Locations are used when the work site location is different to the client's office location. For example, you may have a contract to maintain multiple properties for a real estate agent or strata management company.
If you have a large list of locations that need to be added to your AroFlo site, you can quickly and easily import them using the bulk data import tool located in Accounts > Locations.
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You can add a location to a client when you create a task:
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(magnifier) and select a client.
(plus) next to the Location field.Location fields
Field |
Description |
|---|---|
| Site Contact, Site Phone, Site Email | Used to record site contact details. |
| Location/Address, Address 2, Suburb, State, Zip Code, Country | Used to record the address of the work site. Note: Location/Address is the only mandatory field. Powered by Google Click |
| GPS Coordinates (Lat:, Long:) Auto-Generate, View on Map |
Used to assist with:
If you enter the location address without selecting a Google result, you will need to click Auto-Generate to generate the GPS coordinates for the location. |
(pin icon) to use Google to fill in the full address. If you use this option, AroFlo auto-completes the GPS coordinates.You can also add new client locations via Accounts > Locations:
- Click Create Location.
- Click
next to the Client field and select a client. - Complete the fields as described in the table above.
- Click Save Location.
Alternatively, add a location to a particular client/supplier/contractor via the relevant card:
- Click Locations towards the top of the client/supplier/contractor card, or View > Locations
- From the Locations list, click Create Location.
- Complete the fields as described in the table above.
- Click Save Location.
Once you've created and saved a location, you can go back into the location card to:
- add notes or task notes
- upload documents and photos
- view the location history for a list of tasks performed at that location.
See Manage Locations for more information.