Workflow Template
Plumbing inspection and compliance checklist Workflow
Captures a plumbing inspection checklist, records overall result, and manages the compliance workflow through rectification and re-inspection until the work passes.
Plumbing inspections often stall when a failed check gets a verbal fix-it note but no tracked follow-up, leaving builders and clients unsure if the work is actually compliant. This workflow captures the full inspection checklist, records the overall result, and automatically routes failed inspections to a plumber for rectification and back to the inspector for re-inspection until the work passes. Inspectors run the checklist from a public form, plumbers complete rectification tasks, and builders or clients receive the pass result by email — all tracked against a single record with a reference number and status.
Business Outcomes
- Reduces time spent chasing rectification status by keeping it on one tracked record
- Helps cut delays between a failed inspection and the fix being actioned
- Makes the pass/fail history and re-inspection cycle visible at a glance
- Speeds up communication to builders and clients with automatic pass emails
- Supports more consistent checklist coverage across every inspection
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Creates the plumbing inspection record from the submitted checklist.
- 2Set Status to Submittedupdate record
Marks the inspection record status as Submitted.
- 3Send Acknowledgement Emailsend email
Emails the inspector an acknowledgement of the submission with the reference number.
- 4Route on Overall Result
Routes based on whether the overall inspection result is Pass or Fail.
overall_result: "Pass"→Set Status to Passedoverall_result: "Fail"→Set Status to RectificationDefault→End - 5Set Status to Passedupdate record
Marks the inspection record status as Passed.
- 6Email Pass Resultsend email
Emails the builder/client that the plumbing work passed the compliance inspection.
- 7Set Status to Rectificationupdate record
Marks the inspection record status as Rectification due to a failed result.
- 8Plumber Rectification Taskcreate task
Assigns the plumber a task to fix the failed checks within 2 days, recording rectification details and photos.
- 9Save Rectification Details to Recordupdate record
Persists the plumber's rectification notes and photos to the inspection record.
- 10Inspector Re-inspection Taskcreate task
Assigns the inspector a task due in 1 day to re-inspect the rectified work and record the result and notes.
- 11Save Re-inspection Result to Recordupdate record
Persists the re-inspection result and notes to the inspection record.
- 12Route on Re-inspection Result
Routes based on whether the re-inspection result is Pass or Fail.
reinspection_result: "Pass"→Set Status to Passedreinspection_result: "Fail"→Send Back to PlumberDefault→End - 13Send Back to Plumberrestart from step
Restarts the rectification cycle by sending the failed re-inspection back to the plumber for further rectification.
- 14Set Status to Passedupdate record
Marks the inspection record status as Passed after successful rectification.
- 15Email Rectified Pass Resultsend email
Emails the builder/client that the plumbing work was rectified and passed the compliance inspection.
Fields
- Inspector Name*
- Inspector Email*
- Builder/Client Name*
- Builder/Client Email*
- Site Address*
- Job Reference*
- +15 more fields
Forms
Plumbing Inspection Checklist
20 fields
Data Views
Plumbing Inspections
site_address, job_reference, work_inspected, overall_result +1 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
How do I get this workflow running for my inspection team?
Publish the template in your workspace and it's ready to use immediately — there's no installation or setup project. Inspectors then use the public request form to submit their checklist, and the workflow takes over from there.
What do I need to set up before inspectors can start using it?
You need the inspector and plumber added as workspace members so tasks can be assigned to them. Beyond that, the request form and checklist fields are already built into the template, so no extra configuration is required to go live.
How does the workflow decide what happens after an inspection?
It checks the Overall Result field submitted on the checklist. A Pass moves the record straight to Passed status and emails the builder/client, while a Fail moves it to Rectification status and assigns a task to the plumber.
Who is responsible for fixing a failed inspection?
The plumber gets a rectification task with a 2-day deadline, where they record what was fixed and attach rectification photos. That information is saved to the inspection record once the task is completed.
What happens after the plumber completes rectification?
The inspector is assigned a re-inspection task, due in 1 day, to check the fixed work and record a new result and notes. That result is saved to the record and routes the process again — a Pass closes it out, a Fail sends it back to the plumber for another rectification round.
Can the rectification and re-inspection cycle repeat more than once?
Yes. If the re-inspection result is a Fail, the workflow sends the record back to the plumber for further rectification, and the re-inspection task runs again. This continues until the work passes.
Can I change the checklist questions or task deadlines?
Yes. You can describe the change you want in plain English or edit the steps directly in the workflow editor, and earlier versions of the workflow are kept. This makes it straightforward to adjust checklist items, deadlines or email wording as your process evolves.
Do builders or clients need an account to receive results?
No. Builders and clients receive their pass result by email and never need to log in or create an account. All their interaction happens through emailed messages tied to the inspection record.
How can I track the status of inspections across the team?
Every inspection is a record with a reference number, a status such as Submitted, Rectification or Passed, and a timeline of what happened. Table views and dashboards show records grouped by status, so you can see at a glance what's pending, in rectification or completed.
Where are rectification and re-inspection details stored?
Because the workflow waits for the rectification and re-inspection tasks, the details entered — like Rectification Done, Rectification Photos, Re-inspection Result and Re-inspection Notes — are saved directly on the inspection record, not just on the task itself.
Ready to use this workflow?
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