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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 permissions for a Web User differ slightly to that of a Mobile User. To update which forms a web user can see: Click 'Users' menu option on the left Click 'Edit' on the relevant users account Click the 'Access... 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

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

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

To complete a job using the pro-Forms mobile application, perform the following steps. Make sure the relevant job is started.  Start a Job Any forms needing to be filled in will show on screen.  Complete all the forms necessary. Once all forms... Read More

To start a job using the pro-Forms mobile application, perform the following steps: 1.  Login to the pro-Forms mobile application  .  Logging into the mobile application 2.  From the main menu, tap the 'Tasks' menu option. 3. Locate... Read More

This article describes how to submit a form from the pro-Forms mobile application.  It is split into two sections showing how to complete on both Android and iOS (Apple) devices.   Android Log in to your mobile application Logging into the mobile... 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