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If you are not receiving emails it could be that your ISP/Email provider is blocking our emails and marking them as spam. To resolve this please contact your IT provider and ask them to whitelist the domain pro-forms.co.uk . This should unblock the... 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

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

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

Note: Assets can only be added to a job if you are subscribed to the ENTERPRISE MANAGER plan. Forms will be automatically updated, with the selected asset details, on the following app versions: Android: v1.5.26 and above iOS: v1.2.22 and above ... Read More