Articles Search Results

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 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 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

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

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: 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: Online Forms Mobile Forms Form Views let you save and reuse a specific search filter for form submissions, so you don't have to rebuild the same search every time. This assumes a... Read More

This article relates to the following pro-Forms modules: Online Forms Mobile Forms Form Views allow you to create customisable searches for you form submissions.  For example, If you have a field on your form called "Job Complete" with the... Read More