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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

This article relates to the following pro-Forms modules: WORK MANAGER Work items allow you to specify the work that needs to be done against a job.  To start adding work items you must first add a work item group.  A work item group... 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

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

To add a new User account either watch the video from the link or follow the steps below. PROCESS STEPS Click on the ’Users’ option on the left hand main menu in your Work Group. Click on the green Add User button on the right of the... 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: 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: Online Forms How to resize an image logo used on an Online form Images used as logo in a Theme for an Online form can be manipulated within the system without the need for 3rd party... Read More

This article relates to the following pro-Forms modules: WORK MANAGER pro-Forms allows you to customise the work item rates for each of your customers.  You can configure rates at customer level and for each individual site. To configure... Read More