Create Form Templates on Tradify Web

Topic

With Tradify's Form templates, you can easily create pre-configured forms for use on jobs to save time for you and your team! 

Note: Form Templates cannot be created or edited from the mobile app.

Create New Form Templates

1. Navigate to the Forms page.
2. Select the Form Templates Tab.
3. Select New Form Template.
   
   
    
4. Select the Form or Cert that you would like to create a template for.
5. Name the template and fill in the details.
6. Select Save.

Create Templates from Existing Forms

1. Navigate to the Forms page
2. Select the Forms tab.
3. Search for and select the form you want to copy to a template.
4. Select Options.
5. Select Copy to Template.
   
   
    
6. Name the Template and make any needed updates to the details.
7. Select Save.

Additional Information

See here for how to create a form from a template: Create Forms From Templates