Carpentry quote request Workflow

Do I need any technical skills to set this workflow up?

No. The template is ready to use as soon as your workspace publishes it, so there's no installation or development project involved. If you want to tweak steps later, you can describe the change in plain English or edit the steps directly in the workflow editor.

Can my team customise the request form or the quote details we collect?

Yes, the request form fields, the quote task fields, and any of the email content can be adjusted through the workflow editor. Since earlier versions are kept, you can make changes with confidence and roll back if needed.

Who is actually involved in running this workflow day to day?

Your workspace members handle two key tasks: preparing the quote from the job details and photos, and scheduling the job once it's accepted. A carpenter (as a workspace member) also completes a task at the end to record job completion notes, photos and the final invoice amount.

What happens if a customer declines the quote?

The workflow routes the record to a Quote Declined status and automatically sends the customer a thank-you email. The customer's decision and any comments they left are saved to the record, so you've got a clear history of why the job didn't proceed.

Does the customer need to create an account to accept a quote or leave feedback?

No. Customers interact entirely through the public request form and forms emailed to them, including the accept/decline form and the post-job feedback form. They never need to log in or set up an account.

Is this workflow suitable for a small carpentry or joinery business without much admin support?

Yes, it's designed for exactly that kind of setup. The office task for preparing quotes has a 1-day due date to keep things moving, and every status change, email, and task is tracked automatically so a small team doesn't need to manually chase progress.

How does the workflow track where each job is up to?

Every quote request becomes a record with a reference number, a status, and a timeline showing what's happened so far. Statuses move through stages like New Request, Quote Sent, Quote Accepted, Job Scheduled and Job Completed, and these show up in table views and dashboards.

What happens after the job is finished?

Once the carpenter records completion notes, before/after photos and the final invoice amount, the record status updates to Job Completed and the customer gets a thank-you email with the invoice amount. Two days later, the workflow automatically sends a feedback form asking for a satisfaction rating and comments.

Can we send emails and SMS using our own accounts rather than a shared one?

Yes, a workspace can optionally connect its own AWS SES account for email or AWS SNS or Twilio for SMS. This is a workspace-level setup rather than something you need to configure per workflow.