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.

Signed-in users can turn Jobs on. Free accounts can automatically create and view up to 3 active jobs when a form is completed. Paid plans add manual job creation and full job management.

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 JobsCopy Anchor Link

Open Settings, then turn on Jobs under Features. This shows Jobs in the sidebar.

Jobs is still being rolled out and may not be available on every account yet. If Jobs is not listed under Features, it is not available on that account yet.

Optional: turn on Auto-create job on complete if you want a job created automatically when you finish a form that is not already on a job. This is off by default so standalone downloads stay as completed forms only. Free accounts can have up to 3 active auto-created jobs. Paid plans have no active-job limit.

Create a job on a paid planCopy Anchor Link

Free accounts can view the jobs that auto-create from completed forms. Upgrade to create a job yourself, add forms, update completion steps, or manage the job.

What a job includesCopy Anchor Link

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 checklistCopy Anchor Link

The checklist lists each form with its completion steps. Open a linked form to finish it or review a completed one. 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. The job page also shows the next step up front when there is one.

On the Jobs page, filter your list with Needs attention, In progress, Done, or All. Open a job with View job to see progress, linked forms, next steps, and updates. Use the More actions menu on a row to edit, add forms, close, archive, or delete.

Add an existing formCopy Anchor Link

If you already started a form:

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

Close a jobCopy Anchor Link

When everything is done, open More job actions on the job page and select Close job. Closed jobs stay in your list for reference.

Archive and restore a jobCopy Anchor Link

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