How can we help you?

• Adding Company & Accounts Contact Details
• How to Add Logos and Images to a Work Group
• How to Add or Remove Module Plans from Your Subscription
• How to Check User Login History
• How to Configure Form Access for a Web User

• 9 Articles

• How to Check Out an Asset (Mobile App)
• How to Use Bulk Action Tools for Assets

• 2 Articles

• How to Configure Customer Portal Access
• How to Configure Customer Portal Notifications
• How to Log Into the Customer Portal

• 3 Articles

• How to Add a Customer
• pro-Forms® Referral Scheme Explained

• 2 Articles

• Assigning Choice Lists
• Creating a Choice List
• Dropdown vs Radio Button vs Checkbox: Which to Use
• Editing an existing Choice List
• Fix: Dropbox Triggers Aren't Running

• 42 Articles

• 10 Golden Data Security Housekeeping Rules
• Am I Locked Into a Fixed-Term Contract?
• Can Field Workers Share Mobile User Accounts?
• How to Cancel Your pro-Forms® Subscription
• How to Configure Form Access for a Web User

• 11 Articles

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• 0 Article

• Introduction to Webhooks
• Using Webhooks with Lookups

• 2 Articles

• How to Connect pro-Forms® to Xero
• How to Consolidate Visit Invoices
• How to Create a Visit Invoice
• How to Submit an Invoice to Your Accounting Package
• How to Use Customer Grouped Invoicing

• 6 Articles

• How to Add a New Job
• How to Add a Work Item
• How to Add a Work Item Group
• How to Add Assets to a Job
• How to Administer Visit Costs

• 14 Articles

• How to Build Export Layouts Using MS Word
• How to Create an Email Body Layout
• How to Generate a Default Word Layout
• How to Resize an Image on a Word Layout
• How to Update an Existing Word Layout

• 6 Articles

• How Mobile User GPS Locations Work

• 1 Article

• Fix: Forms Stuck in the App Send Log
• Fix: Images Not Sending from the App
• Fix: Mobile User Cannot See Any Forms
• How Mobile User GPS Locations Work
• How to Check Out an Asset (Mobile App)

• 12 Articles

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• 0 Article

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• 0 Article

• Fix: Dropbox Triggers Aren't Running
• Fix: Not Receiving Emails from pro-Forms®
• How to Add a SharePoint Trigger
• How to Add an Email Trigger to a Form
• How to Add Email Addresses to a Form Trigger

• 7 Articles

• How to Reset a User Password
• pro-Forms® Support Contact Details

• 2 Articles

• How to Create a Theme for an Online Form

• 1 Article

• Fix: Images Not Sending from the App
• How to Add a New User in pro-Forms®
• How to Archive or Un-Archive a User Account
• How to Reset a User Password
• How to Set Up Two-Factor Authentication (2FA)

• 5 Articles

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• 0 Article