Workflow Templates
Ready-made workflows for every business process. Customise with AI and publish in minutes.
Concreting Quote Request Workflow
Manages a concreting quote request from initial submission through site inspection, quoting, acceptance, deposit collection, job scheduling, completion, and post-job feedback.
Rental Property Repair Work Order Workflow
Manages handyman repair work orders for property managers: intake, booking, on-site work, completion or extra-work approval, with status tracking, notifications and a table view/dashboard.
Pest Chemical Application Record Workflow
Captures every pesticide application record from field technicians, routes it through supervisor QA review (with a technician correction loop when needed), marks it Recorded, and emails the client a summary of the application.
Job Completion and Customer Sign-Off Workflow
Captures job completion details from the technician, requests customer sign-off via a form, handles reported issues with a rectification loop back to sign-off, and on sign-off notifies the customer, tasks accounts to invoice, and later collects a feedback survey.
Stonework Installation Checklist Workflow
Captures a stonemasonry inspection checklist, notifies the customer of the outcome, and routes failed inspections through a rectification and re-inspection loop until the stonework passes.
Pool Equipment Maintenance Report Workflow
Captures a technician's pool/spa service report (water tests, equipment checks, cleaning, defects, photos), routes handling based on defect priority (none/minor/urgent), manages repair quoting and client approval for minor defects, dispatches urgent repairs, and keeps the client informed at each stage with a final status and next service due date.
HVAC Filter Replacement Register Workflow
Logs each HVAC unit filter replacement from a technician-submitted register form, flags heavily clogged/damaged filters for service manager review with a follow-up recommendation and revised due date, and emails the client a confirmation of the filter record.
Painting Completion and Warranty Workflow
Manages the completion checklist for a painting job: supervisor walkthrough, touch-up rework loop, customer review and sign-off, and warranty handover with a follow-up feedback survey.
Plumbing Maintenance Service Report Workflow
Captures a plumber's service report for commercial and residential clients, routes handling based on defect priority (none/minor/urgent), manages repair quoting and approval, notifies clients at each stage, and tracks status through to completion.
Test and Tag Inspection Record Workflow
Captures electrical test and tag inspection results, calculates pass rate, notifies clients of outcomes, and manages follow-up on failed items through to completion.
Asbestos Removal Job Intake and Scope Workflow
Intake, estimation, quoting, scheduling and completion workflow for a licensed asbestos removal business — from initial customer request through estimator assessment, quote acceptance, removal scheduling, and final clearance confirmation.
Bathroom Waterproofing Quote Request Workflow
Manages a waterproofing quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Automatic Gate Repair Request Workflow
Captures gate/garage door repair requests, acknowledges the customer, books a technician visit based on urgency, records the technician's findings, and routes to completion, further-work, or unable-to-complete outcomes with appropriate customer notifications and follow-up tasks.
Trade Lead and Quote Request Workflow
Captures inbound quote requests, qualifies leads, routes to quote-from-photos or site visit, prepares and sends quotes, captures customer acceptance/decline, and schedules accepted jobs — with status tracking throughout.
Insulation Photo Evidence Record Workflow
Captures a complete photo evidence record for each insulation job, has the office verify photo completeness, loops back to the installer to upload any missing photos, and confirms to the customer once the evidence record is complete on file.
Solar Installation Photo Evidence Pack Workflow
Captures a complete photographic evidence record for each solar installation, routes it through an office completeness check, loops back to the installer for missing photos if needed, and notifies the customer once the record is confirmed complete.
Site Access and Visitor Register Workflow
Manages visitor sign-in at work sites: captures visitor details and PPE confirmation, checks site induction status, routes non-inducted visitors to a supervisor induction/escort task, notifies visitors of the emergency assembly point, collects a sign-out form with incident/hazard reporting, and escalates any reported hazards to the supervisor before closing out the visit.
Remote and Key Handover Register Workflow
Records garage door/gate remotes and keys handed to customers, emails the customer to confirm receipt, raises an office query task if items are missing, and finalises the handover record once acknowledged.
Pool Barrier Defect Rectification Workflow
Captures pool fence safety defects from an inspection, notifies the customer if the pool is unsafe, quotes and gets approval for rectification work, coordinates the installer's repair and re-test, and keeps the customer informed until the barrier is confirmed rectified.
Pool Fence Site Measure Workflow
Captures a pool fence site measure from the estimator, calculates the quote, routes it through estimating manager review (with revision loop), then sends the quote to the customer for acceptance and books the job on acceptance.
High-Pressure Jetting Service Record Workflow
Captures a high-pressure jetting service record from the field, sets service status based on the jetting result, and triggers the appropriate customer communication and follow-up (feedback request for cleared jobs, or an office quoting task for jobs needing further work).
Stone Cutting and Dressing Check Workflow
Captures a stonemasonry cutting and dressing inspection, notifies the project manager, and routes failed checks through a stonemason rectification task and inspector re-inspection loop (up to 2 cycles) before final sign-off.
Stonemasonry Site Measure Workflow
Captures estimator site-measure data for natural stone work, calculates a quote, routes it through estimating-manager review (with a revision loop back to the estimator if changes are needed), then sends the customer a quote form to accept or decline, and books the job internally on acceptance.
Waterproofing Membrane Record Workflow
Captures a waterproofing membrane application record, routes it to a supervisor for quality-control review, loops back to the waterproofer for correction if needed, then finalises and emails the membrane record to the builder or client.
Kitchen Defects Punch List Workflow
Manages the end-to-end defect resolution process for cabinet installations: captures a defect list from the installation supervisor, notifies the customer, assigns repair work to the cabinet installer, has the supervisor verify repairs (with a rework loop up to 3 times), gets customer sign-off, handles any remaining issues, and closes out the job.
Cabinetry Site Measure Workflow
Captures a site measure form for a cabinetmaking/kitchen job, routes it to a designer for completeness review, loops back to the measurer for re-measures if needed, and once measured notifies the customer and tasks the designer to prepare the design.
Weld Procedure and Setup Record Workflow
Captures welding job setup details, verifies welder qualification, routes non-qualified setups for reassignment, and runs a supervisor check-and-adjust loop against the welding procedure before final production approval.
Scaffold Dismantle and Site Clearance Workflow
Manages scaffold dismantle sign-off: supervisor completes a pre-dismantle checklist and clearance result, triggers clean-up work if needed, gets builder/client confirmation the site is clear, handles any issues raised, then notifies off-hire and flags damaged/missing components for the office to charge.
Scaffold Tag Status Update Workflow
Records every change to a scaffold's inspection tag, notifies the builder/client based on the new tag status, and manages the repair-and-reinspection loop for unsafe scaffolds until they are cleared for use.
Scaffold Design and Requirements Workflow
Intake workflow for builders to submit scaffold requirements, route to a scaffold designer for engineering assessment, pricing and design, obtain builder approval on the design/price via an external review form (with a bounded revision loop), and hand off to the office to book erection once approved.
Fire System Defect and Rectification Workflow
Captures fire system defects found by technicians, escalates critical impairments with interim safety measures, prices and quotes rectification work, obtains client approval, tracks rework cycles, and confirms final rectification and testing.
Garage Door Service Report Workflow
Captures a technician's garage door service report, routes handling based on defect priority (none/minor/urgent), manages repair quoting and client approval, and keeps the client informed at each stage until the record reaches a final status.
Garage Door Installation Quote Workflow
Manages a garage door installation request end-to-end: intake, site inspection scheduling, estimator quoting, customer acceptance/decline, job scheduling, installation completion, and post-job feedback collection.
Minor Repair Callback Workflow
Handles customer callbacks for minor repair defects: intake form, office triage to check if it relates to the original job, booking a return visit, handyman repair with a rework loop for unresolved fixes, and customer notifications at each stage.
Tenant Access Appointment Workflow
Manages tenant access appointments for a handyman/property maintenance business: collects appointment details, asks the tenant to confirm or request another time via a form link, loops the office through rescheduling until confirmed, then notifies the tenant by SMS and the property manager by email of the confirmed access arrangements.
Handyman Quote and Job Request Workflow
Captures a handyman job request, has the office prepare and send a quote, waits for customer acceptance, schedules and completes the job, then collects feedback — tracking status throughout.
Water Damage Drying Verification Workflow
Captures final moisture/humidity verification for a restoration job, loops re-checks every two days until the property is confirmed dry, then captures equipment removal and final readings, notifies the customer, and triggers the office to prepare a reinstatement quote.
Water Damage Restoration Intake Workflow
Intake and dispatch workflow for a water damage restoration business: captures the incident request, sends safety guidance, dispatches a technician, tracks drying progress, and notifies the insurer when a claim is involved.
Commercial Cleaning Quality Audit Workflow
Captures a site quality audit with scores across six areas, calculates an overall audit score, and routes to Passed or Corrective Action. Corrective Action triggers a team leader remediation task and an auditor re-audit loop, ending with the client notified of the outcome.
Carpet Cleaning Quote and Booking Workflow
Manages a carpet cleaning request from initial quote request through office quoting, customer acceptance, job scheduling, technician completion, and post-service feedback collection.
Pest Treatment Customer Instructions Workflow
Manages a pest treatment from office booking through pre-treatment preparation instructions, technician scheduling, treatment completion, and post-treatment acknowledgement, with health/allergy and pet checks routed to the technician and status tracked throughout.
Pest Treatment Service Record Workflow
Captures a pest treatment service record from the technician's form, emails the customer the treatment summary, follows up 14 days later to check whether pests are resolved, and routes to a re-treatment task or a resolved thank-you email based on the customer's response.
Pool Water System Startup Record Workflow
Manages the start-up of a new or resurfaced pool: captures site and water-test data at fill, sends the customer care instructions, waits two days, then has the technician retest the water and record chemicals/results, looping retests up to three times until balanced, before marking the pool Ready to Swim and sending the customer the final water-care routine.
Pool Practical Completion and Defects Workflow
Manages pool project practical completion: supervisor walkthrough and rework loop, customer review and issue-resolution loop, handover confirmation, and post-handover feedback collection.
Excavation Site Reinstatement Workflow
Manages excavation job completion from site supervisor sign-off through customer review to handover and post-handover feedback, with rework and issue-resolution loops.
Plant Damage and Incident Report Workflow
Captures excavation/earthmoving incident reports (service strikes, property/machine damage, near misses, injuries), triggers safety-manager follow-up for injuries, routes site-manager investigation and operations-manager review (with rework loop), closes the record, and emails the client an incident summary.
Spoil and Soil Disposal Tracking Workflow
Tracks excavated material disposal from job site to destination facility, triggering environmental review and site manager testing for hazardous classifications, reconciling dockets and receipts against disposal records, and notifying the client with a disposal summary.
Pre-Demolition Service Disconnection Workflow
Verifies that all utility services at a demolition site are disconnected before demolition can proceed. Captures a verification form, checks the result, and if services remain connected, loops between an office follow-up with utility providers and an on-site supervisor re-verification until all services are confirmed disconnected or the loop cap is reached.
Access Control Installation Quote Workflow
End-to-end workflow for a locksmith/access control business: intake of an access control installation request, site inspection, quote preparation and approval by the customer, job scheduling, job completion, and post-completion feedback collection.
Key Issue and Return Register Workflow
Tracks issuance of physical keys to holders: captures key details on an intake form, requires the holder to acknowledge responsibility before the key is marked Issued, then manages the return process including lost/stolen escalation, rekeying decisions, and final closure — with a status field tracked throughout for reporting.
Lock Change and Rekey Request Workflow
Manages locksmith lock-change and rekey requests from intake through booking, on-site work, and outcome-based customer communication, with office and locksmith tasks and status tracking end-to-end.
Shower Screen Measure and Quote Workflow
Captures on-site measurements for a shower screen from the estimator, calculates a quote, routes it through manager review (with a revision loop back to the estimator), then emails the customer for acceptance, updating quote status throughout and booking the job once accepted.
Window Replacement Measure and Quote Workflow
Captures an estimator's site measurement, calculates the quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), then sends the customer a quote for acceptance and books the job once accepted.
Flooring Defect and Warranty Workflow
Handles flooring defect/warranty requests end-to-end: intake and acknowledgement, office booking of an inspection, inspector assessment and cause determination, and routing to rectification, manufacturer claim, or not-covered handling with customer notifications throughout.
Flooring Site Measure and Estimate Workflow
Captures an estimator's site measurement, calculates a flooring quote, routes it through manager review (with revision looping), and on approval sends the customer a quote to accept or decline, closing out the job booking or a decline notice.
Fence Repair and Storm Damage Workflow
Manages fence repair and storm damage requests from intake through booking, on-site repair, and completion, with urgency-based scheduling, crew reporting, and customer notifications at each stage.
Automatic Gate Installation Quote Workflow
End-to-end workflow for a gates and automation business: intake request, site inspection, quote preparation and delivery, customer acceptance/decline, job scheduling, installation completion, and post-job feedback collection.
Fence Site Measure and Quote Workflow
Captures an estimator's site measure for a fence job, calculates a quote, routes it through manager review (with a revision loop back to the estimator), then sends the quote to the customer for acceptance and books the job once accepted.
Refrigeration Breakdown Request Workflow
Captures a commercial refrigeration breakdown/service request, books a technician visit based on urgency, records diagnosis and repair outcome, and notifies the customer through to completion or follow-up quoting.
Refrigeration Temperature Check Workflow
Captures a technician's refrigeration temperature and performance check, records the result, notifies the client, and if equipment is out of range, drives a repair-and-retest task loop (up to 2 attempts) until the equipment is confirmed back within range.
Arborist Tree Work Request Workflow
Manages tree work requests from intake through office booking, on-site arborist work, and outcome-based customer follow-up, with status tracking throughout.
Herbicide and Pesticide Record Workflow
Captures herbicide, pesticide and fungicide application records from applicators, routes them to a supervisor for compliance checking, loops back to the applicator for correction if needed, and emails the client an application summary once the record is finalised.
Irrigation Design and Quote Workflow
Captures irrigation installation requests, routes them through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback, with status tracking throughout.
Landscape Design Consultation Workflow
Manages a landscape design enquiry from initial intake through consultation booking, brief development, customer review/revision cycles, and final approval — tracking brief status throughout and handing off to concept design preparation.
Brickwork Completion and Defects List Workflow
Manages brickwork job completion sign-off: captures completion details, supervisor quality check with rework loop, customer review with issue-resolution loop, handover confirmation, and post-handover feedback collection.
Lintel Installation Check Workflow
Captures a lintel and opening installation inspection, notifies the builder/client of the result, and if failed routes rectification work to the bricklayer with re-inspection by the inspector (up to 2 cycles) before final sign-off.
Brick Wall and Masonry Measure Workflow
Captures a site measure for a bricklaying job, calculates net wall area, bricks needed and quote amount, routes through estimating manager review (with revision loop back to the estimator), sends the customer a quote for accept/decline, and on acceptance tasks the office to order bricks and book the job.
Concrete Finish Acceptance Workflow
Manages concreting job completion sign-off: supervisor walkthrough, rework loop if needed, customer review and acceptance via emailed form, rework loop on reported issues, handover confirmation, and a delayed feedback request.
Concrete Pour Record Workflow
Captures each concrete pour via a site form, tracks pour status, escalates any recorded issues to the concreting manager for assessment, routes repairs to the crew if required, then moves the record to Curing and emails the builder/client a pour summary.
Concrete Delivery and Batch Record Workflow
Records each concrete truck delivery to a pour, capturing docket, mix, slump and batching details, then routes to acceptance or rejection handling — including supervisor follow-up, supplier resolution and client notification for rejected loads.
Bathroom Tiling Site Measure and Quote Workflow
Captures an estimator's site measure for bathroom tiling, calculates a quote, routes it through manager review (with revision loop back to the estimator), sends the quote to the customer for acceptance, and books the job on acceptance.
Roofing Completion and Water Test Workflow
Captures job completion details and watertightness test results, routes the job through a supervisor walkthrough with rework loop, then customer review with an issue-resolution loop, and finishes with handover confirmation and a delayed feedback request.
Carpentry Completion and Defects Workflow
Manages carpentry job completion from the completion form through supervisor quality check, defect rework loops, customer review and issue resolution, handover, and post-handover feedback collection.
Roof Replacement Quote and Measure Workflow
Captures site measurements from the estimator's visit, calculates a roof replacement quote, routes it through estimating manager review (with a revision loop), then sends the quote to the customer for acceptance and books the job on acceptance.
Pergola and Patio Carpentry Quote Workflow
End-to-end workflow for a carpentry business handling pergola/patio requests from initial intake through site inspection, quoting, acceptance, deposit collection, job scheduling, completion and post-job feedback.
Plastering Defect and Patch List Workflow
Captures a plastering/drywall defect list before painting or handover, notifies the builder/customer, records chargeable items when other trades caused damage, sends the plasterer to fix defects, has the supervisor check repairs (looping back to the plasterer if items remain outstanding), and closes out the job with a completion email once all defects are fixed.
Drywall and Plasterboard Quote Workflow
End-to-end workflow for a drywall/plasterboard (Gyprock) installation business: captures a request, runs a site inspection, prepares and sends a quote, tracks acceptance, schedules and completes the job, and collects post-job feedback.
Lead Paint Risk Screening Workflow
Screens a job site for lead paint risk before sanding, scraping or stripping. Captures building age, paint condition, occupant risk factors and test results, routes to Clear to Proceed or Lead Controls Required, tracks supervisor clean-up controls with rework looping, and finishes at Controls Verified.
Painting Daily Progress Report Workflow
Captures a painter's daily progress report, flags issues for supervisor follow-up, optionally emails the customer a progress update, and tracks each report's status through to filing.
Coating System and Product Record Workflow
Captures the coating system and products applied on a painting job for warranty and maintenance purposes, routes it through a supervisor completeness check (with a painter correction loop if details are missing), and emails the finalised coating record to the customer.
Interior Painting Measure and Quote Workflow
Captures estimator site-measure data, calculates a quote from measured area and rate, routes it through estimating manager review (with a revision loop back to the estimator), then emails the customer for accept/decline and books the job once accepted.
Water Efficiency and Leak Audit Workflow
Captures a plumbing water efficiency and leak audit, calculates the hidden leak rate from a no-use meter test, routes the audit through manager review (with revision loop back to the plumber), emails results to the customer once approved, and triggers an estimator quote task when leaks were found.
Leak Detection and Repair Report Workflow
Captures a plumber's leak detection and repair report, loops back to the plumber for further investigation if the meter test still shows flow, notifies the customer once repaired, optionally routes to the office for an insurance report, and follows up with a customer feedback survey.
Thermostatic Mixing Valve Service Workflow
Captures thermostatic mixing valve (TMV) test records from a plumber, sets the record status based on pass/fail result, notifies the client, and manages a repair-and-retest loop for failed valves until they pass or the retry limit is reached.
Electrical Condition Report (EICR) Workflow
Captures an electrical installation condition report from an inspector, routes it through supervisor review (with a revision loop back to the inspector if changes are needed), emails the approved report to the customer, and triggers a remedial work quote task when recommended.
Electrical Defect Rectification Workflow
Captures electrical defects found on-site, issues disconnection notices for dangerous defects, quotes and gets customer approval for rectification, tracks rectification work through to completion, and reports on defect status.
Electrical Fault and Service Request Workflow
Manages electrical service and fault requests from intake through booking, on-site work, and completion, with distinct handling for urgent vs standard jobs and for fixed, further-work-needed, and unable-to-complete outcomes.
Practical Completion Punch List Workflow
Manages the practical completion process for a trade project: captures the walk-through punch list, tracks site supervisor remediation and project manager re-inspection cycles, gathers client acceptance, handles any remaining client items, and records final practical completion and defects liability dates.
Weather and Site Delay Notice Workflow
Collects delay details from a supervisor, routes the notice through project manager review (with revision loop back to the supervisor), sends the client a delay notice for acknowledgement, handles client queries, and tracks the delay status end-to-end.
PPE Issue and Replacement Register Workflow
Captures worker PPE requests, routes lost-item requests through supervisor approval, has the store issue approved equipment, and tracks status through to issued or not approved, with a table view and dashboard chart for tracking.
Timesheet and Job Labour Record Workflow
Workers submit weekly timesheets against jobs; a supervisor checks hours against the job, worker corrects if needed (up to 2 review cycles), and once approved payroll processes the timesheet through to completion.
Apprentice Supervision Record Workflow
Captures on-the-job supervision and training records for apprentices, notifies apprentices of feedback, and routes follow-up actions based on the competency observed — including training coordinator tasks for apprentices needing more training and follow-up observations for those developing.
Customer Access and Key Authorisation Workflow
Collects customer authorisation for property access when they are not home, manages key collection and return via technician tasks, tracks access status through the job lifecycle, and notifies the customer at each key stage.
Job Cancellation and Rescheduling Workflow
Handles customer-submitted requests to reschedule or cancel a booked job: acknowledges the request, routes to the office for rescheduling or cancellation handling (including fee assessment and confirmation), and keeps the customer informed at each stage.
Quote Follow-Up and Expiry Workflow
Sends a quote to a customer, follows up with reminders and a phone call if there is no response, and tracks the quote through Accepted, Declined or Expired outcomes with matching notifications and office tasks.
Quote Acceptance and Confirmation Workflow
Captures a trade business's quote details, sends the customer a written acceptance form, and manages the accept/decline path — including deposit confirmation, job booking, and scheduling notifications through to a final status.
Deposit Request and Receipt Workflow
Collects trade job deposit details, calculates the deposit amount, requests payment from the customer, tracks receipt via accounts follow-up tasks with reminder and phone-call escalation, confirms receipt with a receipt email, and books the job start — while keeping the deposit status current throughout.
Before-and-After Photo Job Record Workflow
Captures before/after job photos with technician, customer and site details, routes photos through supervisor review (with retake loop), notifies the customer of any pre-existing damage, and collects marketing consent before finalising the record status.
Material Delivery and Damage Check Workflow
Captures site/yard material deliveries, checks condition against the delivery docket, and manages supplier issue resolution (replacement, credit, or dispute) through to closure.
Warranty Callback Request Workflow
Handles warranty/callback requests for completed jobs: intake, warranty check, visit booking, technician resolution, and customer feedback collection, with status tracking throughout.