Workflow Template
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.
A missing wall length or an unclear sketch usually isn't caught until the design stage, when the cabinetmaker is already cutting panels and the fix costs a site revisit. This workflow captures the site measure form up front, routes it straight to a designer for a completeness check, and automatically loops it back to the measurer with the missing details flagged if anything is incomplete. Once the measure is confirmed complete, the customer is notified automatically and the designer is tasked to start the design, so no job moves forward on a measure nobody actually checked.
Business Outcomes
- Fewer design errors caused by incomplete or unclear site measurements
- Faster turnaround from site visit to design start with automatic handoffs
- Clearer accountability with due dates on designer and measurer tasks
- Reduced back-and-forth by capturing missing details directly on the record
- Improved customer communication with automatic measure-complete notifications
Workflow Steps
Steps
- 1Create Site Measure Recordcreate record
Registers the submitted site measure as a record.
- 2Set Status to Measure Reviewupdate record
Sets the record's measure status to Measure Review.
- 3Designer: Review Measure Completenesscreate task
Assigns the designer a task due in 2 days to check the site measure is complete.
- 4Save Review Result to Recordupdate record
Persists the designer's review result and missing details to the record.
- 5Route on Measure Review Result
Routes to Measured or triggers a re-measure based on the designer's review result.
measure_review_result: "Complete"→Set Status to Measuredmeasure_review_result: "Re-measure needed"→Set Status to Re-measureDefault→End - 6Set Status to Re-measureupdate record
Sets the record's measure status to Re-measure.
- 7Measurer: Update Measurements and Sketchcreate task
Assigns the measurer a task due in 3 days to update the measurements and sketch based on the missing details identified.
- 8Save Updated Measurements to Recordupdate record
Persists the updated measurements notes and sketch to the record before returning to the designer.
- 9Return to Designer for Reviewrestart from step
Closes this iteration and restarts from the designer review task with the updated measurements, allowing up to 2 re-measure cycles.
- 10Set Status to Measuredupdate record
Sets the record's measure status to Measured.
- 11Email Customer: Measure Completesend email
Notifies the customer that the site measure is complete and their design is next.
- 12Designer: Prepare Designcreate task
Assigns the designer a task due in 7 days to prepare the design; the workflow does not wait for completion.
Fields
- Measurer's Name*
- Customer's Name*
- Customer's Email*
- Customer's Mobile*
- Site Address*
- Job Reference*
- +16 more fields
Forms
Cabinetry Site Measure Form
17 fields
Data Views
Site Measures
customer_name, site_address, room, job_reference +1 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
Similar Workflows
Similar Categories
FAQs
What happens if the designer finds the site measure is incomplete?
The designer records a Measure Review Result of 'Re-measure needed' along with the specific Missing Details on their review task. The workflow saves this to the record, sets the status to Re-measure, and assigns a task to the original measurer to update the measurements and sketch based on those missing details.
How many times can a job be sent back for a re-measure?
The workflow supports up to 2 re-measure cycles between the designer and the measurer before it needs to reach a Complete result. Each cycle updates the record with the measurer's notes and sketch, then returns to the designer for another completeness review.
Can this handle a job where the walls aren't square?
Yes, the site measure form captures whether the walls are square and, if not, records the deviation directly on the record. This detail is available to the designer during their completeness review alongside wall lengths, ceiling height and other measurements.
What if the designer doesn't complete their review task in time?
The Designer: Review Measure Completeness task is due in 2 days and appears in the workspace's task list until it's actioned. The workflow waits for this task, so the record stays at Measure Review status until the designer submits their result.
Who is responsible for each step in this workflow?
The designer reviews measure completeness and later prepares the design, while the measurer handles the initial site visit and any re-measure updates. Both roles are assigned as tasks to team members in the workspace, and the customer is only notified by email once the measure is confirmed complete.
Does the customer need to log in or create an account to submit the site measure?
No, the site measure details are captured through a public request form that the customer or measurer fills in directly. Customers are kept informed by email, such as the Measure Complete notification, without ever needing an account.
What information does the designer see when preparing the design?
The designer's Prepare Design task is assigned once the record status is set to Measured, giving them access to the confirmed wall lengths, ceiling height, window and door positions, plumbing and power locations, appliances, floor details, photos and sketch on the record. This task has a 7-day due date and the workflow does not wait for it to complete before moving on.
Can we customise what the site measure form asks for?
Yes, the form fields, task due dates and routing conditions can all be adjusted by describing the change in plain English or editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so changes can be reviewed or reverted if needed.
What does the record show once the site measure is complete?
The record's status updates to Measured and its timeline shows each step that occurred, including the review result, any re-measure cycles, and the missing details identified along the way. This gives the team a clear history of what happened on that job without needing to check separate emails or notes.
Ready to use this workflow?
Create a free account and customise this workflow for your business.