Blog List & Latest News
New Quote generation & management tool
How to secure a pipeline of work using our new Quote tool
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.Job Management SoftwareUpdatesCloudaccounting
pro-Forms® in the Construction Supply Chain
How to be efficient in your site based activities
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.Field Service ManagementJob Management SoftwareJob schedulingFieldworker productivityConstructionAssets
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 ®
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.Software IntegrationCustomersWeb FormsOnline formsUK hosted form building
How to run a successful Field Service operation
The 5 key components for success
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.Field Service ManagementJob Management SoftwareJob schedulingTeam collaboration
UK hosted, GDPR compliant
form building solution
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.Mobile FormsOnline formscarbonemissionsUK hosted form building
Using intelligent contact forms in GP Surgeries
to 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.CustomersOnline formsInformation sharingInformation managementPrimary 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.
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?Fieldworker productivityFormsMobile FormsInformation sharing
Managing assets in the Construction Industry
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.
AssetsAsset ManagementAsset trackingInventoryConstruction 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
Take a 21-day, no strings attached fully functional Trial and experience the simplicity and power for yourself.Team collaborationAssetsAsset ManagementAsset trackingInventoryAsset Life-cycle
Store, share & co-ordinate all your documents and information in a central location
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 365Team managementTeam collaborationInformation sharingInformation 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!
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 ManagementJob Management SoftwareSoftware IntegrationInformation sharingCloudaccounting
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® for a mobile form solution, RM7 now handles large volume fit-out projects with ease thanks to reduced admin time and improved project management.Fieldworker managementFieldworker productivityMobile FormsCustomers
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.Field Service ManagementSMEFormsCustomersFire
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®.Field Service ManagementJob Management SoftwareFormsCustomers
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.FormsDataPower BI
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.FormsDataMobile FormsPower BI
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.UpdatesNewsMobile FormsPower BIOnline forms
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?DataMobile FormsCustomersWeb FormsPower BI
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.Software IntegrationFormsNewsDataCustomersWeb FormsPower BI
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.UpdatesSoftware IntegrationDataMobile FormsWeb FormsOffice 365
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!Field Service ManagementJob Management SoftwareConstructionInfographicOffice 365
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?Field Service ManagementJob Management SoftwareJob schedulingFieldworker management
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.Field Service ManagementJob Management SoftwareJob schedulingFieldworker managementOffice 365
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:Field Service ManagementSMEFieldworker managementInfographic
'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.Field Service ManagementJob Management SoftwareJob schedulingHealth and SafetyConstruction
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?Mobile FormsMachineryPlantOn/Off Hire
'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!Job schedulingFormsDataMobile Forms
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!Field Service ManagementJob Management SoftwareFormsNewscarbonemissionsclimatechange
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.Job Management SoftwareSoftware IntegrationFormsData
No more paperwork for national Fire & Security company
Since 2015, pro-Forms® has been working closely with ASAP Fire Systems Ltd providing software to both their field teams and their office-based staff.Field Service ManagementJob Management SoftwareFormsNewsCustomers
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.Field Service ManagementJob Management SoftwareJob schedulingFieldworker management
New job management solution developed for UK Smart Meter project
pro-Forms® has successfully developed and released an exciting mobile app for a leading smart meter contract.Field Service ManagementUpdatesNewsCustomers
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.FormsHealth and SafetyConstruction
The Big Issue celebrates 2 years of mobile & online forms success
The national non-for-profit current affairs magazine is now into its second year of using pro-Forms® . The Big Issue has seen dramatic business improvements since deploying pro-Forms® to collect data for their daily activities.UpdatesFormsHealth and SafetyNewsCustomers
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.UpdatesNewsData
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.Field Service Managementpro-Forms® VisionJob schedulingNewsCustomers
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.Field Service ManagementFormsConstructionCustomers
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.Field Service ManagementJob Management SoftwareSMEFieldworker management
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.FormsNewsCustomers
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.Field Service ManagementForms
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?Field Service ManagementJob Management SoftwareSME
The Benefits of Mobile Workforce Software 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.Field Service ManagementJob Management SoftwareSoftware Integration
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.Field Service Managementpro-Forms® VisionMappingUpdates