# Troubleshooting (https://dev.tradieforms.com.au/docs/support/troubleshooting)

Use this page when something does not look right in the app.

## Drafts and saving [#drafts-and-saving]

- **My draft is missing** - Check whether it was a local or cloud draft.
  
  - Guest and Free drafts save in the same browser only, for up to 7 days
  - Paid plan cloud drafts appear under **Drafts** when cloud autosave is enabled
  - If you changed device, browser, private browsing mode, or cleared site data, local drafts may not be available
  - If you work in a team, check the correct workspace is selected
- **Cloud autosave is not working** - Make sure you are signed in, on a paid plan, online, and have **Cloud autosave** turned on in Settings. Wait a few seconds after typing, then check the save indicator.

## Install and home screen [#install-and-home-screen]

- **I cannot find Install or Add to Home Screen** - On iPhone, use **Safari** (not Chrome or an in-app browser). On Android, use **Chrome** and open the three-dot menu. See [Install the app](https://dev.tradieforms.com.au/docs/features/install-the-app) for the full steps.
- **My draft disappeared after I added the home screen icon** - Guest and Free drafts live in that browser profile. The home screen icon normally shares the same data. If you used private browsing, switched browsers, or cleared site data, local drafts may be gone. Paid cloud drafts return under **Drafts** when you sign in online.

## Validation and form fields [#validation-and-form-fields]

- **A section will not complete** - Open the section and look for highlighted fields. Some sections require at least one checkbox, a valid date, a phone or email format, or linked details in another section.
- **I cannot find a field** - Use the progress panel to jump between sections. Some fields appear only after you choose a related option.

## PDF preview and download [#pdf-preview-and-download]

- **Preview fails** - Check your connection and try again. If the form has images, diagrams, or signatures, wait for uploads or rendering to finish before previewing.
- **Download is blocked** - You must be signed in to download. Free users may have reached the monthly limit. Fix required validation errors before downloading, or confirm **Download anyway** only when you accept responsibility for remaining warnings.
  
  Some forms do not offer PDF download. Follow the message shown in the form and use the finish action that is available for that template.
- **The PDF looks wrong** - Compare the preview to your form answers. Check long text, addresses, date fields, signatures, diagrams, and table rows. If the issue remains, contact support with the template name and approximate time.

## Fill with AI [#fill-with-ai]

- **Fill with AI is missing** - Fill with AI requires sign-in and a paid plan. It appears only on supported forms and only while **AI assistant** is turned on under **Settings -> Features**. When Fill with AI is shown, it replaces the **Sample** toolbar button.
- **The assistant did not fill the right field** - Tell it the exact section or field to change, or edit the field manually. Always review the form and PDF preview before download. The assistant can miss context, especially from short notes or unclear photos.
- **Voice dictation is not working** - Check browser microphone permission, then try again. If the browser blocks the microphone or the recording is too large, type or paste the details into chat instead.
- **An attachment will not send** - Try a smaller JPEG, PNG, WebP, or text file. Very large files are blocked so the chat request can complete.

## Share links [#share-links]

- **Share link is missing** - Share links need a signed-in workspace on a paid plan. For a completed PDF, first download the form or open it from Completed. For a signature request, use an empty signature field on a cloud-saved draft.
- **The recipient cannot open or sign with the link** - Check that the link has not expired or been revoked, and that they have the right password if one was set. For a signature request, create a new link if the form changed after you sent the first one.
- **I sent a link to the wrong person** - Open [**Settings -> Share links**](https://tradieforms.com.au/app/settings/share-links) and revoke it straight away. Create a new link only after you have checked the recipient and expiry.

## Lookups and saved details [#lookups-and-saved-details]

- **Address, ABN, or licence search is not available** - Lookups require a paid plan and appear only where the template supports them. Licence check under Tools also requires a paid plan. You can still type details manually.
- **My state is disabled in Licence check** - Licence check has live search for NSW, QLD, VIC, ACT, and WA. Tradie Forms does not currently search the SA, TAS, or NT registers. Use the linked official register for those states.
- **I cannot apply a saved detail** - You must be signed in and on a paid plan to prefill saved details. Free users can save details but cannot prefill them on new forms.
- **A lookup result looks wrong** - Do not rely on it blindly. Type the correct value manually or choose another result. Always verify names, ABNs, licence numbers, expiry dates, and addresses before download.

## Billing and access [#billing-and-access]

- **I upgraded but still see a lock** - Refresh the page, then sign out and back in if needed. If you are in a team workspace, make sure the team has an active Team plan. Solo only applies to your personal workspace.
- **A private form is missing** - Check the correct personal or team workspace is selected. Private forms appear only after access is enabled for that workspace.

## Connections [#connections]

- **Integration import fields are not showing** - Check that the integration is connected in the active workspace and that the field shows the link icon Import from connection. Team admins manage team connections. ServiceM8 also needs job import turned on when you connect.
- **The whole-job import bar is missing** - Check that you are on a paid plan, the form supports integration import, and the integration is connected in the active workspace with import permission. ServiceM8 also needs job import turned on when you connect.
- **I cannot save a field mapping** - On a team workspace, only team admins can save, edit, or clear field mappings. Ask a team admin to set up the mapping, or switch to your personal workspace if you manage your own connection there.
- **Import job is greyed out** - Whole-job import needs a saved field mapping for that template. Select **Set up mapping** (or **Edit mapping**) in the bar at the top of the form, map at least one field, then **Save mapping**. You also need a job selected in the bar.
- **Send to ServiceM8 fails** - Reconnect the integration with PDF upload enabled. ServiceM8 needs **Upload PDFs to job cards** at connect. From Completed, make sure the record can be regenerated or has a stored PDF available.
- **An integration cannot connect** - Check that you are on a paid plan and using the correct workspace. Team admins manage team connections.
  
  - **ServiceM8:** connect from Connections or the ServiceM8 Add-on Store. See the [ServiceM8 guide](https://dev.tradieforms.com.au/docs/features/integrations/servicem8-integration).
  - **Fergus:** connect with Fergus from Connections. See the [Fergus guide](https://dev.tradieforms.com.au/docs/features/integrations/fergus-integration).
  - **Xero:** connect with Xero from Connections. See the [Xero guide](https://dev.tradieforms.com.au/docs/features/integrations/xero-integration).
- **Fergus import stopped working** - Disconnect Fergus in Connections, then connect with Fergus again. On a team workspace, a team admin needs to reconnect. If you connected with an API token, generate a new token in Fergus and reconnect.

## Still stuck? [#still-stuck]

Email [support@tradieforms.com.au](mailto:support@tradieforms.com.au) with:

- Template name
- Browser and device
- What you were trying to do
- Approximate time
- Screenshot if useful
- Whether you were in personal or team workspace

Do not send your password or full payment card details. If the problem involves a completed form, start with the template name and approximate time. Support can tell you whether a copy of the file is needed.