Operations Management
Operations workflow templates for day-to-day operations, covering contractor onboarding, vehicle inspections, equipment checkout, asset handover and return, asset disposal and inventory reordering. Returns and RMAs are included too, with each request's approvals, checks and status kept on one record.
Benefits
- Onboard contractors with their documents checked
- Track equipment and assets issued to people
- Inspect vehicles and act on defects
Common Use Cases
Operations Management Templates(57)
Contractor Onboarding Workflow
Coordinator submits contractor details and documents, compliance officer checks documents, worker completes site induction, site manager approves site access, and security grants access — tracking status from Submitted through to Onboarded or Rejected.
Vehicle Inspection Workflow
Captures fleet vehicle inspections, notifies the fleet owner and inspector, and routes vehicles through repair and re-verification based on the roadworthiness decision (Pass, Minor defects, Unsafe) until the vehicle is confirmed safe and returned to service or closed.
Equipment Checkout Workflow
Manages equipment checkout requests end-to-end: intake, availability check by the equipment coordinator, borrower terms acceptance, checkout, check-in with condition/outcome recording, follow-up action on damage/late return, and status tracking throughout.
Asset Handover and Return Workflow
Tracks assets issued to custodians end-to-end: captures handover details, gets custodian acknowledgement of receipt, records return condition, and manages follow-up for damaged or missing items until the asset record is closed out as Returned.
Asset Disposal Workflow
Manages the end-to-end retirement of organisational assets: intake via disposal request form, asset manager review and disposal method decision, conditional data wiping/destruction by IT for data-bearing assets, final disposal execution and asset register update, with status tracking and requester notifications throughout.
Inventory Reorder Workflow
Manages low-stock reorder requests end-to-end: intake and acknowledgement, stock verification, value-based approval, purchase order creation, delivery receipt with discrepancy handling, and final restocking notification.
Access Control Commissioning Checklist Workflow
Captures a security technician's commissioning checklist for an access control system, routes failed tests through a rectification loop, then manages customer handover, notification, and follow-up feedback collection.
Access Control Installation Quote Workflow
End-to-end workflow for a locksmith/access control business: intake of an access control installation request, site inspection, quote preparation and approval by the customer, job scheduling, job completion, and post-completion feedback collection.
Arborist Tree Work Request Workflow
Manages tree work requests from intake through office booking, on-site arborist work, and outcome-based customer follow-up, with status tracking throughout.
Asbestos Removal Job Intake and Scope Workflow
Intake, estimation, quoting, scheduling and completion workflow for a licensed asbestos removal business — from initial customer request through estimator assessment, quote acceptance, removal scheduling, and final clearance confirmation.
Battery Commissioning and Handover Workflow
Captures a battery commissioning test form, routes failed tests to installer rectification (with retest loop), then progresses through Commissioned and Handed Over statuses, sending the customer a handover summary email and a follow-up feedback request.
Before-and-After Photo Job Record Workflow
Captures before/after job photos with technician, customer and site details, routes photos through supervisor review (with retake loop), notifies the customer of any pre-existing damage, and collects marketing consent before finalising the record status.
Brickwork Completion and Defects List Workflow
Manages brickwork job completion sign-off: captures completion details, supervisor quality check with rework loop, customer review with issue-resolution loop, handover confirmation, and post-handover feedback collection.
Carpentry Completion and Defects Workflow
Manages carpentry job completion from the completion form through supervisor quality check, defect rework loops, customer review and issue resolution, handover, and post-handover feedback collection.
Carpet Installation Checklist Workflow
Captures a post-installation inspection checklist, notifies the customer, and manages rectification with re-inspection loops until the carpet installation passes.
Cleaning Completion Checklist Workflow
Captures a post-clean inspection checklist, records pass/fail results, and routes failed inspections through a rectification and re-inspection loop (up to 2 cycles) before notifying the customer of the final outcome.
Concrete Finish Acceptance Workflow
Manages concreting job completion sign-off: supervisor walkthrough, rework loop if needed, customer review and acceptance via emailed form, rework loop on reported issues, handover confirmation, and a delayed feedback request.
Customer Access and Key Authorisation Workflow
Collects customer authorisation for property access when they are not home, manages key collection and return via technician tasks, tracks access status through the job lifecycle, and notifies the customer at each key stage.
Daily Site Diary Workflow
Captures a daily site diary from the site supervisor, flags incidents/near misses to the safety manager, flags delays to the project manager, optionally sends the client a progress update, and tracks each diary entry through to Filed status.
Demolition Site Clearance Handover Workflow
Manages the post-demolition process from completion intake through supervisor quality check, rework loops, customer review and acceptance, to final handover and feedback collection.
Excavation Site Reinstatement Workflow
Manages excavation job completion from site supervisor sign-off through customer review to handover and post-handover feedback, with rework and issue-resolution loops.
Fabrication Completion and Dispatch Workflow
Manages the dispatch process for a welding and metal fabrication business: intake of dispatch details, supervisor quality check with hold/rework loop, dispatch notification with client delivery confirmation, and delivery issue resolution through to final delivered status.
Glazing Completion and Handover Workflow
Manages glazing job completion through supervisor quality check, rework loops, customer review and acceptance, handover confirmation, and post-handover feedback collection.
Handyman Quote and Job Request Workflow
Captures a handyman job request, has the office prepare and send a quote, waits for customer acceptance, schedules and completes the job, then collects feedback — tracking status throughout.
HVAC Handover and Operating Guide Workflow
Manages the end-to-end handover of a completed air conditioning installation: captures completion details, runs a supervisor quality check with rework loop, sends the customer an operating-instructions review with an accept/issue loop, and finishes with a thank-you pack and a follow-up feedback survey.
Insulation Completion and Handover Workflow
Manages insulation job completion through supervisor quality check, rework loops, customer review and acceptance, final handover, and post-handover feedback collection.
Job Booking and Scheduling Workflow
Handles a customer's service booking from intake through office scheduling, technician job completion, return-visit handling, and post-job feedback collection.
Job Cancellation and Rescheduling Workflow
Handles customer-submitted requests to reschedule or cancel a booked job: acknowledges the request, routes to the office for rescheduling or cancellation handling (including fee assessment and confirmation), and keeps the customer informed at each stage.
Job Completion and Customer Sign-Off Workflow
Captures job completion details from the technician, requests customer sign-off via a form, handles reported issues with a rectification loop back to sign-off, and on sign-off notifies the customer, tasks accounts to invoice, and later collects a feedback survey.
Job Handover to Customer Workflow
Manages the end-to-end handover of a completed trade job: supervisor readiness check, crew rectification loop, customer sign-off via a handover form, customer-query resolution loop, and post-handover thank-you plus delayed feedback request.
Kitchen Completion and Warranty Workflow
Manages the end-of-job process for a cabinetmaking/kitchen business: completion intake, supervisor quality walkthrough with rework loop, customer review and acceptance with issue-resolution loop, handover confirmation, and delayed feedback collection.
Landscape Completion and Handover Workflow
Manages landscaping job completion sign-off: supervisor quality check, rework loop, customer review with accept/issue loop, handover confirmation, and post-handover feedback collection.
Locksmith Security Handover Workflow
Manages the end-to-end handover of a completed locksmith job: supervisor QA check with rework loop, customer review with issue-resolution loop, final handover confirmation, and post-handover feedback collection.
Maintenance Job Completion With Photos Workflow
Captures a handyman's job completion form with before/after photos, routes it through an office photo/notes review (looping back to the handyman if details are missing), then sends the customer a confirmation form (looping back to the handyman if an issue is reported), and finally closes the job — optionally queuing a follow-up quote task.
Painting Completion and Warranty Workflow
Manages the completion checklist for a painting job: supervisor walkthrough, touch-up rework loop, customer review and sign-off, and warranty handover with a follow-up feedback survey.
Permit to Work Workflow
Manages the end-to-end lifecycle of a permit to work for higher-risk site activities: application intake, safety approval, pre-start check with rework loop, active work, and site hand-back closure, with status tracking and notifications throughout.
Plastering Completion Handover Workflow
Manages the end-to-end handover process for a completed plastering/drywall job: supervisor quality check, rework loop with the lead plasterer, customer review with an accept/issue decision loop, final handover notification, and a delayed feedback survey.
Pool Commissioning and Handover Workflow
Captures pool commissioning test results, routes failed tests through rectification and retest, then progresses through commissioning, customer handover, and post-handover feedback collection.
Pool Fence Completion Handover Workflow
Manages pool fence installation handover from completion form submission through supervisor QA, customer review/acceptance, and post-handover feedback collection, with rework and issue-resolution loops.
Pool Practical Completion and Defects Workflow
Manages pool project practical completion: supervisor walkthrough and rework loop, customer review and issue-resolution loop, handover confirmation, and post-handover feedback collection.
Practical Completion Punch List Workflow
Manages the practical completion process for a trade project: captures the walk-through punch list, tracks site supervisor remediation and project manager re-inspection cycles, gathers client acceptance, handles any remaining client items, and records final practical completion and defects liability dates.
Remote and Key Handover Register Workflow
Records garage door/gate remotes and keys handed to customers, emails the customer to confirm receipt, raises an office query task if items are missing, and finalises the handover record once acknowledged.
Rendering and Cladding Handover Workflow
Manages the end-of-job handover process for a rendering and cladding business: supervisor quality check, rework loop, customer review with accept/issue routing, issue-fix loop, final handover notification, and post-handover feedback request.
Returns and RMA Workflow
Handles end-to-end product return authorisation: intake form, eligibility check by a support agent, inspection by the returns team, routed resolution (repair, replace, or refund), and customer notifications at each stage, tracked via a return status field.
Roofing Completion and Water Test Workflow
Captures job completion details and watertightness test results, routes the job through a supervisor walkthrough with rework loop, then customer review with an issue-resolution loop, and finishes with handover confirmation and a delayed feedback request.
Scaffold Handover Inspection Workflow
Manages the end-to-end scaffold handover process: an inspection is recorded, failed checks trigger a rectification and re-inspection loop, then the builder/client is asked to accept the handover via a form, with a query path routed to the scaffolder, and final handover confirmation once accepted.
Silicone Sealant Inspection Workflow
Captures a completion inspection for silicone/sealant work, notifies the customer of the outcome, and routes failed inspections through a tiler rectification and inspector re-inspection loop until the sealant work passes.
Site Access and Visitor Register Workflow
Manages visitor sign-in at work sites: captures visitor details and PPE confirmation, checks site induction status, routes non-inducted visitors to a supervisor induction/escort task, notifies visitors of the emergency assembly point, collects a sign-out form with incident/hazard reporting, and escalates any reported hazards to the supervisor before closing out the visit.
Frequently Asked Questions
What Operations Management workflow templates are included?
Operations Management includes templates for contractor onboarding, vehicle inspections, equipment checkout, asset handover and return, asset disposal, inventory reorders, and returns and RMAs.
Who are the Operations Management templates for?
They're designed for operations managers, fleet and asset coordinators and warehouse teams. Requests and inspections come in through forms, and coordinators record checks and decisions on their tasks.
Can I change a operations template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, require a defect photo or add a manager approval — or edit the steps in the workflow editor. Earlier versions are kept.