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 Work Items

Adding a Work Item

This article relates to the following pro-Forms modules: WORK MANAGER In order to add a Work Item, you must have first added a Work Item Group.  Adding a Work item Group To add a new Work item, first select the Work Item group to add it... Read More

Adding a Work item Group

This article relates to the following pro-Forms modules: WORK MANAGER Work items allow you to specify the work that needs to be done against a job.  To start adding work items you must first add a work item group.  A work item group... Read More

Administering Visit Costs

This article relates to the following pro-Forms modules: WORK MANAGER When viewing an existing job, click on 'Visits' tab and then select the 'Visit Costing' tab. This will list all of the associated costs with the... Read More

Viewing Existing Customer Rates

This article relates to the following pro-Forms modules: WORK MANAGER To view customer rates, expand 'Jobs' in the menu on the left hand side of the screen and click 'Work Items'  Then click on the 'Set Customer... Read More