Workflow Template
Kitchen renovation plumbing rough-in inspection Workflow
Captures a plumbing rough-in inspection for a kitchen renovation, records pass/fail checks, notifies the builder/client, and manages rectification and re-inspection cycles until the rough-in passes.
Plumbing rough-in inspections for kitchen renovations often stall in a mess of phone calls, missed emails, and forgotten follow-ups — a failed check can sit unresolved for days while the inspector, plumber, and builder wait on each other for answers. This workflow captures the inspection details and pass/fail checks on a single record, automatically routes failures into a rectification task for the plumber and a re-inspection task for the inspector, and keeps cycling until the rough-in passes. The result is a clear timeline of every check, rectification, and re-inspection, with the builder or client notified by email the moment the job passes.
Business Outcomes
- Reduces time spent manually tracking rough-in inspection status across emails and calls
- Speeds up rectification by assigning plumber tasks with clear due dates the moment a check fails
- Improves visibility into re-inspection cycles with a full record timeline of pass/fail history
- Cuts delays in builder/client communication with automatic pass notifications
- Supports more consistent inspection documentation with photos and readings tied to each record
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Creates the rough-in inspection record from the submitted form data.
- 2Set Status: Submittedupdate record
Sets the inspection status to Submitted.
- 3Send Acknowledgement Emailsend email
Emails the inspector an acknowledgement with the job reference number.
- 4Route on Overall Result
Routes the workflow based on whether the overall inspection result is Pass or Fail.
overall_result: "Pass"→Set Status: Passedoverall_result: "Fail"→Set Status: RectificationDefault→End - 5Set Status: Passedupdate record
Sets the inspection status to Passed after a first-time pass.
- 6Email Client: Passedsend email
Emails the builder or client confirming the kitchen rough-in passed inspection.
- 7Set Status: Rectificationupdate record
Sets the inspection status to Rectification because the inspection failed.
- 8Plumber: Rectify Failed Checkscreate task
Assigns the plumber a task due in 2 days to rectify the failed checks and record the work done with photos.
- 9Save Rectification Detailsupdate record
Persists the rectification work done and photos to the inspection record.
- 10Inspector: Re-inspectcreate task
Assigns the inspector a task due in 1 day to re-inspect and record the result and notes.
- 11Save Re-inspection Resultupdate record
Persists the re-inspection result and notes to the inspection record.
- 12Route on Re-inspection Result
Routes based on whether the re-inspection passed or failed, sending failures back to the plumber.
reinspection_result: "Pass"→Set Status: Passedreinspection_result: "Fail"→Return to Plumber for Further RectificationDefault→End - 13Return to Plumber for Further Rectificationrestart from step
Restarts the workflow from the plumber rectification task since the re-inspection failed.
- 14Set Status: Passedupdate record
Sets the inspection status to Passed after the rectified rough-in passed re-inspection.
- 15Email Client: Rectified and Passedsend email
Emails the builder or client confirming the kitchen rough-in was rectified and passed inspection.
Fields
- Inspector Name*
- Inspector Email*
- Builder / Client Name*
- Builder / Client Email*
- Site Address*
- Job Reference*
- +18 more fields
Forms
Kitchen Rough-In Plumbing Inspection
19 fields
Data Views
Rough-In Inspections
site_address, job_reference, overall_result, inspection_status
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
What happens if the rough-in fails inspection the first time?
The record status changes to Rectification and the plumber is assigned a task due in 2 days to fix the failed checks and record the work done with photos. Once that task is completed, the inspector is automatically assigned a re-inspection task due in 1 day to check the fix and record the result and notes.
What happens if the re-inspection also fails?
The workflow routes back to the plumber rectification task, restarting the rectification and re-inspection cycle. This repeats until the re-inspection result is recorded as Pass, with each round captured on the record's timeline.
Can this handle a rough-in that passes on the first inspection?
Yes. If the Overall Result is Pass, the status is set to Passed and the builder or client is emailed immediately confirming the kitchen rough-in passed inspection, with no rectification tasks created.
Who is responsible for each task in this workflow?
The plumber is assigned the rectification task when checks fail, and the inspector is assigned the re-inspection task after rectification work is recorded. Both tasks are assigned to team members within the workspace and have due dates, and the workflow waits for each one before moving forward.
What information is captured during rectification and re-inspection?
The plumber's task records the rectification work done and supporting photos, and the inspector's re-inspection task records the result and notes. Because the workflow waits for both tasks, this information is saved directly to the inspection record and visible in its timeline.
What if the overall result or re-inspection result is something other than Pass or Fail?
The workflow includes an otherwise path at each routing decision to handle any result that isn't explicitly Pass or Fail. This keeps the inspection moving through the process rather than stalling on an unexpected input.
How does the builder or client find out the inspection status?
The builder or client receives an email when the rough-in passes on the first inspection, and a separate email when it passes after rectification and re-inspection. They take part through forms emailed to them and never need to log in or create an account.
Can the checklist or task timing be customised for our team?
Yes, the request form fields, checklist items, and task due dates can be adjusted by describing the change in plain English or editing the steps directly in the workflow editor. Earlier versions of the workflow are kept, so changes can be reviewed or reverted if needed.
What does the inspection record show once the job is complete?
Each inspection is a record with a reference number, a status such as Submitted, Rectification, or Passed, and a timeline showing every check, rectification, and re-inspection along with photos and readings entered along the way. Table views and dashboards can show these records grouped by status, and each business should confirm what record-keeping its own compliance obligations require.
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