PDF downloads

Tradie Forms maps your answers onto the template's PDF layout. Preview first, then download when the PDF is ready to use.

Preview and download

Preview opens in the app and includes a Tradie Forms preview watermark. It does not use a Free download allowance.

Private templates require sign-in before preview or download.

PDF tool downloads are handled separately from form template PDF downloads. See PDF tools for organise, merge, sign, convert, and mark-up tools.

When the PDF is ready, the final sheet lets you Save PDF or View PDF. Paid plans may also see Share link or an attach button for ServiceM8, Fergus, or Xero when those actions are available.

Download checklist

1. Select Check form
2. Open Review and scan the answers
3. Open Preview and check every page
4. Download the PDF
5. Lodge, email, attach, or complete the PDF through the right process

Check names, addresses, dates, licence numbers, readings, serial numbers, signatures, diagrams, and page layout.

Completed records

When Store completed form data is enabled in Settings, downloading a PDF saves the record under Completed.

From a completed record you can:

• Open and edit saved answers
• Rename the record
• Duplicate it
• Regenerate the PDF
• Download the stored PDF when stored PDF copies (Solo) or PDF audit trail (Team) is enabled
• View PDF history / stored PDF when enabled
• Create a share link on a paid plan
• Archive or delete it
• Send to ServiceM8, Fergus, or Xero where that integration is connected and PDF upload is enabled

Free accounts show the last 3 completed records. Paid plans show full history.

Share a completed PDF

On a paid plan, select Share link from the PDF-ready screen or open More form actions on a completed form. Choose an expiry and optional password, then copy the link for the recipient. The link opens the finished PDF and can be revoked at any time.

See Share links for expiry, signature requests, and safe sharing steps.

Stored PDF copies and PDF audit trail

Solo workspaces can enable Stored PDF copies to keep the most recent completed PDF for easy re-download from history.

Team workspaces can enable PDF audit trail to keep the full history of downloaded PDFs and re-download any previous version via PDF history.

When the feature is off (or on Free), completed form data can still be saved. The app regenerates a new PDF from the saved answers when needed.

Email, portal, and integrations

Some templates provide extra actions:

• Email builds a message where supported. Attach the downloaded PDF yourself before sending.
• Portal opens relevant submission portal links where supported.
• Attach to ServiceM8, Fergus, or Xero appears on the PDF-ready sheet when a linked job or contact is available and PDF upload is enabled
• Send to ServiceM8, Fergus, or Xero is also available from Completed where the connected integration supports PDF upload

These actions help move the PDF. They do not replace your responsibility to check, lodge, issue, or keep the form correctly.