Form examples

Real forms, field by field

Every form here is finished and readable in full. The field lists come from how these forms are actually written in the trade, not from a template gallery, and each page says why a field is there before you copy it.

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350 examples, page 14 of 15

Tractor pre start checklist for rollover and PTO risks example
10 fields

Tractor pre start checklist for rollover and PTO risks

A tractor pre start checklist confirms the rollover protection, seatbelt, PTO guarding, linkage, tyres, brakes and fluids before the tractor leaves the shed. This one is built for an orchard, with the implement recorded and the two checks that prevent most tractor deaths placed at the top.

Trade account application form with the director guarantee on the same page example
17 fields

Trade account application form with the director guarantee on the same page

A merchant opening a trade account is lending money to a business it has never invoiced, and the decision turns on three referees and a personal guarantee. This form puts the ABN, the directors, the references and the guarantee in one seventeen field page, signed before it is sent.

Trade show visitor registration form that prints a usable badge example
10 fields

Trade show visitor registration form that prints a usable badge

A visitor registration is really a print job with a survey attached, because the answers become the badge that an exhibitor reads from a metre away. This one asks ten short questions, three of which end up printed, and it settles scan consent before anyone hands a barcode across a stand.

Training feedback form: objectives met and what staff will apply at work example
8 fields

Training feedback form: objectives met and what staff will apply at work

A training feedback form has to show whether a session did its job, not only whether people enjoyed it, which means asking if the objectives were met and what will change at work. This one rates the trainer in a grid, checks pace and confidence, and requires one specific thing each person will do differently.

Training request form example
24 fields

Training request form

Training requests are refused for two reasons far more often than for cost: nobody could tell what would change afterwards, and the days away had no cover. This form asks for both in plain language, and puts the repayment condition in front of the person before they ask rather than after they are approved. It is a classic form, because a cost table and a business case belong on one page an approver can read end to end.

Trampoline park waiver with a jumper table and one guardian example
9 fields

Trampoline park waiver with a jumper table and one guardian

A trampoline park waiver records that a parent or guardian accepts the risks of jumping for each child in the booking and has explained the park rules. This one lists up to four jumpers in a table, asks about the rules video, injuries and grip socks, and takes one guardian signature.

Translation request form for a quote example
9 fields

Translation request form for a quote

A translation request form gives a translator what they need to quote: the language pair, the documents, the word count, whether a certified translation is needed, what it is for, any glossary and the deadline. This language services version also lets a repeat client skip the quote and proceed at the standard rate.

Travel grant application form for a conference, with itemised costs example
12 fields

Travel grant application form for a conference, with itemised costs

A travel grant application form collects who is travelling, what was accepted, what the trip costs and who endorses it, so a panel can approve or decline in one reading. This twelve field conference travel grant form takes the accepted abstract, the acceptance letter and a six row cost table that asks how each figure was estimated, because the costings are where twenty applicants actually differ.

Travel request form with itinerary and estimate example
12 fields

Travel request form with itinerary and estimate

A travel request form gets a work trip approved before anything is booked: why the trip is needed, the route, what it will cost and who signs off. This one sets the route out as a four leg itinerary table and puts the estimate, cash advance and travel policy tick on the same page as the manager who approves it.

Trivia night registration form booked by the table captain example
8 fields

Trivia night registration form booked by the table captain

A school trivia night is sold by the table, not by the ticket, and the person who books is the person who will chase seven other people for twenty dollars each. This eight screen form is written for that captain, and it asks how the table is paying rather than taking a card, because a P and C runs on bank transfers and envelopes.

Tutoring intake form that reaches the tutor before the student does example
12 fields

Tutoring intake form that reaches the tutor before the student does

A first tutoring session spent working out what the student already knows is a session the family paid for and did not get. This intake form collects the year level, the subjects, the most recent school report and a plain answer to what tutoring should change, so the tutor arrives having read the teacher comments rather than discovering them.

Tutoring session booking form with subject, format and free times example
8 fields

Tutoring session booking form with subject, format and free times

A tutoring session booking form has to match a student to a tutor who teaches the subject at that year level, in the right format, at a time both are free. This one asks each of those on its own screen, uses a weekly grid for availability, and asks what the first session should cover so it starts on real work.

Vaccination clinic registration form with the screening questions example
11 fields

Vaccination clinic registration form with the screening questions

A workplace flu clinic lives or dies on how fast the table moves, and every minute spent asking screening questions is a minute nobody else is being vaccinated. This form asks the nine screening questions before the day, explains what each answer changes, and ends with a four part consent that includes reporting to the register.

Veggie box order form with swaps and gate instructions example
9 fields

Veggie box order form with swaps and gate instructions

A veggie box order form has to set the box size, how often it comes and the few vegetables a household will never eat, then get the driver through the gate to a shady spot. This one prices three box sizes, allows up to two swaps with the rule written out, and makes the gate instructions a required question.

Vehicle accident report form for a company fleet example
12 fields

Vehicle accident report form for a company fleet

A vehicle accident report form records the company vehicle and driver, when and where it happened, the other parties and their insurers, whether police attended and anyone was hurt, and the damage with photos. This fleet version also takes a hand drawn sketch of the scene, which insurers ask for more often than anything else.

Vendor registration form with ABN, banking and insurance on it example
18 fields

Vendor registration form with ABN, banking and insurance on it

A vendor registration form has one job, which is to get a supplier to the point where a purchase order can be raised and an invoice can be paid. That means an ABN that matches the invoices, bank details collected once and never changed by email, a current certificate of currency with its expiry, and a signature against all three.

Venue hire form for a community hall example
15 fields

Venue hire form for a community hall

A community hall committee is a handful of volunteers approving bookings between other jobs, so the hire form has to arrive complete or it costs somebody three emails. This one asks for the access and vacate times rather than the event time, names the five ways alcohol can appear at a function, and asks for a current certificate of public liability insurance, which the hall checks before it confirms a booking.

Vet appointment booking form with the reason and the urgency example
8 fields

Vet appointment booking form with the reason and the urgency

A vet appointment booking form has to tell reception what the visit is for and how soon the animal must be seen, because those two set the consult length and the place in the queue. This one asks both on their own screens, sends real emergencies to the phone before the first question, and flags new clients.

Vet surgery consent form with bloods, fluids and estimate example
10 fields

Vet surgery consent form with bloods, fluids and estimate

A vet surgery consent form has to record what the owner agreed to: the procedure, the optional anaesthetic extras, the estimated cost and what to do if something goes wrong. This one asks each of those as its own question, including resuscitation, and keeps a contact number for the day above the owner signature.

Visitor sign in form that replaces the book on the counter example
14 fields

Visitor sign in form that replaces the book on the counter

A paper visitor book shows every visitor the names of every other visitor, and it is useless in a fire drill because it is on the counter. This form sits behind a QR code, takes under a minute, and keeps the rules acknowledgement and the sign in time in one private record.

Volunteer application form with screening and referees on it example
16 fields

Volunteer application form with screening and referees on it

A volunteer sign up sheet collects a name. A volunteer application decides whether somebody can be placed near children, food and a van, which is a different question. This sixteen field form carries a working with children check number, a graded criminal history declaration with room to explain, two referees and a six by three availability grid.

Volunteer signup form example
10 fields

Volunteer signup form

A volunteer sign up form template should ask who the person is, when they are free, what they would like to do and whether they consent to any screening a role needs. This conversational version asks ten questions one at a time and takes about four minutes. After a name, email and optional mobile, it asks which days of the week you can help and what time of day suits, what you would like to help with from seven options, any certificates or skills, previous volunteering, an emergency contact, and whether you consent to a background check.

Volunteer survey on role fit, training and recognition example
8 fields

Volunteer survey on role fit, training and recognition

A volunteer survey asks the people who give their time whether the role suited them, whether they were trained and valued, and what would bring them back. This one does it in eight screens for a wetlands charity, from the role they held to the barriers that make volunteering harder.

Waitlist signup form that tells people where they stand example
8 fields

Waitlist signup form that tells people where they stand

A waitlist collects the one thing a launch cannot buy later, a list of people who asked first. This form asks eight questions in under a minute, promises a place number by email, and uses one screen to ask for the single referral that moves the list along.

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