Jobs

Jobs keep the forms and completion steps for one site or customer job in one place. Each job is one checklist with the next step up front. Jobs are available on Solo and Team plans because they are saved to your account or team workspace.

Tradie Forms does not lodge forms with regulators or councils for you. Jobs help you finish forms on site, download PDFs, and keep track of what you lodged, emailed, handed over, or kept on file. Always check the official requirements that apply to your work.

Turn on Jobs

Open Settings, then turn on Jobs under Features. This shows Jobs in the sidebar. You need Solo or Team because jobs are saved to your account or team workspace.

Create a job

1. Open Jobs in the sidebar.
2. Select New job.
3. Pick a Job type. Job types add the usual forms for that kind of work, or pick Custom job and choose forms yourself.
4. Enter the job title, customer, job number, and site address, or import the job from ServiceM8, Fergus, or Xero.
5. Select Create job.

What a job includes

Each job holds:

• Forms for the job, from new forms to drafts and finished forms
• Completion steps for each form, such as email, portal upload, post, complete on site, or keep on file
• Job history showing status changes and references you record
• Job notes for access details, builder requests, or anything to remember

Work through the checklist

The Job paperwork section lists each form with its completion steps. Fill the form, download the PDF, then update each step as you send, lodge, post, hand over, or file the copy. Some steps include shortcuts, like emailing the PDF straight from the job.

The job status rolls up from the steps, from Not started through In progress, Ready to send, Part sent, and Done. Anything that needs you shows as Action needed.

On the Jobs page, filter your list with Needs attention, In progress, Done, or All. Each job row shows the next step so you can jump straight to it.

Add an existing form

If you already started a form:

1. Open the form row menu on Drafts or Completed.
2. Choose Add to job and pick the job.

You can also add forms from the job page with Add form or Add existing form.

Close a job

When everything is done, close the job from the job page menu with Close job. Closed jobs stay in your list for reference.

Archive and restore a job

When you no longer need a closed job in your list, choose Archive job from the job page menu. An archived job is read only. Open it to review forms and history, or select Restore job to make changes again.