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  1. Using the app

Workspace

Reviewed 2 August 2026

Navigate Overview, Jobs, Drafts, Completed, Templates, Tools, Settings, and Connections

The app sidebar is your map. It is split into Forms, Library, and Account.

Tradie Forms app sidebar with the Forms, Library, and Account groups beside the Overview page
The sidebar splits into Forms, Library, and Account. Support and Documentation links sit below these, at the bottom of the sidebar.

Forms

PageWhat you do there
OverviewSee recent activity, download usage on Free, recommended templates, local draft prompts, and recent work
JobsShown once Jobs is enabled on your account, so it is not in the sidebar for everyone yet. Keeps each job's forms, next steps, notes, and references together. Free can view up to 3 auto-created active jobs; Paid plans can create and manage jobs
DraftsResume cloud drafts on a paid plan, or local drafts from this device on Free
CompletedOpen finished records, rename, duplicate, regenerate PDFs, view PDF history, archive, or send to ServiceM8

Library

PageWhat you do there
TemplatesBrowse public forms, filter the library, and open enabled private forms
Saved detailsManage reusable business, licence, and contact blocks
PresetsSave and load full-form snapshots on a paid plan
ToolsRun Licence check and PDF tools such as organise, merge, split, extract, flatten, watermark, annotate, sign, add logo, images to PDF, and PDF to images

Account

PageWhat you do there
SettingsSet state/trade profile, cloud autosave, completed storage, Fill with AI, draft retention, stored PDF copies / PDF audit trail, and home-screen install help
AccountManage sign-in, email, profile, and security
TeamStart or manage a shared Team plan
BillingView plan, download usage, invoices, and checkout
ConnectionsConnect ServiceM8, Fergus, or Xero

Footer links open Support and these docs.

New form and search

Use New form at the top of the sidebar to start quickly. It shows recommended forms based on your state, trade, and recent picks. Use View all templates if the form you need is not shown.

Use Search to find app pages, actions, forms, and PDF tools without hunting through the sidebar.

If Jobs appears under Features in Settings, turn it on to show Jobs in the sidebar. Jobs is still being rolled out and may not be available on every account yet. Free can view up to 3 active jobs created automatically when forms are completed. Paid plans can create and manage jobs without an active-job limit.

Open the AI assistant from the app header on any app page, or Fill with AI from the form toolbar while filling. You can turn it off for your account under Settings -> Features.

Local and cloud work

  • Guest and Free: public forms save locally in this browser. Local drafts can appear on the same device for up to 7 days.
  • Solo: cloud drafts save to your personal account and sync across devices.
  • Team: cloud drafts save to the selected business workspace.

Switch workspace from the account menu. What you create follows the active personal or team workspace.

Completed forms

A record appears under Completed when you download a PDF and Store completed form data is on in Settings.

From a completed record you can:

  • Open saved answers and download again
  • Rename the record
  • Duplicate it as a starting point for similar work
  • Regenerate the PDF
  • Download the stored PDF when stored PDF copies (Solo) or PDF audit trail (Team) is available
  • View PDF history on Team (or stored PDF on Solo) when enabled
  • Send the PDF to ServiceM8 when connected with PDF upload enabled
  • Send the PDF to Fergus or Xero where that integration is connected and PDF upload is enabled
  • Create a share link on a paid plan
  • Archive or delete the record, subject to workspace permissions

Free accounts can see the last 3 completed records. Paid plans can see full history.

Archived forms

Archived records live under Settings -> Archived forms. You can restore a record or permanently delete it.

Starting a form

Guest fill, local drafts, cloud drafts, and Start fresh.

PDF downloads

Preview, download, regeneration, and PDF history.

Teams

Shared business workspace and team members.

Connections

Connect ServiceM8, Fergus, or Xero and import job details.

Install the app

Add Tradie Forms to your phone home screen.

Troubleshooting

Fix common save and access issues.

Form types

Compliance, daily operational, and customer forms - what Tradie Forms supports and how they differ

Jobs

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

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FormsLibraryAccountNew form and searchLocal and cloud workCompleted formsArchived forms