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Online form builder
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Secure staff ID solution
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Full Job & Asset Management
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Included as standard within each subscription Plan, are the tools to help you securely share captured data with other systems and staff. Reducing double data entry, minimising typing errors and freeing up admin staff time are essential for productivity and efficiency.We are 100% committed to data privacy and security and take all the practical steps we can including world-class UK hosting at ANS Group, data encryption, Two Factor Authentication (2FA) and full GDPR compliance tools.
Our Zapier integration will connect pro-Forms® to over 5,000 apps and software solutions covering accounting, HR, CRM, business intelligence (BI) and productivity. Popular integrations include Asana, Slack, Monday.com, Hubspot, BambooHR, DocuSign and Freshservice. MORE ABOUT ZAPIER
Leverage the impact of PowerBI using our dedicated connector. Automatically pass data from received forms directly to graphical Power BI dashboards visible to staff across your business so they can easily see, drill-down and analyse what is happening in different areas - from jobs not completed to faults found and non-compliant equipment. MORE ABOUT PowerBI
Follow your jobs on their complete journey from issuing a quote - using our innovative online quotation tool - through to scheduling a date & time, issuing to an operative and receiving back the completed job information. And finally, pricing jobs or visits using standard, customer or site specific rates either individually or as a consolidated group.Push draft invoices along with completed job sheets and customer POs to Xero, QuickBooks or Sage Accounting ready for checking and invoicing. Thanks to our cloud APIs to these popular accounting systems you will also be able to easily update your Customers and their sites along with tax codes directly from your accounting system into pro-Forms® so that you only need to maintain one set of data. Got a question?
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