Using the app
Completing a form
Use sections, validation, review, autosave, saved details, and toolbar actions
Each template opens in a full-screen form editor. Work through the sections, check the warnings, preview the PDF, then download 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 links beside supported fields, or a Fill and Connect banner when Connect import is enabled
- 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 Validate before download. Validation checks required fields and template rules, such as dates, contact formats, required choices, and linked sections.
When validation fails, fix the highlighted section and run Validate 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
| Action | What it does |
|---|---|
| Validate | Checks the form and highlights problems |
| Review | Opens a summary of entered answers |
| Preview | Generates an in-app PDF preview without using a download allowance |
| Download | Saves the finished PDF to your device |
| Sample | Adds demo data where Fill with AI is not shown, for testing only |
| Fill with AI | Solo or Team: opens chat to fill supported fields from notes, photos, or voice dictation (help) |
| Clear | Resets the current form where the template exposes it |
| Presets | Saves or loads full-form snapshots on Solo or Team |
| Opens template email options where supported | |
| Portal | Opens template submission portal links where supported |
Autosave
- Local save works in the browser for guest and Free public forms.
- Cloud autosave works on Solo and Team 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 with Fill (link icon per field) or Connect (map fields once, then import a whole job, contact, or project) for supported fields on ServiceM8, Fergus, or Xero
- Fill with AI on Solo or Team to describe job details and fill supported fields from chat (help)
Imported and reused details still need a final check.
Downloading with warnings
If required details are missing, Download asks you to fix them. Some warnings can be bypassed with Download anyway after you confirm responsibility.
Connections
Connect ServiceM8, Fergus, or Xero and import details into supported fields.