Workflow Template
Demolition site assessment Workflow
Captures a pre-quote site assessment for a demolition job, routes it through manager review (with a revision loop for the assessor), and then branches into a hazardous materials survey path or a quote-preparation path based on the approved assessment.
When an assessor visits a demolition site, they capture everything from structure type to hazardous materials in one form — but getting that assessment reviewed, revised if needed, and moved toward a quote often means chasing people by email. This workflow registers each site visit as a record, routes it to the manager for approval with a built-in revision loop back to the assessor if changes are needed, and then automatically branches into a hazardous materials survey path or straight to quote preparation. Your team always knows where each assessment stands, and customers get notified automatically at the key moments without anyone having to remember to send an update.
Business Outcomes
- Reduces back-and-forth between assessors and managers with a structured revision loop
- Helps demolition managers approve or send back assessments without chasing paperwork
- Speeds up handoff to quoting by automatically routing approved assessments
- Keeps customers informed with automatic emails when a hazmat survey or quote is underway
- Gives the team a clear, timestamped record of every decision and revision on each site
Workflow Steps
Steps
- 1Create Site Assessment Recordcreate record
Registers the submitted site assessment as a record.
- 2Set Status to Assessment Reviewupdate record
Marks the record status as Assessment Review ahead of manager sign-off.
- 3Manager Reviews Assessmentcreate task
Demolition manager reviews the assessment and records approval or requested changes, due in 2 days.
- 4Save Review Decisionupdate record
Persists the manager's review decision and comments to the record.
- 5Route on Manager Review Decision
Branches based on whether the manager approved the assessment or requested changes.
review_decision: "Approved"→Route on Hazardous Materials Survey Needreview_decision: "Changes needed"→Set Status to RevisingDefault→End - 6Set Status to Revisingupdate record
Marks the record status as Revising while the assessor updates the assessment.
- 7Assessor Updates Assessmentcreate task
Assessor updates the recommended method, hazardous materials, and access notes based on manager comments, due in 1 day.
- 8Save Revised Assessment Detailsupdate record
Persists the assessor's revised method, hazardous materials, and access notes to the record.
- 9Restart at Manager Reviewrestart from step
Restarts the workflow from the manager review step so the revised assessment can be re-reviewed, up to 2 times.
- 10Route on Hazardous Materials Survey Need
Branches based on whether a hazardous materials survey is needed before quoting.
hazmat_survey_needed: "Yes"→Set Status to Survey Neededhazmat_survey_needed: "No"→Set Status to Ready to QuoteDefault→End - 11Set Status to Survey Neededupdate record
Marks the record status as Survey Needed.
- 12Email Customer About Hazmat Surveysend email
Notifies the customer that a hazardous materials survey is needed before quoting can proceed.
- 13Office Arranges Hazmat Surveycreate task
Creates a fire-and-forget task for the office to arrange the hazardous materials survey, due in 3 days.
- 14Set Status to Ready to Quoteupdate record
Marks the record status as Ready to Quote.
- 15Email Customer Quote In Progresssend email
Notifies the customer that their demolition quote is being prepared.
- 16Estimator Prepares Quotecreate task
Creates a fire-and-forget task for the estimator to prepare the demolition quote, due in 3 days.
Fields
- Assessor Name*
- Customer Name*
- Customer Email*
- Customer Mobile*
- Site Address*
- Visit Date*
- +13 more fields
Forms
Demolition Site Assessment
16 fields
Data Views
Site Assessments
customer_name, site_address, structure_type, recommended_method +2 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
Do I need any technical setup to start using this workflow?
No, this is a ready-to-use template — your workspace publishes it and can start capturing site assessments straight away. There's no installation or development project involved, so your team can be running live assessments the same day.
Can my team customise the questions on the site assessment form?
Yes, you can describe the change you want in plain English, or edit the steps and form fields directly in the workflow editor. Earlier versions of the workflow are kept, so you can always see what changed and when.
Who is involved in reviewing an assessment, and what happens if changes are needed?
The demolition manager reviews each submitted assessment and records a decision along with comments, with the task due in two days. If they request changes, the record status moves to Revising and the assessor gets a task to update the recommended method, hazardous materials, and access notes, which then goes back to the manager for re-review — this can repeat up to two times.
Is this suitable for jobs where hazardous materials might be present?
Yes, the workflow includes a specific branch for this. If the assessment indicates a hazardous materials survey is needed, the record status is set to Survey Needed, the customer is emailed automatically, and the office gets a task to arrange the survey — separate from the quoting path.
What happens once an assessment is approved and no survey is needed?
The workflow routes the record to the quoting path, setting the status to Ready to Quote and emailing the customer to let them know their quote is being prepared. An estimator then receives a task to prepare the quote, due in three days.
Do customers need to log in or create an account to be part of this process?
No, customers only interact through emails sent to them at key points, like when a hazmat survey is needed or when their quote is being prepared. They're never required to set up an account to receive these updates.
Can we track the status of every site assessment in progress?
Yes, each site assessment becomes a record with its own reference number, status, and timeline showing what's happened so far. Table views and dashboards let your team see records grouped by status, such as Assessment Review, Revising, or Ready to Quote.
What gets saved to the record versus staying with a task?
Information entered on tasks the workflow waits for — like the manager's decision or the assessor's revised details — is saved to the record itself. Details entered on fire-and-forget tasks, such as survey booking details or quote preparation notes, stay attached to that task in the record's task list rather than on the record.
Can we assign the manager review or quoting tasks to specific people?
Yes, tasks like the manager review, assessor revisions, hazmat survey arrangement, and quote preparation are assigned to team members within your workspace, who can be either admins or members. This keeps responsibility clear at each stage of the process.
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