Drywall / plasterboard installation quote Workflow

Why should our drywall business use this workflow instead of managing quotes manually?

Manually tracking quote requests across email, spreadsheets and phone calls makes it easy to lose track of where a job stands or forget a follow-up. This workflow gives every request a reference number, a status, and a timeline of what happened, so estimators, office staff and plastering teams can see progress at a glance. It also removes repetitive admin work like sending acknowledgement, quote and scheduling emails, since these are sent automatically at the right step.

What is the ROI of automating the site inspection and quoting steps?

By assigning the site inspection and quote preparation as tasks with clear due dates, the workflow helps reduce the time a quote request sits idle waiting for someone to pick it up. Inspection findings and quote details are saved directly to the record, so estimators are not re-entering information across separate documents. Over many jobs, this can meaningfully cut the administrative overhead per quote and help the business respond to customers more consistently.

How does this compare to handling quote follow-up and feedback manually?

Instead of staff remembering to chase quote decisions or send feedback requests, the workflow sends the quote with an accept/decline form and waits for the customer's response, then routes automatically based on their decision. It also pauses two days after job completion before sending a feedback request, without anyone needing to schedule that email manually. This consistency is difficult to maintain at scale with manual processes alone.

Who is responsible for each task in this workflow?

The estimator is assigned the site inspection task and the quote preparation task, both of which the workflow waits for before moving forward. The office team is assigned the job scheduling task, setting the start date and plastering team, and the plastering team is assigned the job completion task to record completion notes, photos and the final invoice amount. Each task and its recorded answers stay attached to the request record.

What happens if a customer declines the quote?

When the customer submits the quote response form indicating they decline, the workflow routes to set the status to Quote Declined and sends a thank-you email acknowledging their decision. This keeps a clear record on the timeline that the request ended at the quote stage rather than leaving it in an ambiguous state. No further scheduling or job tasks are triggered along this path.

Can we customise the questions asked on the request form or inspection task?

Yes, a workspace can change the workflow by describing the change in plain English or by editing the steps directly in the workflow editor, and earlier versions are kept. This means fields like Approximate Area, Finish Level Wanted, or the inspection findings can be adjusted to match how your business qualifies and scopes jobs. Changes take effect for new requests without needing a development project.

How does the customer interact with the workflow, and do they need an account?

Customers submit their initial request through a public request form, and afterwards they receive emailed forms for the quote decision and post-job feedback. They never need to create an account or log in to take part at any stage. All their responses, such as the quote decision and feedback rating, are saved to the request record.

What information is kept on the record throughout the job?

The record captures the original request details, inspection findings such as measured areas and framing condition, the prepared quote amount and scope of works, scheduling details including the job start date and assigned team, and completion details like before/after photos and the final invoice amount. Each request also carries a reference number, a current status, and a timeline showing what happened at each step. Businesses should confirm how this level of detail aligns with their own record-keeping obligations.

Can the final invoice amount be collected as an online payment?

A workspace can connect a Stripe account for online payments, though connecting Stripe on its own does not change how this workflow runs. To collect payment against the final invoice amount, a payment step would need to be added to the workflow. This can be set up by editing the workflow steps or describing the required change in plain English.

How quickly can we start using this workflow?

Templates on assess.one are ready to use, meaning a workspace can publish this workflow and start running live drywall quote requests within minutes rather than undertaking an installation or development project. Once published, requests submitted through the form immediately create records that move through inspection, quoting, scheduling and completion. Any adjustments to fields or steps can be made afterwards without disrupting requests already in progress.