Mobile, paperless solutions for the Heating & Plumbing Industry
Turn your paper forms into mobile-friendly, dynamic forms. Streamline your site-to-office processes with automated data collection, organization, and reporting.
Standardize your workflow activities for everyone from engineers to site supervisors so ensuring your Clients and office admin teams stay informed and in-sync thanks to our easy to use mobile app, data integrations and online reporting.
Create custom mobile forms for processes such as:
- Site and plant inspections
- Authority to Work
- Gas Safety Records
- Post Installation Quality Check
- Pump Service Report
- Landlord Gas Safet checks
- Equipment commissioning
Boost efficiency, reduce errors, and eliminate paperwork by digitizing your field forms with mobile solutions that work whether you are an engineering company, a service & maintenance supplier or in-house repairs team.
Build custom forms for any purpose in minutes. Download the app for Android or iOS. Save time & costs, reduce errors and speed up responses.
Store & manage your field staff training & accreditation records. Staff profiles & records accessed by pro-Forms® app & shared by QR code, email or SMS text link.
Full featured job & visit scheduling and management. Includes quotes, job costing, customer, stock & vehicle management and dedicated Health & Safety module.
All the features of the Job Management Plan plus a powerful and fully integrated asset management solution.
Want to know more? Contact us
Power BI
Discover the impact of PowerBI reporting using our dedicated connector.
Automatically pass data from received forms directly to graphical dashboards visible to staff across your business so they can easily see, drill-down and analyse what is happening on different sites or installations - from call out/ breakdown frequencies to planned maintenance schedules.
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Xero Accounting
QuickBooks
Sage Cloud Accounting
Follow your jobs on their complete journey from issuing a quote - using our innovative online quotation tool - through to scheduling a date & time, issuing to an operative and receiving back the completed job information.
And finally, pricing jobs or visits using standard, customer or site specific rates either individually or as a consolidated group.
Push draft invoices along with completed job sheets and customer POs to Xero, QuickBooks or Sage Accounting ready for checking and invoicing.
Thanks to our cloud APIs to these popular accounting systems you will also be able to easily update your Customers and their sites along with tax codes directly from your accounting system into pro-Forms® so that you only need to maintain one set of data.
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Google Drive
DropBox
Salesforce
MS Teams
MS Sharepoint
MS OneDrive
MS PowerBI
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Google Calendar
Xero Accounting
QuickBooks
Sage Cloud Accounting