Workflow Template
Garage door installation quote Workflow
Manages a garage door installation request end-to-end: intake, site inspection scheduling, estimator quoting, customer acceptance/decline, job scheduling, installation completion, and post-job feedback collection.
Garage door companies often lose track of requests between the first enquiry, the site visit, and the final quote, leading to slow follow-up and missed jobs. This workflow takes a request from intake through site inspection, estimator quoting, customer acceptance or decline, job scheduling, installation completion, and post-job feedback, all in one tracked record. Estimators, office staff and installers each get their tasks, while customers respond by email without needing an account.
Business Outcomes
- Helps reduce delays between site inspection and quote delivery
- Makes it easier to track every request's status from new lead to completed install
- Supports faster customer decisions with a simple accept/decline form
- Helps keep job scheduling and installer assignment organised in one place
- Makes it easier to collect consistent post-install feedback
Workflow Steps
Steps
- 1Create Request Recordcreate record
Creates the garage door request record from the submitted intake form.
- 2Set Status: New Requestupdate record
Marks the request status as New Request.
- 3Send Acknowledgement Emailsend email
Emails the customer an acknowledgement with their reference number.
- 4Set Status: Site Inspectionupdate record
Marks the request status as Site Inspection.
- 5Estimator: Site Inspection Taskcreate task
Assigns the estimator a task to visit the site and record inspection measurements, due in 2 days.
- 6Save Inspection Detailsupdate record
Persists the inspection measurements and notes to the record.
- 7Estimator: Prepare Quotecreate task
Assigns the estimator a task to prepare the quote with amount, specification, and validity date.
- 8Save Quote Detailsupdate record
Persists the quote amount, specification, and valid-until date to the record.
- 9Set Status: Quote Sentupdate record
Marks the request status as Quote Sent.
- 10Send Quote and Await Decisionrequest external input
Emails the customer the quote details and a form to accept or decline, and waits for their reply.
- 11Route on Quote Decision
Routes the workflow based on whether the customer accepted or declined the quote.
quote_decision: "Accept"→Set Status: Quote Acceptedquote_decision: "Decline"→Set Status: Quote DeclinedDefault→End - 12Set Status: Quote Declinedupdate record
Marks the request status as Quote Declined.
- 13Send Decline Thank-You Emailsend email
Emails the customer a thank-you note acknowledging their decision to decline the quote.
- 14Set Status: Quote Acceptedupdate record
Marks the request status as Quote Accepted.
- 15Office: Schedule Jobcreate task
Assigns the office team a task to schedule the job's start date and installer.
- 16Save Job Scheduleupdate record
Persists the job start date and assigned installer to the record.
- 17Set Status: Job Scheduledupdate record
Marks the request status as Job Scheduled.
- 18Send Job Scheduled Emailsend email
Emails the customer the confirmed job start date.
- 19Installer: Complete Jobcreate task
Assigns the installer a task to complete the job and record completion details, with no due date.
- 20Save Completion Detailsupdate record
Persists the job completion details to the record.
- 21Set Status: Job Completedupdate record
Marks the request status as Job Completed.
- 22Send Completion Thank-You Emailsend email
Emails the customer a thank-you note with the final invoice amount.
- 23Wait 2 Days Before Feedback Request
Pauses for two days before requesting customer feedback.
- 24Send Feedback Requestrequest external input
Emails the customer a feedback form with a 1-5 rating and comments.
Fields
- Full Name*
- Email*
- Mobile Number*
- Site Address*
- Door Type*
- Opening Width (mm)*
- +29 more fields
Forms
Garage Door Installation Request
12 fields
Data Views
Garage Door Requests
customer_name, site_address, door_type, quote_amount +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
How do I set up this workflow for my garage door business?
Publish the template in your workspace and it's ready to run right away, no installation or development project needed. You can then adjust the request form fields, email wording, or task assignments to match how your team works.
What do I need before I can start using this workflow?
You need your estimator, office and installer team members added to the workspace so tasks can be assigned to them. If you want to send emails or SMS through your own AWS SES, AWS SNS, Twilio or take payments via Stripe, you can connect those, though this workflow as described uses built-in email.
How long does it take to get a request through the whole process?
That depends on your team's pace, since the workflow itself has built-in waits like the 2-day estimator inspection deadline and the 2-day pause before the feedback request. Every stage — inspection, quoting, scheduling, installation, feedback — is tracked with a status so you always know where a request stands.
Who is responsible for each step in the process?
Estimators handle the site inspection task and quote preparation, the office team schedules the job start date and installer, and the installer completes the job and records completion details. Each task is assigned directly to a team member and the workflow waits for it to be done before moving on.
What happens if the customer declines the quote?
The workflow routes to a Quote Declined status and sends the customer a thank-you email acknowledging their decision. The decline and any comments they left are saved on the record, so you have a full history of that outcome.
Can I customise the fields on the intake or quote forms?
Yes, you can describe the change you want in plain English or edit the steps directly in the workflow editor. Earlier versions of the workflow are kept, so you can review what changed over time.
Do customers need to create an account to respond to quotes or forms?
No, customers take part through the public request form and forms sent to them by email, including the quote decision form and the feedback request. They never need to log in or set up an account.
Where do I see the measurements, quote and completion details once entered?
Anything the workflow waits for, like inspection measurements, quote amount, job schedule and completion notes, is saved directly on the request record. You can review it alongside the record's status and full timeline of activity.
How is feedback collected after the job is done?
Two days after the completion thank-you email, the workflow automatically sends the customer a feedback form asking for an overall satisfaction rating and comments. Their responses are saved to the record for you to review.
Ready to use this workflow?
Create a free account and customise this workflow for your business.