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If you require only one invoice per job, pro-Forms allows you to group costs for multiple visits.   When viewing a job, click on the 'Job Costing' tab: If a job has multiple visits, a new button labelled 'Consolidate Visit Costs&... Read More

To create an invoice against a single job visit, start by going to the 'Visit Costs' tab against the visit: Clicking the 'Add Item' button will allow you to start adding item lines to your invoice. There are 5 standard items you... Read More

Editing form Submissions Forms submitted into the system from both the mobile app and browser-based Online forms can be edited to alter text, add missing items etc. To be able to edit a form, the user account logged into the Work Group must have... 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

To manually assign forms to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit form the list presented: Click on the 'Add Form' button and select then forms... 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 date field widget on an Online form Adding a date field widget to a form is useful for a range of situations including :- setting today's date. entering an historical date e.g. date of birth. capturing the date of a future event e.g.... Read More

Creating the on-screen look of an Online form Where fields are positioned on an Online form can be determined by using a simple 'row and column' grid system. Adding a combination of 1 row x 1 column, 1 row x 2 columns or 1 row x 3 columns... Read More

pro-Forms supports robust calculations that allow you to create powerful and customized forms. Calculations can be used to compute field values, set default values and conditionally control visibility of form questions. The Basics To perform a... 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