Client Login

Learn how the client login system works in AroFlo Office

Updated on May 24th, 2024

If an AroFlo client has given you a username and password for their AroFlo site, you can view information related to work that's being done for you, and edit some of that information as required:

  • Log in to AroFlo and view any messages left for you on the Message Board
  • View current and completed tasks, including periodic tasks
  • View quotes, projects and reports

User permissions
See Client Access - Chart of access to see what permissions/restrictions are relevant to you. Click the profile menu (top right) to tell you what type of user you are.

 

Do you have an AroFlo subscription?
If your business has an AroFlo subscription, your login procedure is described on the Log In page.

If you do not have an AroFlo subscription but have been given login details by an AroFlo client for access to their AroFlo site, please follow the instructions below.

 

 

Log in to AroFlo

To log into AroFlo:

  1. Open a web browser and enter the following URL into the address bar: https://office.aroflo.com
  2. Enter the Username and Password you've been given.
  3. Click Login to Office. The AroFlo Home screen appears.

What about 'Login to Field'?
AroFlo Field is only available to AroFlo clients. Your login details will give you access to AroFlo Office only.

 

The Home screen is where you can find the:

  • Main Menu, which will give you access to those features that are enabled for your client login
  • Global Search, in the top right
  • Workflow Totals, which provides links to the quotes, tasks, compliance items, and projects relating to your business
  • Dashboard, which shows you graphs for Tasks and Quotes
  • Message Board, where you can view messages relevant to you.

 

The menu gives you access to current, completed and periodic tasks, as well as quotes and projects.
Workflow Submenu
What it does
Tasks > Open Shows a list of tasks that are currently open for your business. Click the relevant link in the Task column to open a task. You can edit current tasks, including adding a note or capturing a signature.
Tasks > Closed  Shows a list of tasks that have been completed for your business. You can view but not edit these tasks.
Periodic Lists any periodic task templates that have been set up for your business. Periodic task templates automatically trigger the creation of tasks at regular intervals chosen by you and your supplier. Click the relevant link in the Task column for an overview of the task details.
Quotes Lists any Quotes that have been created for work you've requested. Click the relevant link in the Quote column for an overview of the quote. You can view but not edit quotes, with the exception of adding notes and/or documents and photos.
Projects

Provides access to Open or Closed (i.e. completed) projects relating to your business. Also allows you to create a project or search projects.

 

Click Open Projects then click the relevant link under Project for an overview of the project and access to project-related quotes, tasks, periodic tasks, bills, notes, and documents or photos.

 

Create Menu

The Create menu will allow you to create a task, which will appear immediately in your task list.

  1. Click Create > Task.
  2. The Client field will contain your name or business name. Complete all other fields as described in Create a Task or as discussed with your supplier.
  3. Click Create Task. The new task can now be found under Workflow > Current.

 

Accounts Menu

The Accounts menu offers the following options:

Locations

This option allows you to view and edit the locations that have been recorded for your business. This could include your primary place of business, as well as any other locations at which you request work to be done. You can also create additional locations.

Example

If you are a real estate agent, you may want to enter a location for each of the properties you manage. When creating tasks for repairs or maintenance, you can select the location you need from your location list within the Create Task screen.

 

The View button lets you see tasks, periodic tasks, and projects relating to each location.

Allow Viewing Clients

If you've been given access to view clients, you will have an additional option here.

Clients

This option allows you to view the client details that are stored in the system for you. You can also click the View button to access any tasks, periodic tasks, projects, contacts, locations or reports relating to your business. The Create task allows you to create a task, which will appear on your own task list immediately.

 
 

 

Reports Menu

The Reports menu lets you run reports on quotes, tasks, periodic tasks, projects and assets related to your business. See Reporting for more information on using this feature.

 

Log out

To log out of AroFlo, click your initials (or profile picture) in the top right of the screen and select Logout.

See Log out of AroFlo for more information.