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To login to the pro-Forms mobile application, follow the steps outlined below Make sure the mobile app is installed.  Downloading the mobile app Launch the app from your devices menu icon. In the login prompt provided, enter the email address... Read More

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

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

To set up access to the Customer Portal for a customer, navigate to the require customer and click on the 'Customer Portal' tab. Then, toggle on the 'Use Customer Portal' switch. You will then need to create individual users to... Read More

To login to the customer portal, please go to the following address:  https://system.pro-forms.co.uk/portalLogin.php If you have been setup to use the portal, please enter your email address into the box provided and click the 'Submit'... Read More

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

Images not sending from the app Over time, your Gallery app can be overflowing with cached images like album art, icons, or other unwanted thumbnail images. All the cached images and files can potentially make your Gallery app corrupted or crashed,... Read More

If Chrome is no longer asking you where to download file to, chances there is a setting that has been disabled.  To re-enable this setting to make Chrome ask you where you want to save your file to, please follow these steps: Open Google Chrome. ... 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

To view customer rates, expand 'Jobs' in the menu on the left hand side of the screen and click 'Work Items'  Then click on the 'Set Customer Prices' button : The rate configuration screen will then load.   The... Read More