Scaffolding
Workflow templates for scaffolding contractors, covering scaffolding quotes, scaffold design and requirement intake, pre-erection site assessments and handover inspection certificates. Daily and periodic inspections, scaffold tag and status updates, alteration requests with approval, and dismantling with site clearance are included too.
Benefits
- Assess the site before scaffold is erected
- Record handover and periodic inspections with photos
- Approve alterations before anyone changes the scaffold
Common Use Cases
Scaffolding Templates(8)
Scaffold dismantle and site clearance Workflow
Manages scaffold dismantle sign-off: supervisor completes a pre-dismantle checklist and clearance result, triggers clean-up work if needed, gets builder/client confirmation the site is clear, handles any issues raised, then notifies off-hire and flags damaged/missing components for the office to charge.
Scaffold tag / status update Workflow
Records every change to a scaffold's inspection tag, notifies the builder/client based on the new tag status, and manages the repair-and-reinspection loop for unsafe scaffolds until they are cleared for use.
Scaffold design / requirement intake Workflow
Intake workflow for builders to submit scaffold requirements, route to a scaffold designer for engineering assessment, pricing and design, obtain builder approval on the design/price via an external review form (with a bounded revision loop), and hand off to the office to book erection once approved.
Scaffold alteration request and approval Workflow
Manages scaffold alteration requests end-to-end: intake and acknowledgement, supervisor review and decision, optional engineering sign-off, crew alteration work, supervisor safety inspection with rework loop, and final completion notice.
Scaffold pre-erection site assessment Workflow
Captures a pre-erection scaffold site assessment, routes it to the scaffolding manager for review, loops back to the assessor for revisions when changes are needed, and on approval either flags an engineered design requirement or proceeds to quoting — with status tracking throughout.
Scaffold daily / periodic inspection Workflow
Captures scaffold inspection results from the field, routes safe scaffolds to a pass notification, and routes unsafe/tagged-out scaffolds through a rectification-and-reinspection loop (crew fixes issues, inspector re-checks, up to 2 cycles) before notifying the builder/client and closing out as Safe for Use.
Scaffold handover / inspection certificate Workflow
Manages the end-to-end scaffold handover process: an inspection is recorded, failed checks trigger a rectification and re-inspection loop, then the builder/client is asked to accept the handover via a form, with a query path routed to the scaffolder, and final handover confirmation once accepted.
Scaffolding quote request Workflow
Manages a scaffolding quote request from initial customer enquiry through site inspection, quoting, acceptance, job scheduling, completion and post-job feedback, tracking status throughout.
Frequently Asked Questions
What Scaffolding workflow templates are included?
Scaffolding includes templates for scaffolding quote requests, scaffold design and requirement intake, pre-erection site assessments, scaffold handover and inspection certificates, daily and periodic scaffold inspections, scaffold tag and status updates, alteration requests with approval, and dismantling with site clearance.
Who are the Scaffolding templates for?
They're designed for scaffolding contractors and the builders who hire them. Builders request scaffold through a public form, and scaffolders record assessments, handover inspections, tags and photos on their tasks.
Can I change a scaffolding 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 load class field or an extra inspection item — or edit the steps in the workflow editor. Earlier versions are kept.
Will these templates make my scaffolding compliant?
They help you keep consistent records — site assessments, handover inspections, tag status and alterations, with a timeline for each job. Each business should confirm the licensing and health and safety requirements that apply where it works and adjust the templates to match.
