The Tradify Forms & Certs function now allows you to create, edit, & share forms and certificates from your jobs in Tradify.
At present, the following UK forms & certs are available, with more inline to be released for other countries and regions:
- Landlord/Homeowner Gas Safety Record
- Service & Maintenance Record
- Installation / Commissioning / Decommissioning Record
- Gas Warning Notice
- Gas Breakdown Service
- Commercial Catering Inspection Record
- Central Heating Commissioning Certificate
- Domestic Unvented Hot Water Storage Vessel Commissioning/Inspection Record
- Domestic Gas Testing & Purging
- Boiler Record
Creating Forms & Certificates
To create forms and certs, first, open the job that you'd like the form/cert to be created from, select the Forms & Certs tab, then click the Create button to choose the relevant form/cert from the drop-down menu.
Note: The forms and certs displayed will be specific to your country & region.
Once you've selected the relevant form/cert, Tradify will load a template for you to fill. By default, Tradify will auto-fill the serial number and date (with today's date). The rest of the fields are free for you to fill.
Editing, Previewing & Printing existing Forms & Certs
You can view and edit your certs at any time within your jobs by navigating back to the Forms & Certs tab and selecting the relevant record.
To preview, print, or delete your form, use the corresponding button on the top right of your screen.