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• Adding / removing module Plans from your subscription
• Adding company & accounts contact details
• Adding logos and images to a Work Group
• Checking on user system logins
• Setting password strengths

• 5 Articles

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• 0 Article

• Adding a Customer

• 1 Article

• Calculations
• Copying text from a Word document to use on a form field
• Default values on Custom Lists in dropdown fields
• Editing form submissions
• Encrypted form fields

• 19 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?
• How do I cancel my pro-Forms subscription?

• 7 Articles

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• 0 Article

• Connect to XERO
• Consolidating Visit invoices
• Creating a Visit invoice
• Customer Grouped Invoicing
• Submit an Invoice to Accounting Package

• 5 Articles

• Add Assets to a Job
• Adding a new Job
• Assign Field Workers to a Job
• Assigning Forms to Jobs
• Viewing future & historic jobs in the mobile app

• 5 Articles

• Creating an Email Body Layout

• 1 Article

• User GPS Locations

• 1 Article

• Forms stuck in the app Send Log
• How to clear the Cache on an Android device.
• User GPS Locations

• 3 Articles

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• 0 Article

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• 0 Article

• Adding an email Trigger for a form
• Adding email addresses to a form Trigger
• Triggers not running

• 3 Articles

• Support contact details

• 1 Article

• Creating a Theme for an Online form

• 1 Article

• Adding new Users
• Archive / un-archive User accounts
• Two Factor Authentication (2FA)

• 3 Articles

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• 0 Article

• Connect to XERO
• Synchronise Customers from XERO
• Synchronise Nominal/Account Codes from XERO
• Synchronise Tax Codes from XERO

• 4 Articles