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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 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   Users of the WORK MANAGER Plan now have a number of bulk actions they can perform on multiple jobs. These include:- removing operative(s) moving jobs to another date... 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

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

This article relates to the following pro-Forms modules: WORK MANAGER Mobile Forms Adding a Customer Customers can either be added individually or in bulk from the 'Customers' main menu screen and clicking he green +Add button.  ... Read More

This article relates to the following pro-Forms modules: ENTERPRISE MANAGER   There are  a number of quick and bulk action tools available on the Assets - home page. These are designed to simplify actions you wish to carry out on one or... Read More

This article relates to the following pro-Forms modules: ENTERPRISE MANAGER Checking out an asset in the pro-Forms® mobile app records which field worker has it and when — useful for tracking equipment, vehicles or tools assigned to... Read More

This article relates to the following pro-Forms modules: Mobile Forms WORK MANAGER Mobile Forms The pro-Forms® mobile app is how your field workers complete and submit forms, start and complete jobs, and manage assets while out on site. It... Read More

This article relates to the following pro-Forms modules: Mobile Forms WORK MANAGER If a field worker's app isn't showing any forms, it's almost always down to their Access Group not being set correctly - Access Groups control... Read More