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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

Setting password strengths From the 'Admin - Account Settings - Company Information tab' menu it is possible to change the required strength for user account passwords. Clicking the 'Password Strength' dropdown box will let you... 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

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

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

To login to the customer portal, please go to the following address:  https://system.pro-forms.co.uk/portalLogin.php If you have been setup to use the portal, please enter your email address into the box provided and click the 'Submit'... Read More

Images not sending from the app Over time, your Gallery app can be overflowing with cached images like album art, icons, or other unwanted thumbnail images. All the cached images and files can potentially make your Gallery app corrupted or crashed,... 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

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

pro-Forms has a connector to Zapier which enables form data collected using our system to be exchanged with over 5,000 apps and software solutions covering accounting, HR, CRM, business intelligence (BI) and productivity. PLEASE NOTE: Zapier is a... Read More