Tradify's Forms & Certs

Who can use this?

Platform: Web | Mobile            Plan: Pro | Plus            Staff Permission: Jobs & Timesheets

How you can find forms & Certs in Tradify Web: 

  1. Head to the 'Jobs' Page > Then select your a job or create a new one.

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  2. Then from the job click the 'more' > Then 'Forms & Certs'.

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  3. This will open the 'Forms & Certs' Tab > From here Click 'Create' and select the form you need.

    Screen Shot 2023-09-14 at 6.22.02 PM.png

How you can find forms & Certs in Tradify Mobile: 

  1. Start by heading to the 'Jobs' Page > Then Select a job or create a new one.


  2. Now from the job head to the 'Forms' Tab > Then Select 'Create Form'.


  3. Then select the form or cert you need from the list.



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

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