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There are  a number of quick and bulk action tools available on the Assets - home page. These are designed to simplify actions you wish to carry out on one or more assets including:- add assets to a container move assets to a new location create a... Read More

All password for user accounts can be re-set with the browser Work Group. Due to GDPR we cannot see any users' passwords set in the system. Contacting us and asking us to remind someone of their password is therefore not possible. As an... Read More

To check out an asset using the pro-Forms mobile app, follow the steps outlined below. Login to the mobile application.  Logging into the mobile application Tap on the 'Assets' main menu option Locate your asset and tap on the entry Tap... 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

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

Users of the WORK MANAGER Plan now have a number of bulk actions they can perform on multiple jobs. These include:- removing operative(s) moving jobs to another date and/or operative(s) bulk update cancel job(s) STEPS go to Jobs - home on the left... Read More

Occasionally a Trigger set to run to deposit forms into a Dropbox folder will stop running. This can be due to the Dropbox token expiring and needing to be refreshed. The token provides 'permission' for pro-Forms to send files to the... Read More

If you ever need to update the contents of your Word layout, please follow the steps below. 1. Click on 'Exports', and then click on the relevant Word export  2. Click on the 'Download Existing Template' button on the right: 3.... Read More

Once you have setup you form using the builder, and have sent a test submission, you can create a layout of your data.  This layout can be used to send as an email attachment, send to OneDrive/Google Drive, or FTP (other connectors available). To... Read More

We typically invoice customers on or around the 19th/ 20th of each month or the next nearest working day. Invoices are sent with payment terms of 30 days from the date of the invoice. All invoices are sent electronically from our Xero accounting... Read More