General / Commercial

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

Am I locked in to fixed term contract?No. We operate a 30-day rolling License for all our subscription Plans.Every 30 days (on or around the 19th of each month) we will send you an invoice based on whichever these applies to your subscription : the... Read More

Can field workers share Mobile User accounts? Each field worker using the pro-Forms® mobile app needs their own individual Mobile User account. Here's why account sharing isn't permitted, and what happens if it's detected. In simple... Read More

How do I cancel my pro-Forms subscription? You need to give 30 day's notice of cancelling your pro-Forms® subscription as per Terms & Conditions published at www.pro-forms.co.uk. Cancelling a subscription can be done from within your Work... Read More

This article relates to the following pro-Forms modules: Online Forms Controlling which forms a Web User can see keeps your Work Group tidy and ensures office/admin staff only access the forms relevant to their role. Form permissions for a... Read More

If Chrome is no longer asking you where to download file to, chances there is a setting that has been disabled.  To re-enable this setting to make Chrome ask you where you want to save your file to, please follow these steps: Open Google Chrome. ... 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

pro-Forms® subscriptions are designed to flex with your business - here's how to move between plans as your needs change Can I upgrade/ downgrade between subscription plans? Yes. Customers are able to do this by contacting us from the Admin -... Read More

Using the Super Search option   The pro-Forms® Super Search' located at the top of the screen in your Work Group. Using this search box is a very quick & convenient way to use one search to find information in several different parts of... Read More

REFERRAL SCHEME We are pleased to be able to offer our Customers a Referral Scheme for friends and colleagues.  The scheme allows existing customers to give their unique code to friends and colleagues to use when they sign up for a 21 day Trial with... Read More