# Troubleshooting (/docs/support/troubleshooting)



Use this page when something does not look right in the app.

## Drafts and saving [#drafts-and-saving]

<Accordions type="single" className="docs-accordions my-4">
  <Accordion title="My draft is missing" icon="hugeicons:cloud-off">
    Check whether it was a local or cloud draft.

    * Guest and Free drafts save in the same browser only, for up to 24 hours per form
    * Solo and Team cloud drafts appear under **Drafts** when cloud autosave is enabled
    * If you changed device, browser, private browsing mode, or cleared site data, local drafts may not be available
    * If you work in a team, check the correct workspace is selected
  </Accordion>

  <Accordion title="Cloud autosave is not working" icon="hugeicons:cloud">
    Make sure you are signed in, on Solo or Team, online, and have **Cloud autosave** turned on in Settings. Wait a few seconds after typing, then check the save indicator.
  </Accordion>
</Accordions>

## Validation and form fields [#validation-and-form-fields]

<Accordions type="single" className="docs-accordions my-4">
  <Accordion title="A section will not complete" icon="hugeicons:alert-circle">
    Open the section and look for highlighted fields. Some sections require at least one checkbox, a valid date, a phone or email format, or linked details in another section.
  </Accordion>

  <Accordion title="I cannot find a field" icon="hugeicons:search">
    Use the progress panel to jump between sections. Some fields appear only after you choose a related option.
  </Accordion>
</Accordions>

## PDF preview and download [#pdf-preview-and-download]

<Accordions type="single" className="docs-accordions my-4">
  <Accordion title="Preview fails" icon="hugeicons:file-warning">
    Check your connection and try again. If the form has images, diagrams, or signatures, wait for uploads or rendering to finish before previewing.
  </Accordion>

  <Accordion title="Download is blocked" icon="hugeicons:download">
    You must be signed in to download. Free users may have reached the monthly limit. Fix required validation errors before downloading, or confirm **Download anyway** only when you accept responsibility for remaining warnings.
  </Accordion>

  <Accordion title="The PDF looks wrong" icon="hugeicons:file-search">
    Compare the preview to your form answers. Check long text, addresses, date fields, signatures, diagrams, and table rows. If the issue remains, contact support with the template name and approximate time.
  </Accordion>
</Accordions>

## Fill with AI [#fill-with-ai]

<Accordions type="single" className="docs-accordions my-4">
  <Accordion title="Fill with AI is missing" icon="hugeicons:message-square">
    Fill with AI requires sign-in and Solo or Team access. It appears only on supported forms and only while **AI assistant** is turned on under **Settings -> Features**. When Fill with AI is shown, it replaces the **Sample** toolbar button.
  </Accordion>

  <Accordion title="The assistant did not fill the right field" icon="hugeicons:file-edit">
    Tell it the exact section or field to change, or edit the field manually. Always review the form and PDF preview before download. The assistant can miss context, especially from short notes or unclear photos.
  </Accordion>

  <Accordion title="Voice dictation is not working" icon="hugeicons:message-square">
    Check browser microphone permission, then try again. If the browser blocks the microphone or the recording is too large, type or paste the details into chat instead.
  </Accordion>

  <Accordion title="An attachment will not send" icon="hugeicons:file-plus">
    Try a smaller JPEG, PNG, WebP, or text file. Very large files are blocked so the chat request can complete.
  </Accordion>
</Accordions>

## Share links [#share-links]

<Accordions type="single" className="docs-accordions my-4">
  <Accordion title="Share link is missing" icon="hugeicons:link">
    Share links need a signed-in Solo or Team workspace. For a completed PDF, first download the form or open it from Completed. For a signature request, use an empty signature field on a cloud-saved draft.
  </Accordion>

  <Accordion title="The recipient cannot open or sign with the link" icon="hugeicons:link-square">
    Check that the link has not expired or been revoked, and that they have the right password if one was set. For a signature request, create a new link if the form changed after you sent the first one.
  </Accordion>

  <Accordion title="I sent a link to the wrong person" icon="hugeicons:cancel-circle">
    Open [**Settings -> Share links**](https://tradieforms.com.au/app/settings/share-links) and revoke it straight away. Create a new link only after you have checked the recipient and expiry.
  </Accordion>
</Accordions>

## Lookups and saved details [#lookups-and-saved-details]

<Accordions type="single" className="docs-accordions my-4">
  <Accordion title="Address, ABN, or licence search is not available" icon="hugeicons:lock">
    Lookups require Solo or Team and appear only where the template supports them. Licence check under Tools also requires Solo or Team. You can still type details manually.
  </Accordion>

  <Accordion title="My state is disabled in Licence check" icon="hugeicons:badge-check">
    Licence check has live search for NSW, QLD, VIC, ACT, and WA. SA, TAS, and NT are coming soon. Use the linked official register if you need to check one of those states today.
  </Accordion>

  <Accordion title="I cannot apply a saved detail" icon="hugeicons:bookmark">
    You must be signed in and on Solo or Team to prefill saved details. Free users can save details but cannot prefill them on new forms.
  </Accordion>

  <Accordion title="A lookup result looks wrong" icon="hugeicons:circle-alert">
    Do not rely on it blindly. Type the correct value manually or choose another result. Always verify names, ABNs, licence numbers, expiry dates, and addresses before download.
  </Accordion>
</Accordions>

## Billing and access [#billing-and-access]

<Accordions type="single" className="docs-accordions my-4">
  <Accordion title="I upgraded but still see a lock" icon="hugeicons:lock">
    Refresh the page, then sign out and back in if needed. If you are in a team workspace, make sure the team has an active Team plan. Solo only applies to your personal workspace.
  </Accordion>

  <Accordion title="A private form is missing" icon="hugeicons:file-lock">
    Check the correct personal or team workspace is selected. Private forms appear only after access is enabled for that workspace.
  </Accordion>
</Accordions>

## Connections [#connections]

<Accordions type="single" className="docs-accordions my-4">
  <Accordion title="Integration import fields are not showing" icon="hugeicons:plug">
    Check that the integration is connected in the active workspace and that the field shows the link icon. Team admins manage team connections. ServiceM8 also needs job import turned on when you connect.
  </Accordion>

  <Accordion title="The Connect import banner is missing" icon="hugeicons:toggle-left">
    The Fill and Connect banner appears only when **Connect import** is turned on for that integration in [**Connections**](https://tradieforms.com.au/app/integrations). ServiceM8 also needs job import enabled on the connection. Fill import still works with the link icon beside each supported field.
  </Accordion>

  <Accordion title="I cannot save a Connect field mapping" icon="hugeicons:shield">
    On a team workspace, only team admins can save, edit, or clear field mappings. Ask a team admin to set up the mapping, or switch to your personal workspace if you manage your own connection there.
  </Accordion>

  <Accordion title="Import job does nothing in Connect mode" icon="hugeicons:refresh-cw">
    Connect import needs a saved field mapping for that template. Switch to **Connect**, select **Edit mapping** if needed, map at least one field, then **Save mapping** before you import a job.
  </Accordion>

  <Accordion title="Send to ServiceM8 fails" icon="hugeicons:upload">
    Reconnect the integration with PDF upload enabled. ServiceM8 needs **Upload PDFs to job cards** at connect. From Completed, make sure the record can be regenerated or has a stored PDF available.
  </Accordion>

  <Accordion title="An integration cannot connect" icon="hugeicons:plug">
    Check that you are on Solo or Team and using the correct workspace. Team admins manage team connections.

    * **ServiceM8:** connect from Connections or the ServiceM8 Add-on Store. See the [ServiceM8 guide](/docs/features/integrations/servicem8-integration).
    * **Fergus:** connect with Fergus from Connections. See the [Fergus guide](/docs/features/integrations/fergus-integration).
    * **Xero:** connect with Xero from Connections. See the [Xero guide](/docs/features/integrations/xero-integration).
  </Accordion>

  <Accordion title="Fergus import stopped working" icon="hugeicons:key">
    Disconnect Fergus in Connections, then connect with Fergus again. On a team workspace, a team admin needs to reconnect. If you connected with an API token, generate a new token in Fergus and reconnect.
  </Accordion>
</Accordions>

## Still stuck? [#still-stuck]

Email [support@tradieforms.com.au](mailto:support@tradieforms.com.au) with:

* Template name
* Browser and device
* What you were trying to do
* Approximate time
* Screenshot if useful
* Whether you were in personal or team workspace