Demolition completion / site clearance handover Workflow

Do I need to set this workflow up from scratch?

No — the demolition completion and handover workflow is a ready-to-use template, so your workspace can publish it in minutes and start running real jobs straight away. There's no installation or development project involved.

Can my team change the steps to match how we work?

Yes. You can describe the change you want in plain English or edit the steps directly in the workflow editor, and earlier versions of the workflow are kept so you can see what's changed over time. For example, you could adjust task due dates or the wording in the customer review email.

Who is involved in checking the job before handover?

The demolition supervisor is assigned a walkthrough task to record the outcome and, if needed, a rework list. If rework is required, the workflow sets the record's status to Rework and assigns the supervisor a task to complete the rework list, then loops back to another walkthrough to re-check the job.

What happens if the customer isn't happy with the work?

The customer receives an emailed review form asking them to accept the work or report an issue, with space for comments. If they report an issue, the record status changes to Customer Issue and the supervisor gets a task to fix it; once the fix is recorded, the workflow loops back to the customer review step for re-confirmation.

Does the customer need an account to review or accept the work?

No — customers take part entirely through forms emailed to them, so there's no account or login needed. They receive the review form and, later, a short feedback form the same way.

Is this suitable for jobs that need multiple rework rounds?

Yes. The rework loop returns to the supervisor walkthrough task each time, so the job keeps cycling through checks until the walkthrough result comes back as ready for handover. Every rework list, fix and photo entered along the way is saved to the record.

What information gets saved to the job record versus staying on a task?

Anything the workflow waits for — like the supervisor's walkthrough result, rework details, fix details and the customer's decision — is saved to the record and visible in its timeline. Table views and dashboards can then show jobs by their current status, such as Final Check, Rework, Customer Review or Handed Over.

How does the workflow handle warranty and care information?

The care instructions and warranty period captured on the original request form are included in the thank-you email sent to the customer at handover, alongside a summary of the job. This gives the customer a written record for their own reference.

Does the workflow collect customer feedback automatically?

Yes. Two days after the job is marked as Handed Over, the workflow sends the customer a short feedback form asking for an overall rating from 1–5 plus comments, without anyone on your team needing to remember to chase it.

Where does asbestos clearance or waste disposal documentation get recorded?

These are captured on the initial request form (Asbestos Clearance Document and Waste Disposal Receipts) and stored on the job record from the start. Each business should confirm its own documentation and compliance obligations, as the workflow records what's submitted and the decisions made rather than determining compliance itself.