# Saved details (/docs/features/saved-details)



Saved details (form details) are reusable blocks for the sections you type again and again. Use them for business details, licence details, installer blocks, tester blocks, provider details, and contact information.

Manage them on [**Saved details**](https://tradieforms.com.au/app/saved-details), next to your [signature](/docs/features/saved-details/saved-signature) and [business logo](/docs/features/saved-details/business-logo).

<DocsFigure src="/docs/screenshots/saved-details.webp" alt="Tradie Forms Saved details page with the signature and logo cards above the form details list" caption="Your signature and logo sit at the top. Saved form details are listed below and can be filtered by source template and detail type. The default set is marked so prefill knows which to offer first." height="748" />

## Where they appear [#where-they-appear]

Form details appear only on sections that support them. Common examples include:

* NSW fire safety declarant details
* NSW asbestos clearance client and declarant details
* ACMA TCA1 provider details
* NT Gas Works business and gasfitter details
* QLD plumbing responsible person, contractor, applicant, or tester details
* QLD building competent person, inspector, certifier, owner, or licensee details
* QLD fire safety contractor and licensee details
* TAS plumbing plumber details
* VIC pesticide operator and client details

The exact fields depend on the template.

## Save form details [#save-form-details]

New form details are created from a form, not from the Saved details page. That way the fields go through the same validation as the form section.

<Steps>
  <Step>
    ### Fill the supported section [#fill-the-supported-section]

    Enter the business, licence, person, or provider details you want to reuse.
  </Step>

  <Step>
    ### Select Save details [#select-save-details]

    Open **Save details** from the section toolbar.
  </Step>

  <Step>
    ### Name and save it [#name-and-save-it]

    Give the details a clear name when needed, then save them to your personal or active team workspace.
  </Step>
</Steps>

You must be signed in to save form details.

## Edit and delete [#edit-and-delete]

Open [**Saved details**](https://tradieforms.com.au/app/saved-details) to rename, edit field values, set defaults, or delete existing entries.

## Prefill form details [#prefill-form-details]

<Steps>
  <Step>
    ### Open a supported section [#open-a-supported-section]

    Start the new form and open the section you want to fill.
  </Step>

  <Step>
    ### Choose the saved details [#choose-the-saved-details]

    Select **Prefill**, then pick the saved details or use the default.
  </Step>

  <Step>
    ### Check this job [#check-this-job]

    Confirm every imported value and update anything that is specific to the customer, site, or job before download.
  </Step>
</Steps>

Free users can save form details, but prefilling them on new forms requires Solo or Team.

## Defaults [#defaults]

If you save more than one set of details for the same section, mark the one you use most as the default. The prefill picker shows the default first, but you can still choose another saved detail when the job needs it.

On Solo or Team, empty **business**, **person**, and **licence** blocks on new forms can fill from your defaults automatically. Turn that off under [Settings](https://tradieforms.com.au/app/settings) with **Automatically apply default saved details**. Customer and site details still need Prefill so each job stays intentional.

## Personal and team form details [#personal-and-team-form-details]

* Personal form details belong to your account
* Team form details belong to the selected business workspace
* Team members can use shared form details while the team workspace is active

## Form details vs presets [#form-details-vs-presets]

|          | Form details                                 | Presets                               |
| -------- | -------------------------------------------- | ------------------------------------- |
| Scope    | One section or reusable block                | Whole form                            |
| Best for | Licence, business, contact, provider details | Repeat job setup on the same template |
| Plan     | Save on Free, apply on Solo or Team          | Solo or Team                          |

<Cards className="docs-cards docs-cards-cols-2 my-6">
  <Card title="Saved signature" icon="hugeicons:pen-line" href="/docs/features/saved-details/saved-signature">
    Save and prefill your personal signature.
  </Card>

  <Card title="Business logo" icon="hugeicons:building-2" href="/docs/features/saved-details/business-logo">
    Save your workspace logo and stamp it on forms.
  </Card>

  <Card title="Presets" icon="hugeicons:file-text" href="/docs/features/presets">
    Save and load full-form snapshots.
  </Card>

  <Card title="Form guides" icon="hugeicons:book-open" href="/docs/form-guides">
    Template-specific saved details notes.
  </Card>
</Cards>