Create Forms & Certs from Jobs

How you can find forms & Certs in Tradify Web

1. Navigate to the Jobs page.
2. Search for and select the job you need to add a form or cert to or create a new one.
   
   
    
3. Select the More tab. 
4. Select Forms & Certs.
   
   
    
5. Select New Form.
6. Select the form you need to create or select the template or copy options.
   
   
    

How you can find forms & Certs in Tradify Mobile

1. Navigate to the Jobs Page.
2. Search for and select the job you need to add a form or cert to or create a new one.
   
   
    
3. Select the Forms Tab.
4. Select New Form.
   
   
    
5. Select the form or cert you need from the list.
   
   

Additional Information

For more info on Forms and Certs see here: Attaching Certificates & Forms to an Email