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Quick start

Reviewed 28 July 2026

Start a template, fill sections, preview, and download a PDF

This walkthrough works for templates 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.

  1. Pick template
  3. Fill sections
  5. Check form
  7. Review
  9. Preview
  11. Download

Sign in or start as a guest

You can open public templates without an account. Guest and Free work saves in this browser only and is kept for 7 days. Sign in when you are ready to download.

Paid accounts can save cloud drafts so you can move between phone, tablet, and computer.

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 what is still missing.

Use section help links when available. Complex compliance forms have detailed Form guides.

Use shortcuts where they fit

Paid 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 use the import bar to map fields once and 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.

Check, review, and preview

Select Check form 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.

Service Report PDF preview showing filled business, client, and service sections behind a repeating Tradie Forms preview watermark
Preview shows the finished PDF with a Tradie Forms watermark across it. Check every page here before you download; the watermark is not on the downloaded file.

Download the PDF

Select Download when the preview looks right. Free accounts include 3 PDF downloads per calendar month. Paid plans include unlimited PDF 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.

Install the app

Add Tradie Forms to your phone home screen.

Connections

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

Troubleshooting

Fix common save, access, and download issues.

Introduction

Tradie Forms helps Australian tradies fill in forms online and download finished PDFs

FAQ

Answers about plans, drafts, Fill with AI, PDF download, saved details, integrations, and teams

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Sign in or start as a guestSet your state and tradePick a templateFill each sectionUse shortcuts where they fitCheck, review, and previewDownload the PDFGood first checks