Use a shared business workspace with team drafts, saved details, integrations, and billing
Team is for businesses that want shared paperwork under one workspace.
When your business workspace is active:
New cloud drafts belong to the team
Completed records are saved under the team
Team saved details and presets are shared
Integration connections are shared
Team billing controls access for members
PDF audit trail (Team) or stored PDF copies (Solo) can keep downloaded PDFs for re-download
Each user can belong to one Tradie Forms team.
Use the account menu to switch between:
Personal for your own drafts, saved details, presets, and billingYour business for shared team work
Check the active workspace before starting a job. The draft and saved details go wherever the workspace is set.
Team admins manage billing, team members, invites, integrations, and field mappings for the team. Members can fill forms, import jobs with the saved mapping, and use shared team library items while the team workspace is active.
Team member management opens through Organisations
Team includes:
4 members in the base price
Extra team members available
Unlimited PDF downloads for team members in the team workspace
Cloud drafts and full completed history
Shared saved details and presets
PDF tools download
ServiceM8, Fergus, and Xero integrations
PDF audit trail
Display pricing is:
Team: $36/month or $360/year
Extra member: $12/month or $120/year beyond the included four
Check the app checkout for the current billing screen before subscribing.
The Team page compares personal and shared workspaces. Switch the toggle to Annual to see each price as a monthly equivalent of the annual rate. Solo Team Workspace Personal Shared business Members One user 4 included, extras available Drafts Personal cloud drafts Shared team cloud drafts Saved details and presets Personal Shared with members Connections Personal Shared, admin-managed Stored PDF copies Yes (latest) Yes (all) PDF audit trail (full history) Not included Yes
Billing Compare Free, Solo, and Team.
Connections Connect ServiceM8, Fergus, or Xero for shared team import.
