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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

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

Adding logos and images to a Work Group Adding one or images to your Work Group is useful for :- using as part of a System generated layout for html email bodies used when triggers send information out from the system; adding your company logo to an... Read More

pro-Forms supports robust calculations that allow you to create powerful and customized forms. Calculations can be used to compute field values, set default values and conditionally control visibility of form questions. The Basics To perform a... Read More

Default values on Custom Lists in dropdown fields If you add a dropdown control/ field to a form and opt to use a Custom List to populate the answers it looks initially as though there is no way to specify on the items in the list as a 'default... Read More