Painting & Decorating
Workflow templates for painters and decorators, covering interior and exterior quotes, site measures, paint samples and colour approvals, pre-start condition records, surface preparation inspections and coating system records. Daily progress reports, final inspections with touch-up lists, lead paint screening, spray painting exclusion zones and warranty handover are included too.
Benefits
- Get colour and sample approvals from customers on the record
- Record site condition and preparation before painting starts
- Close jobs with a touch-up list and warranty handover
Common Use Cases
Painting & Decorating Templates(14)
Painting completion and warranty handover 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.
Lead paint risk screening Workflow
Screens a job site for lead paint risk before sanding, scraping or stripping. Captures building age, paint condition, occupant risk factors and test results, routes to Clear to Proceed or Lead Controls Required, tracks supervisor clean-up controls with rework looping, and finishes at Controls Verified.
Painting daily progress report Workflow
Captures a painter's daily progress report, flags issues for supervisor follow-up, optionally emails the customer a progress update, and tracks each report's status through to filing.
Coating system / product record Workflow
Captures the coating system and products applied on a painting job for warranty and maintenance purposes, routes it through a supervisor completeness check (with a painter correction loop if details are missing), and emails the finalised coating record to the customer.
Interior painting site measure and quote Workflow
Captures estimator site-measure data, calculates a quote from measured area and rate, routes it through estimating manager review (with a revision loop back to the estimator), then emails the customer for accept/decline and books the job once accepted.
Spray painting exclusion-zone checklist 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 site 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.
Commercial repaint maintenance 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 final inspection and touch-up list 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 and damage 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 / 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.
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.
Frequently Asked Questions
What Painting & Decorating workflow templates are included?
Painting & Decorating includes templates for painting quote requests, interior and exterior site measures and quotes, paint sample and colour approvals, pre-start condition records, surface preparation inspections, coating system records, daily progress reports, final inspections and touch-up lists, lead paint screening, spray painting exclusion zones, commercial repaint inspections and warranty handover.
Who are the Painting & Decorating templates for?
They're designed for residential and commercial painters and decorators, from owner-operators to painting companies with several crews. Customers approve colours and quotes through emailed forms, and painters record photos and progress on their tasks.
Can I change a painting template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a second-coat inspection or a deposit step — or edit the steps in the workflow editor. Earlier versions are kept.