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  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Customers' button to start the import process.  Upon clicking, your contacts... Read More

pro-Forms® enables users to group a batch of draft invoices for a customer and merge these into an individual grouped invoice To do this, locate an existing draft invoice and click on the 'Consolidate Job Costs' button.   This will open... Read More

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 Prices' button : The rate configuration screen will then load.   The... Read More

pro-Forms allows you to customise the work item rates for each of your customers.  You can configure rates at customer level and for each individual site. To configure customer rates, expand 'Jobs' in the menu on the left hand side of the... Read More

Form Field Tags Form field Tags are a very important part of the pro-Forms® system and are extremely useful in various places. They are also one of the things many people don’t pay attention to which could make their form building lives... Read More

Can field workers share Mobile User accounts? No. This contravenes our Terms and Conditions and could give rise to us removing access to the system or indeed cancelling a subscription altogether. Mobile type User accounts are designed so that each... 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

Using the date field widget on an Online form Adding a date field widget to a form is useful for a range of situations including :- setting today's date. entering an historical date e.g. date of birth. capturing the date of a future event e.g.... Read More

Showing field data on View Submissions screen A really useful option is to add form fields to the ’Summary’ column in the table shown on View Submissions. This not only helps admin staff quickly identify key information on submitted... Read More

  Copying text from a Word document to use on a form field There can several reasons and situations where passages of text may need to be cut & pasted from a Word document into form fields. This could be as part of the field name, a default... Read More