Connect your job software
Pull job numbers, site addresses, and customer details into Tradie Forms. Less re-typing on site, cleaner completion to the office. In the app, you'll find these under Connections.
Supported job software
Pull job details into supported fields instead of re-typing on site. When connected, completed PDFs can also attach back to the job in your job software.
From job card to form field
Keep the job system as the source of truth, then use Tradie Forms for the paperwork that needs guided fill and clean PDFs.
Connect once
Link ServiceM8, Fergus, or Xero from your account when your plan supports integrations.
Solo users connect for themselves. Teams can share supported connections across the workspace.
Pick the job
While filling a supported form, search for the job, project, customer, or contact details you already have.
The import controls live next to supported fields, so you do not need to leave the form runner.
Finish the PDF
Check the imported values, complete the remaining sections, and download the finished PDF when it is ready.
Attach-back is available for supported partners and permissions, so records can return to the job card.
How the connection helps on site
Link the job system once, import the details you already have, and keep the finished PDF with the job.
Connect
Link once per account
Connect once
Link ServiceM8, Fergus, or Xero from your account when your plan supports integrations.
Import job
Import the job
Search for the job while filling a form and pull site, customer, and job details into supported fields.
Attach back
Attach
Job card
JOB-4821
PDF attached
Send the PDF back
When attach-back is available, put the finished PDF on the job card for the office.
Details integrations can bring across
Coverage depends on the partner and form, but these are the details Tradie Forms is built to reuse instead of retyping.
Job number
Bring the job reference into certificates, reports, and site records.
Site address
Use the job address on installation, customer, and location fields.
Customer details
Pull customer names, companies, phone numbers, or email addresses where supported.
Work notes
Use job descriptions or notes as a starting point for supported free-text fields.
Business details
Reuse account and organisation details on provider sections where the integration exposes them.
Finished PDFs
Send completed PDFs back to supported job cards when attach-back is enabled.
Straight answers about integrations
Keep the job system. Fix the forms.
Connect supported job software, import the details you already have, and finish the paperwork on site without retyping the job card.