# help.arez.io llms.txt

> Arez is a technology company dedicated to enhancing user experience through a comprehensive Help Center that supports its software solutions focused on facilities management and operational efficiency. The Help Center provides extensive resources such as tutorials, technical documentation, and troubleshooting guides aimed at facility managers and operational teams. Key products include FieldIQ, which facilitates computer-aided facilities management (CAFM), along with tools for managing personnel and winter services. Arez's commitment to user-centric support and continuous improvement is evident in the regular updates and feature enhancements provided in their documentation.

## AI Discovery

- Canonical site: https://help.arez.io
- Full article corpus: https://help.arez.io/llms-full.txt
- RSS feed: https://help.arez.io/rss.xml

## Help Center Articles (55 URLs)

- [Help Center Home](https://help.arez.io/): This is the main landing page for the Help Center, offering users a centralized hub to access various support resources. It features navigation links to documentation, tutorials, and contact information, making it easy for facility managers and operational teams to find assistance with Arez's software solutions.

- [Understanding the Reactive Job Lifecycle](https://help.arez.io/docs/understanding-the-reactive-job-lifecycle/): Understand the complete reactive job lifecycle in Arez, from job creation and assignment to attendance, completion, invoicing, and closure, ensuring accurate records and efficient job management.
- [How to Create a Reactive Job](https://help.arez.io/docs/how-to-create-a-reactive-job/): Learn how to create a reactive job in Arez, enter job details, select a client and site, assign a supplier or worker, and add notes.
- [Assigning an Engineer vs Creating a Visit](https://help.arez.io/docs/assigning-an-engineer-vs-creating-a-visit/): Understand the difference between assigning an engineer and creating a visit. Learn when to set job ownership and when to schedule work for better planning, tracking, and workflow efficiency.
- [PPM vs Reactive Jobs: Understanding the Key Differences in Maintenance Management](https://help.arez.io/docs/ppm-vs-reactive-jobs-understanding-the-key-differences-in-maintenance-management/): Learn how to manage variations and additional works in Arez. Capture evidence, create quotations, get approvals, and update jobs to protect margins and prevent disputes.
- [Evidence Standards](https://help.arez.io/docs/evidence-standards/): Learn the essential evidence standards in Arez. Ensure clear notes, before/after photos, client sign-off, and proper documentation to prevent disputes, speed approvals, and stay audit-ready.
- [Client setup](https://help.arez.io/docs/client-setup/): Learn how to create and manage client profiles in Arez. Add client details, set locations, and start organising sites, work orders, and reporting with this simple step-by-step setup guide.
- [Service Partner Setup](https://help.arez.io/docs/service-partner-setup/): Learn how to add and manage service partners in Arez. Invite partners, create profiles, and securely assign jobs while controlling access to your system.
- [Create & Manage Visits](https://help.arez.io/docs/create-manage-visits/): Learn how to create, manage, and reschedule visits efficiently. Handle multi-visit jobs, assign engineers, update schedules, and avoid common mistakes for smooth job planning and execution.
- [Create a Quotation from a Job](https://help.arez.io/docs/create-a-quotation-from-a-job/): Learn how to create a quotation from a job in Arez. Add pricing, attach evidence, and send quotes for client approval to ensure accurate, traceable workflows and faster decisions.
- [How to create a worker?](https://help.arez.io/docs/how-to-create-a-worker/): Learn how to create and manage worker profiles in Arez FieldIQ. Add new workers, track compliance, manage timesheets, and ensure only verified personnel can access jobs and sites with this complete guide.
- [How to Add a New Service Partner User](https://help.arez.io/docs/how-to-add-a-new-service-partner-user/): Learn how to add a new partner user in Arez, configure login details, assign access, and manage partner users efficiently with this step-by-step guide.
- [Evidence Standards for Service Partners](https://help.arez.io/docs/evidence-standards-for-service-partners/): Learn the essential evidence standards for service partners in Arez. Ensure clear notes, before/after photos, signatures, and material records to avoid rework, delays, and client issues.
- [Export Invoices to Excel](https://help.arez.io/docs/export-invoices-to-excel-1/): Learn how to export invoice data from Arez to Excel for finance reporting, monthly reconciliation, accounting processes, cashflow analysis, and invoice pipeline tracking.
- [Allocating Jobs to a Service Partner](https://help.arez.io/docs/allocating-jobs-to-a-service-partner/): Learn how to allocate work orders to service partners in Arez. Assign jobs, transfer responsibility, and ensure smooth scheduling, tracking, and job delivery with this step-by-step admin guide.
- [Create an Invoice from a Job](https://help.arez.io/docs/create-an-invoice-from-a-job/): Learn how to create and manage invoices in Arez. Add line items, review totals, attach documents, and move invoices from draft to posted.
- [Adding and Managing Sites](https://help.arez.io/docs/adding-and-managing-sites/): Learn how to add and manage sites efficiently. Create, group, archive, or delete sites, and use import/export for bulk updates to keep location data organised and easy to manage.
- [Email Automation](https://help.arez.io/docs/email-automation/): Learn how to configure Email Automation in Arez to securely create jobs and process supplier invoices from approved email senders.
- [Managing invoices](https://help.arez.io/docs/managing-invoices/): Learn how to manage invoices efficiently—create, edit, add items, record payments, and share with clients. Keep billing accurate, track balances, and maintain a clear financial audit trail.
- [Assign, Complete, and Invoice a Work Order in Arez](https://help.arez.io/docs/assign-complete-and-invoice-a-work-order-in-arez/): Follow the complete work order lifecycle in Arez, from assigning a work order to completing the job and generating the final invoice for accurate job management and billing
- [SmartCert AI Docs – User Guide](https://help.arez.io/docs/smartcert-ai-docs-user-guide/): Learn how SmartCert uses AI to automate compliance document processing, site matching, and remedial job creation for faster, audit-ready facilities management.
- [Assets Bulk Import – User Guide](https://help.arez.io/docs/assets-bulk-import-user-guide/): Learn how to bulk import assets in CAFM software using Excel. Streamline asset management, improve data accuracy, and save time with Arez’s bulk upload feature.
- [Managing Notes in Arez.io](https://help.arez.io/docs/managing-notes-in-arezio/): Learn how to create, manage, and organise notes in Arez.io, including progress updates, incident reporting, privacy settings, notifications, attachments, and note visibility controls.
- [Job Statuses – User Guide](https://help.arez.io/docs/job-statuses-user-guide/): Learn about job statuses in Arez.io, including Active and Inactive job types, workflow stages, scheduling progress, invoicing statuses, and job lifecycle management.
- [Exporting Job Information – User Guide](https://help.arez.io/docs/exporting-job-information-user-guide/): Learn how to export job data from Arez, filter by status and date range, analyse operational performance, review subcontractor allocation, and create detailed reports.
- [Sales Pipeline (CRM) – User Guide](https://help.arez.io/docs/sales-pipeline-crm-user-guide/): Learn how to use the Arez Sales Pipeline (CRM) to manage leads, track opportunities, create quotes, record activities, communicate with prospects, and progress qualified leads through the sales process.
- [How to Put a Job on Hold](https://help.arez.io/docs/how-to-put-a-job-on-hold/): Learn how to place a reactive job on hold in Arez, select and record the reason, and resume the job when the issue is resolved.
- [Engineer Workflow on Mobile](https://help.arez.io/docs/engineer-workflow-on-mobile/): Learn how to manage site attendance using the Arez mobile app—from starting shifts to recording progress and completing jobs. Follow this step-by-step engineer workflow guide for accurate tracking and efficient field operations.
- [Add Job Costs(Service partner view)](https://help.arez.io/docs/add-job-cost-sservice-partner-view/): Learn how service partners can add labour, material, travel, and other job costs in Arez, and how administrators review, approve, reject, or invoice submitted costs.
- [How to Add a Client in Arez](https://help.arez.io/docs/how-to-add-a-client-in-arez/): Learn how to add a new client in Arez, including contact details, client information, location setup, and saving the client record for future site management.
- [How to Create a Site in AREZ](https://help.arez.io/docs/how-to-create-a-site-in-arez/): Learn how to create a new site in Arez, including site details, client assignment, address information, management settings, and additional site configuration options.
- [How to Add a System User in Arez](https://help.arez.io/docs/how-to-add-a-system-user-in-arez/): Learn how to add a new system user in Arez, assign roles, enter user details, manage permissions, and send login credentials directly by email.
- [How to Upload Multiple Sites for an Existing Client Using Bulk Upload](https://help.arez.io/docs/how-to-upload-multiple-sites-for-an-existing-client-using-bulk-upload/): Learn how to bulk upload multiple sites for an existing client in Arez using the Excel template, validate site data, resolve conflicts, and create sites in one upload.
- [How to Set Up a Service Partner](https://help.arez.io/docs/how-to-set-up-a-service-partner/): Learn how to onboard a Service Partner in Arez, including company details, compliance documents, bank information, tax settings, and user account creation.
- [How to Copy and Paste Shifts in Arez](https://help.arez.io/docs/how-to-copy-and-paste-shifts-in-arez/): Learn how to copy and paste shifts in Arez, duplicate schedules with or without staff assignments, and quickly create rotas across multiple dates.
- [Manual Book On / Book Off – User Guide](https://help.arez.io/docs/manual-book-on-book-off-user-guide/): Learn how to manually book workers on and off shifts in Arez, manage attendance exceptions, correct missing records, and maintain accurate payroll data.
- [How to Add a Worker in Arez](https://help.arez.io/docs/how-to-add-a-worker-in-arez/): Learn how to add a worker in Arez, including personal details, operational information, employment records, next of kin contacts, and workforce management settings.
- [How to Create, Assign, and Publish a Rota Using Arez Pulse](https://help.arez.io/docs/how-to-create-assign-and-publish-a-rota-using-arez-pulse/): Learn how to create shifts, assign workers using AI, and publish rotas in Arez Pulse. Improve scheduling efficiency with automated workforce matching and bulk shift creation.
- [Worker Holidays in Arez Operate](https://help.arez.io/docs/worker-holidays-in-arez-operate/): Learn how Arez Operate manages worker holidays using Zero-Hour, Accrued, and Standard PAYE contract types for accurate entitlement, accruals, and payroll processing.
- [Rota Management in Arez Operate](https://help.arez.io/docs/rota-management-in-arez-operate/): Manage employee rotas efficiently in Arez Operate by creating schedules, assigning shifts, handling rota changes, and maintaining accurate workforce coverage across your sites.
- [How to Use Timesheet Arbitration in Arez for Area Managers (AM)](https://help.arez.io/docs/how-to-use-timesheet-arbitration-in-arez-for-area-managers-am/): Learn how Area Managers use Timesheet Arbitration in Arez to review attendance discrepancies, apply pay decisions, approve shifts, and send timesheets to payroll.
- [Timesheet Exemptions Guide](https://help.arez.io/docs/timesheet-exemptions-guide/): Configure timesheet exemptions in Arez to manage site-level deduction rules, control time pricing and book-on/off exemptions, and ensure accurate payroll and timesheet processing.
- [How to Use Invoicing in Arez](https://help.arez.io/docs/how-to-use-invoicing-in-arez/): Learn how to generate invoices from approved timesheets in Arez, manage billing periods, group invoices by client or role, add charges, and track invoice statuses.
- [How to Generate Payroll in Arez](https://help.arez.io/docs/how-to-generate-payroll-in-arez/): Learn how to generate, review, and export payroll reports in Arez, including worked hours, deductions, holiday pay, gross earnings, and net pay calculations.
- [How to Generate a Combined Invoice Report in Arez](https://help.arez.io/docs/how-to-generate-a-combined-invoice-report-in-arez/): Learn how to create a combined invoice report in Arez by merging invoice summaries, detailed reports, worker views, site reports, and role summaries into one document.
- [How to Generate an Invoice for a Specific Site](https://help.arez.io/docs/how-to-generate-an-invoice-for-a-specific-site/): Generate invoices for a specific site in Arez by selecting the required site, reviewing invoice details, and creating accurate invoices for completed work.
- [Multi-Tier Management (Parent & Child Supplier Workforce Sharing)](https://help.arez.io/docs/multi-tier-management-parent-child-supplier-workforce-sharing/): Understand how Multi-Tier Management enables parent and child supplier workforce sharing, improving collaboration and workforce allocation across your organisation.
- [Foot Patrol Guide](https://help.arez.io/docs/foot-patrol-guide/): Learn how to use the Foot Patrol feature in Arez to create patrols, record checkpoints, capture evidence, and manage patrol activities efficiently from the mobile app.
- [Arez Operate Shift Pricing Help Guide](https://help.arez.io/docs/arez-operate-shift-pricing-help-guide/): Learn how shift pricing works in Arez Operate, including client contracts, site overrides, worker pay rates, manual rate changes, approvals, and arbitration controls.
- [How Rates Work in Arez Operate](https://help.arez.io/docs/how-rates-work-in-arez-operate/): Learn how pay rates, charge rates, and worker overrides work in CAFM. Ensure accurate payroll, billing, and margin control with Arez Operate.
- [Minimum Billing Automation – Arez Operate](https://help.arez.io/docs/minimum-billing-automation-arez-operate/): 
- [How to Complete Veriff Identity Verification](https://help.arez.io/docs/how-to-complete-veriff-identity-verification/): Learn how to send and complete a Veriff identity verification check in Arez, including document capture, selfie verification, and reviewing approved results in worker profiles.
- [How to Book On and Book Off Using the Arez App](https://help.arez.io/docs/how-to-book-on-and-book-off-using-the-arez-app/): Use the Book On and Book Off features in the Arez app to record attendance, capture working hours, and keep shift records up to date.
- [How to Add a Worker as a Supplier/Service Partner](https://help.arez.io/docs/how-to-add-a-worker-as-a-supplierservice-partner/): Add a worker as a supplier or service partner in Arez by linking them to the appropriate organisation, enabling seamless workforce management and job allocation.
- [Add a Worker Rota as a Supplier/Service Partner](https://help.arez.io/docs/add-a-worker-rota-as-a-supplierservice-partner/):