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To start a job using the pro-Forms mobile application, perform the following steps: 1.  Login to the pro-Forms mobile application  .  Logging into the mobile application 2.  From the main menu, tap the 'Tasks' menu option. 3. Locate... Read More

To complete a job using the pro-Forms mobile application, perform the following steps. Make sure the relevant job is started.  Start a Job Any forms needing to be filled in will show on screen.  Complete all the forms necessary. Once all forms... Read More

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 simply groups related work items together. To create a Work Item Group, expand the &... Read More

There are 2 options available when configuring how the system will sequence job numbers. ALL jobs are Sequential - This means that all jobs in the system will be sequentially numbered, regardless of the job type.  This is the default and no... Read More

Note: Assets can only be added to a job if you are subscribed to the ENTERPRISE MANAGER plan. Forms will be automatically updated, with the selected asset details, on the following app versions: Android: v1.5.26 and above iOS: v1.2.22 and above ... Read More

To manually assign field workers to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit from the list presented: Click the 'Add' button in the 'Field... Read More

To add or administer items in dropdowns, radio and checkbox controls follow the steps provided below: Click ‘Forms’ on the left hand menu Click ‘Manage’ next the your form Click the ‘Build’ tab Scroll to the ... Read More

To set up access to the Customer Portal for a customer, navigate to the require customer and click on the 'Customer Portal' tab. Then, toggle on the 'Use Customer Portal' switch. You will then need to create individual users to... Read More

If Chrome is no longer asking you where to download file to, chances there is a setting that has been disabled.  To re-enable this setting to make Chrome ask you where you want to save your file to, please follow these steps: Open Google Chrome. ... Read More

This article describes how to submit a form from the pro-Forms mobile application.  It is split into two sections showing how to complete on both Android and iOS (Apple) devices.   Android Log in to your mobile application Logging into the mobile... Read More