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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

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Quickbooks' option. Clicking the 'Connect to Quickbooks' button will show a login prompt allowing you to enter... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Quickbooks' option. Click the 'Import Products/Services and Tax Codes' .  Items held in Quickbooks will then... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Quickbooks' option. Click the 'Import Customers' button to start the import process.  Upon clicking, your... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Tax Rates' .  Tax rates held in Xero will then be imported.   Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Account Codes' .  Nominal/Account codes held in Xero will then be imported. Â... Read More

  Using the menu on the left, navigate to 'Admin' and then 'External Services'.  Then click the 'Xero' option. Click the 'Import Customers' button to start the import process.  Upon clicking, your contacts... Read More

Using the menu on the left navigate to 'Admin' and then 'External Services'.  Then click on the 'Xero' option. Clicking the 'Xero Login' button will show a login prompt allowing you to enter your XERO... Read More

To submit an invoice to your accounting package, first locate the invoice using the search tool.  This can be accessed by clicking on the 'Invoices' option under the 'Jobs' menu. You can then use the options to find your... Read More

pro-Forms® enables users to group a batch of draft invoices for a customer and merge these into an individual grouped invoice To do this, locate an existing draft invoice and click on the 'Consolidate Job Costs' button.   This will open... Read More