Software customisation

You can use this to indicate that a job is on hold for whatever reason, ready for install, needs a follow-up and so on. You can also sort on sub statuses – particularly handy for easily finding jobs or quotes of the same sub status.

Got a job that needs doing within 2 hours? Or maybe within 2 weeks? Set up custom priorities to apply to your jobs, so your staff know when they need to complete the work. This lets you better prioritise your employees’ tasks and respond more promptly to your clients’.

Custom fields are perfect for recording extra information against tasks, clients, locations, suppliers, assets or users. Need to record a building access code, or how a client found your business? Just add a custom field to your record.

Choose from text or numeric fields, date fields, radio buttons, and more. Custom fields can also be useful when used with reporting as you can pull a list of all clients who share a certain characteristic, such as ‘referred by Google’.

Run custom reports on any aspect of your business to keep tabs on how you’re travelling. AroFlo lets you build your own reports using the data stored within your AroFlo site.

On top of the standard profit and loss report, you can generate custom reports on things like:

KPI’s – Report on the metrics that best reflect your key performance indicators to see whether your business is meeting them or not.

Quote to conversion – See how many of your quotes are being accepted and turned into jobs.

Employee productivity – See if your employees are performing jobs in an acceptable timeframe and compare over time.

Control what your users can see and do in AroFlo by using permission groups to manage access to certain features. Need your field technicians to access job information but not pricing?

Want your apprentices to complete their timesheets but not order materials? Easy. Give each user only the access they need, based on their roles and responsibilities.

Checklists can be used to help guide a technician through the key elements of a job, ensuring nothing is forgotten and the job is completed thoroughly.

As each checklist item is marked off, AroFlo collects GPS data for use in timesheets, scheduling, and even dispute resolution.

Checklists can prompt staff to book out labour and materials, complete compliance forms, collect a client signature, and more.

Task types are the ultimate time-saving feature, as they allow you to pre-fill information into a job.

When you create a new job, you can select a task type to automatically apply things like a default charge rate, work type (maintenance, installation etc.), or additional call-out fees.

You can also apply job-specific documents for your employees to complete, like compliance or safety forms.

Layouts let you customise how everything looks and feels.

Design your very own quotes and invoice layouts to send to clients – simply drag, drop and re-order the information you want your client to see and remove anything you don’t.

You can also customise your own job sheets to suit your specific business requirements.

AroFlo has a library of pre-built forms you can use as a starting point for your compliance, checklists, JSAs, and inspection forms.

Additionally, if you prefer, AroFlo’s custom form builder allows you to customise your form or checklist to your exact requirements.

Forms can also be used for things like toolbox talks, site inspections or maintenance records. You can add many different elements to a form including documents, checklists, custom fields and dynamic tables.