Jobs

This article relates to the following pro-Forms modules: WORK MANAGER Note: Jobs are are only available on WORK MANAGER and ENTERPRISE MANAGER plans To create a job : Click the 'Jobs - home' menu option on the left side of... Read More

This article relates to the following pro-Forms modules: WORK MANAGER In order to add a Work Item, you must have first added a Work Item Group.  Adding a Work item Group To add a new Work item, first select the Work Item group to add it... Read More

This article relates to the following pro-Forms modules: WORK MANAGER Work items allow you to specify the work that needs to be done against a job.  To start adding work items you must first add a work item group.  A work item group... Read More

This article relates to the following pro-Forms modules: WORK MANAGER Mobile Forms Note: Assets can only be added to a job if you are subscribed to the ENTERPRISE MANAGER plan. Forms will be automatically updated, with the selected asset... Read More

This article relates to the following pro-Forms modules: WORK MANAGER When viewing an existing job, click on 'Visits' tab and then select the 'Visit Costing' tab. This will list all of the associated costs with the... Read More

This article relates to the following pro-Forms modules: WORK MANAGER Assigning the right field workers to a job visit in pro-Forms® WORK MANAGER ensures the visit appears in their mobile app and they have access to the correct forms and... Read More

This article relates to the following pro-Forms modules: WORK MANAGER To manually assign forms to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit form the... Read More

Once all required forms for a visit have been filled in, completing the job marks the visit as finished in pro-Forms®. To complete a job using the pro-Forms mobile application, perform the following steps. Make sure the relevant job is started. Â... Read More

This article relates to the following pro-Forms modules: WORK MANAGER There are 2 options available when configuring how the system will sequence job numbers. ALL jobs are Sequential - This means that all jobs in the system will be... Read More

This article relates to the following pro-Forms modules: WORK MANAGER pro-Forms allows you to customise the work item rates for each of your customers.  You can configure rates at customer level and for each individual site. To configure... Read More