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Workflow Template

Garage door / gate commissioning Workflow

Captures commissioning test results for garage doors and automatic gates, routes failures to a rectification loop (up to 2 retries), then hands over to the customer, emails a handover summary, and follows up with a feedback request two days later.

Garage door and gate installers need a consistent way to capture commissioning results, chase up failed units, and prove the customer got a proper handover. This workflow records the technician's test data, routes any failed result into a rectification loop with up to two retries, then runs a customer handover task before emailing a handover summary and a follow-up feedback request. Technicians run the tasks and admins can track every job's status from the record.

Business Outcomes

  • Fewer missed rectification follow-ups after a failed commissioning test
  • Clearer record of travel limits, safety beam checks and force settings for every job
  • Faster, more consistent customer handovers with warranty and remote details logged
  • Better visibility of jobs stuck in rectification versus ready for handover
  • More customer feedback collected automatically without manual chasing

Workflow Steps

Steps

  1. 1
    Create Commissioning Job Recordcreate record

    Creates the commissioning job record from the submitted form data.

  2. 2
    Set Status: Commissioningupdate record

    Sets the record status to Commissioning as the initial stage.

  3. 3
    Route on Commissioning Result

    Branches based on whether the overall commissioning result is Pass or Fail.

    result: "Fail"→Set Status: Rectification
    result: "Pass"→Set Status: Commissioned
    Default→Set Status: Commissioned
  4. 4
    Set Status: Rectificationupdate record

    Sets the record status to Rectification because the commissioning test failed.

  5. 5
    Rectification Taskcreate task

    Assigns the technician a task due in 2 days to record the fault, the fix and the retest result.

  6. 6
    Save Rectification Details to Recordupdate record

    Persists the fault, fix and retest result to the record.

  7. 7
    Route on Retest Result

    Branches based on whether the retest passed or failed after rectification.

    retest_result: "Pass"→Set Status: Commissioned
    retest_result: "Fail"→Loop Back to Rectification
    Default→Loop Back to Rectification
  8. 8
    Loop Back to Rectificationrestart from step

    Restarts the rectification cycle because the retest still failed, up to 2 times.

  9. 9
    Set Status: Commissionedupdate record

    Sets the record status to Commissioned once the unit passes.

  10. 10
    Customer Handover Taskcreate task

    Assigns the technician a task due in 1 day to hand over the installation to the customer.

  11. 11
    Save Handover Details to Recordupdate record

    Persists the handover confirmation, remotes handed over and warranty period to the record.

  12. 12
    Set Status: Handed Overupdate record

    Sets the record status to Handed Over now that the customer has received the handover.

  13. 13
    Email Handover Summary to Customersend email

    Emails the customer the product and opener details, manual release instructions, remotes handed over and warranty period.

  14. 14
    Wait 2 Days Before Feedback Request

    Pauses for two days before requesting customer feedback.

  15. 15
    Request Customer Feedbackrequest external input

    Emails the customer a short feedback form with a 1-5 rating and comments.

Fields

  • Technician Name*
  • Customer Name*
  • Customer Email*
  • Customer Mobile*
  • Site Address*
  • Product*
  • +24 more fields

Forms

Garage Door / Gate Commissioning Form

21 fields

Data Views

Commissioning Jobs

customer_name, site_address, product, opener_make +5 more

Dashboard Widgets

Installations by Commissioning Status

Recommended integrations

Setup the following integrations to extend workflow capability.

  • Send email in the workflow

    AWS SES logoAWS SES
garage door / gate commissioninggarage doors and automatic gatescommissioningtradetrades

Similar Workflows

garage door safety inspectionautomatic gate safety device testautomatic gate repair request

Similar Categories

trades home servicesquality managementfencing gates

FAQs

How do I get this workflow running for my team?

Publish the template in your workspace and it's ready to use straight away, with no installation or development project. Technicians can start submitting the commissioning request form immediately, and the workflow handles routing, tasks and emails from there.

What information do technicians need to fill in on-site?

The request form covers customer and site details, product and opener/motor identification, and each commissioning check such as travel limits, safety beams, force setting and warning labels, plus photos and the overall result. This gives the record everything needed to decide whether the job passes or moves into rectification.

What happens if a unit fails commissioning?

The status changes to Rectification and the technician gets a task, due in 2 days, to record the fault, the fix and a retest result. If the retest still fails, the workflow loops back into rectification again, up to two times, before moving forward.

Who is assigned the rectification and handover tasks?

Both the rectification task and the customer handover task are assigned to the technician. Members complete these tasks in their task list, and because the workflow waits for them, the answers get saved directly to the record.

What does the customer receive during handover?

Once a unit is commissioned, the technician completes a handover task confirming the customer was shown the manual release and safety features, how many remotes were handed over, and the warranty period. The workflow then emails the customer a handover summary with product details, manual release instructions, remotes handed over and warranty information.

When is the feedback request sent, and can I change the timing?

The workflow waits 2 days after handover before emailing the customer a short feedback form asking for a 1-5 satisfaction rating and comments. You can change this delay, or any other step, by describing the change in plain English or editing it directly in the workflow editor.

Can I customise the commissioning checklist or task fields?

Yes. You can edit the request form fields, the rectification task fields, or the handover task fields in the workflow editor, or describe the change you want in plain English. Earlier versions of the workflow are kept, so you can review what changed.

How do I track where a job is at?

Every commissioning job is a record with a reference number, a status such as Commissioning, Rectification, Commissioned or Handed Over, and a timeline of what happened. Table views and dashboards let you see jobs grouped by status across the workspace.

Does the customer need to log in to receive updates or give feedback?

No. Customers receive the handover summary and feedback request as emails and never need to create an account or log in. They interact through the forms sent to their email address.

What gets recorded if a job needs more than two rectification attempts?

The workflow supports up to two rectification loop-backs before the retest result routes it forward. Each attempt's fault description, fix description and retest result are saved to the record's timeline, so staff can review the full history and confirm what best fits their own record-keeping requirements.

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Garage door / gate commissioning Workflow | assess.one