Workflow Templates — Page 3
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.
Fire Hydrant Inspection and Test Workflow
Captures a fire hydrant inspection/test submission, routes on Pass/Fail result, notifies the client, and manages repair-and-retest cycles until the hydrant passes or the retry limit is reached.
Fire Extinguisher Inspection Record Workflow
Captures a fire extinguisher inspection, routes on the result, manages replacement quoting and client approval, and tracks the record through to a final Passed/Declined status.
Fire Hose Reel Inspection Record Workflow
Captures fire hose reel inspection test data from a technician, routes based on Pass/Fail result, notifies the client, and manages repair/retest cycles until the reel passes, tracking status throughout.
Garage Door and Gate Commissioning Workflow
Captures commissioning test results for garage doors and automatic gates, routes failures to a rectification loop (up to 2 retries), then hands over to the customer, emails a handover summary, and follows up with a feedback request two days later.
Garage Door Safety Inspection Workflow
Captures a garage door safety inspection, routes the report through service manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers an estimator quote task when repair work is recommended.
Maintenance Inspection Checklist Workflow
Captures a property maintenance inspection, routes the report through manager review (with revision loop), emails the approved report to the customer, and triggers a maintenance quote when work is recommended.
Water Damage Moisture Inspection Workflow
Captures a moisture inspection report for water damage restoration, routes it through restoration manager review (with a revision loop back to the inspector), emails the approved report to the customer, and kicks off a drying/restoration quote when recommended.
Cleaning Site Inspection and Scope Workflow
Captures an estimator's site inspection for a commercial cleaning job, calculates a quote, routes it through operations manager review (with a revision loop back to the estimator), then sends the customer a quote form and handles their accept/decline response with follow-up booking.
Pest Monitoring and Bait Station Workflow
Captures a technician's bait station inspection for a commercial site, routes based on whether pest activity was found, notifies the client, and — when activity is found — assigns the technician a follow-up treatment task before closing out the record.
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 Leak Inspection Request Workflow
Manages a pool leak inspection request from intake through office scheduling, technician diagnosis, and customer communication, ending with a feedback request.
Excavation SWMS Review and Sign-On (Australia) Workflow
Collects an excavation Safe Work Method Statement (SWMS) submission, routes it through safety manager review with revision cycles for changes required or stop-work for unsafe conditions, and on approval manages crew briefing and sign-on before work begins.
Earthworks Compaction Inspection Workflow
Captures earthworks level and compaction inspection results, notifies stakeholders, and manages rectification and re-inspection cycles until the earthworks pass.
Demolition Exclusion Zone Daily Check Workflow
Daily pre-start inspection workflow for demolition sites: supervisor submits exclusion zone and safety checks, records are auto-cleared if safe, or work is stopped and the supervisor must remediate and re-check (up to 2 cycles) before the site is cleared to start.
Demolition SWMS Review and Sign-On (Australia) Workflow
Collects a demolition SWMS submission, routes it through safety manager review with revision loops, handles unsafe-to-proceed stoppages, and manages site supervisor crew sign-on before marking the job Active. Includes tracking table view and status chart widget.
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.
Window Leak and Seal Inspection Workflow
Captures a glazing inspector's window leak/seal failure report, routes it through glazing manager review (with a revise-and-resubmit loop for the inspector), emails the approved report to the customer, and triggers a repair/replacement quote task when recommended.
Glass and Window Installation Check Workflow
Captures a glazing/window installation quality inspection, records pass/fail on each check item, notifies the customer or builder of the result, and manages a rectification and re-inspection loop until the installation passes.
Solar Maintenance Inspection Report Workflow
Captures a solar/battery system inspection, routes the report through service manager review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a repair/cleaning quote task when recommended.
Solar PV Commissioning Checklist Workflow
Captures a solar PV commissioning checklist, routes failed tests to a rectification loop, hands the system over to the customer with a summary email, and follows up with a satisfaction survey.
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.
Solar Installation Pre-Start Checklist Workflow
Captures a pre-start safety checklist for solar installation jobs, routes based on the safety result, and manages the stop-work/clearance loop with the supervisor until the site is confirmed safe to start.
Ducted Air Conditioning Inspection Workflow
Captures a ducted air conditioning inspection report, routes it through service manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair/upgrade quote task when recommended.
Air Conditioning Commissioning Workflow
Captures the commissioning checklist for a newly installed air conditioning system, routes failed tests into a rectification loop, hands the system over to the customer once commissioned, and follows up with a handover summary and feedback request.
Refrigerant Leak Repair Record Workflow
Captures refrigerant leak inspection records for AC/refrigeration equipment, routes to a no-leak close-out or a repair-and-retest cycle with technician tasks, client notifications, and record status tracking through to completion.
Brick Cleaning and Finish Inspection Workflow
Captures a final finish inspection for brick cleaning, records pass/fail checks, notifies the builder/client, and manages a rectification and re-inspection loop until the job passes.
Irrigation Commissioning Checklist Workflow
Captures irrigation system commissioning test results, routes failed systems through rectification, hands the system over to the customer once passed, and follows up with a handover email and feedback request.
Masonry Footing Readiness Check Workflow
Captures a bricklaying pre-start inspection, notifies the builder/client of the outcome, and if not ready, routes the site team through rectification and a re-inspection loop before confirming the site is ready to start.
Brickwork Quality Inspection Workflow
Captures a brickwork quality inspection, notifies stakeholders of the result, and if failed routes rectification work to the bricklayer with re-inspection by the inspector (up to 2 cycles) before final pass notification.
Concrete Crack and Defect Inspection Workflow
Captures a concrete defect/crack inspection, routes the report through manager review (with revision loop), emails the customer once approved, and triggers a repair quote or closes the job depending on the recommendation.
Formwork Pre-Pour Inspection Workflow
Captures a formwork pre-pour inspection, notifies the builder/client of the result, and manages a rectification-and-re-inspection loop with the formwork crew and inspector until the pour is approved.
Concrete Curing Inspection Workflow
Captures a concrete curing inspection, notifies the builder/client of the result, and if an issue is found routes the job to the concreting crew for rectification and back to the inspector for re-inspection until curing passes.
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.
Gutter and Downpipe Inspection Workflow
Captures a gutter/downpipe inspection report, routes it through manager review with a revision loop, emails the approved report to the customer, and triggers a repair/replacement quote task when recommended.
Tile Roof Repair and Replacement Workflow
Captures a tile roof inspection, routes the report through manager review (with revision cycles), emails the approved report to the customer, and triggers a quote task when repair, restoration or replacement is recommended.
Roof Fall Protection Pre-Start Workflow
Captures a roofer's pre-start fall protection checklist, records the safety result, and either clears the job to start or stops work and routes unsafe conditions to a supervisor for corrective action and re-check (up to 2 loops) before final clearance.
Roof Penetration Flashing Inspection Workflow
Captures a roof penetration and flashing inspection, notifies the builder/client of the result, and manages a rectify-and-reinspect loop for failed inspections until the penetrations pass or the retry limit is reached.
Roof Condition Inspection Report Workflow
Captures a roof inspection, routes it through manager review (with revision loop if changes are needed), emails the approved report to the customer, and triggers a repair quote task when repairs are recommended.
Timber Defect and Moisture Inspection Workflow
Captures a timber defect and moisture inspection report, routes it through carpentry manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Deck Inspection and Maintenance Report Workflow
Captures a deck inspection report, routes it through carpentry manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when work is recommended.
Timber Framing Inspection Checklist Workflow
Captures a timber framing inspection (wall/roof/floor/full frame checks), notifies the builder/client of the result, and if the frame fails, routes rectification work to the carpenter and re-inspection by the inspector — looping until it passes or the rectification cycle limit is reached — with a table view and dashboard chart for tracking inspection status.
Level 4 and 5 Finish Inspection Workflow
Captures a Level 4/5 plaster finish inspection, records pass/fail on each quality check, acknowledges the submission, and if failed routes rectification work to the plasterer and re-inspection to the inspector (up to 2 cycles) before finally notifying the builder/client of the outcome.
Pre-Sheet Framing Inspection Workflow
Captures a pre-sheet framing inspection, notifies the builder/client, and manages rectification loops between framer and inspector until framing is ready to sheet.
Commercial Repaint Inspection Workflow
Captures a commercial painting inspection report, routes it through manager review (with revision loop), emails the approved report to the customer, and triggers a repaint quote task when repainting is recommended.
Painting Touch-Up and Final Inspection Workflow
Captures a final painting inspection with pass/fail checks and a touch-up list, notifies the customer, and if touch-ups are needed routes rectification work to the painter and a re-inspection to the inspector (looping up to 2 times) before closing the job as complete.
Surface Preparation Inspection Workflow
Captures a surface preparation inspection for a painting and decorating job, routes to rectification when checks fail, loops the crew and inspector until the surface passes re-inspection (up to 2 times), and notifies the customer at each key stage.
Painting Pre-Start Condition Record Workflow
Captures the existing condition of a property before painting work starts, has the customer confirm the recorded damage/condition, and if disputed routes to a supervisor site review with the customer before finalising the agreed pre-start condition on record.
Paint Sample and Test Patch Approval Workflow
Collects paint sample and test patch details from the intake form, sends the customer an approval request showing colours, sheens and patch locations, loops through painter revisions if changes are requested (up to 3 times), and on approval confirms with the customer and tasks the office to order paint and confirm the start date.
Kitchen 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.
Bathroom Plumbing Rough-In Inspection Workflow
Captures a bathroom renovation plumbing rough-in inspection, records pass/fail checks against plans, notifies the builder/client, and manages a rectification and re-inspection loop until the rough-in passes.
Stormwater Drainage Inspection Workflow
Captures a stormwater drainage inspection, routes the report through supervisor review (with revision loop), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Backflow Prevention Device Test Record Workflow
Captures backflow prevention device test data from the plumber, records the pass/fail result, notifies the client, and manages repair/retest cycles until the device passes, with a table view and status chart for tracking.
Gas Pressure and Tightness Test Workflow
Captures a gas pressure and tightness test submission, records the result, notifies the client, and manages a fail/retest repair loop with the gas fitter until the installation passes.
Gas Appliance Installation and Testing Workflow
Captures commissioning test results for a newly installed gas appliance, routes failed tests through a rectification loop (up to 2 retries), hands the appliance over to the customer once commissioned, and follows up with a handover summary email and a feedback request.
Drainage Inspection and Diagram Workflow
Captures a plumber's drainage/sewer service diagram inspection, routes it through an office legibility check (with a plumber revision loop if details are missing), then finalises the record — notifying the customer when the diagram is recorded, or routing to an estimator for a repair quote if defects were found.
Plumbing Compliance Inspection Workflow
Captures a plumbing inspection checklist, records overall result, and manages the compliance workflow through rectification and re-inspection until the work passes.
Electrical Preventive Maintenance Workflow
Captures a technician's PM inspection of commercial/industrial electrical assets, routes follow-up work based on defect priority (none/minor/urgent), manages quoting and client approval for minor defects, tracks urgent repairs, and keeps clients informed at each stage until the record reaches a final status.
EV Charger Installation and Testing Workflow
Manages an EV charger installation job from booking through optional switchboard upgrade, installation and testing, rectification if needed, commissioning, handover, and post-completion customer feedback.
RCD (Safety Switch) Test Record Workflow
Captures RCD/safety switch test results submitted by an electrician, notifies the client of a Pass, or manages the Fail path with a repair-and-retest task (looping up to 2 times) before notifying the client of the final outcome.
Smoke Alarm Inspection and Service Workflow
Captures smoke alarm inspection/service data from an electrician's test form, records pass/fail outcomes, notifies the client, and manages a repair-and-retest loop (up to 2 cycles) for failed alarms until the property passes, tracked via a table view and dashboard chart.
Switchboard Inspection and Upgrade Workflow
Captures a switchboard inspection report, routes it through electrical supervisor review (with a bounded revision loop back to the inspector), emails the approved report to the customer, and triggers a quote task if an upgrade is recommended.
Electrical Safety Inspection Checklist Workflow
Captures an electrical safety inspection report, routes it through supervisor review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Tool and Equipment Inspection Register Workflow
Captures periodic inspection results for power tools, ladders, harnesses, leads, test instruments and lifting gear; routes items that pass into service, sends repair-tagged items to the workshop for retest (with a limited retry loop), and routes items removed from service to the operations manager for disposal/replacement tracking. Maintains a register status field, a table view, and a status breakdown chart.
Final Quality Inspection Workflow
Captures a final quality inspection before job handover, routes failed checks through a crew rectification and inspector re-check loop (up to 2 cycles), and on pass notifies the customer and tasks the office to arrange handover.
Equipment and Vehicle Pre-Start Workflow
Captures daily pre-start inspections for vehicles, trailers and plant, routes minor and unsafe defects to the workshop for repair, supervisor-verifies unsafe repairs before returning equipment to service, and keeps the record status and operator informed throughout.
Pre-Start Risk Assessment (Take 5) Workflow
Workers submit a Take 5 pre-start risk assessment before starting a task. The workflow routes on the assessed risk after controls: low risk clears the worker to proceed, medium risk triggers a supervisor check with a proceed/stop decision, and high risk (or a supervisor stop decision) halts the task, notifies the worker, and loops a stop-work review with the supervisor until it is confirmed safe, then clears the worker to proceed.
Site Inspection and Scope Assessment Workflow
Captures a site inspection form completed by an estimator, routes the recommended scope through operations manager review (with revision loop), and then notifies the customer and assigns follow-up work based on the final recommendation (quote, refer to specialist, or not viable).
Water Leak Detection Request Workflow
Manages water leak detection requests from intake through office scheduling, technician inspection, and outcome-based customer communication and follow-up.
Asbestos Waste Disposal Record Workflow
Captures asbestos waste disposal details from a supervisor, sets the record to Disposed, has the office reconcile the disposal receipt against the quantity removed, escalates discrepancies to the supervisor for investigation, then reconciles and confirms disposal to the client by email.
Asbestos Risk Screening Workflow
Screens a job site for asbestos risk before disturbing building materials, captures worker/customer/site data, records the screening result, and — where asbestos is detected or presumed — stops work, engages controls and a licensed removalist, tracks clearance testing, and notifies the customer when the area is cleared to resume.
Lockout/Tagout Isolation Record Workflow
Captures a lockout/tagout isolation record for plant, machinery or services before work begins, tracks zero-energy verification with a supervisor rework loop, manages isolation removal and re-energisation checks, and notifies the authorised person of the outcome.
Waterproofing Flood Test Workflow
Captures a waterproofing flood test inspection, records checks and overall result, notifies the builder/client, and if a leak is found routes through a rectification task and re-inspection cycle (up to 2 loops) before confirming the area is watertight.
Emergency and Exit Lighting Inspection Workflow
Captures emergency lighting and exit sign inspection results, notifies the client of pass/fail outcomes, manages quoting and client approval for repairs, tracks retests through to completion, and reports status via a table view and chart widget.
Fire Door Inspection Record Workflow
Captures fire door inspection results, notifies clients, and manages the repair quote approval and re-inspection cycle through to a final Passed or Repairs Declined status.
Pre-Purchase Pest Inspection Workflow
Manages the end-to-end process for pre-purchase timber pest inspections: intake of inspection findings, senior technician review with revision loop, customer report delivery, and follow-up quote scheduling when treatment or further inspection is recommended.
Termite Inspection Report Workflow
Captures a termite inspection report, routes it through senior technician review (with revision loop), emails the finalised report to the customer, and triggers a treatment quote task when treatment is recommended.
Termite Inspection Request Workflow
Manages termite inspection requests from intake through booking, on-site inspection, and result-based customer communication and follow-up, with office and inspector tasks and status tracking throughout.
Excavator Pre-Start Inspection Workflow
Captures the operator's pre-start inspection of an excavator, routes based on the reported machine status, and manages repair, verification, and return-to-service through workshop and supervisor tasks until the machine is cleared.
Trench Inspection Checklist Workflow
Captures a trench pre-start inspection checklist for excavation and earthmoving work, determines whether the trench is safe to enter, and if not, stops work, requires the supervisor to record corrective actions (with up to 2 revision cycles) before clearing the work to proceed.
Asbestos Removal Pre-Start Checklist Workflow
Captures a site pre-start checklist for asbestos removal jobs, determines whether it is safe to start, and if not, requires the removal supervisor to record corrective actions in a loop until the area is cleared or the loop limit is reached, before notifying the supervisor that work is cleared to start.
Roof Leak Inspection and Report Workflow
Captures a roof leak inspection, routes the report through manager review (with revision cycles), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Pool Fencing Quote Request Workflow
Manages a pool fencing quote request from intake through site inspection, quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection.
Drain Cleaning Booking Request Workflow
Captures drain cleaning/CCTV inspection booking requests, acknowledges the customer, books an urgency-based visit with a drainer, records inspection findings and outcome, and notifies the customer with follow-up feedback collection.
Stonemasonry Quote Request Workflow
Manages a natural stone quote request end-to-end: intake, site inspection, quote preparation and delivery, customer acceptance, deposit collection, job scheduling, job completion, and post-job feedback.
Stone Repair and Restoration Workflow
Manages natural stone repair and restoration requests from initial submission through assessment booking, on-site repair work, and completion, with status tracking, customer communications, and post-job feedback collection.
Rendering Quote Request Workflow
Manages a rendering and cladding quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback.
Insulation Quote Request Workflow
Manages an insulation quote request end-to-end: intake, site inspection, quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection, with status tracked throughout.
Kitchen Renovation Quote Request Workflow
Manages a kitchen renovation request end-to-end: intake and acknowledgement, estimator site inspection, quote preparation, customer accept/decline, deposit collection, job scheduling, job completion, and post-completion feedback collection.
Welding and Fabrication Quote Workflow
Manages a metal fabrication quote request end-to-end: intake, office quoting, customer accept/decline via emailed form, job scheduling, fabrication completion, and post-job feedback collection, with status tracking throughout.
Scaffolding Quote Request Workflow
Manages a scaffolding quote request from initial customer enquiry through site inspection, quoting, acceptance, job scheduling, completion and post-job feedback, tracking status throughout.
Fire Protection Service Request Workflow
Captures fire protection service requests, acknowledges the customer, books a technician visit (urgent vs standard SLA), records the inspection outcome, and routes follow-up (completion + feedback, further work quote, or unable-to-complete notice) with status tracking throughout.
Garage Door Repair Request Workflow
Manages garage door repair requests from intake through booking, technician diagnosis, and completion, with urgency-based booking SLAs, status tracking, and customer notifications including a post-completion feedback request.
End-of-Lease Cleaning Quote Request Workflow
Manages end-of-lease cleaning quote requests from intake through quoting, acceptance/decline, job scheduling, job completion, and post-service feedback, with status tracking throughout.
Commercial Cleaning Quote Request Workflow
Manages a commercial cleaning quote request end-to-end: intake, site inspection, quoting, customer acceptance, job scheduling, job completion, and post-service feedback, with status tracking throughout.
Pest Control Quote and Booking Workflow
End-to-end workflow from pest control quote request through quote acceptance, job scheduling, job completion, and post-service feedback collection.
Pool Equipment Repair and Service Workflow
Manages pool and spa equipment service requests from intake through booking, technician job completion, and outcome-based follow-up (fixed, further work, or unable to complete), with customer notifications and feedback collection.
Pool Build and Renovation Quote Workflow
Manages a pool building/renovation quote request from initial customer submission through site inspection, quoting, acceptance, deposit, job scheduling, completion, and post-job feedback collection.
Excavation and Earthmoving Quote Workflow
Manages an excavation quote request from initial customer submission through site inspection, quotation, acceptance, job scheduling, completion, and post-job feedback collection.
Demolition Quote Request Workflow
Manages a demolition quote request end-to-end: intake, site inspection, quoting, customer acceptance, deposit collection, job scheduling, job completion, and post-job feedback, with status tracking throughout.