How can we help you?

• Adding / removing module Plans from your subscription
• Adding company & accounts contact details and accessing invoices.
• Adding logos and images to a Work Group
• Checking on user system logins
• Configure Form Access for a Web User

• 9 Articles

• Check Out an Asset
• Using the Assets bulk action tools

• 2 Articles

• Configuring Customer Portal Access
• Configuring Notifications
• Logging into the Customer Portal

• 3 Articles

• Adding a Customer
• Referral Scheme

• 2 Articles

• Adding a Sharepoint Trigger
• Adding and administering items in dropdowns, radio and checkbox controls
• Building Export Layouts using MS Word
• Calculations
• Calculations involving Checkboxes

• 38 Articles

• 10 golden Housekeeping rules for data security
• Am I locked in to fixed term contract?
• Can field workers share Mobile User accounts?
• Can I upgrade/ downgrade between subscription plans?
• Configure Form Access for a Web User

• 11 Articles

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• 0 Article

• Connect to XERO
• Consolidating Visit invoices
• Creating a Visit invoice
• Customer Grouped Invoicing
• Referral Scheme

• 6 Articles

• Add Assets to a Job
• Adding a new Job
• Adding a Work Item
• Adding a Work item Group
• Administering Visit Costs

• 14 Articles

• Building Export Layouts using MS Word
• Creating an Email Body Layout
• Generating a default Word Layout
• How to resize an image on a Word Layout
• How to update an existing Word Layout

• 6 Articles

• User GPS Locations

• 1 Article

• Check Out an Asset
• Complete a job using the pro-Forms mobile application
• Downloading the mobile app
• Forms stuck in the app Send Log
• How to clear the Cache on an Android device.

• 11 Articles

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• 0 Article

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• 0 Article

• Adding a Sharepoint Trigger
• Adding an email Trigger for a form
• Adding email addresses to a form Trigger
• Building Export Layouts using MS Word
• My Dropbox Triggers aren't running

• 7 Articles

• Resetting a password
• Support contact details

• 2 Articles

• Creating a Theme for an Online form

• 1 Article

• Adding new Users
• Archive / un-archive User accounts
• Images not sending from the app
• Resetting a password
• Two Factor Authentication (2FA)

• 5 Articles

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• 0 Article