Form types

Tradie Forms is built around three kinds of paperwork tradies use every week. Templates share the same guided sections, validation, reusable details, PDF preview and download.

                    ┌─────────────────────────────────────┐
                    │           Tradie Forms              │
                    └──────────────────┬──────────────────┘
           ┌───────────────────────────┼───────────────────────────┐
           ▼                           ▼                           ▼
   ┌───────────────┐           ┌───────────────┐           ┌───────────────┐
   │  Compliance   │           │    Daily &    │           │   Customer    │
   │     forms     │           │  operational  │           │     forms     │
   └───────┬───────┘           └───────┬───────┘           └───────┬───────┘
           │                           │                           │
           ▼                           ▼                           ▼
   Regulators &               Run the job on site          Hand to the client
   official PDFs              checklists, JSAs, etc.       sign-off, completion

Compliance forms

Compliance forms are regulatory or authority paperwork - usually an official PDF you need to check carefully and keep with the right job records.

Examples:

• NSW electrical and plumbing certificates
• QLD electrical and plumbing certificates
• NT gas notifications
• TAS plumbing certificates
• National telecommunications cabling advice forms

Typical features on compliance templates:

• Strict validation against certificate rules
• Licence lookup where registers exist
• Form guides in docs for every section (see Form guides)

Daily operational forms

Daily operational forms are how you run jobs day to day - internal or crew-facing paperwork that keeps work safe, organised, and auditable.

Available examples:

• National Test and Tag Register
• National RCD Test Record
• National Emergency Lighting Test Register
• National Smoke Alarm Service Record
• NSW Mobile Crane Safety Checklist
• NSW WHS site safety forms, including risk assessments, SWMS, toolbox talks, and registers

You can also request custom site diaries, pre-start records, or internal completion paperwork for your business.

These use the same app areas (Drafts, Completed, Saved details) as compliance forms. They are built for quick use on mobile and reusing saved details across similar jobs.

Customer forms

Customer forms are documents you give to the client - proof of work, approvals, or job communication, not forms you lodge with government.

Examples you might request as custom forms:

• Job completion and sign-off paperwork
• Variation or scope acknowledgements
• Customer-facing checklists or acceptance records

Customer forms still download to PDF for email or print. Wording and layout should match how you present work to homeowners, builders, or facility managers.

Custom builds (any type)

Need a PDF that is not in the public library? Request a template from the app. We can turn your PDF into a guided template and enable it on your account, whether it is compliance, operational, or customer-facing.

See Custom forms.

Where to start