features, such as field service automation and scheduling services, that will streamline your business processes. And save you a ton of time and money.JOB MANAGEMENT
Stay on top of every job from first contact to final invoice, and everything in betweenRead more
SCHEDULING
Allocate and notify the right person for the right job, with a simpledrag and drop.
Read more
TIMESHEETS
Quickly and precisely log time spent on jobs, without any manualpaperwork.
Read more
FIELD MOBILITY
The freedom to run your business from any location,on any device
Read more
JOB COSTING
Track every job cost – labour, materials, expenses, supplier orders – all in real-time.Read more
INVOICING
Send invoices instantly ensuring prompt payment and positive cashflow.
Read more
GPS TRACKING
Know who, what, when and where with AroFlo’s location-basedcapabilities.
Read more
PAYMENT GATEWAYS
Get paid on-the-spot with secure credit card payments from yoursmartphone.
Read more
see more features
PLANS AND PRICING
ESSENTIALS EDITION
$3900per user/mth
* Minimum 1 user
* Optional training & support * Perfect for sole traders or small businesses that just need theessentials
AroFlo Go Pricing
FULL FEATURED EDITION$5000per user/mth
* Minimum 3 users
* $899 Training and Set-Up * Advanced functionality for growing businesses and largerorganisations
AroFlo Pricing
compare solutions
AROFLO INTEGRATES WITH XERO, MYOB, QUICKBOOKS, AND RECKONWHO USES AROFLO?
Our customers are behind everything we do – from our productenhancements,
support and training programs, and our plans for the future. We succeed when you succeed – it’s as simple as that! We have thousands of happy users across a broad range of industriesincluding:
* __
Electrical
* __
Plumbing
* __
HVAC Heating & Cooling* __
Refrigeration Air conditioning* __
Building and construction* __
Facilities maintenance* __
Solar
* __
Landscaping
* __
Fire services
* __
Vending machine service* __
Locksmiths
* __
Security
* __
Pest control
* __
Cleaning
* __
Audio visual
* __
Painting
* __
and many more field service business Want to hear more from our customers? Read our case studies on the transformative power of AroFlo. > “We couldn’t have grown from just me to having a 40-strong team > if it wasn’t for AroFlo.” MARTY WITTEBOL, MANAGING DIRECTOR, Alpha Cool > “I recommend AroFlo to every single small business I know. But I > probably should keep it as my own little secret!” STUART WHITE, GENERAL MANAGER, AMT Industries > “AroFlo freed me up to chase new business – including starting a > new company. It changed my life!” MICHAEL BREWITT, DIRECTOR, Velocity Electrical See all case studiesWHY AROFLO?
Numerous reasons smart tradies use our powerful job managementsoftware:
* __
Automate processes and streamline workflows* __
Increase billable hours* __
Eliminate paperwork
* __
Run your business remotely* __
Get better cash flow* __
Manage and schedule staff from any location* __
Operate your business in ‘real time’* __
Accurate timesheets
* __
Turnaround invoices faster* __
Outsmart your competitors* __
Generate positive word-of-mouth from satisfied customers* __
Conquer time – get back your work-life balance, or free yourself to pursue other business opportunities POWER-UP YOUR TRADES BUSINESS WITH OUR FULL FEATURED AROFLO OR GET STARTED WITH OUR ENTRY LEVEL AROFLO GO AroFlo Go is designed for sole traders or small businesses that just need the essentials. If you have three or more staff or need more power, you may like to consider our full featured flagship AroFlo software. This includes Projects, Compliance, Asset Management and other advanced features as outlined in our feature compare document.Request a demo
Ask us more
JOB MANAGEMENT SOFTWARE THAT IS SIMPLE AND POWERFUL FOR TRADIES, PROFESSIONAL FIELD SERVICES AUTOMATION AND SCHEDULING AroFlo cloud-based job management software delivers. Automate your whole workday – create quotes, jobs, purchase orders, invoices, compliance forms, and more. Upload documents, drawings, manuals, photos and videos, for access from wherever you are. Give your field staff all the info they need, right at their fingertips and in real time, via their mobile devices. Use the power of GPS to locate staff, plan an efficient schedule, and populate timesheets. Streamline with time-saving integrations: accounting software, payment gateways, online supplier catalogues, cloud-based estimating, andmore.
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AROFLO
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NEWS / BLOG
* Nail your marketing with this three-stage strategy * Catching Feelings – Emotional Contagion and Your Team * Resolving Conflict at Work * June 2019 AroFlo Latest Product Updates * 5 Tips for Choosing the Right Accounting Software * May 2019 AroFlo Latest Product Updates * End of Financial Year – the Ultimate Survivors Guide * 3 Ways to Earn Respect from your Team * Find Employees that Fit Your Business * 6 Critical Cashflow Tips for Small Business Copyright 2019 AroFlo PtyLtd | All Rights Reserved | Privacy Policy| Fair Use Policy
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