From XU Magazine, 
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Digital Forms & Certificates in the Tradify App

June 9, 2021

This article originated from the Xero blog. The XU Hub is an independent news and media platform - for Xero users, by Xero users. Any content, imagery and associated links below are directly from Xero and not produced by the XU Hub.
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Are you ready to ditch your paper forms and certificate pads? Tradify allows you to easily create, fill out, sign and send forms & certificates. No more expensive carbon copy pads, no more messy paperwork. Get access to our forms & certificates within the Tradify app.

There are many types of forms/certificates across industries and around the world. The forms and certs displayed in the Tradify app will be specific to your country & region. We’ll be adding more to Tradify soon.

Initially, there are ten gas engineer forms/certificates available to create through Tradify:

  • 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

We’ve made it as easy as possible to create digital forms and certificates. You can even sign them on your phone and send them straight to the customer. The Tradify app creates a PDF that matches industry expectations, so if you feel the need to print it off — you can do that too.

Digital forms and certificates will streamline the way you do business. Combined with Tradify’s other awesome features, you’ll look more professional, save time on admin, and get paid faster than ever. Forms & certificates are all part of our one simple pricing plan. Try them out yourself by logging in to your Tradify account, or by signing up for a free trial.

How to create forms and certificates in Tradify

1. First, open an existing job that you have created.

2. Once the job is open you will notice the ‘Forms & Certs’ tab (shown below).

Forms and certs tab in tradify

3. All previous Forms & Certs associated with that job will be visible as well as the option to create new Forms & Certs.

Certs list

4.Click the ‘Create’ button down the bottom left and you will be able to select which Form or Cert you wish to create.

5. When you have finished filling out the form it will generate a PDF. You can view progress at any time by clicking the preview button at the top right that looks like an eye.

Certs preview

Editing, previewing & printing existing forms & certificates

You can view and edit your existing forms and certificates at any time.

  1. Access the relevant job.
  2. Navigate back to the Forms & Certs tab.
  3. Select the relevant record.

You can then freely edit the form and preview, print, or delete using the buttons at the top right of the screen.

At Tradify, we’re committed to making life easier for tradespeople around the world. That means less paperwork that can get lost, and more streamlined job processes to get rid of admin headaches. We’ll continue to add more forms and certificates for other regions and industries in the future. If there’s any specific forms or certificates that you’d like to see made digital in Tradify, let us know.

Why leave it there?

Not a Tradify customer yet? With all these digital forms & certificates on offer, what are you waiting for?

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