Managing your account

Account pages control your sign-in, profile, workspace, and saved form settings.

Account and security

Open Account to manage your profile, email, and sign-in options.

You can fill and preview public templates without an account, but downloads, saved details, cloud drafts, PDF tools download, private forms, and team work require sign-in.

State and trade profile

Onboarding asks for your state and trade. Tradie Forms uses this to recommend forms on Overview, Templates, and New form.

Update it later in Settings.

Supported profile trades are Electrical, Plumbing, Draining, Gasfitting, Building, Fire Safety, and Pest Control.

Settings

Open Settings for:

Turning off completed storage stops new completed records from being saved. The app may ask whether to archive or delete existing saved records.

Turning off stored PDF copies or PDF audit trail stops new PDF copies from being stored. Completed form data is unchanged. You can choose whether to keep or delete existing stored PDFs.

Turning off the AI assistant hides it in the app header and Fill with AI on forms, and blocks chat requests. Other team members can choose their own setting.

Jobs is still being rolled out. If Jobs is not listed under Features, it is not available on that account yet.

Archive or delete a form

Choose Archive when you want to remove a draft or completed record from the main lists without losing it. Archived records move to Settings -> Archived forms, where you can restore or permanently delete them.

Delete is a separate action and cannot be undone. In a team workspace, members can delete drafts they created. Only team admins can delete completed team forms. Archiving is the safer choice when you may need the record again.

Team accounts

Use the account menu to switch between personal and business workspaces. Use Team for team plan checkout and Organisations for team members.