Workflow Templates — Page 4
Emergency Lockout Call-Out Workflow
Manages an emergency locksmith call-out from initial customer request through dispatch, on-site work, and completion — capturing status transitions, dispatcher and locksmith tasks, customer notifications, and post-job feedback.
Locksmith Service Request Workflow
Captures locksmith service requests, books urgent/standard visits with the office, tracks locksmith job completion, and routes follow-up communications and quoting based on the job outcome.
Emergency Broken Glass Call-Out Workflow
Handles emergency glass call-outs from intake through dispatch, glazier attendance, and completion or make-safe follow-up, with customer notifications and post-job feedback collection.
Glazier Quote Request Workflow
Manages a glazing quote request end-to-end: intake form, acknowledgement, estimator site inspection, quote preparation and delivery, customer accept/decline via a form, job scheduling, job completion, and a post-completion feedback request.
Flooring Quote Request Workflow
Handles a flooring quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection, tracking status throughout.
Fencing Quote Request Workflow
Manages a fencing quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Solar Fault and Underperformance Workflow
Intake and triage workflow for solar/battery fault and underperformance service requests: captures the issue, books a technician visit based on urgency, records diagnosis and repair outcome, and notifies the customer through to completion or follow-up quoting.
Solar Installation Quote Request Workflow
Manages a solar quote request from initial intake through site inspection, quoting, customer acceptance, deposit collection, job scheduling, installation completion, and post-job feedback collection.
Air Conditioner Service Request Workflow
Manages an air conditioning/refrigeration service request from intake through booking, technician visit, outcome recording, and customer follow-up, with branching for fixed, further-work-needed, and unable-to-complete outcomes.
Air Conditioning Quote Request Workflow
Manages an air conditioning quote request from initial customer submission through site inspection, quoting, acceptance, job scheduling, completion, and post-job feedback collection, with status tracking throughout.
Garden Maintenance Service Request Workflow
Handles a garden maintenance service request end-to-end: intake and acknowledgement, office pricing/quote, customer accept/decline, booking confirmation, gardener visit reporting, work summary, and a delayed feedback survey.
Landscaping Quote Request Workflow
Manages a landscaping quote request end-to-end: intake, site inspection, quote preparation, customer acceptance, deposit collection, job scheduling, job completion, and post-job feedback collection.
Bricklaying Quote Request Workflow
Manages a bricklaying quote request from initial customer submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Cracked Tile Repair Request Workflow
Intake and management workflow for tiling defect/repair requests: captures the request, books a tiler visit based on urgency, records diagnosis and repair outcome, and notifies the customer at each stage through to completion and feedback collection.
Tiling Quote Request Workflow
Manages a tiling quote request from initial customer submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Roof Repair Quote Request Workflow
Captures roofing quote requests, triages emergencies with an on-call callback, routes through inspection, quoting, customer acceptance, scheduling, job completion and post-job feedback, tracking status throughout.
Door Installation and Repair Request Workflow
Handles carpentry door installation/repair requests end-to-end: intake, urgency-based office booking, carpenter fieldwork, outcome-based customer communication, and post-completion feedback collection.
Carpentry Quote Request Workflow
Captures a carpentry/joinery quote request, has the office prepare and send a quote, waits for customer acceptance, schedules and completes the job, and collects post-completion feedback — with status tracking throughout.
Plastering Quote Request Workflow
Manages plastering and drywall quote requests end-to-end: intake, site inspection, quoting, customer acceptance, job scheduling, job completion and post-job feedback, with status tracking throughout.
Plaster Repair Request Workflow
Manages plaster/drywall repair requests from intake through booking, on-site repair, and outcome-based closure, with customer notifications and a post-completion feedback survey.
Painting Quote Request Workflow
Manages a painting and decorating quote request end-to-end: intake form, site inspection task, quote preparation, customer accept/decline via an external form, job scheduling, job completion, and post-job feedback collection — with status tracking throughout.
Blocked Drain Service Request Workflow
Manages a plumbing business's blocked drain service requests end-to-end: intake and acknowledgement, urgency-based booking with a visit date and assigned plumber, plumber field work capturing cause/method/outcome, and outcome-based customer communication (completed with a feedback survey, further work quoting, or unable to complete).
Gas Leak and Fault Call-Out Workflow
Manages emergency gas leak and gas fault call-outs from intake through dispatch, gas fitter attendance, and resolution — including safety SMS, dispatcher and gas fitter tasks, outcome-based customer communication, and follow-up feedback collection.
Emergency Plumber Call-Out Workflow
Manages an emergency plumbing call-out from initial customer request through dispatch, on-site work, and completion or follow-up quoting, with customer notifications and status tracking throughout.
Plumbing Quote Request Workflow
Captures plumbing quote requests, routes emergencies to an on-call callback, runs site inspection and quoting, tracks customer acceptance, schedules and completes the job, and collects post-job feedback — with full status tracking from New Request through to Job Completed.
Electrical Quote Request Workflow
End-to-end electrical contracting quote request process: intake, urgency-based emergency call-back, site inspection, estimator quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection.
Safe Work Method Statement (SWMS) Creation and Review (Australia) Workflow
Captures a Safe Work Method Statement (SWMS) for high-risk construction work, routes it through supervisor review with revision and stop-work loops, briefs workers on approval, and notifies the preparer and principal contractor when the SWMS is active.
Emergency Call-Out and Dispatch Workflow
Captures emergency trade call-out requests, alerts customers at risk to contact emergency services, dispatches a technician via the office, records diagnosis and work outcomes, and follows up with completion summaries, quotes, or next steps based on the technician's outcome.
Customer Service and Repair Request Workflow
Captures customer repair requests, triages by urgency, books a technician visit, records diagnosis and outcome, handles rework/quote/unable-to-complete paths, confirms fix with the customer, and follows up with a feedback survey.
Callback Request Contact Form Workflow
Captures callback requests from a website contact form, confirms receipt by SMS/email, uses AI to prioritise the enquiry (with human fallback), assigns the team to call back within 1 day, tracks the outcome through up to two attempts, and closes the record with appropriate customer notifications and an optional feedback survey.
Preventive Maintenance Workflow
Planner submits a maintenance request for an asset, equipment, or facility. The supervisor assigns a technician, who carries out the work, checks for safety, records findings, and flags defects. Major defects trigger a follow-up repair order; minor defects trigger a fix-it task; none proceeds straight to verification. The supervisor verifies the work, sending rework back to the technician (up to 3 times) if needed, and the planner is notified by email once maintenance is complete.
Hazard Reporting Workflow
Captures workplace hazard reports, triages them for likelihood/consequence/risk rating, assigns corrective action tasks scaled to risk, verifies control effectiveness with a rework loop, and closes out the hazard with a notification to the reporter.
Property Enquiry Contact Form Workflow
Captures property enquiries from a website contact form, acknowledges the enquirer by email/SMS, uses AI to prioritise the enquiry (with human fallback), assigns a property manager task to respond within an SLA based on priority, closes the enquiry with a response email, and follows up with a feedback request.
Media and Press Enquiry Contact Form Workflow
Captures media/press enquiries via a short website form, acknowledges the journalist with a reference number, uses AI to prioritise the enquiry, escalates high-priority items to the communications lead, assigns a spokesperson to draft the approved response, and closes the loop by emailing the journalist the final response.
Wholesale Enquiry Contact Form Workflow
Captures wholesale enquiries from a website contact form, acknowledges receipt by email/SMS, uses AI to prioritise the enquiry (with human fallback), assigns a sales owner to qualify and respond, triggers a quote task when qualified, closes the enquiry with a response, and follows up with a feedback survey.
Demo Request Contact Form Workflow
Captures demo requests from a website contact form, acknowledges the requester, uses AI to prioritise buying intent (with human fallback), assigns a sales task to arrange the demo, tracks booking and outcome, closes the enquiry, and follows up with a feedback survey after a completed demo.
Rental Application Workflow
Manages tenancy applications end-to-end: intake, permitted screening and affordability checks by the property manager, applicant information requests, approve/decline decisioning, holding deposit collection, and tenant onboarding handoff.
Event Marketing Workflow
Manages an event promotion from intake through creative preparation, manager review, launch, results capture and lessons learned, with status tracking throughout.
Compliance Attestation Workflow
Collects staff compliance attestations per campaign respondent, routes exceptions to a compliance reviewer for a remediation decision, tracks remediation actions to completion, and keeps status, table view and dashboard reporting current throughout.
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.
Project Stage Gate Review Workflow
Captures a project manager's stage-gate submission, routes it to the project board for a Go/Hold/Rework/Stop decision, and manages the resulting rework, hold, or closure paths until the project is approved to proceed or stopped.
Lease Renewal Workflow
Manages upcoming lease expiries end-to-end: intake of expiry details, property manager review and offer preparation, portfolio manager approval, tenant negotiation via accept/counter/decline, and final signing or vacancy handoff, with status tracking throughout.
Incident Investigation Workflow
Captures reported workplace incidents, triages severity, runs investigation and review/management approval paths, handles regulatory notification where required, and tracks corrective actions through to closure.
Supplier Corrective Action Request Workflow
Manages the lifecycle of a Supplier Corrective Action Request from initial submission through supplier response, quality engineer review, verification of effectiveness, and closure, with revision loops for rejected responses and ineffective actions.
Accounts Receivable Collections Workflow
Tracks follow-up on overdue invoices from initial acknowledgement through credit controller contact, dispute investigation, escalation and approval, to final closure (Paid or Written Off), with status updates and notifications at each stage.
Privacy Enquiry Contact Form Workflow
Website privacy enquiry intake that acknowledges the enquirer, uses AI to prioritise the enquiry (escalating to a human when unsure), assigns the privacy officer to handle it, and routes formal data rights requests to a dedicated data requests process while closing general enquiries with a response.
Billing Enquiry Contact Form Workflow
Captures billing enquiries from a website contact form, acknowledges receipt, uses AI to prioritise the enquiry (with human fallback), assigns the billing team to respond, routes refund/credit outcomes to finance, closes the enquiry with a response email, and follows up with a feedback survey.
Sponsorship Enquiry Contact Form Workflow
Captures sponsorship enquiries from a website contact form, acknowledges the enquirer, uses AI to prioritise the enquiry by sponsorship fit (with human fallback), routes to the marketing team for review and decision, and closes the loop with a final response email.
Careers Enquiry Contact Form Workflow
Captures careers enquiries from an organisation's website via a short contact form, acknowledges receipt by email and (if provided) SMS with a reference number, assigns HR a task to draft a response, and closes the enquiry with an email containing HR's response.
Franchise Enquiry Contact Form Workflow
Captures franchise enquiries from a website form, acknowledges the enquirer by email and SMS, uses AI to prioritise the enquiry (with human fallback), assigns it to the franchise development manager for review and decision, triggers an information pack task on progression, and closes the loop with a final response email.
Distributor and Reseller Enquiry Form Workflow
Captures distributor/reseller enquiries from a website form, acknowledges the enquirer by email (and SMS if a mobile is given), uses AI to prioritise the enquiry by territory/products/business type (with human fallback), assigns a channel manager review task with SLA based on priority, and closes the loop with a decision-based email once a response is recorded.
Supplier Enquiry Contact Form Workflow
Captures supplier enquiries via a short website form, acknowledges the submitter by email (and SMS if a mobile number was given), assigns the enquiry to procurement for review against current needs, kicks off onboarding when relevant, and closes the enquiry with a final response email.
Partnership Enquiry Contact Form Workflow
Captures partnership enquiries from a website contact form, acknowledges receipt by email/SMS, uses AI to prioritise the enquiry by strategic fit (with human fallback), assigns it to the partnerships manager for review and decision, and closes the loop with the enquirer once a decision is made.
Consultation Enquiry Contact Form Workflow
Captures consultation enquiries from a website contact form, acknowledges the enquirer, uses AI to prioritise the enquiry (with human fallback), routes it to a consultant to assess fit and book a consultation, tracks the outcome, closes the enquiry, and follows up with a feedback request when a consultation was held.
Service Enquiry Contact Form Workflow
Captures website service enquiries, acknowledges the enquirer by email and SMS, uses AI to prioritise the enquiry (with human fallback), assigns the service team to respond within an SLA based on priority, closes the enquiry with the response, and follows up with a feedback request.
Product Enquiry Contact Form Workflow
Captures product enquiries from a website contact form, acknowledges the enquirer by email and SMS, uses AI to prioritise the enquiry (with human fallback), assigns it to the sales/product enquiries team with an SLA based on priority, closes the loop with a response email, and follows up one day later with a feedback survey.
Customer Support Request Form Workflow
Captures a short customer support request from a website contact form, acknowledges receipt, uses AI to prioritise the enquiry (with human fallback), assigns a response task with SLA based on priority, tracks resolution outcome, closes the enquiry with a response email, and follows up with a feedback request.
Sales Enquiry Contact Form Workflow
Captures sales enquiries from a website contact form, acknowledges the enquirer by email/SMS, uses AI to prioritise the lead, routes it to a sales rep for response with an outcome capture, escalates qualified leads to the sales pipeline, closes out the enquiry with a response email, and follows up one day later requesting feedback.
General Enquiry Contact Form Workflow
Captures general enquiries from a website contact form, acknowledges receipt by email/SMS, uses AI to prioritise the enquiry (with human fallback), assigns it to the enquiries team with an SLA based on priority, records the response, closes the enquiry with a reply email, and follows up one day later with a feedback request.
Return to Vendor Workflow
Manages the end-to-end process of returning goods to suppliers from any warehouse: intake of the return request, quarantining stock, obtaining supplier return authorisation, handling refusal or approval (credit/replacement), inventory adjustment, dispatch, and final closure with notifications at each key stage.
Delivery Exception Workflow
Captures a delivery exception (delayed, lost, or damaged), notifies the customer while it is investigated, has the owner investigate with the carrier and decide on redelivery, replacement, or refund, executes the recovery action via dispatch or finance with customer notification, then closes out the case by recording the carrier claim outcome and cost recovered.
Shipment Dispatch Workflow
Manages dispatch of warehouse orders from packing check through discrepancy resolution, manager approval for high-value shipments, carrier handoff, and customer notification with tracking details.
Key and Access Request Workflow
Manages facilities key and access requests from submission through manager approval, security vetting, issuance, and (for temporary access) return/revocation, with status tracking and notifications at each stage.
Tenant Move-In and Move-Out Workflow
Manages the end-to-end tenant move process: intake by the property manager, condition inspection, issue remediation, bond deduction handling for move-outs, handover, tenant acknowledgement, and final completion notifications.
Project Resource Request Workflow
Captures project resource requests from project managers, routes them to the resource owner for a capacity decision (allocate internally, hire externally, or decline), and manages the follow-up allocation confirmation or recruitment task through to a final status, notifying the project manager at each key stage.
Submittal Review and Approval Workflow
Manages the intake, completeness check, technical review, and distribution of contractor submittals across projects — from initial submission through coordinator triage, consultant/engineer decision, and final distribution or revise-and-resubmit routing.
Request for Information Workflow
Manages the full lifecycle of a Request for Information (RFI) on a project — from submission and acknowledgement, through coordinator triage, responder assignment, and review, to distribution/closure, including a change-order trigger when the response impacts scope, cost or schedule.
Change Order Approval Workflow
Manages project change orders from submission through technical review, cost-based approval routing (project manager or commercial manager), optional client approval, baseline update, and implementation tracking.
Toolbox Talk Workflow
Captures a supervisor's pre-work toolbox talk (topic, hazards, attendance, absentees, action items), records it against a talk record, and manages follow-up tasks for briefing absent workers and closing out action items through to closure.
Safety Observation Workflow
Captures safety observations from staff, acknowledges the observer, and routes At Risk observations through severity assessment, corrective action, and review confirmation until closed.
Job Safety Analysis Workflow
Captures a Job Safety Analysis before work begins, routes it through supervisor review (with revision loop), escalates unsafe work to a safety manager, and confirms worker briefing once approved.
Equipment Calibration Workflow
Manages equipment calibration end-to-end: intake of calibration requests, technician calibration task, routing on within/out-of-tolerance results, quality impact assessment, adjustment/repair loop, and owner notifications at each stage.
Audit Finding Remediation Workflow
Tracks an audit finding from initial logging through remediation, extension requests, evidence review, and closure, coordinating the audit owner, responsible owner, audit committee, and reviewer until the finding reaches a final closed or reopened-and-reclosed state.
Deviation Management Workflow
Manages quality process/product deviations from initial report through severity assessment, disposition, investigation of major deviations, corrective action verification, and closure, with status tracking and reporter notifications throughout.
Quality Change Control Workflow
Manages the end-to-end lifecycle of a controlled quality change: intake, quality review and risk-based approval, validation/testing, implementation, verification, and closure, with status tracking and notifications throughout.
Records Retention and Disposal Workflow
Manages review and disposition of records that have reached their retention date: intake, owner review for legal hold, manager approval for disposal, and execution of dispose/archive/legal-hold outcomes with status tracking and notifications.
Legal Hold Workflow
Issues a legal hold notice to a custodian for a specific matter, waits for acknowledgement, notifies the legal owner, and manages release of the hold when the matter concludes — one record per custodian.
Policy Exception Request Workflow
Manages requests to deviate from organisational policy: intake, risk assessment, risk-based approval routing (policy owner for low risk, compliance manager for high risk), notification of outcome, and an expiry review with renewal or closure.
Security Awareness Training Workflow
Tracks assignment and completion of security awareness training for each employee in a campaign: assigns the course, records results (including a retake cycle), follows up on overdue/outstanding training, and reports status across the campaign.
Firewall Change Request Workflow
Manages firewall/network rule change requests end-to-end: intake, security risk review, risk-based approval routing (security manager for high risk, network owner otherwise), implementation and testing, and — for temporary rules — scheduled removal, with status tracking and requester notifications throughout.
Major Incident Review Workflow
Runs the end-to-end post-incident review process for major IT incidents: intake from the review owner, root cause and corrective action capture by the review team, management sign-off with a further-investigation loop, action owner acknowledgement, and final closure once all actions are confirmed complete.
IT Asset Lifecycle Workflow
Tracks an IT asset from receipt through issuance, use, return, and disposition (redeploy, repair, or retire), with status updates and notifications at each stage, ending in disposal for retired assets or return to stock for redeployed/repaired assets.
Backup and Restore Request Workflow
Handles IT data restore requests end-to-end: intake, authorisation/backup verification, optional data owner sign-off, restore execution, requester validation with a bounded retry loop, and closure.
Patch Management Workflow
Manages IT patch requests end-to-end: intake, applicability/risk assessment, risk-based approval, deployment, rollback investigation with reattempt loop, and requester notifications at each stage.
Software Release Management Workflow
Manages a software release from submission through readiness review, approval, deployment, and validation, with rework loops for readiness gaps and rollback handling for failed deployments.
Website Content Approval Workflow
Manages marketing content requests from submission through brand review, optional compliance review, staging, publishing, and post-publish verification, with revision loops and status tracking.
Email Campaign Workflow
Manages the end-to-end lifecycle of a marketing email campaign: intake, build and QA by the email marketer, revision loops for QA issues and requester corrections, manager final approval, scheduling, and send performance reporting.
Social Media Content Approval Workflow
Marketing team requests approval for a social media post via an intake form. The post moves through brand review, optional compliance review for regulated claims, and scheduling. Rejections and revision requests are tracked, revisions loop back to brand review, and the requester and reviewers are kept informed by email and tasks throughout.
Design Approval Workflow
Manages design submissions from a creative team through review, revision loops, and final approval or rejection before publication. Designers submit designs for review, reviewers check them against brief and brand guidelines, and approved designs are handed to the publishing team.
Job Offer Approval Workflow
Manages a job offer from recruiter submission through hiring manager and HR review, salary-range-based approval, offer delivery to the candidate, and final outcome recording — with revision loops and status tracking throughout.
Creative Brief Workflow
Collects creative brief requests, routes them through completeness review by the brief owner, requests missing information from the requester when needed, and on approval assigns priority and a designer who acknowledges the brief before the requester is notified of assignment.
Employee Bonus Approval Workflow
Manager submits a bonus recommendation, HR checks eligibility, then either executive or finance approval is routed based on amount/budget, and if approved payroll processes payment. Status is tracked throughout with manager notifications at each key stage.
Employee Transfer Workflow
Manages an employee's transfer to a new role or department: captures transfer details, gathers manager support, routes through HR (and Finance if compensation changes) approval, then executes system/payroll updates and handover before confirming the transfer.
Compensation Review Workflow
Manages proposed pay changes end-to-end: manager submits a proposal, HR reviews for consistency and equity, the increase is routed for executive or HR manager approval based on percentage size, and payroll implements approved changes — with status tracking and notifications throughout.
Probation Review Workflow
Manages the end-of-probation review process: a manager submits a probation review, HR conducts a review, the manager records the outcome, and the workflow branches to confirm employment, extend probation, or end employment — updating the record, notifying stakeholders, and creating the necessary follow-up tasks at each stage.
Purchase Order Amendment Workflow
Captures requests to amend an existing purchase order, routes them through procurement review, optional supplier confirmation, and value-based approval (finance for changes over $5,000, otherwise the procurement lead), before the buyer updates the PO and notifies the supplier.
Bad Debt Write-Off Approval Workflow
Captures bad debt write-off requests, routes them through finance recoverability review, tiered approval (finance manager under $5,000, finance director at/over $5,000), and posts the approved write-off, notifying the requester at each stage.
Bank Reconciliation Workflow
Reconciles a bank statement to the general ledger: collects statement and ledger balances, calculates the variance, routes through matching, journal posting or investigation depending on the type of difference found, and cycles through a review/return loop until the reconciliation is approved.
Credit Note Approval Workflow
Manages customer credit note requests end-to-end: intake, finance validity/tax check, tiered approval by amount, credit note issuance, and notifications to requester and customer at each stage.
Cash Application Workflow
Matches incoming customer payments to invoices: intake via form, clerk matching task, automatic unapplied-amount calculation, partial-match follow-up, unmatched investigation with finance approval to post on account, final posting task, and status/notification updates throughout.