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Where is pro-Forms hosted?

Where is pro-Forms hosted? The pro-Forms® system is hosted at ANS Group Limited (formerly UKFast) in Manchester, United Kingdom - ANS Group Website. All data submitted into the pro-Forms® system is always held, stored and backed up within the UK.... Read More

How do I cancel my pro-Forms subscription?

How do I cancel my pro-Forms subscription? You need to give 30 day's notice of cancelling your pro-Forms® subscription as per Terms & Conditions published at www.pro-forms.co.uk. Cancelling a subscription can be done from within your Work... Read More

Resetting a password

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

Update a lookup file

To update the contents of a lookup file expand the Forms menu on the left click ‘Lookup Sources’. click edit next to the relevant entry. Click ‘Download File’ Edit the document in Excel Upload the document again using the ... Read More

Configure Job Number Sequences

There are 2 options available when configuring how the system will sequence job numbers. ALL jobs are Sequential - This means that all jobs in the system will be sequentially numbered, regardless of the job type.  This is the default and no... Read More

Configuring Notifications

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

Referral Scheme

REFERRAL SCHEME We are pleased to be able to offer our Customers a Referral Scheme for friends and colleagues.  The scheme allows existing customers to give their unique code to friends and colleagues to use when they sign up for a 21 day Trial with... Read More

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