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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 visit.   To add a new cost item click on the 'Add Item' button.  This... 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

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

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

The Customer Portal allows users to request: Jobs to be created Quotes to be raised Assets to be added  This article describes how to configure which users get notified when one of the actions above is performed. In the 'Jobs' menu... Read More

Form Views allow you to create customisable searches for you form submissions.  For example, If you have a field on your form called "Job Complete" with the options "Yes" or "No", you can create a  "Form View" that only shows the submissions that... Read More

How to resize an image logo used on an Online form Images used as logo in a Theme for an Online form can be manipulated within the system without the need for 3rd party image editing software. To do this follow these steps :- Log in to your Work... Read More

To submit an invoice to your accounting package, first locate the invoice using the search tool.  This can be accessed by clicking on the 'Invoices' option under the 'Jobs' menu. You can then use the options to find your... 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