Excavation & Earthmoving
Workflow templates for excavation and earthmoving contractors, covering excavation quotes, underground services verification, excavator pre-start inspections, and excavation SWMS review and sign-on (Australia). Trench inspections, earthworks level and compaction checks, spoil disposal tracking, plant damage and incident reports, and completion with site reinstatement are included too.
Benefits
- Verify underground services before anyone digs
- Run excavator pre-starts and trench inspections on every job
- Track spoil disposal and site reinstatement to completion
Common Use Cases
Excavation & Earthmoving Templates(3)
Excavator pre-start inspection Workflow
Captures the operator's pre-start inspection of an excavator, routes based on the reported machine status, and manages repair, verification, and return-to-service through workshop and supervisor tasks until the machine is cleared.
Trench inspection checklist Workflow
Captures a trench pre-start inspection checklist for excavation and earthmoving work, determines whether the trench is safe to enter, and if not, stops work, requires the supervisor to record corrective actions (with up to 2 revision cycles) before clearing the work to proceed.
Excavation / earthmoving quote request Workflow
Manages an excavation quote request from initial customer submission through site inspection, quotation, acceptance, job scheduling, completion, and post-job feedback collection.
Frequently Asked Questions
What Excavation & Earthmoving workflow templates are included?
Excavation & Earthmoving includes templates for excavation and earthmoving quote requests, underground services verification, excavator pre-start inspections, excavation SWMS review and sign-on (Australia), trench inspection checklists, earthworks level and compaction inspections, spoil and soil disposal tracking, plant damage and incident reports, and completion with site reinstatement.
Who are the Excavation & Earthmoving templates for?
They're designed for excavation, earthmoving and civil contractors, from owner-operators with one machine to crews with several plant items. Clients request quotes through a public form, and operators record pre-starts, inspections and photos on their tasks.
Can I change a excavation template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a utility locate reference field or a machine hours entry — or edit the steps in the workflow editor. Earlier versions are kept.