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Blog List & Latest News






  • How to make the most of a FREE software Trial offer

    It's a commitment, but a well worthwhile one it if some basics are followed.



    Read our top tips!

    Deciding to take a free trial can look enticing but ultimately to be successful requires input from you too - a bit like Paddington Bear's marmalade sandwich principle - you only get out of it what you put into it in the first place!

    Read how we think you can maximise getting the most out of the free trial period and to avoid wasting your valuable time.

    Field Service Management
    Job Management Software
    Mobile Forms
    Online forms

  • EPIC Material Handling ramps up engineers' efficiency



    St Helens based expert rolls out ENTERPRISE MANAGER Plan




    A new approach to managing field based engineers' jobs

    After a successful period of replacing paper-based job forms with the pro-Forms mobile forms solution, the company decided to take the next step and manage their workload fully online with our job planning, management and dispatch solution.

    Upgrading to ENTERPRISE MANAGER Plan provided instant benefits and efficiency gains.

    EPIC Materials Handling
    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker productivity
    Customers
    forklifts

  • New - Integration with Zapier

    Connecting pro-Forms® to 5,000 apps




    We are extremely pleased to announce the latest addition to our world-class set of integrations - Zapier Automation Platform.

    The Zapier app can connect to 5,000 other software systems and opens up endless possibilities for our pro-Forms® customers looking to move data between other software and pro-Forms®





    Zapier Automation Platform
    Field Service Management
    Job Management Software
    Software Integration
    Information sharing
    Information management

  • New pro-Forms® Product Plans launched

    Exciting new, feature packed Plans available



    WORK MANAGER and ENTERPRISE MANAGER

    We are extremely pleased to announce the launch of 2 new product Plans designed to complement our existing Mobile forms app & Online form builder Plans.

    Aimed directly at organisations looking for cost effective ways to manage a remote workforce and/ or manage assets of all kinds, both new Plans contain the very best features to ensure outstanding value for money.

    All in one field service solution

    Field Service Management
    Job Management Software
    Fieldworker management
    Asset Management

  • Dove Home Care Agency swaps
    to pro-Forms®

    West Midlands Care operator chooses UK hosted Online forms solution



    UK hosting & competitive pricing win out

    After using an American based Online form provider for a number of years, Dove searched to find a UK based alternative solution for a number of reasons including UK data hosting, product support available during the same working hours as themselves and competitive pricing.

    Dove Home Care Agency

    Customers
    Web Forms
    Online forms
    UK hosted form building

  • pro-Forms® helps Utilita Giving

    Energy Company supports people in fuel and food poverty



    Visit the Utilita Giving website

    Using our Online forms solution, Utilita Giving has successfully launched a grant application form for individuals, families and households in England, Scotland and Wales who are experiencing fuel and/or food poverty.

    With complete control over the look, feel and form content, Utilita achieved a successful outcome in a short time scale whilst meeting the company's data requirements.
    Forms
    Customers
    Power BI
    Online forms
    UK hosted form building

  • New Quote generation & management tool

     

    How to secure a pipeline of work using our new Quote tool

     

    Simplifying the quote process


    Time is precious and in limited supply for all of us.

    Our Quote tool helps you maximise the outcomes of the time you have available by automating routine admin tasks, providing you with instant visibility of what is happening and where your efforts should be concentrated.

    And best of all - it's a free tool included in your pro-Forms monthly subscription.

    Read more

    Job Management Software
    Updates
    Cloudaccounting

  • pro-Forms® in the Construction Supply Chain

     

    How to be efficient in your site based activities

     

    Managing plant, equipment & tools in the construction supply chain

    pro-Forms®  has a earned a track record for helping companies become efficient throughout the Construction Industry supply chain - from main contractors and sub-contractors, to SHEQ consultants and specialist suppliers.

    With a strong no-nonesense reputation for getting site-based information back to head and regional office admin staff quickly and reliably, the system offers a simple, cost effective and flexible way for companies to easily add efficiencies to the way they work.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker productivity
    Construction
    Assets

  • Online forms for Protega Global

    Retail product ordering using QR codes & Online forms



    Requiring an easy to use product ordering solution for a major high street retailing Customer, Protega Global, the sustainable packaging materials company, turned to pro-Forms <sup>&reg;</sup&gt for a solution.



    Using our Online forms product and working closely with Orella and the team at Protega, we were able to produce an intelligent, fully branded online ordering form in a very short time from receiving the brief so that Protega could demonstrate it to its customer.

     

    Read more

    Software Integration
    Customers
    Web Forms
    Online forms
    UK hosted form building

  • How to run a successful Field Service operation

     

    The 5 key components for success

     

    5 steps to successful field service


    Despite what some people would have believe, running an efficient field team is not rocket science nor a black box art and it certainly doesn't require complex or expensive software, algorithms or AI!

    After working with many companies across many different industries for a long time we have put together the 5 common components that our customers tell us have been successful for them and their businesses.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Team collaboration

  • UK hosted, GDPR compliant
    form building solution

     

    UK hosted form building We know from the shear number of calls we get, just how important it is for UK companies to have the peace of mind of knowing where the data they collect is actually stored and handled under GDPR requirements.

    We like to think we have got all the boxes ticked for companies looking for a UK based form building solution with great added benefits too.

    Read more

    Mobile Forms
    Online forms
    carbonemissions
    UK hosted form building

  • Using intelligent contact forms in GP Surgeries
    to handle an increase in patient enquiries

    Using intelligent contact forms in GP Surgeriesto handle an increase in patient enquiries An unpredictable and seemingly unstoppable increase in patient enquiries to GP Surgeries resulting from the COVID-19 virus has, in a relatively short period placed an unprecedented strain on Surgery resources.

    Read our Case Study how one GP Surgery has implemented a secure, intelligent contact form to reduce pressure on staff resources answering telephones by intelligently routing incoming patient enquiries to clinical resources based on specialism.

    A crucial reduction of 1 phone call every 6 minutes by utilising an intelligent online website contact form is helping frontline resources.

    Read more

    Customers
    Online forms
    Information sharing
    Information management
    Primary healthcare

  • Replace your tired paper forms with efficient
    electronic mobile forms in minutes


    Let us dispel these urban myths and help get your business competitive and efficient in 5 minutes.

    image

    But why bother - I'm not sure we'll see the benefits.

    I doubt the mobile form versions will match our existing paper forms.

    I'm just too busy to sit and work out how to use a form building system.

    What if our field workers say they can't use the mobile app?


    Read more

    Fieldworker productivity
    Forms
    Mobile Forms
    Information sharing

  • Managing assets in the Construction Industry




    image

    Plant, equipment and tools represent not only one of the largest costs contractors and sub-contractors have to manage but also play a huge role in staff productivity and Project progress.


    Read more about how to become smart in managing your construction assets using secure, convenient and flexible online asset management.


    www.pro-assets.co.uk

    Read more

    Assets
    Asset Management
    Asset tracking
    Inventory
    Construction asset management

  • Convenient, secure & powerful hosted Asset Management software



    UK businesses waste around £17bn a year through badly managed company assets.
    Is your business one of them?

    If so, then we have the perfect, cost effective solution for you. Our new, hosted asset management & tracking solution offers a fresh, innovative and convenient approach to asset management across multiple industries, sectors and asset types. 

    With convenience and security of a world-class hosted solution and flexible monthly pricing to suit your business needs, within only a few minutes you can take control of your assets by web and mobile solutions.



    Smart asset management and tracking software

    www.pro-assets.co.uk


    Take a 21-day, no strings attached fully functional Trial and experience the simplicity and power for yourself.
       



    Read more

    Team collaboration
    Assets
    Asset Management
    Asset tracking
    Inventory
    Asset Life-cycle


  • Store, share & co-ordinate all your documents and information in a central location


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    The efficient management of information generated by your field team is vital if your are to operate a viable and commercially competitive business. Our new Customer Journal combines storage with retrieval and collaboration over key information relating to customers, sites and jobs meaning you will never again lose time, documents or information.

    Office 365
    Team management
    Team collaboration
    Information sharing
    Information management



  • Putting Sage 50cloud Accounts to work for your field service teams


    Ready for the move to 'cloud-based' accounting? For many the answer is NO!

    image

    However, upgrading to Sage 50cloud Accounts actually has many real business benefits that may not be immediately obvious. In this article we set out what those benefits are and how companies running field service teams and those looking to sell from a catalogue of products via mobile app can gain significant advantages.

    Field Service Management
    Job Management Software
    Software Integration
    Information sharing
    Cloudaccounting

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    Competitive advantage using mobile forms for retail solution experts

    Working in the rapid turnaround retail fit-out market, national specialists RM7 installs audio-visual and electrical displays for prestigious names including Apple, EE, Currys and Pioneer.

    Attending, in some cases, 500 stores in as little as 10 days means there is little or no time for administering paper based job completion forms by on-site field technicians. Turning to pro-Forms&reg; for a mobile form solution, RM7 now handles large volume fit-out projects with ease thanks to reduced admin time and improved project management.

    Read more

    Fieldworker management
    Fieldworker productivity
    Mobile Forms
    Customers

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    Indigo Fire Systems chooses pro-Forms for field service mobile forms

    Specialising in sprinkler systems, Indigo Fire Systems Ltd (ISFL), has seen a considerable increase in demand for new systems and repairs leading to significant growth for the company. Although an excellent sign for the management team, a greater emphasis on data collection and compliance documentation posed them challenges.

    IFSL sought a solution that would relieve the pressure from staff to manually handle important documents.

    Read more

    Field Service Management
    SME
    Forms
    Customers
    Fire

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    Better job management and same day invoicing for Pendle Forklifts

    With a passion to over exceed customer expectations and improve their service, they turned to pro-Forms<sup>&reg;</sup>.

    Read more

    Field Service Management
    Job Management Software
    Forms
    Customers

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    4 steps to real-time visual dashboards with Online forms and Power BI

    Ever wondered how you could quickly engage your managers and team members with key business data?

    With our new Power BI integration, you can easily create stunning, interactive dashboards in minutes using data fed from our Online forms!

    Check out our latest infographic to find out how you could use Power BI to help your colleagues better digest collected data and make informed decisions.

    Read more

    Forms
    Data
    Power BI

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    Using mobile form data as an indicator to your businesses' health

    Do you know how you could improve your employee's satisfaction?

    Have you thought about how much downtime you incur due to broken down vehicles?

    Here at pro-Forms?, we LOVE data! We've been working with businesses to collect and analyse their data so they can improve and grow their business.

    Mobile and web forms relieve the pressure for organisations to manually collect, process and analyse data. Here's our top choices for organisations to collect data.

    Read more

    Forms
    Data
    Mobile Forms
    Power BI

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    Leverage your mobile and online form data with Microsoft Power BI integration

    Are you in need of real-time business intelligence (BI) for your business?

    All your incoming online and mobile form data can now be automatically submitted to a real-time dashboard in your Power BI account.

    Read more

    Updates
    News
    Mobile Forms
    Power BI
    Online forms

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    Real-time behaviour dashboards using Online forms

    Sheringham Woodfields School welcomed the opportunity to use a new data visualisation tool that will enhance the way the senior management team report on key issues across their schools.

    But where did the idea stem from?

    And has it really made an impact in such a short space of time?

    Read more

    Data
    Mobile Forms
    Customers
    Web Forms
    Power BI

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    RC Catholic Diocese of Westminster uses Online forms & Power BI for pupil placement planning

    Spanning the breadth of central London and reaching the outskirts of Cambridge, The Diocese of Westminster is responsible for over 200 Catholic schools consisting 163 Primary, 39 Secondary and 18 Independent schools.

    Find out why how the Diocese collected and presented Pupil Placement data for 2018/19.

    Read more

    Software Integration
    Forms
    News
    Data
    Customers
    Web Forms
    Power BI

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    New OneDrive integration for Smart Job Management

    More and more organisations are using mobile devices and tablets to collect data as a means of becoming more efficient. However, the issue of admin time to manually upload data onto OneDrive for key stakeholders still needed to be overcome.

    Read more

    Updates
    Software Integration
    Data
    Mobile Forms
    Web Forms
    Office 365

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    Right place, right time Job Management

    Ever found yourself turning up at the wrong job address or missing an appointment because you thought it was tomorrow?

    Job Management software was designed to tighten up the job process and improve customer service. From planning and scheduling to team and lone worker management, you'll soon be skipping home happy rather than skipping appointments!

    Read more

    Field Service Management
    Job Management Software
    Construction
    Infographic
    Office 365

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    Efficient field service - a route to satisfied clients?

    Fire & Security companies are coping with an increased workload and zero-tolerance on non-compliance.

    It's no surprise that back-office staff are feeling the pressure as the paperwork piles up and requests flood through. However, is this an opportunity for companies who use smart Job Management as part of their daily activities?

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker management

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    Field service software saving you time, money and a whole lot of headaches!

    We've had loads of great feedback on our new Job Management tools! Here's a bit of background as to why we thought it was a move in the right direction for pro-Forms.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker management
    Office 365

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    BYOD: Thumbs up or thumbs down for mobile data collection?

    Have you considered letting your staff use their personal mobile phones and devices to carry out their daily job?

    Many start-up companies and organisations are now turning to the Bring Your Own Device policy as part of their business growth strategy.

    We spent some time with our customers who either adopt or dismiss the BYOD policy. Here's what they said:

    Read more

    Field Service Management
    SME
    Fieldworker management
    Infographic

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    'Frustration, not knowing and a lot of chasing'

    Sound familiar? We've heard this so many times, but does managing a team of field workers have to be like this?

    Not in our view. Read our blog where we share how our customers are improving their businesses, customer service levels and daily lives of their staff.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Health and Safety
    Construction

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    Mobile forms - putting an end to on/off hire plant damage disputes

    How can you settle disagreements with customers over damages they won't admit to? This is an issue that thousands of companies in the Hire Industry face virtually every day.

    You shouldn't have to pay out for the cost of repairs but how can you prove responsibility without any evidence?

    Read more

    Mobile Forms
    Machinery
    Plant
    On/Off Hire

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    'Any idea what this says?'
     Using mobile forms to cure bad handwriting.


    What is THE one thing that REALLY halts you in your tracks? Something that slows you down and prevents you from doing your job?

    We can tell you that for the majority of our users in office admin roles, their pet gripe is unreadable handwriting.

    Why do we waste our valuable time deciphering handwriting and retyping into another system? We're not sure either.


    Luckily we have a solution!

    Read more

    Job scheduling
    Forms
    Data
    Mobile Forms

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    Helping businesses contribute to a cleaner environment

    Carbon emissions. Climate change. Waste reduction. Commonly used phrases, right? But are we becoming complacent to them in relation to our own business activities? Possibly.

    Thankfully, our software gives organisations of all size the opportunity to cut down on unnecessary resources and fuel consumption and here's just a few examples of how!

    Read more

    Field Service Management
    Job Management Software
    Forms
    News
    carbonemissions
    climatechange

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    Bridging the gap between Sage 50 and field service operations

    For SMEs up and down the country ? extracting data from Sage 50  Accounts onto a meaningful job sheet for a field engineer is a lengthy and inefficient process.

    Read more

    Job Management Software
    Software Integration
    Forms
    Data

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    No more paperwork for national Fire & Security company

    Since 2015, pro-Forms&reg; has been working closely with ASAP Fire Systems Ltd providing software to both their field teams and their office-based staff.

    Read more

    Field Service Management
    Job Management Software
    Forms
    News
    Customers

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    Maximise the return from your fieldworkers with Job Management

    Managing field based staff effectively and efficiently can pay significant dividends for those field service companies with the vision and drive for continuous improvement. Using common sense Job Management solutions is one key weapon in the battle for optimising resources.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker management

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    New job management solution developed for UK Smart Meter project

    pro-Forms&reg; has successfully developed and released an exciting mobile app for a leading smart meter contract.

    Read more

    Field Service Management
    Updates
    News
    Customers

  • Safety on a construction site

    Improving Health and Safety on Site with mobile forms

    Construction workers face one of the most dangerous jobs in the UK. We explore the role of mobile forms in preventing accidents and incidents on site.

    Read more

    Forms
    Health and Safety
    Construction

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    The Big Issue celebrates 2 years of mobile &amp; online forms success

    The national non-for-profit current affairs magazine is now into its second year of using pro-Forms<sup>&reg;</sup> . The Big Issue has seen dramatic business improvements since deploying pro-Forms<sup>&reg;</sup>  to collect data for their daily activities.

    Read more

    Updates
    Forms
    Health and Safety
    News
    Customers

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    pro-Forms and GDPR

    Under the new regulation, we've built a trusted set of tools that not only protects yours and your customer's data but also helps you fulfil your role in the case of a data request.

    Read more

    Updates
    News
    Data

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    Digitising Proof of Delivery
    - PoD for operated hire fleets

    Having a reliable Proof of Delivery - PoD document can make the difference between being paid or not - especially in a high volume - low value job environment.

    Read more

    Field Service Management
    pro-Forms® Vision
    Job scheduling
    News
    Customers

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    A streamlined data collection process for The Wilde Group

    The Wilde Group opted for a new, efficient way of obtaining and processes all their data to ease pressure on office staff.

    Read more

    Field Service Management
    Forms
    Construction
    Customers

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    3 Reasons why it's the best time to take your workforce digital

    Look back 20, even 10 years and there were very few off-the-shelf software packages and options for businesses. The current state of the economy means businesses need to do more, with fewer resources and that’s where Software-as-a-Service comes in.

    Read more

    Field Service Management
    Job Management Software
    SME
    Fieldworker management

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    Gas Contract Services turn to digital forms

    Gas Contract Services has earned a prestigious reputation in delivering quality assurance services throughout the South and Midlands regions.  Completing in excess of 45,000 audits a year, the need to improve efficiency in the movement of information between field and office staff became paramount.

    Read more

    Forms
    News
    Customers

  • Custom mobile forms top tips

    5 Tips on Building Amazing Mobile Forms

    We've seen all types of forms pass through our doors here at pro-Forms®. From Toolbox Talks Registers to Health & Safety Surveys, no two form will ever be the same. But a good starting point is common for all. Follow our team's top tips on building custom mobile forms that your fieldworkers can fill out with ease.

    Read more

    Field Service Management
    Forms

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    The Job Management Software built for SMEs

    As customer demand reaches new heights for the service sector, how can small-medium companies ensure they meet demand and maintain their quality of service?

    Read more

    Field Service Management
    Job Management Software
    SME

  • The Benefits of Mobile Workforce Software Integration

    Mobile Workforce Integration

    Most companies, whatever their size, rely on software to provide critical business intelligence and the streamlining of processes. Today, complex software is used for just about everything, from accounts and finance to customer relationships management and supply chains. That's because software enables robust methods of data collection and analysis, improving the communication between colleagues, customers and suppliers.

    Read more

    Field Service Management
    Job Management Software
    Software Integration

  • Mapping & Locating for Field Service Management

    Introducing: pro-Forms ®  Vision

    The team here at pro-Forms®  is excited to announce the latest addition to our growing family of field service management applications.

    'Mapping & Locating' is the first feature to be announced as part of the new pro-Forms®  Vision suite of applications designed to enhance field service management in businesses of any size or industry.

    Read more

    Field Service Management
    pro-Forms® Vision
    Mapping
    Updates