Using the app
Custom forms
Request new compliance templates or private forms built for your business
Not every form is in the public library yet. You can request a form from the app. We will review it, quote the build, and turn on access when it is ready.
Custom builds can be compliance, daily operational, or customer forms — whatever PDF your business needs turned into a guided form.
Public vs private templates
| Type | Who can see it | Access |
|---|---|---|
| Public | Everyone under Templates | e.g. public compliance templates in the library |
| Private | Only your business | After we enable it on your account |
Private templates appear in Templates once access is on. You need Pro or Team to open them.
Request a form
Use Request a form from:
- The Templates page
- When starting a new form
- Help and support links in the app
Choose scope:
- Shared form — may become a public template for all tradies (any form type)
- Custom form (my business) — private to your account; priced from $59 AUD (final quote after we review your PDF)
Say whether the form is compliance, operational, or customer-facing so we scope the build correctly.
Include state, trade, form name, details, and optionally attach a PDF sample (up to 10 MB).
What happens next
- We receive your request
- We follow up on scope and pricing
- After build and payment, we enable the form on your personal or team account
- It appears in Templates for your business
Custom forms are built by our team, not added instantly. Allow time for us to map your PDF and check it against the official layout.
Billing
Pro and Team requirements for private templates.