Brickwork Completion and Defects List Workflow

How do I get this workflow running for my team?

Publish the template in your workspace and it's ready to use straight away, no development or installation needed. Share the request form link with your team or crews so completed jobs can be logged as soon as work finishes, and assign supervisors and lead bricklayers as members who'll receive the walk-through and rework tasks.

What happens if the supervisor finds defects during the walk-through?

The workflow routes the job to Rework status and assigns the lead bricklayer a task listing the rework items. Once the lead bricklayer records what was fixed and adds photos, the workflow automatically sends the job back to the supervisor for another walk-through.

Can the supervisor and lead bricklayer rework loop happen more than once?

Yes, the workflow can cycle between the supervisor walk-through and the rework task as many times as needed until the supervisor records the job as ready for handover. Each loop is captured in the record's timeline so you can see how many rounds of rework happened.

What does the customer see and do during their review?

The customer receives an emailed form summarising the completed work, with the option to accept the job or report an issue and add comments. They never need an account to respond, and their decision and comments are saved to the job record.

What happens if the customer reports an issue after review?

The job status changes to Customer Issue and the supervisor is assigned a task to resolve it, recording the fix made and photos. Once that's done, the workflow sends the customer another review form so they can check the fix and either accept the work or raise another issue.

What happens after the customer accepts the work?

The job status is set to Handed Over and the customer is emailed a thank-you message covering colour, finish, care instructions and warranty period for their records. Two days later, the workflow automatically sends a short feedback form asking for a 1-5 rating and comments.

Can I change the steps or forms in this workflow?

Yes, you can describe the change you want in plain English or edit the steps directly in the workflow editor. Earlier versions of the workflow are kept, so you can review or revert changes as your process evolves.

Who needs to be involved in running this workflow day to day?

Supervisors handle the walk-through and any customer issue fixes, lead bricklayers handle rework tasks, and customers respond through emailed forms without needing an account. Workspace admins can set up who's assigned to each task and monitor job status across the dashboard.

What gets recorded for each job, and is that enough for compliance?

Each job record keeps a reference number, current status, and a full timeline showing the supervisor's walk-through result, rework details, customer decisions and feedback ratings as they happen. This gives you a clear history of the job, but each business should confirm what records their own compliance or warranty obligations require.

Does this workflow send SMS as well as email?

The customer review, thank-you and feedback messages in this workflow are set up as emails. Email and SMS are both built into the platform, so SMS steps can be added if you want to notify customers that way too.