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When viewing an existing job, click on 'Visits' tab and then select the 'Visit Costing' tab. This will list all of the associated costs with the visit.   To add a new cost item click on the 'Add Item' button.  This... 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

pro-Forms allows you to customise the work item rates for each of your customers.  You can configure rates at customer level and for each individual site. To configure customer rates, expand 'Jobs' in the menu on the left hand side of the... Read More

Work items allow you to specify the work that needs to be done against a job.  To start adding work items you must first add a work item group.  A work item group simply groups related work items together. To create a Work Item Group, expand the &... Read More

To start a job using the pro-Forms mobile application, perform the following steps: 1.  Login to the pro-Forms mobile application  .  Logging into the mobile application 2.  From the main menu, tap the 'Tasks' menu option. 3. Locate... Read More

To install the mobile application on your device, please follow one of the two steps below.   QR Code Open the camera on your device and scan this QRCode After scanning, the app store should load.  Click the install button to install the app. Â... Read More

There are 2 ways to resubmit a trigger.   Submissions List On the 'View Submissions' screen click the information icon on the right hand side of the entry: This will bring up the triggers page for that submission.  Clicking the '... Read More

If you have an existing lookup and need to update it's contents, follow the steps below: Expand the ‘Forms’ menu on the left and click ‘Lookups’ Click ‘Edit’ on the ‘HSQE’ entry Click &lsquo... 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