AroFlo Academy

Register for the AroFlo Academy to start learning AroFlo today!

Updated on October 30th, 2024

Whether you're new to AroFlo and want to start learning the essentials, or whether you're an existing AroFlo user who wants to sharpen up your skills, the AroFlo Academy is a great way to learn our product.

Packed with Office, Field, and site setup courses, the Academy is an interactive eLearning space, so you don't need to interfere with your live AroFlo site.

When you sign up to AroFlo, your primary contact is automatically given access to the AroFlo Academy via email. Follow the instructions in this email to log in.

You can also access the Academy via the Help Menu > AroFlo Academy.

 

What if I'm not the primary contact?

If you're not the primary contact, you can still register for the Academy. Simply click the Register here link, fill out the form with your details including your name, email address, company name, and preferred username, and click New Account to submit.

You should receive a welcome email within 24-48 hours with instructions on how to log in.

 
 
 

Forgotten username or password?

Use the relevant links on the Sign In screen.
 
 
 

 

How do I enrol in courses?

Once your account has been confirmed and you've logged in, click Catalogue to start looking for the courses you want to enrol in.

From here, choose a catalogue and then browse through the available Sub-Catalogues and/or Courses and click Enrol when ready to start a course. Alternatively, use the Search bar to search topics.

 

What are the types of courses?

The three catalogues for the types of courses are

Catalogue Icon Description
Site Administration
Back-of-house settings and defaults
Office
Using AroFlo from your desktop or laptop
Field
Using AroFlo on the go using your phone or tablet

Workflow Builder

Not sure where to start? The Workflow Builder is a great way to kickstart your AroFlo learning journey. Enrol in this course and answer a few questions about your business and your workflow to receive a workflow code. Once you give this code to your dedicated AroFlo trainer, they will work with you on topics you should explore.

 
 

Learning Paths

We also have Learning Paths available, which are courses packaged together, designed to learn about a topic in a particular order.

 

 

Viewing your courses

Click My Dashboard to return to your dashboard to see your enrolled courses.

Click to view the course details such as course description, estimated length, and modules within the course.

Click to start the course/continue where you left off.

Don't want to see Completed Courses?

If you want to hide Completed courses from showing in the list, click the filter option and tick Completed and Apply Filters.

 

 

Complete Course List

Onboarding Launchpad

Kick off your AroFlo implementation with a collection of courses tailored to specific workflows.

Learning Package Basic workflow outline:
Do & Charge
  1. The job comes in - email, call, website, work order, etc (could be standard or emergency work)
  2. The job is entered or imported into AroFlo
  3. The job is scheduled or picked from a picklist to attend, or the contractor is assigned
  4. Start the job, record materials, labour, expenses, notes, photos, POs etc
  5. The job is completed, invoice is raised (in either Field or Office)
  6. The invoice is paid (in either Field or Office)
Quoted Work
  1. Request for work comes in via email, call, website, work order, etc
  2. The quote is raised, and a potential site visit is scheduled for scoping and options
  3. The quote is finalised and sent out for approval
  4. The quote is approved or rejected and converted to a job/task
  5. Potential for deposit invoice (part invoice) to be raised/paid
  6. The job is scheduled or picked from a picklist to attend, or the contractor assigned
  7. Start the job, record materials, labour, expenses, notes, photos, POs etc
  8. Potential to create asset record for any future servicing/maintenance requests
  9. The job is completed, final invoice raised from quoted items, or remaining balance after deposit payment
  10. The final invoice is paid.
Maintenance
  1. The quote can be raised to capture contract for new work received, to track costs against original contract value
  2. When new work is due, a work order is received, or a scheduled maintenance job becomes due
  3. Work order is entered as a task, or a periodic template generates a job
  4. Task assigned to the worker to attend, or assigned to a contractor, work order recorded and tracked as Cust ON in the task
  5. Start the job, record materials, labour, expenses, notes, photos, POs etc
  6. Job is completed, and the final invoice is raised to match the work order received
  7. The invoice is paid.
Asset and Facilities Management
  1. Work order is received, or scheduled maintenance job is due to service or maintain client assets
  2. Work order is entered as a task, or a periodic template generates a job 
  3. Task assigned to worker to attend or assigned to a contractor
  4. Compliance/forms (no current courses)
  5. Task asset fields filled out (no current courses)
  6. Start the job, asset passed or failed, record materials, labour, expenses, notes, photos, POs etc
  7. The job is completed, and the final invoice is raised to match the work order received
  8. The invoice is paid.
 
 

Site Administration

Learn about the settings and defaults that you can set in AroFlo.

Course Topics covered/Description Relevant Help Article(s)
Description Templates
  • Add a new Description Template
  • Edit an existing Description Template
  • Copy an existing description to a new Description Template
Create Description Templates
Tax Codes
  • Edit existing Tax Codes
  • Add a new Tax Code
Tax Codes
Integration Sync your data between AroFlo and your accounting package Using Cloud-Based Integration
Supplier Catalogues Select and enable access to Supplier Catalogues. Set up Supplier Online Catalogues
SMS Provider
  • Select your SMS Provider
  • Set your SMS Provider settings
SMS Providers - Overview
Payment Gateway
  • Connect to a Payment Gateway
  • Disable a Payment Gateway
Payment Gateways
Payment Methods
  • Add a new Payment Method
  • Set your default Payment Method
  • Archive a Payment Method
Payment Methods and Surcharges
Work Types
  • Add a new Work Type
  • Adjust Work Type settings
Work Types
Overheads
  • Create an Overhead
  • Edit settings for your Overhead
Overheads
Transaction Terms
  • Create a new Transaction Term
  • Edit an existing Transaction Term
Transaction Terms
Task Types
  • Add a new Task Type
  • Edit Task Type settings
Task Types - Overview
Print & Email Defaults
  • Set your default layouts.
  • Edit existing email templates
  • Create new email templates
Print and Email Layout Defaults
Default Acceptance Status
  • Set your Default Acceptance Status for Quotes
  • Set your Default Acceptance Status for Work Orders
Checklists
  • Create a new Checklist Template
  • Edit an existing Checklist Template
  • Attach a Checklist Template to a Task Type
Checklist Templates
Default Markups
  • Access the Default Markups
  • Locate the relevant Markup options
  • Set and customise Default Markups
Default Markups - Overview
Users
  • Create a new User
  • Edit an existing User
  • Modify the Feature Access of a User
Business Unit Setup
  • Access the Getting Started Assistant
  • Locate the relevant information fields for your company
  • Upload a company logo and other information
Weekly Timesheets
  • Locate Timesheet settings
  • Set the starting day for Timesheets
  • Enable signing off on Weekly Timesheets
Timesheet Settings - Overview
Create a Substatus
  • Add a new Substatus
  • Edit Substatus settings
Task Substatus Settings
Exploring Billing Portal
  • View and pay invoices from the Billing Portal
  • Edit billing and payment information
Billing Portal
Set Up Positions
  • Create a new User/Contact Position
  • Apply a Position to a User or Contact card
User and Contact Positions
Custom Fields
  • Create Custom Fields
  • Know the available Custom Field options and some use cases
Custom Fields
Event Messages
  • Enable and Disable Default Event Messages
  • Add a new Event Message
  • Edit an Event Message
Event Messages
 
 

Field

Quotes

Course Topics covered Relevant Help Article(s)
Create a Simple Quote in Field
  • Select a Client when creating a Quote
  • Select a Task Type when creating a Quote
  • Create a Simple Quote in the Field
Create a Quote in AroFlo Field
Add Quote Items
  • Add a quote item
  • Edit a quote item
  • Make a quote item optional
  • Delete a quote item
Add Documents & Photos
  • Upload a document from your device to a quote or task
  • Take a photo on your device to upload to a quote or task
  • Edit a document or photo file
Documents and Photos in AroFlo Field
Approve and Send a Quote
  • Update the status of a Simple Quote to Approved
  • Attach an Online Quote link to an email via email template
  • Email a PDF copy of the quote to the Client
Approve a Quote
Complete a Quote
  • Access your approved Simple Quotes in the Field
  • Update the Acceptance Status of a Quote to Accepted
  • Access the Task from the Quote or Menu
 
 

Tasks

Course Topics covered Relevant Help Article(s)
Create a Task
  • Select the correct Client when creating a Task
  • Select the correct Task Type when creating a Task
  • Assign a Task to a Resource
  • Create a new Task in the Field
Create a Task in AroFlo Field
Start a Task
  • Update the task status
  • Start the task timer
  • Complete a checklist item
Add a Note
  • Add a Note to a Task
  • Edit, Filter, and Restrict a Note on a Task
  • Delete a Note on a Task
Add Documents & Photos
  • Upload a document from your device to a quote or task
  • Take a photo on your device to upload to a quote or task
  • Edit a document or photo file
Documents and Photos in AroFlo Field
Record Expenses
  • Add a Standard Expense
  • Add a Timesheet Expense
  • Add a document or photo to an Expense
  • Delete an Expense
Record Expenses on a Task
Record Materials
  • Add materials from a quote
  • Add materials from your Inventory
  • Search for materials by keywords
  • Add new materials on the fly
Record Materials on a Task
Record Labour
  • Start the Timer
  • Stop the Timer
  • Edit a labour entry
  • Record a labour entry
  • Capture an electronic signature
Record Labour on a Task
Recording Labour For Timesheet Only Users
  • Start the Timer
  • Stop the Timer
  • Edit a labour entry
  • Record a labour entry
  • Capture an electronic signature
Complete a Checklist
  • Locate Task Checklists
  • Respond to Checklist questions
  • Locate Checklist options and duplicate checklist items
Checklists in AroFlo Field
Capture a Signature
  • Capture a signature
  • Edit a signature
  • Void a signature
Capture Signature
Email a Job Sheet
  • Locate the Email option on a Task
  • Attach a PDF to an Email
  • Send an email with attached PDF to a client
Emailing and Printing
Complete a Task
  • Stop a Task Timer and complete a Labour entry prior to updating the Task Status
  • Check for relevant areas of a Task to ensure completion
  • Update the Task Status to Completed
 
 

Other Courses

Course Topics covered/Description Relevant Help Article(s)
Field Navigation
  • View your Schedule
  • View your Task List
  • Filter your Task List
  • Search your Task List
Create a Client Create a Client in AroFlo Field Create a Client in AroFlo Field
Schedule an Event in the Field
  • Create a Schedule for a Task, Quote or Ad Hoc Event in the Field.
  • Edit an Event Schedule in the Field.
  • Delete an Event Schedule in the Field.
Field Scheduling
Create a Purchase Order
  • Create a purchase order
  • Add materials to a purchase order
Internal Timesheets (Overheads)
  • Create an internal Timesheet
  • Edit the details of an internal Timesheet
  • Delete an internal Timesheet
Create and Send an Invoice
  • Create a Task Invoice
  • Add line items to a Task Invoice
  • Attach a PDF copy of your Invoice to an email
  • Email your Invoice to a Client
Take a Manual Payment
  • Select a Payment Method on an Invoice
  • Complete required payment information
  • Save and record payments on Invoices
Payments
 
 
 
 

Office

Quotes

Course Topics covered Relevant Help Article(s)
Create a Quote
  • Add a Client and Location for the Quote
  • Add the Task type
  • Add a Description to the Quote
  • Change a Simple Quote to a Detailed Quote
Create a Quote in AroFlo Office
Add Extra Details to a Quote
  • Add a note to a quote
  • Add documents and photos to a quote
  • View task and timesheet schedule
  • Add an exclusion to a quote
Add Line Items to a Quote
  • Add ad-hoc Line Items
  • Add Line Items from an existing Simple Quote
  • Add Line Items from your Inventory
  • Add Line Items from a Supplier Catalogue
Using the Expense Worksheet
  • Navigate to the Expense Worksheet from within the Quote and/or Task
  • Review and edit an existing expense
  • Add a new Standard expense
  • Add a new Timesheet expense
Labor and Expenses on Quotes
Using the Labour Worksheet
  • Navigate to the Labour Worksheet  from within the Quote and/or Task
  • Review and edit an existing labour entry
  • Add a new labour entry
Approve & Accept Quotes
  • Approve a quote
  • Email a PDF quote to your client or, email an Online Quote link to your client
  • Accept a quote and view the task
Track Quote Status
 
 

Tasks

Course Topics covered Relevant Help Article(s)
Create a New Task
  • Add a Client and Location for the Task
  • Set the Task type
  • Add a Description to the Task
Create a Task in AroFlo Office
Add Extra Details to a Task
  • Add a note to a task
  • View and add checklists on a task
  • Add documents and photos to a task
  • View task and timesheet schedules
Using the Materials Worksheet
  • Navigate to the Material Worksheet  from within the Task
  • Review an existing material entry
  • Add a material entry from Inventory
  • Manually add a new material entry
Task Worksheet Materials
Using the Expense Worksheet
  • Navigate to the Expense Worksheet from within the Quote and/or Task
  • Review and edit an existing expense
  • Add a new Standard expense
  • Add a new Timesheet expense
Task Worksheet Expenses
Using the Labour Worksheet
  • Navigate to the Labour Worksheet  from within the Quote and/or Task
  • Review and edit an existing labour entry
  • Add a new labour entry
Task Worksheet Labour
Complete a Task in the Office
  • Locating a Task from the Workflow menu
  • Preview a Task
  • Check all required elements of a Task
  • Complete a Task by updating its Status
 
 

Inventory

Course Topics covered Relevant Help Article(s)
Add Items to the Inventory
  • Navigate to the Inventory
  • Create a Category
  • Add an item to the Inventory
  • Set an Inventory item to use Simple Pricing
  • Delete an Inventory item
Bulk Inventory Import
  • Navigate to the Inventory
  • Add an item to the Inventory via a template
  • Map templates for importing
Set up Detailed Inventory Pricing
  • Navigate to the Inventory
  • Update Inventory using Calculated Costing
  • Add detailed pricing to Inventory items
Additional Inventory Options
  • Add a Barcode to an Item
  • Define Supplier specific item information
  • Attach a Document or Photo to an item to the Inventory
Inventory Barcodes
Perform a Stocktake
  • Navigate to the Inventory
  • View stock levels
  • Update stock levels
  • Allocate Inventory to different resources
  • View stock activity
Inventory Lists
  • Create an Assembly
  • Add existing Inventory Items to an Assembly
  • Adjust pricing on the Assembly for your Quotes, Tasks, and Invoices.
 
 

Other Courses

Course Topics covered Relevant Help Article(s)
Exploring the Calendar
  • Navigate the Calendar
  • View key Calendar settings
Create a Calendar View
  • Add a Calendar View
  • Edit Calendar View Settings
  • View different Calendar Views
Calendar Views - Overview
Scheduling in the Office
  • Create an Event Schedule
  • Schedule by dragging and dropping onto the Calendar
  • Add resources to a schedule
  • Update Schedule Times and Dates
Schedule an event
Create a Purchase Order
  • Add ad-hoc Line Items
  • Add Line Items from the Inventory
  • Add Line Items from a Supplier Catalogue
  • Add Line Items from a Quote
Create a Bill
  • Create a Bill from a Purchase Order
  • Record Supplier Invoice Information on a Bill
  • Approve a Bill
Create a Bill
Create a Part Invoice
  • Create a Part Invoice
  • Add line items to a Part Invoice
  • Approve a Part Invoice
  • Email a Part Invoice to a Client
Send a Final Invoice
  • Create a Final Invoice
  • Add line items to a Final Invoice
  • Approve a Final Invoice
  • Email a Final Invoice to a Client
Receive a Payment
  • Receive a manual payment
  • Receive an online payment
  • View balances on invoices
Record an Invoice Payment
Exploring Standard Layouts
  • Locate the Standard Layouts for Quotes, Tasks, Purchase Orders, and Invoices
  • Preview available Standard Layouts
  • Identify the Header, Body, and Footer content of a Standard Layout
Standard Layouts
Task Assets in the Office
  • Navigate to a Task
  • Update Task Asset Fields
  • Update a Task Asset status