Workflow Templates — Page 2
Defect and Rework Close-Out Workflow
Captures defects reported on a job, triages by severity to set rework deadlines, assigns rework to the crew, has the supervisor verify the fix, loops back to the crew if not resolved (up to 2 times), then closes the defect and notifies the customer with a summary.
Trade Licence and Insurance Register Workflow
Collects worker and subcontractor licence/insurance documents, tracks verification by the compliance officer, and manages re-verification of documents flagged as not valid, with status tracking through to Current, Not Compliant, or Suspended.
Site Induction and Acknowledgement Workflow
Captures site induction details for workers, subcontractors, visitors and delivery drivers, records status as Awaiting Acknowledgement, sends the inductee an acknowledgement form covering the site address and topics, captures any questions and routes them to the inductor for a recorded answer, then marks the record Inducted and sends a final confirmation with emergency procedures reminder.
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.
Work Order and Job Card Workflow
Manages trade work orders from office intake through technician job-card completion, return visits, office review and customer invoicing summary, with priority-based technician task deadlines and automated job total calculation.
On-Site Quote and Estimate Workflow
Captures an on-site estimator's quote form, calculates the quote amount, routes large/unusual jobs through operations manager review with a revision loop, sends the finalised quote to the customer for acceptance, and books the job once accepted.
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.
Automatic Gate Safety Device Test Workflow
Captures a technician's gate safety test, records Pass/Fail, notifies the client, and manages repair/retest cycles for failed tests until the gate passes or the retry limit is reached.
Pool Gate Self-Closing Test Workflow
Captures a pool gate self-closing and latching compliance test, records the pass/fail result, notifies the client, and — on failure — manages technician repair and retest cycles until the gate passes, updating the record status throughout.
Electrical Test and Verification Workflow
Captures an electrical test and verification record, notifies the client of Pass/Fail results, and manages a repair-and-retest loop for failed installations until they pass or escalate.
Generator Installation and Changeover Workflow
Captures generator commissioning test results, routes failures to a rectification loop with re-testing, hands the system over to the customer once commissioned, and follows up with a handover summary email and a delayed feedback request.
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.
Subcontractor Compliance Onboarding Workflow
Collects subcontractor application details, runs a compliance officer review of licences and insurances (with an information-request loop for missing details), and on approval proceeds to a site induction task before marking the subcontractor Onboarded.
Pool Fence Installation Checklist Workflow
Captures a pool fence installation inspection, records pass/fail checks against the safety standard, notifies the customer, and manages a rectification and re-inspection loop with the installer and inspector until the fence passes.
Drain Root Intrusion Assessment Workflow
Captures a CCTV drain inspection, routes the report through drainage manager review (with an inspector revision loop), emails the approved report to the customer, and triggers a repair/relining quote task when recommended.
Stonework Completion and Care Handover Workflow
Manages stonework job completion sign-off: supervisor quality check, rework loop if needed, customer review and acceptance, handover communications, and post-handover feedback collection.
Waterproofing Completion Handover Workflow
Captures waterproofing job completion details, runs a supervisor quality check with rework loop, obtains customer sign-off with an issue-resolution loop, and finalises handover with thank-you and feedback follow-up.
Stone Selection and Sample Approval Workflow
Captures a customer's stone selection, sends them a sample approval request, loops through revisions if changes are requested, and on approval notifies the customer and creates a task for the office to order the stone.
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.
Balcony Waterproofing Assessment Workflow
Captures a balcony waterproofing inspection, routes the report through manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a quote task when repairs are recommended.
Render Crack and Defect Assessment Workflow
Captures a render/cladding inspection report, routes it through manager review (with a revision loop back to the inspector if changes are needed), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Rendering Quality Checklist Workflow
Captures a rendering application quality inspection, acknowledges submission, routes on the overall Pass/Fail result, and if it fails, runs a rectification and re-inspection loop (up to 2 cycles) before notifying the builder/client of the final outcome.
Render Colour and Texture Approval Workflow
Collects render sample details from the site, sends the customer a sample approval request (render system, texture, colour), loops the renderer through revisions until approved (up to 3 cycles), then confirms approval and tasks the office to order materials and book the start date.
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.
Insulation Installation Checklist Workflow
Captures a post-installation insulation inspection checklist, notifies the customer of the outcome, and manages a rectification and re-inspection loop when checks fail before final sign-off.
Insulation Site Assessment Workflow
Captures an inspector's insulation site assessment, routes it through manager review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers an installation quote task when recommended.
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.
Cabinet Installation Checklist Workflow
Captures a cabinet installation inspection, tracks pass/fail results, manages rectification and re-inspection cycles with the cabinet installer and inspector, and notifies the customer at each key milestone.
Cabinetry Production Release Approval Workflow
Captures a job's design/approval/material readiness, has the production manager decide whether to release the job to production or hold it for designer revisions (looping until resolved), then records production dates and notifies the customer once production begins.
Kitchen Design and Finish Approval Workflow
Captures a kitchen design submission, sends the customer a design/finish summary for approval, loops through designer revisions if changes are requested (up to 3 cycles), and on approval confirms with the customer and hands the job to the office for production release preparation.
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.
Fabrication Drawing Approval Workflow
Collects shop drawing submissions for a welding/metal fabrication job, sends the customer an approval request showing the drawing revision, materials, finish, quantities, price and lead time, loops through drafter revisions on request, and on approval notifies the customer and tasks the office to release the job to the workshop.
Scaffold Alteration Request Workflow
Manages scaffold alteration requests end-to-end: intake and acknowledgement, supervisor review and decision, optional engineering sign-off, crew alteration work, supervisor safety inspection with rework loop, and final completion notice.
Scaffold Pre-Erection Site Assessment Workflow
Captures a pre-erection scaffold site assessment, routes it to the scaffolding manager for review, loops back to the assessor for revisions when changes are needed, and on approval either flags an engineered design requirement or proceeds to quoting — with status tracking throughout.
Planned Maintenance Service Visit Workflow
Handles a technician's planned maintenance service visit submission, routes based on defect priority (none/minor/urgent), manages quote approval for minor defects, repair tasking for urgent defects, and keeps the client informed at each stage until the record reaches a final status.
Fire Protection Maintenance Report Workflow
Captures a fire protection technician's service report, routes follow-up actions based on defect priority (none, minor, critical), manages quote approval for minor defects, tracks repairs to completion, and keeps clients informed at each stage.
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.
Mould Remediation Assessment Workflow
Captures a mould inspection report, routes it through restoration manager review (with an inspector revision loop), emails the approved report to the customer, and triggers a remediation quote task when recommended.
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.
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.
Underground Services Verification Workflow
Captures a pre-start underground services verification checklist before any excavation, routes based on whether services are verified safe to dig, and manages a corrective-action loop if not verified until the site is cleared or escalated.
Demolition Site Assessment Workflow
Captures a pre-quote site assessment for a demolition job, routes it through manager review (with a revision loop for the assessor), and then branches into a hazardous materials survey path or a quote-preparation path based on the approved assessment.
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.
Master Key System Request and Approval Workflow
Captures master key system requests for buildings, routes the design through locksmith tasking, obtains contact approval of the key plan (with a bounded revision loop), then tracks production and installation through to completion.
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.
Glass Installation Safety Checklist Workflow
Collects a glazier's pre-start safety checklist for a glass installation job, automatically clears the job if safe, or stops work and routes to a supervisor for corrective action and re-check (up to 2 cycles) before clearing the glazier to start.
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.
Timber Flooring Installation Checklist Workflow
Captures a timber flooring installation inspection, records pass/fail checks, notifies the customer, and if the inspection fails routes rectification work to the installer and a re-inspection to the inspector (looping up to twice) before confirming the floor has passed.
Vinyl and Hybrid Flooring Checklist Workflow
Captures a post-installation inspection checklist for vinyl and hybrid flooring jobs, notifies the customer, and routes any failed inspection through installer rectification and inspector re-inspection until it passes.
Subfloor Moisture Assessment Workflow
Captures a subfloor inspection report, routes it through flooring manager review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a subfloor preparation quote task when recommended.
Flooring Product and Colour Approval Workflow
Captures a customer's flooring selection, routes it to the customer for approval via an external form, loops back to the flooring consultant for revisions if changes are requested (up to 3 times), and on approval notifies the customer and tasks the office to order flooring and book installation.
Fence Installation Quality Checklist Workflow
Captures a fence installation inspection, notifies the customer, and routes failed inspections through a fencing crew rectification and re-inspection loop before final sign-off.
Boundary Fence Line Confirmation Workflow
Collects a boundary fence line checklist from the fencer, checks whether survey evidence exists, and if so routes the customer to arrange a survey; otherwise sends the neighbour a confirmation form for the proposed fence line, cost share and specification, and progresses the record to Line Confirmed or Not Agreed based on their response.
Battery Installation Site Assessment Workflow
Captures a battery installation site inspection, routes the report through solar designer review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a quote task when a battery installation is recommended.
Solar Proposal and Design Approval Workflow
Collects a solar proposal (site details, panel layout, equipment spec, pricing), sends it to the customer for approval via an external form, loops back to the designer for revisions if changes are requested (up to 3 times), and on approval confirms the design with the customer and tasks the office to collect the deposit, order equipment and book installation.
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.
Solar Site and Shading Assessment Workflow
Captures a solar site assessment and shading survey from an inspector, routes the report through designer review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a quote or closes the record depending on whether a system is recommended.
HVAC Preventive Maintenance Workflow
Captures a technician's HVAC/refrigeration preventative maintenance service report, routes follow-up work based on the priority of defects found (none/minor/urgent), manages repair quoting and client approval for minor defects, dispatches urgent repairs, and keeps the client informed at each stage with a status-tracked record.
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.
Tree Risk Assessment Workflow
Captures a field arborist's tree risk inspection, routes the report through senior arborist review (with revision loop), emails the approved report to the customer, and triggers a quote task when tree work is recommended.
Landscape Site Assessment Workflow
Captures a landscape site inspection, routes the report through manager review (with revision loop), emails the approved report to the customer, and triggers a landscaping quote when work is recommended.
Masonry Repair and Repointing 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.
Concrete Slab Pre-Pour Checklist Workflow
Captures a pre-pour inspection for a concrete slab, notifies the builder/client of the outcome, and — if not ready — routes rectification work to the concreting crew and a re-inspection by the inspector (looping up to twice) before confirming the slab is ready to pour.
Concrete Driveway Quote and Assessment Workflow
Captures an estimator's site assessment for a concrete driveway job, calculates the quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), then sends the approved quote to the customer for acceptance and books the job once accepted.
Tiling Completion and Care Handover Workflow
Manages the process from job completion through supervisor quality check, rework loops, customer review and sign-off, to handover and post-handover feedback collection for a tiling business.
Tiling Installation Quality Checklist Workflow
Captures a tiling installation quality inspection, records pass/fail on each check and overall result, notifies the customer, and if the inspection fails routes rectification work to the tiler and re-inspection to the inspector (looping up to twice) before confirming the final passed result.
Tile Layout and Pattern Approval Workflow
Collects a tiling job's layout details from the intake form, sends the customer a set-out approval request, loops through tiler revisions on request-changes (up to 3 times), and on approval confirms the layout with the customer and tasks the office to order tiles and book the start date.
Metal Roof Installation Checklist Workflow
Captures a metal roof installation quality inspection, notifies the builder/client of the outcome, and manages a rectification and re-inspection loop when checks fail, until the roof passes.
Deck Construction Quote and Assessment Workflow
Captures site assessment data from the estimator, calculates the deck quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), and on approval sends the customer a quote form to accept or decline, updating status and notifying the office to book accepted jobs.
Joinery 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.
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.
Plasterboard Installation Checklist Workflow
Captures a plasterboard installation inspection, records pass/fail on each check, notifies the builder/client, and if failed, routes rectification work to the plasterer and a re-inspection by the inspector (looping up to twice) before final sign-off.
Water-Damaged Plaster Assessment Workflow
Captures a site inspection of water-damaged plaster, routes the report through manager review (with a revision loop back to the inspector if changes are needed), emails the approved report to the customer, and triggers a repair quote task when work is recommended.
Sagging Ceiling Repair Assessment Workflow
Captures a plasterer's ceiling assessment, flags unsafe high-risk ceilings, routes an estimator quote to the customer for accept/decline, and tracks the job through to repair completion.
Spray Painting Exclusion Zone Workflow
Collects a pre-start spray painting exclusion zone checklist from the sprayer, determines whether it is safe to start, and if not, loops the supervisor through a corrective-action review (up to 2 times) until it is safe to start — then notifies the sprayer and clears the record.
Painting Colour Selection and Approval Workflow
Collects a customer's colour schedule for a painting job, sends it to the customer for approval, loops through revisions with the colour consultant if changes are requested, and on approval confirms the schedule and triggers paint ordering by the office.
Exterior Painting Assessment and Quote Workflow
Captures an estimator's site assessment for an exterior painting job, calculates the quote, routes it through manager review (with a bounded revision loop), then sends the customer a quote for acceptance and books the job on acceptance.
Hot Water Repair and Replacement Workflow
End-to-end workflow for a plumbing business to intake hot water system repair/replacement requests, book a site visit, capture the plumber's assessment and quote, get customer acceptance, complete the work, and collect feedback.
Electrical Re-Energisation Approval Workflow
Manages the request, testing sign-off, and supervised approval process for energising or re-energising new or repaired electrical circuits, including corrections rework and post-energisation fault handling, with customer notification on completion.
Electrical Isolation Checklist Workflow
Captures a lock-out/tag-out isolation checklist before electrical work begins, verifies test-for-dead results with a supervisor escalation loop if not proven dead, tracks work to completion, and records isolation removal with a copy sent to the electrician.
Site Clean-Up and Waste Disposal Workflow
Captures a site clean-up checklist at job completion, routes incomplete clean-ups back to the crew for remedial work and supervisor verification (looping until clean, up to 2 times), then notifies the customer once the site is confirmed clean.
Progress Claim and Milestone Approval Workflow
Captures a trade contractor's progress claim, calculates the claim percentage of contract value, routes it through PM review (with a claimant revision loop), then client approval (with a dispute negotiation loop), before triggering invoicing.
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.
Material Order and Purchase Approval Workflow
Captures material order requests for jobs, routes for approval based on cost threshold (operations manager over $5,000, supervisor at or below), then manages purchasing, delivery confirmation, and supplier issue resolution through to final receipt.
Invoice Approval and Payment Follow-Up Workflow
Collects a trade invoice, routes it through manager approval (with an office correction loop), emails the approved invoice to the customer, tracks payment via an accounts task, and follows up overdue invoices with reminders, a follow-up call, and manager-resolved disputes.
Variation Request and Approval Workflow
Captures a scope variation request on a trade job, routes it through project manager pricing review, optional requester revision, and client approval, tracking status throughout and notifying all parties at each stage.
Drain Maintenance Program Inspection Workflow
Captures technician drain inspection reports for commercial/strata sites, routes handling based on defect priority (none/minor/urgent), manages repair tasks, client quoting and approval, and keeps service status current through to completion.
CCTV Drain Inspection Report Workflow
Captures a CCTV drain inspection report, routes it through drainage manager review (with a bounded revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
CCTV Drain Inspection Request Workflow
Manages CCTV drain inspection requests from intake through office scheduling, drainer inspection, and outcome-based customer communication and repair follow-up.
Silica Dust Pre-Start Checklist Workflow
Captures a stonemason's pre-start silica dust control checklist for a task, routes unsafe results to a supervisor for corrective action with re-checks, and notifies the stonemason when work is cleared or must be stopped.
Waterproofing Substrate Inspection Workflow
Captures a waterproofing substrate readiness inspection, acknowledges the submission, and either confirms the substrate is ready for membrane or routes failed checks through a rectification and re-inspection loop (up to 2 cycles) before notifying the builder/client of the final result.
Leak Detection Inspection Report Workflow
Captures a leak detection inspection report, routes it through senior technician review (with a bounded revision loop back to the inspector), emails the approved report to the customer, and if repair work is recommended assigns an estimator to prepare a quote.
Cladding Installation Inspection Workflow
Captures a cladding installation inspection, records pass/fail checks per elevation, notifies the builder/client of the result, and manages a rectification and re-inspection loop until the installation passes.
Cladding Pre-Start Checklist Workflow
Captures a cladding installer's pre-start checklist, determines whether it is safe to start work, and if not, routes issues to the supervisor for corrective action and re-check (up to 2 times) before clearing or stopping the job.
Ceiling Insulation Safety Check Workflow
Captures an installer's pre-start safety check before ceiling insulation work begins, automatically clears the job if safe, or stops work and routes unsafe findings to a supervisor for corrective action and re-check (up to 2 loops) before clearing the job to start.
Render Substrate Inspection Workflow
Captures a render substrate inspection, notifies the builder/client of the result, and if not ready, runs a rectification loop (site team fixes issues, inspector re-inspects up to 2 times) before confirming the substrate is ready to render.
Weld Visual Inspection Record Workflow
Captures a weld visual inspection, records pass/fail checks against drawing requirements, notifies the client/builder of the result, and if failed, routes the welder through rectification and inspector re-inspection (up to 2 cycles) before final pass notification.
Fabrication Dimensional Inspection Workflow
Captures dimensional inspection results for fabricated items, notifies the inspector and client of the outcome, and manages a rectification/re-inspection loop for failed checks before final sign-off.
Welding Equipment Pre-Start Inspection Workflow
Collects a welder's pre-start safety checklist for welding equipment, determines whether it is safe to start, and if not, escalates to a supervisor for corrective action and re-check (up to 2 loops) before clearing or stopping work, with notifications to the welder throughout.
Scaffold Daily and Periodic Inspection Workflow
Captures scaffold inspection results from the field, routes safe scaffolds to a pass notification, and routes unsafe/tagged-out scaffolds through a rectification-and-reinspection loop (crew fixes issues, inspector re-checks, up to 2 cycles) before notifying the builder/client and closing out as Safe for Use.