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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

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

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

Note: Jobs are are only available on WORK MANAGER and ENTERPRISE MANAGER plans To create a job : Click the 'Jobs - home' menu option on the left side of the screen From either the basic search or advanced search screen that appears ... Read More

Adding a Customer Customers can either be added individually or in bulk from the 'Customers' main menu screen and clicking he green +Add button.   Adding Customers individually from the +Add button select 'Add Customer' Simply... Read More

10 golden Housekeeping rules for data security We take our responsibilities for data security extremely seriously and are constantly working to make sure all our Customers and users have the right technical tools to keep personal data safe as laid... 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

Creating a Theme for an Online form A Theme is a set of styling and visual effects that are applied to an Online form - Themes do not apply to Mobile forms. Multiple Themes can be created in a Work Group any of which can be applied to the Online form... Read More