Workflow Template
Glazing completion and customer handover Workflow
Manages glazing job completion through supervisor quality check, rework loops, customer review and acceptance, handover confirmation, and post-handover feedback collection.
Wrapping up a glazing job usually means chasing photos, checking the work is up to standard, and hoping the customer doesn't come back with an issue a week later. This workflow takes a completed job through a supervisor walkthrough, routes any rework back to the glazier automatically, sends the customer a review form to accept the work or flag a problem, and confirms handover before following up with a thank-you email and a feedback request. The team gets a clear record of every check, decision and photo along the way, without anyone needing to manually track who's doing what.
Business Outcomes
- Fewer missed defects thanks to a structured supervisor check before every handover
- Faster rework turnaround with an automatic loop back to the glazier and re-check
- Clearer customer sign-off with a documented accept-or-report-issue decision on record
- Reduced back-and-forth on disputed issues with fix details and photos captured on the record
- More consistent post-job feedback collection without staff needing to remember to send it
Workflow Steps
Steps
- 1Create Glazing Job Recordcreate record
Creates the glazing job record from the completion form submission.
- 2Set Status to Final Checkupdate record
Updates the record status to Final Check.
- 3Supervisor Job Walkthroughcreate task
Supervisor walks through the completed job and records readiness for handover.
- 4Save Supervisor Walkthrough Resultupdate record
Persists the supervisor's walkthrough result and rework list to the record.
- 5Route on Supervisor Walkthrough Result
Routes to rework or customer review based on the supervisor's assessment.
supervisor_result: "Ready for handover"→Set Status to Customer Reviewsupervisor_result: "Rework needed"→Set Status to ReworkDefault→End - 6Set Status to Reworkupdate record
Updates the record status to Rework.
- 7Glazier Rework Taskcreate task
Glazier completes the rework identified by the supervisor and records the work and photos.
- 8Save Rework Resultupdate record
Persists the rework done and photos to the record.
- 9Return to Supervisor Checkrestart from step
Restarts the workflow from the supervisor walkthrough step to re-check the reworked job.
- 10Set Status to Customer Reviewupdate record
Updates the record status to Customer Review.
- 11Send Customer Review Formrequest external input
Emails the customer a summary of the completed work and asks them to accept or report an issue.
- 12Save Customer Decisionupdate record
Persists the customer's decision and comments to the record.
- 13Route on Customer Decision
Routes to issue resolution or handover confirmation based on the customer's decision.
customer_decision: "Accept the work"→Set Status to Handed Overcustomer_decision: "Report an issue"→Set Status to Customer IssueDefault→End - 14Set Status to Customer Issueupdate record
Updates the record status to Customer Issue.
- 15Supervisor Fixes Customer Issuecreate task
Supervisor addresses the customer's reported issue and records the fix and photos.
- 16Save Issue Fixupdate record
Persists the fix made and photos to the record.
- 17Return to Customer Reviewrestart from step
Restarts the workflow from the customer review step for the customer to re-review after the fix.
- 18Set Status to Handed Overupdate record
Updates the record status to Handed Over.
- 19Send Customer Thank-You Emailsend email
Emails the customer a thank-you with a summary of the work and care information for their records.
- 20Wait Two Days Before Feedback Request
Pauses for two days before requesting customer feedback.
- 21Send Feedback Requestrequest external input
Emails the customer a feedback form with a 1-5 rating and comments field.
Fields
- Glazier Name*
- Customer Name*
- Customer Email*
- Site Address*
- Glass Type*
- Glass Thickness*
- +19 more fields
Forms
Glazing Job Completion Form
14 fields
Data Views
Glazing Jobs Handover Tracker
customer_name, site_address, glass_type, warranty_period_years +1 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
Do I need to set this workflow up from scratch for each job?
No — the template is ready to use as soon as your workspace publishes it, so you can start running live glazing jobs through it straight away. Each new job is created automatically from the completion form submission, so there's no separate setup step per job.
Can my team customise the steps to match how we work?
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 see what's changed over time.
What happens if the supervisor finds problems during the walkthrough?
The record status updates to Rework and the glazier gets a task to fix the listed issues, recording the work done and photos as evidence. Once complete, the workflow automatically sends the job back to the supervisor for another walkthrough, rather than moving straight to the customer.
How does the customer review the finished work without logging into anything?
The customer receives an emailed form summarising the completed work and asking them to accept it or report an issue, with a comments field — they never need an account. Their decision and comments are saved to the record, and the workflow routes accordingly.
What if the customer reports an issue instead of accepting the work?
The status changes to Customer Issue and the supervisor gets a task to address the reported problem, recording the fix made and photos. The record then loops back to the customer review step so they can re-review and either accept or report again.
Is this suitable for teams that don't want to chase feedback manually?
Yes — after handover, the workflow sends a thank-you email with care information, waits two days, then automatically emails a feedback form asking for a 1-5 rating and comments. No one on the team needs to remember to follow up.
Who is responsible for each task in this process?
Tasks are assigned to team members within the workspace — the supervisor handles the job walkthrough and any customer issue fixes, and the glazier handles rework tasks. Everything they enter on tasks the workflow waits for is saved directly to the job record.
What information ends up on the job record for our files?
The record keeps the reference number, current status, and a full timeline of what happened, including walkthrough results, rework details, customer decisions, and feedback ratings. Each business should confirm what record-keeping this satisfies for their own compliance needs.
Can we track how many jobs are stuck in rework or awaiting customer review?
Table views and dashboards show records grouped by status, so you can see at a glance which jobs are in Final Check, Rework, Customer Review, Customer Issue, or Handed Over. This makes it easier to spot bottlenecks without digging through individual records.
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