Getting started
Quick start
Start a template, fill sections, preview, and download a PDF
This walkthrough works for any template in your library. You can fill and preview public templates without paying. You need to sign in before you can download a PDF, use cloud features, or open private forms enabled for your account or team.
Pick template -> Fill sections -> Validate -> Review -> Preview -> DownloadSign in or start as a guest
You can open public templates without an account. Guest and Free work saves in this browser only. Sign in when you are ready to download.
Set your state and trade
On first sign-in, choose your state and trade. Tradie Forms uses this to show recommended templates on Overview, Templates, and New form.
You can change this later in Settings.
Pick a template
Open Templates or select New form in the sidebar.
- Recommended forms appear first when they match your profile
- The full template library is searchable and filterable by state, trade, category, and visibility
- Private forms appear only after they are enabled on your account or team
Fill each section
Work through the sections in order. The form shows progress, required fields, and validation messages.
Use section help links when available. Complex compliance forms have detailed Form guides.
Use shortcuts where they fit
Solo and Team users can speed up repeat work with saved details, presets, Fill with AI, address search, ABN lookup, in-form licence search, the standalone Licence check tool, and import from ServiceM8, Fergus, or Xero where supported.
Connect from Connections, then use the link icon beside supported fields or Connect import to pull in a whole job, contact, or project. See Connections.
Use Fill with AI from the toolbar when it appears. Describe the job, paste notes, attach a photo, or dictate into the chat, then check every value it fills. The assistant does not sign, attach photos to form fields, lodge, email, or submit the PDF for you.
Always check imported or reused values before download.
Validate, review, and preview
Select Validate to find missing or invalid fields. Open Review to scan your answers, then Preview to check the PDF layout.
Preview does not use a Free download allowance.
Download the PDF
Select Download when the preview looks right. Free accounts include 3 downloads per calendar month. Solo and Team include unlimited downloads.
If Store completed form data is on, the finished record appears under Completed.
Good first checks
- Check names, addresses, licence numbers, dates, readings, and serial numbers
- Confirm customer address and job site address are in the right places
- Make sure signatures and diagrams appear in the PDF preview
- Review anything filled by AI, saved details, lookups, or integrations before download
- Lodge, send, attach, or complete the PDF through the correct authority, customer, or connected app process
Starting a form
Guest fill, local drafts, cloud drafts, and Start fresh.
Completing a form
Validation, review, toolbar actions, and autosave.
PDF downloads
Preview, download, regenerate, and PDF history.
Connections
Connect ServiceM8, Fergus, or Xero and import job details.
Troubleshooting
Fix common save, access, and download issues.