In AroFlo Office, from the main menu, click Manage > Assets. Either select a category from the Categories list on the left, or click the (plus) icon to add a category.

Suppose we're creating an asset for the first asset on the variable maintenance schedule above: the Daikin Rooftop Packaged Unit.

1. Within the category or sub-category you want, select a Client by clicking the (magnifier).
2. Click Add Asset. The Category, Client, Location and Date Created fields will already be populated.
3. In the Asset Name field, enter: A/C.No.1 - Daikin Rooftop Packaged Unit.
4. Complete the fields in the Asset Details area, using the sample details below:
   1. Order Code: RFJ-11202
   2. Customer ID: RVL
   3. Model No: UAYQ60CY1A
   4. Serial Number: C-0015264879
   5. Barcode: 9314839010590
      

      Need more barcodes?
      If you need additional barcode fields, you can assign an Asset Type to the asset. Asset Types let you add Custom Fields, including barcode fields, to only those assets you choose.

       
   6. Manufacturer: Daikin
   7. Supplier: HVAC Sales & Service
   8. Cost: 6109.00
   9. Quantity: 1.
   10. ODO Reading and ODO Type: leave blank
   11. Service Action Group: If you've set up Service Actions, you can select one here. In this example, we've chosen a Service Action Group called Air Con Maintenance.

5. Click Add Asset.

From the main menu, click Workflow > Periodic > Create This will take you into a screen that looks like the Create a Task screen. We're going to complete all the details you'd need to complete if you were creating a job for your client.

1. Select a Client or create one by clicking the (magnifier) icon. In our example (see main image), we've selected Rangeview Lodge.
2. If the job's address is different from the client's address, select a Location. We've left this blank in our example.
3. In the Asset field, you can click the to select the asset you want to link to the job. In our case, we have a range of assets we want to link, so we'll leave this field empty and add the assets later.
4. Select the Task Type you want for the jobs. We've chosen HVAC Service.

   Task Types automatically apply groups of settings to each task, such as a service charge, a particular checklist, relevant forms, or the materials needed for the job.

    
5. The Periodic Identification field will contain the client address by default, but you can override this by typing over it. Let's enter: Rangeview HVAC Service Schedule.
6. Set a Priority for the jobs, or select None if you don't want a priority on the jobs.
7. In the Due Date & Time fields, enter the date on which AroFlo should generate the task for the first time. In our example, we've chosen 21/9/2020.
8. Optional: Click Add Resources if you want to assign the task to a particular person or group of people.

   Assign vs Schedule
   Assigning is not the same as Scheduling in AroFlo:

   - If you assign a task to someone, they become responsible for seeing that the work is done; they are not necessarily the person who has to do the work.
   - If you schedule a task to someone, they're the ones who will do the work.

   You can update your periodic task template at any time, so if you're not sure you want to assign someone just now, don't worry - you can do it later.

    
9. In the Description field, enter a description of the work to be done, for example: Scheduled servicing of HVAC system as per maintenance contract.
10. If the client has provided an order number for the work, enter it into the Customer Order Number field. We've entered: 2020-Maint-00123.
11. You can Schedule the task to someone now, or do this later. The resources who appear on a schedule in a periodic task template will be the ones who receive the job each time it's generated. We'll leave this blank for now, and add some resources later.
12. In Reported By / Contact, click the to add the name of your contact person for this client.
13. If the work forms part of a project, click the to select the project name. We'll leave this blank for our example.
14. In the Periodic Task dropdown, select the frequency at which the tasks should be created. You'll see a red banner, advising that you're now creating a template and not a task. Don't be alarmed - it's just AroFlo's way of making sure you know you're not yet creating the task.

    But I need multiple frequencies!
    Yes, our contract calls for monthly, quarterly and yearly services. We'll add the quarterly and yearly ones in the next section.

     
15. Click Create Periodic to save your template.

You'll now see that the screen has been split into a Detail section, containing the info we just entered, and an Extras section, which we'll look at next.