Admin

Adding company & accounts contact details and accessing invoices To help us with communication and invoicing it is important that all Customers regularly update the information available in the 'Admin - Account Settings' menu option.In... Read More

Adding logos and images to a Work Group Adding one or images to your Work Group is useful for :- using as part of a System generated layout for html email bodies used when triggers send information out from the system; adding your company logo to an... Read More

Adding / removing module Plans from your subscription You have the ability to add or remove module Plans from your monthly subscription by contacting us from within the Admin menu option of your Work Group. After clicking on Admin you then need to... Read More

Checking on user system logins A really useful option available to Customers is the User Login Report found in 'Admin - Reports - View user logins'. Using this report you can view system logins for both Web user and Mobile user account... 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

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

All password for user accounts can be re-set with the browser Work Group. Due to GDPR we cannot see any users' passwords set in the system. Contacting us and asking us to remind someone of their password is therefore not possible. As an... Read More

Setting password strengths Password strength settings help protect your pro-Forms® account and the data your team submits from the field. As an Administrator, you can set a minimum required password strength for all User accounts from the Company... 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