Workflow Template
Masonry repair / repointing assessment Workflow
Captures a masonry inspection report, routes it through manager review (with revision loop), emails the approved report to the customer, and triggers a quote task when repair/repointing work is recommended.
Picture an inspector finishing a site visit on a heritage building with cracked mortar and rusting lintels — instead of typing up a report and emailing it around for sign-off, the details go straight into a tracked record. From there, the workflow moves the report through manager review, loops it back to the inspector if changes are needed, and once approved, emails the customer a clear summary of the condition and recommended work. If repointing or repair is recommended, an estimator is automatically assigned to prepare a quote, so nothing sits waiting in someone's inbox.
Business Outcomes
- Cuts down on manual chasing between inspectors and managers during report review
- Speeds up how quickly customers receive their finished masonry report
- Keeps revision history and manager comments together on one record
- Reduces missed handoffs to the estimator when repair work is recommended
- Gives a clear status view of every report from inspection to close
Workflow Steps
Steps
- 1Create Assessment Recordcreate record
Creates the masonry assessment record from the submitted inspection form.
- 2Set Status: Report Reviewupdate record
Sets the report status to Report Review before manager review begins.
- 3Manager: Review Inspection Reportcreate task
Assigns the masonry manager a task due in 2 days to review the inspection report and record a decision.
- 4Save Review Decisionupdate record
Persists the manager's review decision and comments to the record.
- 5Route on Review Decision
Routes the workflow based on whether the manager approved the report or requested changes.
review_decision: "Approved"→Set Status: Report Sentreview_decision: "Changes needed"→Set Status: RevisingDefault→End - 6Set Status: Revisingupdate record
Sets the report status to Revising when changes are needed.
- 7Inspector: Update Reportcreate task
Assigns the inspector a task due in 1 day to update the defects found and recommended work based on the manager's comments.
- 8Save Revised Report Detailsupdate record
Saves the inspector's updated defects and recommended work to the record.
- 9Return to Manager Reviewrestart from step
Restarts the workflow from the manager review task so the updated report can be re-reviewed.
- 10Set Status: Report Sentupdate record
Sets the report status to Report Sent once the manager has approved the report.
- 11Email Customer the Reportsend email
Emails the customer the overall condition, defects found and recommended work, including matched mortar notes for heritage buildings.
- 12Route on Repointing/Repair Recommendation
Routes based on whether repointing or repair work is recommended.
repointing_recommended: "Yes"→Set Status: Quote to Followrepointing_recommended: "No"→Set Status: ClosedDefault→End - 13Set Status: Quote to Followupdate record
Sets the report status to Quote to Follow when repair/repointing work is recommended.
- 14Estimator: Prepare Masonry Repair Quotecreate task
Assigns the estimator a task due in 3 days to prepare a masonry repair quote, without waiting for completion.
- 15Set Status: Closedupdate record
Sets the report status to Closed when no repointing or repair work is recommended.
Fields
- Inspector Name*
- Customer Name*
- Customer Email*
- Customer Mobile*
- Site Address*
- Inspection Date*
- +16 more fields
Forms
Masonry Inspection Report
18 fields
Data Views
Masonry Assessments
customer_name, site_address, inspection_date, wall_type +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 skills to set this workflow up?
No, the template is ready to use as soon as your workspace publishes it, with no installation or development project required. If you later want to tweak a step, you can describe the change in plain English or edit it directly in the workflow editor.
Can my team customise what happens during manager review?
Yes, the manager review task, its due date, and what gets recorded can all be adjusted through the workflow editor. Earlier versions of the workflow are kept, so you can compare changes over time.
What happens if the manager asks for changes to the report?
The status updates to Revising and the inspector gets a task to update the defects found and recommended work based on the manager's comments. Once the inspector submits those updates, the workflow automatically sends the report back to the manager for another review.
Does the customer need to log in to receive their report?
No, customers never need an account. Once the manager approves the report, it's emailed directly to the customer with the overall condition, defects found, and recommended work, including matched mortar notes for heritage buildings.
Is this suitable for heritage building assessments?
Yes, the request form includes a heritage building question, and the customer email includes matched mortar notes when relevant. The defects, condition and recommended work are all captured on the record's timeline for reference.
Who is responsible for preparing the quote after an inspection?
When repointing or repair work is recommended, an estimator is automatically assigned a task due in 3 days to prepare the quote. The workflow doesn't wait for this task to finish, so the report can move to Quote to Follow status while the quote is worked on separately.
What happens if no repair work is recommended?
The status is set to Closed once the report is emailed to the customer, so there's a clear end point for that record. This keeps your table view and dashboards showing only active reports that still need attention.
Can I see the full history of an assessment, including revisions?
Yes, each request is a record with a reference number, status, and timeline showing what happened at each step, including review decisions and revision comments. Workspace activity is also logged, giving you visibility into who did what and when.
Can approvals and tasks be assigned to specific team members?
Yes, tasks like the manager review, inspector update, and estimator quote can each be assigned to a specific team member in your workspace. This helps keep accountability clear at every stage of the assessment.
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