Reset Checklist Forms to Draft

Disclaimer: This feature is currently in early access (Beta) and is not available to all Tradify users at this time. If you are interested in participating in early access testing for Tradify, please complete Tradify's Early Access Form HERE. Submission of the form will place you on the list for potential consideration for future early access testing opportunities. 

Instructions

  1. Navigate to the Jobs page.
  2. Search for and select the job you want to create a Checklist on.
  3. Select Forms & Certs.
  4. Selec the Checklist form you want to reset for editing. 
  5. Select Options.
  6. Select Reset to Draft.

    Screenshot 2026-03-19 094306.png

Additional Information

For more info on Tradify's Checklist forms, see here: Use Tradify's Checklist Forms Feature

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