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  1. Using the app

Starting a form

Reviewed 28 July 2026

Start templates from New form or Templates, then choose local or cloud saving

You can start a form from New form, Templates, Overview, or a public form landing page.

Tradie Forms template library with search and form filters
Search the template library or narrow it by state, trade, and form type.

Start points

Start pointBest for
New formQuick start from recommended or recent templates
TemplatesSearch, filter by state, trade, category, or visibility, and browse public forms plus any private forms added to the active workspace
OverviewResume recent work or start recommended forms
Public form pageStart a template from the marketing site

Use Search in the sidebar when you know the form or app page you need. It can find templates, app pages, actions, and PDF tools.

What happens by plan

SituationSave behaviour
Guest on public templateLocal draft in this browser only
Free signed-in userLocal draft in this browser only
Solo personal workspaceCloud draft in your account
Team workspace selectedCloud draft in the business workspace
Private templateRequires sign-in, a paid plan, and access to that template

Local drafts can be found on the same device for up to 7 days. Cloud drafts appear under Drafts and sync while cloud autosave is enabled.

Recommended templates

Tradie Forms uses your state, trade, and recent templates to put likely forms first. If your profile has no matching template yet, the app shows popular forms and a Request a template prompt.

You can update your state and trade in Settings.

Start fresh

If the app finds an old local draft for the same template, choose Start fresh to begin a new form. Choose resume when you want to keep the existing browser draft.

Private and custom forms

Private forms are visible only after they are added to your personal account or team. They require a paid plan because they use cloud drafts.

Private templates do not appear in the public library or public docs. If one has been added for you, it appears in Templates while the correct personal or team workspace is active.

If an expected private form is missing, switch to the workspace that requested it. If it is still missing, contact support@tradieforms.com.au.

Custom forms

Request a shared form or a private form for your business.

Jobs

Keep each job's forms and next steps together in one checklist.

Completing a form

Use sections, validation, review, autosave, saved details, and toolbar actions

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Start pointsWhat happens by planRecommended templatesStart freshPrivate and custom forms