Create Forms From Templates

Use Form Templates from Jobs

1. Navigate the Jobs page.
2. Search for and select the job you need to add a form to.
3. Select the Forms & Certs tab.
4. Select New Form.
5. Select New Form From Template.
   
   
    
6. Select the From from the Dropdown.
7. Select OK.
8. Add/edit any details needed.
9. Select Save.

Use Form Templates Form the Forms Page

1. Navigate to the Forms page.
2. Select the Forms tab.
3. Select New Form.
   
   
    
4. Select New Form From Template.
5. Search for and select the job to link the form with.
6. Select the Template from the Drop-down.
   
   
    
7. Add/edit any details needed.
8. Select Save.

Use form Templates on Tradify Mobile

1. Navigate to the Jobs page.
2. Search for and select the job you need to add a form to.
3. Select the Forms tab.
4. Select New Form From Template.
   
   
    
5. Search for and select the template you need to use.
6. Add/edit any details needed.
7. Select Save or Approve.

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

Additional Information

See here for how to create Form Templates: Create Form Templates on Tradify Web