Demolition quote request Workflow

What does this workflow record at each stage of a demolition quote request?

The workflow records details on the request record as the job progresses: inspection findings such as structure, access and hazardous materials survey needs; quote details including amount, deposit and scope of works; deposit confirmation details; job schedule information including start date and crew; and completion details such as before and after photos, waste disposal receipts and final invoice amount. Each record also keeps a status and a timeline showing what happened and when.

Who is involved in completing a demolition quote request?

Customers submit the initial request through a public form and later respond to emailed forms for accepting or declining the quote and providing feedback, without needing an account. Internally, an estimator is assigned tasks for the site inspection and quote preparation, office staff handle deposit confirmation and job scheduling, and the demolition crew is assigned the job completion task.

What happens if the customer declines the quote?

When the customer selects Decline on the emailed acceptance form, the record status updates to Quote Declined and a thank-you email is sent automatically. This keeps a clear record of the outcome on the request timeline without requiring further manual steps from staff.

How do we change this workflow if our process differs?

A workflow can be adjusted by describing the change in plain English or by editing its steps directly in the workflow editor, and earlier versions are kept so changes can be reviewed over time. This makes it possible to add, remove or reorder tasks, such as changing who is assigned the deposit confirmation step, without a development project.

How is the deposit payment tracked in this workflow?

After the customer accepts the quote, the workflow emails the deposit amount due and sets the status to Awaiting Deposit. An office team member is then assigned a task to confirm the deposit amount received and the date it was received, and these details are saved to the record before the job is scheduled.

What information does the demolition crew need to enter to complete a job?

The demolition crew is assigned a task, with no due date, to record completion notes, before and after photos, waste disposal receipts and the final invoice amount. Because the workflow waits for this task, all of these details are saved directly to the record and become part of its timeline.

How is customer feedback collected after the job is finished?

Two days after the job is marked complete, the workflow emails the customer a feedback form asking for an overall satisfaction rating and comments. Since this form is emailed rather than submitted through a task the workflow waits for, the responses are saved as answers on the record.

Can this workflow template be used as-is, or does it need setup work?

The template is ready to use: a workspace can publish it in minutes and start running live demolition quote requests immediately, with no installation or development project required. Any adjustments to wording, tasks or routing can be made afterwards through plain-English changes or the workflow editor.

How do we see where all our current demolition quote requests stand?

Table views and dashboards display records grouped by status, such as Site Inspection, Quote Sent, Awaiting Deposit or Job Scheduled, giving an overview of where every request currently sits. Workspace activity is also logged, supporting oversight of progress across multiple jobs at once.