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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: Mobile Forms WORK MANAGER Mobile Forms The pro-Forms® mobile app is how your field workers complete and submit forms, start and complete jobs, and manage assets while out on site. It... 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 Viewing future & historic jobs in the mobile app 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

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 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 To manually assign forms to a visit, edit a job from the basic or advanced search screen then go to the 'Visits' tab.  Then click the relevant visit form the... Read More

This article relates to the following pro-Forms modules: Mobile Forms This article describes how to submit a form from the pro-Forms mobile application.  It is split into two sections showing how to complete on both Android and iOS (Apple)... Read More

This article relates to the following pro-Forms modules: ENTERPRISE MANAGER Checking out an asset in the pro-Forms® mobile app records which field worker has it and when — useful for tracking equipment, vehicles or tools assigned to... Read More