Workflow Template
Roofing completion and watertightness check Workflow
Captures job completion details and watertightness test results, routes the job through a supervisor walkthrough with rework loop, then customer review with an issue-resolution loop, and finishes with handover confirmation and a delayed feedback request.
Roofing crews often finish a job with no consistent record of the watertightness test, the supervisor sign-off, or how customer concerns were resolved, which makes disputes and warranty questions hard to settle later. This workflow captures completion details and hose test results from a submission form, routes the job through a supervisor walkthrough with a rework loop, sends the customer a review form with an issue-resolution loop, then confirms handover and sends a feedback request two days later. Lead roofers, supervisors and customers each take part at the right step, and the record's timeline keeps a history of what happened.
Business Outcomes
- Helps standardise how completion and watertightness details are captured on every job
- Reduces back-and-forth on rework by tracking a clear rework list and result on the record
- Makes it easier to resolve customer issues before handover, with fixes and photos recorded
- Supports more consistent handover communication with care instructions and warranty details
- Encourages structured feedback collection without manual follow-up
Workflow Steps
Steps
- 1Create Roofing Job Recordcreate record
Creates the roofing job record from the submitted completion form.
- 2Set Status to Final Checkupdate record
Sets the job status to Final Check.
- 3Supervisor Walkthrough Taskcreate task
Assigns the supervisor a task to walk through the job and record the result and rework list.
- 4Save Supervisor Result to Recordupdate record
Persists the supervisor's walkthrough result and rework list to the record.
- 5Route on Supervisor Walkthrough Result
Routes to handover prep if ready, or to rework if rework is needed.
supervisor_result: "Ready for handover"→Set Status to Customer Reviewsupervisor_result: "Rework needed"→Set Status to ReworkDefault→End - 6Set Status to Reworkupdate record
Sets the job status to Rework.
- 7Lead Roofer Rework Taskcreate task
Assigns the lead roofer a task to complete the rework list and record what was done with photos.
- 8Save Rework Details to Recordupdate record
Persists the rework done details and photos to the record.
- 9Return to Supervisor Checkrestart from step
Restarts the workflow from the supervisor walkthrough task to re-check the rework, up to 2 times.
- 10Set Status to Customer Reviewupdate record
Sets the job status to Customer Review.
- 11Send Customer Review Formrequest external input
Emails the customer a review form with job details, water test result, care instructions and warranty, and waits for their reply.
- 12Save Customer Decision to Recordupdate record
Persists the customer's decision and comments to the record.
- 13Route on Customer Decision
Routes to handover if accepted, or to issue resolution if the customer reports an issue.
customer_decision: "Accept the work"→Set Status to Handed Overcustomer_decision: "Report an issue"→Set Status to Customer IssueDefault→End - 14Set Status to Customer Issueupdate record
Sets the job status to Customer Issue.
- 15Supervisor Fix Customer Issue Taskcreate task
Assigns the supervisor a task to review the customer's comments and record the fix made with photos.
- 16Save Issue Fix to Recordupdate record
Persists the fix made and photos to the record.
- 17Return to Customer Reviewrestart from step
Restarts the workflow from the customer review request to re-check with the customer, up to 2 times.
- 18Set Status to Handed Overupdate record
Sets the job status to Handed Over.
- 19Send Thank-You Emailsend email
Emails the customer a thank-you with job details, water test result, care instructions and warranty for their records.
- 20Wait 2 Days Before Feedback Request
Pauses for two days before requesting customer feedback.
- 21Send Feedback Requestrequest external input
Emails the customer a feedback form with a 1-5 rating and comments.
Fields
- Lead Roofer's Name*
- Customer's Name*
- Customer's Email*
- Site Address*
- Work Completed*
- Roof Material and Colour*
- +17 more fields
Forms
Job Completion & Watertightness Check
12 fields
Data Views
Roofing Jobs Overview
customer_name, site_address, work_completed, roof_material_colour +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
How do I set up this workflow for my roofing team?
Publish the template in your workspace and it's ready to run — there's no installation or development project. You'll want to add your supervisors and lead roofers as workspace members so tasks like the walkthrough and rework steps can be assigned to them.
What information does the request form collect at the start?
The form captures the lead roofer's name, customer details, site address, work completed, roof material and colour, the hose water test result for flashings and penetrations, waste and gutter cleanup confirmation, before and after photos, care instructions and the warranty period. This becomes the roofing job record with its own reference number and status.
What happens if the supervisor finds rework needed during the walkthrough?
The job status changes to Rework and the lead roofer gets a task to complete the rework list and record what was done, along with photos. The workflow then sends the job back to the supervisor walkthrough to re-check the work, and this can repeat up to two times.
How does the customer review step work?
Once the job status moves to Customer Review, the customer is emailed a form with job details, the water test result, care instructions and warranty information — they don't need an account to respond. They choose to accept the work or report an issue, and their decision and comments are saved to the record.
What happens if the customer reports an issue?
The job status changes to Customer Issue and the supervisor gets a task to review the customer's comments and record the fix made with photos. The workflow then sends the job back to the customer review step to confirm the fix, and this loop can repeat up to two times.
Can I change the number of rework or issue-resolution loops?
Yes. You can describe the change in plain English or edit the loop step directly in the workflow editor, and earlier versions of the workflow are kept so you can compare changes.
When is the feedback request sent to the customer?
After the job status is set to Handed Over and the thank-you email is sent, the workflow waits two days before emailing the customer a feedback form asking for an overall satisfaction rating and comments. This timing can be adjusted in the workflow editor if you want a different delay.
Who needs to be involved for this workflow to run smoothly?
Supervisors handle the walkthrough task and the customer issue fix task, while lead roofers handle the rework task — all assigned as workspace members. Customers only interact through emailed forms and never need to log in or create an account.
Can I customise the request form or the emails sent to customers?
Yes, you can edit the form fields and email content by describing the change in plain English or updating the steps in the workflow editor. Since earlier versions are kept, you can review what changed over time.
How can I track where a job is in the process?
Each job is a record with a reference number, a current status such as Final Check, Rework, Customer Review, Customer Issue or Handed Over, and a full timeline of what happened. Table views and dashboards let you see all jobs grouped by status at a glance.
Ready to use this workflow?
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