Workflow Template
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.
A plastering job wraps up on site, and now someone has to check the finish, chase any rework, get the customer's sign-off, and remember to follow up for feedback weeks later. This workflow handles that whole sequence automatically: it records a supervisor walkthrough with a rework loop for the lead plasterer, sends the customer a review form to accept the work or flag an issue, notifies them once handover is complete, and emails a feedback survey two days later. The team just works through the tasks they're assigned, while the record's status and timeline keep everyone up to date on where each job stands.
Business Outcomes
- Fewer jobs handed over with unresolved finish issues, thanks to the built-in supervisor rework loop
- Faster customer sign-off with an emailed review form customers can complete without an account
- Clearer visibility of where every job stands, from Final Check through to Handed Over
- More consistent post-job communication with automatic thank-you emails and feedback surveys
- Less manual chasing for supervisors and lead plasterers, since tasks and rework loops are assigned automatically
Workflow Steps
Steps
- 1Create Job Recordcreate record
Registers the completed job submission as a plastering job record.
- 2Set Status: Final Checkupdate record
Sets the record status to Final Check.
- 3Supervisor Walkthroughcreate task
Assigns the supervisor a task to walk through the job and record the result.
- 4Save Supervisor Resultupdate record
Persists the supervisor's walkthrough result and rework list to the record.
- 5Route on Supervisor Result
Routes to customer review if ready, or into the rework loop if rework is needed.
supervisor_result: "Ready for handover"→Set Status: Customer Reviewsupervisor_result: "Rework needed"→Set Status: ReworkDefault→Set Status: Customer Review - 6Set Status: Reworkupdate record
Sets the record status to Rework.
- 7Lead Plasterer Reworkcreate task
Assigns the lead plasterer a task to complete the rework listed by the supervisor.
- 8Save Rework Detailsupdate record
Persists the rework done and photos to the record before returning to the supervisor for re-check.
- 9Return to Supervisor Checkrestart from step
Closes this iteration and restarts the supervisor walkthrough to re-check the reworked job, up to 2 times.
- 10Set Status: Customer Reviewupdate record
Sets the record status to Customer Review.
- 11Send Customer Review Formrequest external input
Emails the customer a form summarising the completed work and asks them to accept or report an issue.
- 12Save Customer Decisionupdate record
Persists the customer's decision and comments to the record.
- 13Route on Customer Decision
Routes to handover if accepted, or into the customer issue loop if an issue was reported.
customer_decision: "Accept the work"→Set Status: Handed Overcustomer_decision: "Report an issue"→Set Status: Customer IssueDefault→Set Status: Handed Over - 14Set Status: Customer Issueupdate record
Sets the record status to Customer Issue.
- 15Supervisor Fixes Reported Issuecreate task
Assigns the supervisor a task to address the customer's reported issue and record the fix made.
- 16Save Issue Fix Detailsupdate record
Persists the fix made and photos to the record before returning to the customer for re-review.
- 17Return to Customer Reviewrestart from step
Closes this iteration and restarts the customer review after the reported issue has been fixed, up to 2 times.
- 18Set Status: Handed Overupdate record
Sets the record status to Handed Over.
- 19Send Thank-You Emailsend email
Emails the customer a thank-you note with job details for their records.
- 20Wait 2 Days Before Feedback Request
Pauses for two days before requesting customer feedback.
- 21Send Feedback Surveyrequest external input
Emails the customer a short feedback survey with a rating and comments field.
Fields
- Lead Plasterer Name*
- Customer Name*
- Customer Email*
- Site Address*
- Areas Completed*
- Finish Level Achieved*
- +17 more fields
Forms
Plastering Job Completion Form
12 fields
Data Views
Plastering Job Handovers
customer_name, site_address, areas_completed, finish_level +2 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
Do I need any technical setup to start using this workflow?
No, this template is ready to use as-is. A workspace can publish it in minutes and start running live jobs through it straight away, without any installation or development work.
Can my team customise the steps or forms to match how we work?
Yes. You can describe the change you want in plain English, or open the workflow editor and adjust the steps directly, such as changing the fields on the request form or the wording in customer emails. Earlier versions of the workflow are kept, so you can always see what changed.
Who is involved in checking the finished plastering work?
The supervisor is assigned a walkthrough task to check the job and record whether it's ready for handover or needs rework. If rework is needed, the lead plasterer is assigned a task to complete it, and the record returns to the supervisor for a re-check.
What happens if the supervisor finds rework is needed?
The record status changes to Rework and the lead plasterer is assigned a task to complete the listed items, recording what was done and photos of the result. The job then goes back to the supervisor for another walkthrough, and this loop can repeat up to twice before moving on.
How does the customer get involved without needing to log in anywhere?
The customer receives an emailed form summarising the completed work, asking them to accept the job or report an issue with comments. They never need an account to respond, since it's a form emailed directly to them.
What happens if the customer reports an issue instead of accepting the work?
The record status changes to Customer Issue, and the supervisor is assigned a task to address the reported problem and record the fix made along with photos. The customer is then sent the review form again to confirm they're happy, and this loop can repeat up to twice.
Is this workflow suitable for small plastering teams with just a supervisor and one lead plasterer?
Yes, it's built around exactly that setup, a supervisor doing quality checks and a lead plasterer handling rework tasks. Tasks are assigned to individual team members, so it works whether you have one crew or several running jobs at the same time.
What does the customer receive after the job is officially handed over?
Once the status is set to Handed Over, the customer is emailed a thank-you note with the job details for their records. Two days later, they're automatically sent a short feedback survey asking for an overall satisfaction rating and any comments.
Where can I see the history of what happened on a job?
Each job is a record with a reference number, a status such as Final Check, Rework, Customer Review or Handed Over, and a timeline showing what happened at each step. Table views and dashboards let you see records grouped by status, so you can spot which jobs are stuck in rework or awaiting customer review.
Do warranty details or care instructions get recorded anywhere?
The Care Instructions and Warranty Period entered on the request form are saved to the job record along with the rest of the submission details. Each business should confirm its own record-keeping obligations for warranty and care information relevant to its jurisdiction.
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