Workflow Template
Bathroom renovation plumbing rough-in inspection Workflow
Captures a bathroom renovation plumbing rough-in inspection, records pass/fail checks against plans, notifies the builder/client, and manages a rectification and re-inspection loop until the rough-in passes.
Renovation and building businesses need a consistent, visible way to record plumbing rough-in inspections against plan requirements, so no fixture, pressure test, or set-out check is overlooked before walls are closed in. This workflow captures the inspector's submission, records the pass/fail result against each check, notifies the builder or client automatically, and manages a rectification and re-inspection loop until the rough-in passes. Inspectors, plumbers, and builders/clients are each involved at defined points, with every status change and task outcome kept on the inspection record's timeline.
Business Outcomes
- Supports consistent recording of rough-in checks against plan requirements across every job
- Reduces manual chasing by automatically notifying builders/clients of pass, fail, and rectified-pass outcomes
- Helps keep rectification work on track with a 2-day plumber task and 1-day re-inspection task
- Improves visibility of inspection status and history through a single record with a timeline
- Makes it easier to scale inspection oversight across multiple sites and inspectors without extra admin
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted rough-in inspection as a new record.
- 2Set Status to Submittedupdate record
Marks the inspection record status as Submitted.
- 3Email Acknowledgementsend email
Sends an acknowledgement email to the builder/client with their reference number.
- 4Route on Overall Result
Branches the workflow based on the inspector's overall pass/fail result.
overall_result: "Pass"→Set Status to Passedoverall_result: "Fail"→Set Status to RectificationDefault→End - 5Set Status to Passedupdate record
Marks the inspection record status as Passed.
- 6Email Pass Notificationsend email
Emails the builder/client that the bathroom rough-in passed inspection.
- 7Set Status to Rectificationupdate record
Marks the inspection record status as Rectification.
- 8Plumber Rectification Taskcreate task
Assigns the plumber a task to fix the failed checks within 2 days and record what was done.
- 9Save Rectification Detailsupdate record
Persists the plumber's rectification notes and photos to the inspection record.
- 10Inspector Re-Inspection Taskcreate task
Assigns the inspector a task due in 1 day to re-inspect the rectified work and record the result.
- 11Save Re-Inspection Resultupdate record
Persists the re-inspection result and notes to the inspection record.
- 12Route on Re-Inspection Result
Branches based on whether the re-inspection passed or failed.
reinspection_result: "Pass"→Set Status to Passedreinspection_result: "Fail"→Return to Plumber for Further RectificationDefault→End - 13Return to Plumber for Further Rectificationrestart from step
Closes this iteration and restarts from the plumber rectification task since the re-inspection failed.
- 14Set Status to Passedupdate record
Marks the inspection record status as Passed following successful rectification.
- 15Email Rectified Pass Notificationsend email
Emails the builder/client that the bathroom rough-in was rectified and passed inspection.
Fields
- Inspector Name*
- Inspector Email*
- Builder/Client Name*
- Builder/Client Email*
- Site Address*
- Job Reference*
- +18 more fields
Forms
Bathroom Rough-In Inspection Form
18 fields
Data Views
Rough-In Inspections
site_address, job_reference, overall_result, inspection_status
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
What does this workflow record for each rough-in inspection?
Each inspection becomes a record with a reference number, a status (such as Submitted, Rectification, or Passed), and a timeline of what happened. The record holds the inspector's pass/fail checks against the plans, the pressure test reading, inspection photos, and, where rectification occurs, the plumber's rectification notes/photos and the re-inspection result and notes.
Who is involved at each stage of the workflow?
The inspector submits the initial request form with the rough-in checks and overall result. If checks fail, a plumber is assigned a task to fix the issues and record what was done, and the inspector is then assigned a re-inspection task. The builder/client is not required to log in but receives email notifications at acknowledgement, pass, and rectified-pass stages.
What happens when the overall result is a fail?
The record status is set to Rectification and a task is assigned to the plumber to fix the failed checks within 2 days, recording what was done and any rectification photos. Once submitted, this information is saved to the record and an inspector re-inspection task is created.
What happens if the re-inspection also fails?
The workflow closes that iteration and restarts from the plumber rectification task, so the plumber is assigned a further task to address the outstanding issues. This loop continues until a re-inspection records a pass, with each cycle's notes and photos kept on the record's timeline.
How is the builder/client kept informed without needing an account?
The builder/client takes part through the request form and receives emails at key points: an acknowledgement with their reference number, a pass notification if the initial inspection passes, or a rectified pass notification once a re-inspection succeeds. They are not required to log in or hold an account at any stage.
How do we change the checks or tasks in this workflow?
A workspace can describe the desired change in plain English or edit the steps directly in the workflow editor, for example to adjust the rectification deadline or add further checks to the request form. Earlier versions of the workflow are kept, so changes can be reviewed or reverted if needed.
Who can see the status of an inspection in progress?
Workspace admins and members can view inspection records by status in table views and dashboards, and tasks such as rectification and re-inspection are assigned to specific team members. All workspace activity related to the inspection is logged on the record's timeline.
Can the rectification and re-inspection deadlines be adjusted for a specific job?
The 2-day plumber task and 1-day re-inspection task are set in the workflow steps and can be changed by editing the workflow, either by describing the change in plain English or updating the step in the workflow editor. This lets a workspace tailor turnaround expectations to its own scheduling needs.
What information does the plumber need to provide during rectification?
The plumber's rectification task waits for them to record what was done, including rectification details and photos, before the workflow proceeds. This information is saved to the inspection record so the inspector can review it during re-inspection.
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