Workflow Template
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 penetration and flashing failures often get lost between the inspector, the roofer, and the builder, with no clear record of what was fixed and when. This workflow captures the inspection against a fixed checklist, notifies the builder or client of the result, and manages a rectify-and-reinspect loop that assigns the roofer a fix task and the inspector a re-inspection task until the work passes. Inspectors, roofers, and site managers run it from submission through to a final pass notification.
Business Outcomes
- Faster turnaround between a failed inspection and a rectified, passing result
- Fewer missed handoffs between inspector, roofer, and builder
- Clearer accountability with rectification and re-inspection tasks assigned directly to the responsible person
- Less manual chasing for status updates, with the record timeline showing every step
- More consistent inspection checks across all penetration and flashing jobs
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Creates the flashing inspection record from the submitted form.
- 2Set Status to Submittedupdate record
Sets the inspection status to Submitted.
- 3Email Acknowledgementsend email
Emails the inspector an acknowledgement with the inspection reference number.
- 4Route on Overall Result
Routes the workflow based on the overall inspection result.
overall_result: "Pass"→Set Status to Passedoverall_result: "Fail"→Set Status to RectificationDefault→End - 5Set Status to Passedupdate record
Sets the inspection status to Passed for a first-time pass.
- 6Email Client - Passsend email
Emails the builder or client that the penetrations and flashings passed inspection.
- 7Set Status to Rectificationupdate record
Sets the inspection status to Rectification following a failed inspection.
- 8Roofer Rectification Taskcreate task
Assigns the roofer a task, due in 2 days, to rectify the failed checks and record the work done.
- 9Inspector Re-inspection Taskcreate task
Assigns the inspector a task, due in 1 day, to re-inspect and record the result and notes.
- 10Save Re-inspection Resultupdate record
Saves the re-inspection result and notes to the record.
- 11Route on Re-inspection Result
Routes the workflow based on the re-inspection result, looping back to the roofer on failure.
reinspection_result: "Pass"→Set Status to Passed After Rectificationreinspection_result: "Fail"→Loop Back to RooferDefault→End - 12Loop Back to Rooferrestart from step
Restarts the rectification cycle from the roofer task since the re-inspection failed.
- 13Set Status to Passed After Rectificationupdate record
Sets the inspection status to Passed after successful rectification and re-inspection.
- 14Email Client - Rectified and Passedsend email
Emails the builder or client that the penetrations and flashings were rectified and passed the flashing inspection.
Fields
- Inspector Name*
- Inspector Email*
- Builder/Client Name*
- Builder/Client Email*
- Site Address*
- Job Reference*
- +12 more fields
Forms
Roof Penetration & Flashing Inspection
17 fields
Data Views
Flashing Inspections
site_address, job_reference, overall_result, inspection_status
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 set up this workflow for my team?
Publish the template to your workspace and it's ready to run straight away, with no installation or setup project. You can adjust the request form fields, task assignees, or due dates by describing the change in plain English or editing the steps directly in the workflow editor.
Who needs to be added as a workspace user?
Add your inspectors and roofers as workspace members so they can be assigned rectification and re-inspection tasks. Builders and clients don't need an account at all — they receive result notifications by email and only interact through emailed forms if you add one.
What happens when an inspection fails?
The status changes to Rectification and the roofer is assigned a task, due in 2 days, to fix the failed checks and record the work done. Once that's complete, the inspector gets a re-inspection task due in 1 day to check the fix and record a new result.
What happens if the re-inspection also fails?
The workflow loops back to the roofer, restarting the rectification cycle with a fresh task to fix the outstanding items. This continues until the penetrations pass, and each cycle is captured in the record's timeline.
Can I change the number of rectification attempts allowed?
Yes, describe the change in plain English or edit the routing step in the workflow editor to set a retry limit that suits your process. Earlier versions of the workflow are kept, so you can review or revert changes later.
How does the builder or client find out the result?
They receive an automatic email when the inspection passes on the first attempt, and a separate email when it's rectified and passes after the reinspection loop. They don't need to log in or create an account to receive these updates.
What gets saved to the inspection record versus staying on a task?
Because the roofer and inspector tasks are steps the workflow waits for, the rectification details, re-inspection result, and notes entered on those tasks are all saved to the record. This means anyone reviewing the record later can see the full history of the rectify-and-reinspect cycle.
Can I customise the checklist questions on the request form?
Yes, the checklist items like flashing type, upturns, collars, and sealant checks can be edited by describing the change or updating the form in the workflow editor. This lets you match the exact checks your business requires for compliance with its own standards.
How do I track how many inspections are pending, in rectification, or passed?
Each inspection is a record with a status and reference number, and your workspace's table views and dashboards group these records by status. This gives you a live view of what's Submitted, in Rectification, or Passed without needing to chase anyone for an update.
Ready to use this workflow?
Create a free account and customise this workflow for your business.