Dashboard - AroFlo

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COMPANY EXPECTATION FOR USE OF AROFLO	Every Task has a Quote All Quoted Projects are "Detailed Quote" (Not Simple) This so that they can be turned into a Project with Tasks for each Day/Take-Off Every Quote has a Cost and a Sell and therefore a forecast Profit. There are a lot of items already available in Inventory. Every Quote has the correct client (not ourselves - exception is project with multiple clients) Variations are flagged in Notes and followed up with adjustments to Quote (add a new Take-Off) Ideally you get the Quote right before sending to client - Linesmen x 2 for a day is not 8 hours, it's 16. Each Task is created from the Quote based on having a Purchase Order from Client Tasks should only be allocated to one Supervisor and not to the business unit Materials should not be purchased unless a confirmed install date is set Otherwise we are out of pocket significant amounts plus stuff can be misplaced or used elsewhere Tasks should be scheduled with the Quoted resources for the Quoted hours If the Quote is inadequate, give feedback! Timesheets are to be completed by the Crew Leader or Crew Member. If the Crew Leader consistently completes the timesheets for the crew - as one entry for all - it saves us AroFlo login cost and timesheets are consistent Timesheet entries MUST be entered as a line for Normal time and additional lines for Overtime Timesheet entries MUST include applicable Allowances If Workers are entering data incorrectly or leaving it out, it is the Supervisor's responsibility to show them how to do it correctly, NOT just keep fixing it for them. Timesheets should show a Cost of the User - if no Cost shows up, refer to Admin! Use the Task Features - Worksheet & Progress - to view how you are going against the Quote. Use Notes extensively - if issues lead to going over budget, if schedule delayed, access issues, everything. Continue to Field Complete as this status flags the invoice	Julie Cleal 2/12/2020 Message was posted on Dec 2, 2020	Edit