Articles Search Results

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 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

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

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

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

Once all required forms for a visit have been filled in, completing the job marks the visit as finished in pro-Forms®. To complete a job using the pro-Forms mobile application, perform the following steps. Make sure the relevant job is started. Â... Read More

This article relates to the following pro-Forms modules: WORK MANAGER Starting a job visit in the pro-Forms® mobile app marks it as in progress and makes the associated forms available for the field worker to complete. To start a job using... 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