Articles Search Results

There are  a number of quick and bulk action tools available on the Assets - home page. These are designed to simplify actions you wish to carry out on one or more assets including:- add assets to a container move assets to a new location create a... 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

To add or administer items in dropdowns, radio and checkbox controls follow the steps provided below: Click ‘Forms’ on the left hand menu Click ‘Manage’ next the your form Click the ‘Build’ tab Scroll to the ... Read More

Users of the WORK MANAGER Plan now have a number of bulk actions they can perform on multiple jobs. These include:- removing operative(s) moving jobs to another date and/or operative(s) bulk update cancel job(s) STEPS go to Jobs - home on the left... Read More

If you mobile user is struggling to see any forms, please follow the steps below: Go to the 'Users' menu option Click 'Edit' next to the relevant user On the first tab towards the bottom right is an option for 'Access Group&... Read More

This article describes how to submit a form from the pro-Forms mobile application.  It is split into two sections showing how to complete on both Android and iOS (Apple) devices.   Android Log in to your mobile application Logging into the mobile... Read More

When an Online Form is submitted, the system will show a message to the user to confirm submission.  If no message is configured, then the standard "Thankyou, your form has been submitted" message will show.  This article show you how to customise... 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

We typically invoice customers on or around the 19th/ 20th of each month or the next nearest working day. Invoices are sent with payment terms of 30 days from the date of the invoice. All invoices are sent electronically from our Xero accounting... Read More

Form Views allow you to create customisable searches for you form submissions.  For example, If you have a field on your form called "Job Complete" with the options "Yes" or "No", you can create a  "Form View" that only shows the submissions that... Read More