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Blog List & Latest News








  • Read our top tips!

    Deciding to take a free trial can look enticing but ultimately to be successful requires input from you too - a bit like Paddington Bear's marmalade sandwich principle - you only get out of it what you put into it in the first place!

    Read how we think you can maximise getting the most out of the free trial period and to avoid wasting your valuable time.

    Field Service Management
    Job Management Software
    Mobile Forms
    Online forms
  • EPIC Material Handling ramps up engineers' efficiency



    St Helens based expert rolls out ENTERPRISE MANAGER Plan




    A new approach to managing field based engineers' jobs

    After a successful period of replacing paper-based job forms with the pro-Forms mobile forms solution, the company decided to take the next step and manage their workload fully online with our job planning, management and dispatch solution.

    Upgrading to ENTERPRISE MANAGER Plan provided instant benefits and efficiency gains.

    EPIC Materials Handling
    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker productivity
    Customers
    forklifts
  • New - Integration with Zapier

    Connecting pro-Forms® to 5,000 apps




    We are extremely pleased to announce the latest addition to our world-class set of integrations - Zapier Automation Platform.

    The Zapier app can connect to 5,000 other software systems and opens up endless possibilities for our pro-Forms® customers looking to move data between other software and pro-Forms®





    Zapier Automation Platform
    Field Service Management
    Job Management Software
    Software Integration
    Information sharing
    Information management
  • New pro-Forms® Product Plans launched

    Exciting new, feature packed Plans available



    WORK MANAGER and ENTERPRISE MANAGER

    We are extremely pleased to announce the launch of 2 new product Plans designed to complement our existing Mobile forms app & Online form builder Plans.

    Aimed directly at organisations looking for cost effective ways to manage a remote workforce and/ or manage assets of all kinds, both new Plans contain the very best features to ensure outstanding value for money.

    All in one field service solution

    Field Service Management
    Job Management Software
    Fieldworker management
    Asset Management
  • New Quote generation & management tool

     

    How to secure a pipeline of work using our new Quote tool

     

    Simplifying the quote process


    Time is precious and in limited supply for all of us.

    Our Quote tool helps you maximise the outcomes of the time you have available by automating routine admin tasks, providing you with instant visibility of what is happening and where your efforts should be concentrated.

    And best of all - it's a free tool included in your pro-Forms monthly subscription.

    Read more

    Job Management Software
    Updates
    Cloudaccounting
  • pro-Forms® in the Construction Supply Chain

     

    How to be efficient in your site based activities

     

    Managing plant, equipment & tools in the construction supply chain

    pro-Forms®  has a earned a track record for helping companies become efficient throughout the Construction Industry supply chain - from main contractors and sub-contractors, to SHEQ consultants and specialist suppliers.

    With a strong no-nonesense reputation for getting site-based information back to head and regional office admin staff quickly and reliably, the system offers a simple, cost effective and flexible way for companies to easily add efficiencies to the way they work.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker productivity
    Construction
    Assets
  • How to run a successful Field Service operation

     

    The 5 key components for success

     

    5 steps to successful field service


    Despite what some people would have believe, running an efficient field team is not rocket science nor a black box art and it certainly doesn't require complex or expensive software, algorithms or AI!

    After working with many companies across many different industries for a long time we have put together the 5 common components that our customers tell us have been successful for them and their businesses.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Team collaboration


  • Putting Sage 50cloud Accounts to work for your field service teams


    Ready for the move to 'cloud-based' accounting? For many the answer is NO!

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    However, upgrading to Sage 50cloud Accounts actually has many real business benefits that may not be immediately obvious. In this article we set out what those benefits are and how companies running field service teams and those looking to sell from a catalogue of products via mobile app can gain significant advantages.

    Field Service Management
    Job Management Software
    Software Integration
    Information sharing
    Cloudaccounting
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    Better job management and same day invoicing for Pendle Forklifts

    With a passion to over exceed customer expectations and improve their service, they turned to pro-Forms<sup>&reg;</sup>.

    Read more

    Field Service Management
    Job Management Software
    Forms
    Customers
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    Right place, right time Job Management

    Ever found yourself turning up at the wrong job address or missing an appointment because you thought it was tomorrow?

    Job Management software was designed to tighten up the job process and improve customer service. From planning and scheduling to team and lone worker management, you'll soon be skipping home happy rather than skipping appointments!

    Read more

    Field Service Management
    Job Management Software
    Construction
    Infographic
    Office 365
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    Efficient field service - a route to satisfied clients?

    Fire & Security companies are coping with an increased workload and zero-tolerance on non-compliance.

    It's no surprise that back-office staff are feeling the pressure as the paperwork piles up and requests flood through. However, is this an opportunity for companies who use smart Job Management as part of their daily activities?

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker management
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    Field service software saving you time, money and a whole lot of headaches!

    We've had loads of great feedback on our new Job Management tools! Here's a bit of background as to why we thought it was a move in the right direction for pro-Forms.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker management
    Office 365
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    'Frustration, not knowing and a lot of chasing'

    Sound familiar? We've heard this so many times, but does managing a team of field workers have to be like this?

    Not in our view. Read our blog where we share how our customers are improving their businesses, customer service levels and daily lives of their staff.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Health and Safety
    Construction
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    Helping businesses contribute to a cleaner environment

    Carbon emissions. Climate change. Waste reduction. Commonly used phrases, right? But are we becoming complacent to them in relation to our own business activities? Possibly.

    Thankfully, our software gives organisations of all size the opportunity to cut down on unnecessary resources and fuel consumption and here's just a few examples of how!

    Read more

    Field Service Management
    Job Management Software
    Forms
    News
    carbonemissions
    climatechange
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    Bridging the gap between Sage 50 and field service operations

    For SMEs up and down the country ? extracting data from Sage 50  Accounts onto a meaningful job sheet for a field engineer is a lengthy and inefficient process.

    Read more

    Job Management Software
    Software Integration
    Forms
    Data
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    No more paperwork for national Fire & Security company

    Since 2015, pro-Forms&reg; has been working closely with ASAP Fire Systems Ltd providing software to both their field teams and their office-based staff.

    Read more

    Field Service Management
    Job Management Software
    Forms
    News
    Customers
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    Maximise the return from your fieldworkers with Job Management

    Managing field based staff effectively and efficiently can pay significant dividends for those field service companies with the vision and drive for continuous improvement. Using common sense Job Management solutions is one key weapon in the battle for optimising resources.

    Read more

    Field Service Management
    Job Management Software
    Job scheduling
    Fieldworker management
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    3 Reasons why it's the best time to take your workforce digital

    Look back 20, even 10 years and there were very few off-the-shelf software packages and options for businesses. The current state of the economy means businesses need to do more, with fewer resources and that’s where Software-as-a-Service comes in.

    Read more

    Field Service Management
    Job Management Software
    SME
    Fieldworker management
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    The Job Management Software built for SMEs

    As customer demand reaches new heights for the service sector, how can small-medium companies ensure they meet demand and maintain their quality of service?

    Read more

    Field Service Management
    Job Management Software
    SME
  • The Benefits of Mobile Workforce Software Integration

    Mobile Workforce Integration

    Most companies, whatever their size, rely on software to provide critical business intelligence and the streamlining of processes. Today, complex software is used for just about everything, from accounts and finance to customer relationships management and supply chains. That's because software enables robust methods of data collection and analysis, improving the communication between colleagues, customers and suppliers.

    Read more

    Field Service Management
    Job Management Software
    Software Integration