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Skills matrix: Overview

  This article relates to the following pro-Forms modules: Digital Profile What is a skills matrix? A skills matrix is a grid showing who in your organisation holds which skills and accreditations, and to what level. People are listed down... Read More

Flagged Responses

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Work Manager Enterprise Asset Manager   Understanding Flagged Responses Not every answer on a form submission carries the same weight. A missing fire... Read More

How to Pay Your pro-Forms® Invoice

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

How to Add a New Job

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

How to Add Assets to a Job

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

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