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Adding logos and images to a Work Group Adding one or images to your Work Group is useful for :- using as part of a System generated layout for html email bodies used when triggers send information out from the system; adding your company logo to an... Read More

If you require only one invoice per job, pro-Forms allows you to group costs for multiple visits.   When viewing a job, click on the 'Job Costing' tab: If a job has multiple visits, a new button labelled 'Consolidate Visit Costs&... Read More

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 to.  To do this, expand the 'Jobs' menu option left hand side of the... Read More

10 golden Housekeeping rules for data security We take our responsibilities for data security extremely seriously and are constantly working to make sure all our Customers and users have the right technical tools to keep personal data safe as laid... Read More

Using the Super Search option   The pro-Forms® Super Search' located at the top of the screen in your Work Group. Using this search box is a very quick & convenient way to use one search to find information in several different parts of... Read More

User GPS Locations The pro-Forms® app is designed to return the location of the device running the app back to the pro-Forms® servers. The GPS location returned from the app is actually the GPS location gathered by the device hardware used by the... Read More

Support contact details Our support telephone is 0330 1242160 Our support email address is support@pro-forms.co.uk Live chat is available on our website and from within Work Groups during our office hours Monday to Friday 08:30 to 17:30Unfortunately,... Read More

Select all/ multiple fields on a form One or more form fields on a page can be selected when using the Build option. This can useful for a number of reasons, including to : move the selected fields to a different location on the page or to a... Read More

Setting 2FA for a Web User account type. Each Web User must do this for themselves by logging in to the Work Group with their username & password. Click on your name in the very top right hand corner of the Work Group. Then from the dropdown... Read More

To add a new User account :  Click on the ’Users’ option on the left hand main menu in your Work Group. Click on the green Add User button on the right of the screen  Complete the fields. Note : Username must be an email address. Once... Read More