Work order email imports can be set up for any number of clients.

If your client changes the format of their work order, please notify our Customer Service team. The import settings are unique to the original work order format and any changes will result in a new work order set-up.

1. Send us a support request and include the following details:

• The name of the client sending the work orders exactly as it appears in AroFlo.
• The domain where work orders come from (e.g. "@aroflo.com.au", "@hotmail.com")
• The user in AroFlo (user's name) that should be notified on import of success or failure.
• The default Task Type the automated task should be assigned to.
• If you have multiple business units, please nominate the Business Unit the automated task should be assigned to.

2. Attach a minimum of 4 samples of the work order email and attachments. These should include:

• Samples with different location details (if applicable).
• Samples with multiple pages.
• Any other attachments that are included in the emails.
• The body of the email that has the attachments.

Work orders must be in one of the following file types: PDF, CSV, TXT, RTF, DOC, DOCX or part of the email body.

To ensure the maximum number of fields are captured when importing, please use the following format for the email body:

Task Description: (This is the task identifier in AroFlo - usually the job address)
Task Type:
Cust Order Number:
Due Date: (Please use a consistent format. Best is: yyyy-mm-dd. Avoid using American format.)
Priority: (If you use this, please ensure the priority descriptions are the same as you have set up in AroFlo
Contact Name:
Contact Phone:

Location: (Job address - may be the same as task description)
Location Phone: (Location contact)
Job Description:
Note1: (These will be notes on the task)
Note2:
Note3:

AroFlo’s unlimited document storage allows you to upload, search, view and email all types of documents from the office or out in the field.

Documents and photos are available in the following areas of AroFlo:

• Document Directory – store general information in one place for all users to access.
• Tasks – store job-related documents and photos for easy access when out in the field.
• Inventory – store product photos, specifications and installation guides for reference purposes.
• Expenses – store supporting documents such as receipts for easy verification of expense claims.
• Users – store certifications, licenses and profile pictures for staff, contractors and clients with system access.
• Clients – store contracts, correspondence and client activity reports along with contact information.

Access to document storage is free until your AroFlo subscription billing period commences.

After your free access period, document storage is an additional monthly charge per subscription. Please see our pricing schedule and let us know if you wish to continue using document storage after this period.

AroFlo offers several integration points to various leading accounting packages for both desktop and cloud. Please refer to Accounting Integration for a list of supported accounting packages and versions.

Please refer to the Comparison of Accounting Integrations help page for information on the types of data that can be transferred, and a comparison of how data is presented in AroFlo and how it appears when transferred to various accounting packages.

There is a one-off fee (per company file) for an accounting integration link set-up, plus an annual maintenance fee. Please see our pricing schedule.

Your AroFlo consultant can provide a quote for setting up an integration link for your accounting package.

Your AroFlo consultant will advise the best time to set up your accounting integration, which is generally just before you start invoicing out of AroFlo.