# Jobs (/docs/features/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 Jobs [#turn-on-jobs]

Open [**Settings**](https://tradieforms.com.au/app/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 plan [#create-a-job-on-a-paid-plan]

<Steps>
  <Step>
    ### Open Jobs [#open-jobs]

    Open [**Jobs**](https://tradieforms.com.au/app/jobs) in the sidebar.
  </Step>

  <Step>
    ### Start a new job [#start-a-new-job]

    Select **New job**.
  </Step>

  <Step>
    ### Choose the job type [#choose-the-job-type]

    Job types add the usual forms for that kind of work. Pick **Custom job** when you want to choose the forms yourself.
  </Step>

  <Step>
    ### Add the job details [#add-the-job-details]

    Enter the job title, customer, job number, and site address, or import the job from ServiceM8, Fergus, or Xero.
  </Step>

  <Step>
    ### Create the job [#create-the-job]

    Check the details, then select **Create job**.
  </Step>
</Steps>

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 includes [#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 [#work-through-the-checklist]

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 <DocsInlineIcon icon="more" label="More job actions" /> on a row to edit, add forms, close, archive, or delete.

## Add an existing form [#add-an-existing-form]

If you already started a form:

<Steps>
  <Step>
    ### Open the form actions [#open-the-form-actions]

    Find the form under **Drafts** or **Completed**, then open its **More actions** menu <DocsInlineIcon icon="more" label="More form actions" />.
  </Step>

  <Step>
    ### Choose the job [#choose-the-job]

    Select **Add to job**, then pick the job.
  </Step>
</Steps>

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

## Close a job [#close-a-job]

When everything is done, open **More job actions** <DocsInlineIcon icon="more" label="More job actions" /> on the job page and select **Close job**. Closed jobs stay in your list for reference.

## Archive and restore a job [#archive-and-restore-a-job]

When you no longer need a closed job in your list, open **More job actions** <DocsInlineIcon icon="more" label="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.