Workflow Template
Joinery site measure and client approval Workflow
Captures site measure details for a joinery job, sends the design/price to the customer for approval via an external form, loops through revisions if changes are requested (up to 3 times), and on approval confirms the customer and tasks the office to release the job to the workshop.
Picture this: your joiner finishes a site measure, and now someone has to chase the customer for approval, track any change requests, and remember to tell the workshop once it's all signed off. This workflow handles that whole chain automatically — it records the site measure details, emails the customer the design and price for approval, loops back to the joiner for revisions if changes are requested, and once approved, confirms the customer and tasks the office to release the job to the workshop. Your team gets a clear record status at every stage instead of a string of emails and sticky notes.
Business Outcomes
- Reduces back-and-forth chasing between office, joiner and customer during approvals
- Makes revision requests easier to track through to a resolved design
- Speeds up the handover from approved design to workshop production
- Gives the team a clear status view of every job from site measure to release
- Cuts down on manual emails by automating approval requests and confirmations
Workflow Steps
Steps
- 1Create Site Measure Recordcreate record
Registers the submitted site measure details as a record.
- 2Set Status: Awaiting Approvalupdate record
Sets the record status to Awaiting Approval before sending the design to the customer.
- 3Send Design to Customer for Approvalrequest external input
Emails the customer the drawing revision, design summary, measurements, materials, price and lead time, and waits for their approval decision.
- 4Route on Client Decision
Branches based on whether the customer approved the design or requested changes.
client_decision: "Approve"→Set Status: Approvedclient_decision: "Request changes"→Set Status: RevisingDefault→End - 5Set Status: Revisingupdate record
Sets the record status to Revising because the customer requested changes.
- 6Joiner: Revise Designcreate task
Assigns the joiner a task due in 2 days to update the design based on the customer's comments, saved to the record.
- 7Save Revised Design to Recordupdate record
Persists the joiner's updated drawing revision, design summary, materials/finishes and price to the record.
- 8Resend to Customer for Approvalrestart from step
Closes this iteration and restarts from the customer approval step with the revised design.
- 9Set Status: Approvedupdate record
Sets the record status to Approved because the customer approved the design.
- 10Email Approval Confirmationsend email
Emails the customer confirming the approved design and price.
- 11Office: Release Job to Workshopcreate task
Creates a task for the office, due in 2 days, to release the approved job to the workshop for production; the workflow does not wait for it.
Fields
- Customer Name*
- Customer Email*
- Site Address*
- Joinery Item*
- Site Measurements*
- Wall & Floor Conditions*
- +10 more fields
Forms
Site Measure Intake
13 fields
Data Views
Site Measures
customer_name, site_address, joinery_item, price +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 to set anything up before customers can approve a design?
No installation or setup project is needed — once the template is published in your workspace, it's ready to run. The customer receives the design approval request by email and responds through that form without ever needing an account.
Can my team customise how many revision rounds are allowed?
Yes, the revision loop and its limit are steps in the workflow, so you can describe the change you want in plain English or adjust it directly in the workflow editor. Earlier versions of the workflow are kept, so you can review what changed.
What happens if the customer requests changes to the design?
The record status is set to Revising and a task is assigned to the joiner, due in 2 days, to update the design based on the customer's comments. The revised drawing, design summary, materials and price are saved to the record, and the design is sent back to the customer for another approval decision.
Who is responsible for releasing the job to the workshop?
Once the customer approves the design, the record status is set to Approved and the office is assigned a task, due in 2 days, to release the job to the workshop. This task isn't one the workflow waits for, so it stays visible in the record's task list while production planning carries on.
Is this suitable for joinery businesses that need customer sign-off before production starts?
Yes, this workflow is built around exactly that pattern — capturing site measure details, sending the design and price for customer approval, and only progressing to workshop release once approval is confirmed. Each record keeps a timeline of the approval decision and any revisions, which is useful for tracking how a job progressed.
Can my team see the status of every job at a glance?
Yes, each site measure request becomes a record with a reference number and a status such as Awaiting Approval, Revising or Approved. Table views and dashboards in your workspace show records grouped by status, so the team can see what's waiting on the customer versus what's ready for the workshop.
Does the customer need to create an account to approve the design?
No, the customer receives the design details by email and makes their approval decision through that emailed form. They never need to log in or set up an account at any point in the process.
What information does the customer see when reviewing the design?
The customer's approval email includes the drawing revision, design summary, measurements, materials and finishes, price and lead time. They then choose to approve or request changes and can add comments explaining what they'd like adjusted.
Ready to use this workflow?
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