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AI Form Builder

Company trade forms for jobs. Certificates, checklists and sign offs. Create them with AI, fill them on phone or desktop, and keep them on the job.

Generate, import, improve, then fill on site

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What It Is

AI Form Builder turns paper and spreadsheet checklists into digital forms tied to jobs. Build the form once, fill it on site, and the completed copy sits on the job where the office can find it.

Use it for certificates, checklists and sign offs your company actually uses, not a pile of generic templates you never touch.

How You Create A Form

Describe it with AI

Tell it what you need in plain English. Total Tradesmen turns that into a structured form with sections and fields.

Upload a document

Bring in Word, Excel, CSV or TXT and convert it into fields instead of rebuilding the checklist by hand.

Improve a draft

Simplify or tidy an existing draft when it is close but not quite right.

Edit before you save

Move sections and fields around so the form matches how your engineers work on site.

Field Types

Build what the job needs:

  • Text and long text
  • Number and date
  • Dropdown, radio, checkbox and multi select
  • Signature
  • Photo and file upload
  • Line items for repeatable rows

Side by side widths are supported so denser forms still read cleanly on screen.

On Site

Engineers fill forms on the job, add signatures and camera photos, then submit. The office sees the submission on that job, not in a separate folder nobody opens.

AI Credits

  • Generate or import: 3 AI credits
  • Improve: 2 AI credits
  • Filling forms: free. No AI credits

Credits are for building and improving forms. Completing them day to day costs nothing extra.

What This Covers

This is company owned digital forms, built with AI, your own saved forms and example prompts. It is not a big library of default system templates.

Document Forms is a separate feature for sending PDF or Word files to customers. That is a different workflow and is not covered here.

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Questions

Questions people usually ask

Straight answers about this feature.

Do I need AI credits to fill a form on a job?

No. Filling forms is free. Credits are only used when you generate, import or improve a form.

Can engineers complete forms on their phone?

Yes. Forms work on desktop and mobile, including signatures and camera photos, then submit to the job.

Is there a big template library?

No. You build forms with AI, keep your own company forms, and use example prompts. There is not a large set of default system templates.

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