Completing a form

Each template opens in a full-screen form editor. Work through the sections, check the warnings, preview the PDF and download it when it is ready.

Sections and progress

Each section card shows:

• Required fields and validation messages
• Progress for that section
• A help link when docs exist for the section
• Saved details controls when that section supports them
• Job system import buttons beside supported fields, plus a whole-job import bar
• Rich fields such as signatures, photos, or diagrams when that template needs them

The progress panel lists every section so you can jump straight to missing items.

Validation

Select Check form before download. It checks required fields and template rules, such as dates, contact formats, required choices, and linked sections.

When a check finds a problem, fix the highlighted section and select Check form again.

Review

Select Review to see a read-only summary across the form. This is the fastest way to catch wrong names, addresses, licence numbers, readings, serial numbers, and dates before you open the PDF preview.

Toolbar actions

Autosave

• Local save works in the browser for guest and Free public forms.
• Cloud autosave works on a paid plan while enabled in Settings.
• The save indicator shows whether the latest local or cloud save has completed.

Do not rely on local drafts across devices, private browsing, or cleared browser data.

Reusing details

Supported templates can use:

• Saved details for reusable business, licence, customer, or provider details
• Presets for full-form starting points
• Address search for Australian address blocks
• ABN lookup for business names and ABNs
• Licence search inside supported form fields, plus Licence check under Tools for supported public registers
• Integration import for supported fields on ServiceM8, Fergus, or Xero: the link icon beside a field pulls in one value, and a saved field mapping imports a whole job, contact, or project at once
• Fill with AI on a paid plan to describe job details and fill supported fields from chat (help)

Imported and reused details still need a final check.

Finishing with warnings

If required details are missing, the finish action asks you to fix them. On PDF templates, some warnings can be bypassed with Download anyway after you confirm responsibility.

Connections

Connect ServiceM8, Fergus, or Xero and import details into supported fields.