Workflow Template

Glazier quote request Workflow

Manages a glazing quote request end-to-end: intake form, acknowledgement, estimator site inspection, quote preparation and delivery, customer accept/decline via a form, job scheduling, job completion, and a post-completion feedback request.

A customer needs a broken window replaced or a new glass panel fitted, so they fill in a quote request form with photos and details of the job. This workflow takes it from there: it acknowledges the request, sends your estimator to inspect the site, builds and sends the quote, waits for the customer to accept or decline, schedules the job with a glazier, and follows up with a feedback request once the work is done. Your team always knows what stage each request is at, and customers get automatic updates without anyone having to chase them.

Business Outcomes

Fewer quote requests slipping through the cracks between intake and site inspection
Clearer visibility of every job's status, from new request through to completed and invoiced
Less manual chasing for customer accept/decline responses on quotes
Smoother handoff from estimator to office scheduling to glazier
More consistent post-job feedback collection without extra admin work

Workflow Steps

Steps

1
Create Quote Request Recordcreate record
Creates the quote request record from the submitted intake form.
2
Set Status: New Requestupdate record
Sets the record status to New Request.
3
Send Acknowledgement Emailsend email
Emails the customer an acknowledgement with their reference number.
4
Set Status: Site Inspectionupdate record
Sets the record status to Site Inspection.
5
Estimator: Site Inspectioncreate task
Assigns the estimator a task due in 2 days to inspect the site and record measurements and details.
6
Save Inspection Detailsupdate record
Persists the inspection findings to the record.
7
Estimator: Prepare Quotecreate task
Assigns the estimator a task to prepare the quote amount, glass specification and scope of works, and valid-until date.
8
Save Quote Detailsupdate record
Persists the prepared quote details to the record.
9
Set Status: Quote Sentupdate record
Sets the record status to Quote Sent.
10
Send Quote to Customerrequest external input
Emails the customer the quote and a form to accept or decline with optional comments, and waits for their reply.
11
Route on Quote Decision
Routes the workflow based on whether the customer accepted or declined the quote.
quote_decision: "Accept"→Set Status: Quote Accepted
quote_decision: "Decline"→Set Status: Quote Declined
Default→End
12
Set Status: Quote Declinedupdate record
Sets the record status to Quote Declined.
13
Send Decline Thank-Yousend email
Emails the customer a thank-you message after declining the quote.
14
Set Status: Quote Acceptedupdate record
Sets the record status to Quote Accepted.
15
Office: Schedule Jobcreate task
Assigns the office a task to schedule the job with a start date and an assigned glazier.
16
Save Scheduling Detailsupdate record
Persists the job start date and assigned glazier to the record.
17
Set Status: Job Scheduledupdate record
Sets the record status to Job Scheduled.
18
Send Start Date Emailsend email
Emails the customer the confirmed job start date.
19
Glazier: Complete Jobcreate task
Assigns the glazier a task with no due date to complete the job and record completion details.
20
Save Completion Detailsupdate record
Persists the job completion details to the record.
21
Set Status: Job Completedupdate record
Sets the record status to Job Completed.
22
Send Completion Thank-Yousend email
Emails the customer a thank-you message with the final invoice amount.
23
Wait 2 Days
Waits two days after job completion before requesting feedback.
24
Send Feedback Requestrequest external input
Emails the customer a feedback form with a 1-5 rating and comments.

Fields

Full Name*
Email*
Mobile*
Site Address*
Type of Work*
Number of Panes*
+23 more fields

Forms

Glazing Quote Request

10 fields

Data Views

Quote Requests

customer_name, site_address, type_of_work, quote_amount +2 more

Dashboard Widgets

Requests by Status

Recommended integrations

Setup the following integrations to extend workflow capability.

Send email in the workflow
AWS SES

glazier quote requestglazing and windowsquote requesttradetrades

Similar Workflows

emergency broken glass call out glass window installation quality inspection window leak seal failure inspection

Similar Categories

trades home services sales crm

FAQs

Do I need to build this from scratch or is it ready to use?

This workflow is a ready-to-use template, so your workspace can publish it and start taking quote requests within minutes. There's no setup project or development work involved — you just publish it and the live process runs immediately.

Can my team customise the steps to match how we quote jobs?

Yes, you can change any step by describing the change in plain English or by editing it directly in the workflow editor. Earlier versions of your workflow are kept, so you can adjust things like task wording or the fields collected during inspection without losing your original setup.

Who is involved in running this workflow day to day?

Tasks are assigned to your workspace members, such as the estimator who does the site inspection and prepares the quote, the office staff who schedule the job, and the glazier who completes the work. Each task shows up for the assigned person, and the workflow waits for it to be completed before moving to the next step.

How does the customer accept or decline a quote?

The customer receives the quote by email along with a form to accept or decline, with an optional comments field. They don't need an account to respond — the workflow waits for their reply and then routes the record to either Quote Accepted or Quote Declined based on what they choose.

What happens if a customer declines the quote?

If the customer declines, the record status is set to Quote Declined and they're automatically sent a thank-you email. The job doesn't move on to scheduling, so your team can see straight away which requests didn't convert.

Is this suitable for a small glazing business with just one or two estimators?

Yes, the workflow is designed to work whether you have one estimator handling everything or a small team splitting inspection, quoting and job scheduling. Tasks are assigned to whoever is set up as the relevant team member, so it scales up or down depending on how your business is structured.

Where can I see the status of a job at any point?

Every quote request becomes a record with its own reference number, status and timeline showing what's happened so far. Table views and dashboards let you see all your records grouped by status, so you can quickly spot what's at Site Inspection, Quote Sent, Job Scheduled and so on.

How is customer feedback collected after the job is done?

Two days after the job is marked complete, the workflow automatically emails the customer a feedback form asking for an overall satisfaction rating and any comments. This happens without any manual follow-up needed from your team.

What details get saved on the record versus just on a task?

Anything entered on a task the workflow waits for — like inspection measurements, quote details, scheduling information or job completion notes — is saved on the record itself, so it's visible in the record's history. This means your team has a full picture of the job without needing to dig through individual task screens.

Ready to use this workflow?

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