Using the app
Form types
Compliance, daily operational, and customer forms — what Tradie Forms supports and how they differ
Tradie Forms is built around three kinds of paperwork tradies use every week. All types share the same app: guided sections, validation, snippets, preview, and PDF export.
┌─────────────────────────────────────┐
│ Tradie Forms │
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┌───────────────┐ ┌───────────────┐ ┌───────────────┐
│ Compliance │ │ Daily & │ │ Customer │
│ forms │ │ operational │ │ forms │
└───────┬───────┘ └───────┬───────┘ └───────┬───────┘
│ │ │
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Regulators & Run the job on site Hand to the client
official PDFs checklists, JSAs, etc. sign-off, handoverCompliance forms
Compliance forms are regulatory or authority paperwork — usually an official PDF you must complete correctly and keep on file.
Examples:
- State electrical compliance certificates
- Future state and trade certificates (plumbing, gas, building, etc.)
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)
Available now: compliance guides for NSW electrical work. More templates are added by state and trade — see Form guides for what is live.
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.
Examples (rolling out over time):
- Safety checklists and JSAs
- Council or authority notifications
- Site diaries, toolboxes, and pre-start records
- Internal handover notes between your team and the office
These use the same app areas (Drafts, Completed, Snippets) as compliance forms. They are built for quick use on mobile and reusing snippets 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 (rolling out over time):
- Job handover and sign-off packs
- Variation or scope acknowledgements
- Customer-facing checklists or acceptance records
Customer forms still export to PDF for email or print. Wording and layout should match how you present work to homeowners, builders, or facility managers.
Customer forms are about who receives the PDF. Compliance forms are about who regulates the work. A single job might need both.
Custom builds (any type)
Need a PDF that is not in the public library? Request a form 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.