pro-Forms

pro-Forms is a UK platform from Birmingham that sells four modules which can be combined: WORK MANAGER for job management, scheduling and dispatch, Enterprise Asset Manager for asset registers and compliance records, Mobile Forms for digital job sheets that work offline, and Online Forms for browser-based forms.

WORK MANAGER covers quoting, work planning and invoicing, catering for one-off, multi-day and recurring visits, and now includes AI-powered job scheduling that matches an engineer to a job by location and availability. The vendor says it has been building the product since 2006 and serves fire and security, HVAC, forklift servicing, construction and facilities management firms.

The terms of service name Resource Track (UK) Limited, which Companies House lists as company number 05781330, incorporated on 13 April 2006, with its registered office at 66 Fellows Lane, Harborne, Birmingham.

The register lists a single person with significant control, a British individual holding more than 50% and less than 75% of the shares, so no corporate parent is listed. pro-Forms states that all data is hosted in UK data centres with no transatlantic data transfers. No security certification was found on the pages read.

WORK MANAGER costs GBP 30 per user per month, Mobile Forms GBP 10 per user per month, Online Forms from GBP 35 per month and Enterprise Asset Manager GBP 500 per year, excluding VAT.

The licence rolls over every 30 days with no minimum contract, and a 21-day trial needs no card. pro-Forms fits UK service contractors that want to buy only the modules they use. A company that needs German, French or Dutch language support, invoices in euros or an EU data location will need to look at the other vendors here.

What pro-Forms does well

• Resource Track (UK) Limited is verified at Companies House with a register number and a registered office
• The register lists only an individual, holding the majority of shares, as person with significant control
• pro-Forms states that all data is hosted in UK data centres, with no transatlantic transfers
• Prices are published per module and per user, with a 30-day rolling licence and no minimum contract
• A 21-day free trial is available without card details

Where pro-Forms falls short

• No security certification such as ISO 27001 was found on the pages read
• Prices are in pounds sterling and exclude VAT, and the vendor targets the UK market
• The product is English-language and UK-centred, with no stated EU data location
• Offline use is described for the mobile forms; the pages read do not say the same for job scheduling and job lists

Standout feature. pro-Forms sells its modules separately on a 30-day rolling licence with no minimum contract, so a firm pays only for the job, asset or forms modules it uses.