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(9)
Earthworks Compaction Inspection Workflow
Captures earthworks level and compaction inspection results, notifies stakeholders, and manages rectification and re-inspection cycles until the earthworks pass.
Excavation and Earthmoving Quote Workflow
Manages an excavation quote request from initial customer submission through site inspection, quotation, acceptance, job scheduling, completion, and post-job feedback collection.
Excavation Site Reinstatement Workflow
Manages excavation job completion from site supervisor sign-off through customer review to handover and post-handover feedback, with rework and issue-resolution loops.
Excavation SWMS Review and Sign-On (Australia) Workflow
Collects an excavation Safe Work Method Statement (SWMS) submission, routes it through safety manager review with revision cycles for changes required or stop-work for unsafe conditions, and on approval manages crew briefing and sign-on before work begins.
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.
Plant Damage and Incident Report Workflow
Captures excavation/earthmoving incident reports (service strikes, property/machine damage, near misses, injuries), triggers safety-manager follow-up for injuries, routes site-manager investigation and operations-manager review (with rework loop), closes the record, and emails the client an incident summary.
Spoil and Soil Disposal Tracking Workflow
Tracks excavated material disposal from job site to destination facility, triggering environmental review and site manager testing for hazardous classifications, reconciling dockets and receipts against disposal records, and notifying the client with a disposal summary.
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.
Underground Services Verification Workflow
Captures a pre-start underground services verification checklist before any excavation, routes based on whether services are verified safe to dig, and manages a corrective-action loop if not verified until the site is cleared or escalated.
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.