Priorities
Set up priorities for your tasks
Service Actions
A Service Action is like a package of items - compliance forms, documents, and inventory items - that you can attach to a task checklist or a client asset, to save Field staff searching for regularly-used forms, docs and materials
Task Types
Task types define the different types of work that your business performs
Task Settings - Overview
Learn about the settings that control the behavior of tasks in AroFlo
Checklist Templates
Learn how to create checklists that can be added to tasks and quotes
Task Substatus Settings
Learn how to create labels for tasks to provide additional information