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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

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

Adding / removing module Plans from your subscription You have the ability to add or remove module Plans from your monthly subscription from within the Admin menu option of your Work Group. After clicking on Admin you then need to click on Account... 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

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

  Form types : Online v Mobile forms People sometimes get confused as to when it best to use an Online form rather than a Mobile form. This article will help you clearly distinguish between the two types of form. Mobile forms are accessed and... 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

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

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

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