Teams

Team is for businesses that want shared paperwork under one workspace.

What changes in a team

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.

Switching workspace

Use the account menu to switch between:

• Personal for your own drafts, saved details, presets, and billing
• Your 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 roles

Team admins manage billing, team members, invites, and integrations. They also enable Connect import and manage 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 plan

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.

Solo vs Team

Billing

Compare Free, Solo, and Team.

Connections

Connect ServiceM8, Fergus, or Xero for shared team import.