Main Menu

Learn all about AroFlo's main menu

Updated on September 13th, 2024

The main menu contains the features you can see below, in order from left to right.

Use the interactive image to learn about the main menu, or use the tabs below.

Home

Click Home from anywhere in AroFlo to return to the Home Dashboard.

 
 

Create

Use the Create menu to create a new record, e.g. task, quote, invoice, purchase order, project. Your permission group determines which options appear for you.

Helpful Links:

Tasks | Quotes | Projects | Purchase Orders | Work Orders | Request for Quotes

Clients | Suppliers | Contractors | Invoices | Credit Notes | Locations | Assets

 
 

Workflow

Use the Workflow menu to access lists of current and completed tasks, quotes, projects, invoices, and more. Your permission group determines which options appear for you.

Also included is the Compliance menu which shows lists of compliance items (e.g. forms, risk assessments, OHS checklists). You can also use this menu to create compliance items, record certifications, set up alerts, and run compliance reports. The Compliance menu only appears for staff with the right permissions.

Under Work Orders, you also have quick links to your Incoming and Accepted Work Orders sent via AroConnect.

Helpful Links:

Tasks | Quotes | Projects

Purchase Orders | Work Orders | Request for Quotes

Periodics| Compliance

 
 

Accounts

Use the Accounts menu to access and edit your clients and suppliers, and view related information like Locations, Invoices, and Bills. You can also Create from here as well.

Also included is the Integration menu so you can manage your integrations.

Helpful Links:

Clients | Suppliers | Contractors | Locations

Invoices | Credit Notes | Bills

Integration

 
 

Manage

Use the Manage menu to access timesheet, asset, inventory and user data, as well as manage documents and photos (if you have the Document Storage add-on). Your permission group determines which options appear for you.

You can also access the Map from here.

Helpful Links:

Timesheets | Users | Map

Assets | Documents and Photos | Inventory

 
 

Calendar

This is a quick link to the AroFlo Calendar.

 
 

Reports

Click to go to the Reports area.

 
 

Global Search

Global Search provides a faster way to search in AroFlo. As you enter a keyword into the Global Search box on the main menu, AroFlo checks almost every field within the selected search area and returns matching results instantly.

 
 

Notifications

Click the Notifications icon () to view real-time updates about what's going on in your AroFlo site such as tasks being assigned to you, or payments being made against invoices.

See Notifications for more information.

A screenshot of the notifications popout
A screenshot of the notifications popout
 
 
 

Help

Click the (question mark icon) to access the Help menu:

Support:

  • Support Request to log a system issue or account query
  • Live Chat to start a conversation using instant messages
  • Remote Support to start a remote session for training or phone support
  • External Access to allow AroFlo into your organization as an impersonating user. Used when you require support and AroFlo needs access to your site.

Online Help:

  • Help Center to access the AroFlo knowledge base
  • AroFlo Academy to access our interactive eLearning space.
  • Product Portal to see what new features are currently being worked on. You can also vote on ideas from here, provide feedback, and also submit new ideas.
  • AroFlo Updates for information about our latest product updates.

Other links:

The number '1' in both places in the image above indicates there is one AroFlo Update available. To read the message, click AroFlo Updates.
The number '1' in both places in the image above indicates there is one AroFlo Update available. To read the message, click AroFlo Updates.
 
 
 

Profile menu

Use the Profile menu to:

  • access Site Administration (for nominated Admin users only)
  • access the Billing Portal to manage your account payment information or view invoices.
  • open the To-Do List to create quick reminders on the go, for things that don't require a task to be created.
  • Log out of AroFlo.

The Profile button displays the initials of the user who is currently logged in, unless the user has uploaded an image to their user card.

 
 
 
 

AroFlo A

The logo at the far right of the main menu (as well as the color gradient underneath the menu) indicates which AroFlo product you are using:

The AroFlo 'A' means you are using the full AroFlo product.

The Go logo means you are using our Go product.

 
 
 

Using multiple Business Units?

Business units allow for larger companies to separate business activities. This button allows you to switch between the existing business units that have been set up by your Site Administrator.

Depending on your level of access, you may have the ability to view information associated with other business units within the organization.

 
 
 

Product announcements

From time to time, you may see helpful announcements in the Create, Workflow, Accounts, Manage, and Help menus. See Product Updates - Announcements.