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This article relates to the following pro-Forms modules: Online Forms Mobile Forms This article relates to the following pro-Forms modules: Online Forms Mobile Forms To add or administer items in dropdowns, radio and checkbox... Read More

Using the Super Search option   The pro-Forms® Super Search' located at the top of the screen in your Work Group. Using this search box is a very quick & convenient way to use one search to find information in several different parts of... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms   Using Checkboxes in Calculations & Visibility Rules Overview Checkbox fields allow users to select one or more options from a list. When multiple... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Lookup files allow you to prepopulate fields on your forms. The data in the lookup file can come form external systems or spreadsheets.  If the list of... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms WORK MANAGER Images not sending from the app Over time, your Gallery app can be overflowing with cached images like album art, icons, or other unwanted... 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

How to resize an image on a Word Layout Image field types added to a Mobile form via the Build option will need their width and height to be specified on any associated Word Layout used for the form.If these dimensions are not set, then when the Word... Read More

This article relates to the following pro-Forms modules: WORK MANAGER   Once pro-Forms® is connected to QuickBooks, you can import your existing QuickBooks contacts as customers rather than adding them manually. Using the menu on the left... Read More

This article relates to the following pro-Forms modules: WORK MANAGER   Once pro-Forms® is connected to Xero, you can import your existing Xero contacts as customers rather than adding them manually. Using the menu on the left, navigate... 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