Articles Search Results

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

This article relates to the following pro-Forms modules: WORK MANAGER To view customer rates, expand 'Jobs' in the menu on the left hand side of the screen and click 'Work Items'  Then click on the 'Set Customer... 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 The Customer Portal allows users to request: Jobs to be created Quotes to be raised Assets to be added  This article describes how to configure which users get notified... Read More

This article relates to the following pro-Forms modules: WORK MANAGER To set up access to the Customer Portal for a customer, navigate to the require customer and click on the 'Customer Portal' tab. Then, toggle on the 'Use... Read More

This article relates to the following pro-Forms modules: WORK MANAGER The Customer Portal gives your customers a self-service way to request jobs, quotes and assets directly, without needing to call or email you. Access must first be... 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 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

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