Notes in AroFlo Field

Learn about using notes in AroFlo Field for documentation and communication

Updated on August 22nd, 2024

Notes are featured throughout AroFlo Field and are used for reference and communication purposes.

AroFlo's notes editor allows you to record notes using plain text or richly formatted HTML. Each note has its own visibility setting that controls who can view the note (Internal, Client, Contractor, Admin only, etc).

Note Replies

In AroFlo Field, you can also reply to notes for tasks and quotes. This helps you easily identify important notes and saves you from creating additional notes for the same thing.

 
 

You can view and add notes in the following areas:

  • Tasks
  • Quotes
  • Invoices
  • Projects
  • Purchase Orders
  • Clients
  • Compliance Forms
  • Suppliers
  • Contractors
  • Locations
  • Users
  • Assets
  • Certifications