# Presets (/docs/features/presets)



Presets save a whole form snapshot for one template. Use them when many jobs start from the same answers.

## When to use a preset [#when-to-use-a-preset]

Use a preset for:

* Repeat job types with the same starting selections
* Standard business defaults on a template
* A known baseline that you edit per job

Use saved details instead when you only need one reusable section, such as licence or business details.

## Save a preset [#save-a-preset]

1. Open a cloud-saved form on Solo or Team
2. Fill the values you want to reuse
3. Open **Presets** from the form toolbar
4. Tap **New preset**
5. Name it clearly, then **Save preset**

You can also manage saved presets from [**Presets**](https://tradieforms.com.au/app/presets) in the sidebar.

## Load a preset [#load-a-preset]

1. Open the same template
2. Open **Presets**
3. Choose the saved preset
4. Confirm the load
5. Update job-specific values before download

<Callout type="warn" className="docs-callout-warn my-4">
  Loading a preset replaces current form values. Use it before you do detailed job-specific entry.
</Callout>

## Personal and team presets [#personal-and-team-presets]

* Personal Solo presets are yours only
* Team presets belong to the active business workspace
* Presets do not move between unrelated templates

<Card title="Saved details" icon="hugeicons:bookmark" href="/docs/features/saved-details">
  Reuse smaller blocks such as business or licence details.
</Card>