Using the app
Workspace
Navigate Overview, Drafts, Completed, and Templates for compliance, operational, and customer forms
After you sign in to Tradie Forms, the sidebar is how you move around — for compliance certificates, daily operational paperwork, and customer documents. Each link below matches a sidebar item.
Forms area
| Where in the app | What it's for |
|---|---|
| Overview | Recent activity, shortcuts to templates, and prompts to resume drafts on this device |
| Drafts | Cloud drafts in progress (Pro and Team) |
| Completed | Finished jobs — reopen, regenerate PDF, PDF history |
Free users often save work on this device only (shown on Overview when you return). The Drafts page is for cloud drafts — upgrade to Pro to resume on any phone or computer.
Library area
| Where in the app | What it's for |
|---|---|
| Templates | Browse public templates, private custom forms, and Request a form |
| Presets | Full-form snapshots (Pro) |
| Snippets | Reusable blocks for repeat details |
| Tools | PDF helpers in the browser |
| Integrations | Connect job systems (e.g. ServiceM8) |
Account area
| Where in the app | What it's for |
|---|---|
| Billing | Plan, usage, invoices, upgrade |
| Account | Profile and security |
| Team | Team plan checkout and seats |
| Settings | Autosave, PDF audit trail, draft retention |
Footer links include Support (in-app help) and Documentation (this site).
Starting and resuming forms
See Starting a form for guest fill, local vs cloud drafts, and Start fresh.
Completed forms
Completed lists finished records when Save completed form data is on in Settings (default for most signed-in workflows).
From a completed record you can:
- Open — view or edit saved answers and export again
- Regenerate — build a new PDF from saved data (plan limits apply on Free)
- PDF history — see past exports when PDF audit trail is enabled (Team)
- Send to ServiceM8 — attach the PDF to a job when connected (ServiceM8)
How many completed records you can see depends on your plan — see Billing.
Archived forms
Deleted forms move to Settings → Archived forms. Restore a record or delete it permanently.
Team accounts
When a team is selected in your account menu, new cloud drafts and snippets belong to that business. Switch workspace from the account menu; when none is selected, you are on your personal account.