Workflow Template
Insulation completion and customer handover Workflow
Manages insulation job completion through supervisor quality check, rework loops, customer review and acceptance, final handover, and post-handover feedback collection.
Picture a job that's just been finished on site: the installer's packed up, but before anyone can call it done, someone needs to check the work, get the customer's sign-off, and file the paperwork. This workflow handles that whole journey automatically, from the supervisor's walkthrough and any rework needed, through to the customer's review form, final handover email, and a feedback request two days later. Instead of chasing people for updates or digging through email threads, the team can just check the record's status and timeline to see exactly where each job stands.
Business Outcomes
- Fewer jobs slipping through without a proper supervisor check
- Faster turnaround between rework being flagged and getting fixed
- Clearer visibility into which jobs are stuck in customer review or rework loops
- Less manual chasing for customer sign-off and feedback
- A documented timeline for every job from completion to handover
Workflow Steps
Steps
- 1Create Insulation Job Recordcreate record
Registers the completed job submission as an insulation job record.
- 2Set Status to Final Checkupdate record
Marks the record's handover status as Final Check.
- 3Supervisor Walkthroughcreate task
Assigns the supervisor a task to walk through the job and record the check result.
- 4Save Supervisor Check Resultupdate record
Persists the supervisor's check result and rework list to the record.
- 5Route Supervisor Check Outcome
Routes to rework or customer review based on the supervisor's check result.
supervisor_check_result: "Rework needed"→Set Status to Reworksupervisor_check_result: "Ready for handover"→Set Status to Customer ReviewDefault→End - 6Set Status to Reworkupdate record
Marks the record's handover status as Rework.
- 7Installer Rework Taskcreate task
Assigns the installer a task to complete the rework listed by the supervisor.
- 8Save Rework Completionupdate record
Persists the installer's rework notes and photos to the record.
- 9Return to Supervisor Checkrestart from step
Restarts the workflow from the supervisor walkthrough step to re-check the rework.
- 10Set Status to Customer Reviewupdate record
Marks the record's handover status as Customer Review.
- 11Request Customer Reviewrequest external input
Emails the customer a review form with the job details and a required accept/report decision, and waits for their reply.
- 12Save Customer Decisionupdate record
Persists the customer's decision and comments to the record.
- 13Route Customer Decision
Routes to the issue-fix path or the handover path based on the customer's decision.
customer_decision: "Report an issue"→Set Status to Customer Issuecustomer_decision: "Accept the work"→Set Status to Handed OverDefault→End - 14Set Status to Customer Issueupdate record
Marks the record's handover status as Customer Issue.
- 15Supervisor Fix Taskcreate task
Assigns the supervisor a task to address the customer's reported issue.
- 16Save Issue Fixupdate record
Persists the supervisor's fix notes and photos to the record.
- 17Return to Customer Reviewrestart from step
Restarts the workflow from the customer review step so the customer can re-review the fix.
- 18Set Status to Handed Overupdate record
Marks the record's handover status as Handed Over.
- 19Send Thank-You Emailsend email
Emails the customer a thank-you with the job details for their records.
- 20Wait Two Days
Waits two days before requesting customer feedback.
- 21Send Feedback Requestrequest external input
Emails the customer a feedback form with a 1-5 rating and comments.
Fields
- Installer Name*
- Customer Name*
- Customer Email*
- Site Address*
- Areas Insulated*
- Product and Thermal Rating*
- +17 more fields
Forms
Insulation Job Completion Form
12 fields
Data Views
Insulation Jobs
customer_name, site_address, areas_insulated, product_thermal_rating +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
Do I need any technical setup to start using this workflow?
No, this template is ready to run as soon as your workspace publishes it. There's no installation or development project involved, so your team can start logging completed insulation jobs straight away.
Can my team customise the steps or forms 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 are kept, so you can adjust things like the rework task or review form without losing your original setup.
Who is responsible for the quality check and rework tasks?
The supervisor is assigned the walkthrough task to record a check result and any rework list, and the installer is assigned the rework task if issues are found. If the customer later reports a problem, the supervisor is assigned a fix task, so the right person is always pulled in at the right point.
What happens if the supervisor finds problems during the walkthrough?
The record's status is set to Rework and the installer gets a task listing what needs fixing, with the workflow waiting for their rework notes and photos. Once that's saved, the workflow loops back to the supervisor walkthrough step to re-check the work before moving on.
How does the customer get involved without needing an account?
The customer takes part entirely through emailed forms, no account required. They receive a review form with the job details and an accept or report-issue decision, and later a feedback form asking for a rating and comments.
What happens if the customer reports an issue instead of accepting the work?
The record's status changes to Customer Issue and the supervisor gets a task to address what was reported, with notes and photos saved once it's done. The workflow then loops back to the customer review step so the customer can look at the fix and make a fresh decision.
Is this workflow suitable for teams handling multiple insulation jobs at once?
Yes, each job becomes its own record with a reference number, status and timeline, so table views and dashboards can show where every job stands across the team. This makes it easier to spot which jobs are waiting on rework, customer review, or handover at a glance.
What happens after the customer accepts the work?
The record's status is set to Handed Over and the customer is emailed a thank-you message with their job details for their records. Two days later, a feedback request goes out automatically asking for a satisfaction rating and any comments.
Where do the photos and notes from rework or fixes end up?
Since the workflow waits on both the installer's rework task and the supervisor's fix task, the notes and photos entered are saved directly onto the job record. That means anyone reviewing the record's timeline later can see exactly what was done and when.
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