A job is called a 'task' in AroFlo, and there are various ways to create a task in AroFlo Field. The most direct way is from your task list.
Tasks can also be created from existing tasks, which enables the linking of tasks to allow for easier tracking of job history.
Custom Permission Groups
If you are using custom permission groups, and access settings are set to a user only being able to see your own assigned tasks, when they create a task, it will be auto-assigned to them.
Create from a task list
|
|
Compulsory forms
If there are compulsory forms to be completed for the task type you've chosen, a banner will appear at the bottom of the task sheet header. See Required Compliance Forms for more information. |
|
Create from an existing task
To create a new task based on the task you're currently working on:
The task/quote will be added as a Linked Task and can be accessed via More > Linked Tasks (see image). |
|||||||||||||||||
Create from clients/locations
To create a new task for a client and location that you don't have an existing task for:
|
|
Create from assets
Tasks can also be created directly against client assets:
|
|