Workflow Template
Shower Screen Measure and Quote Workflow
Captures on-site measurements for a shower screen from the estimator, calculates a quote, routes it through manager review (with a revision loop back to the estimator), then emails the customer for acceptance, updating quote status throughout and booking the job once accepted.
An estimator finishes a shower screen site visit and needs to turn those measurements into a quote the manager can check and the customer can accept — without chasing emails or spreadsheets. This workflow captures the measurements, calculates the quote amount automatically, sends it for manager review with a built-in revision loop back to the estimator if changes are needed, then emails the customer to accept or decline before booking the installation job. Along the way the quote status updates automatically and everything is tracked on the record's timeline, so the team always knows where a job stands.
Business Outcomes
- Speeds up the time between site measure and quote delivery
- Reduces back-and-forth by routing changes straight back to the estimator
- Keeps managers and estimators aligned with a clear review and revision loop
- Cuts down manual follow-up by emailing customers directly for acceptance
- Helps the office move faster from accepted quote to booked installation
Workflow Steps
Steps
- 1Create Shower Screen Quote Recordcreate record
Registers the site measure submission as a new shower screen quote record.
- 2Set Status to Measuredupdate record
Sets the quote status to Measured once the site visit data is captured.
- 3Calculate Quote Amountupdate record
Calculates the quote amount as glass and hardware cost plus installation cost and saves it to the record.
- 4Estimating Manager: Check Measurements and Pricecreate task
Assigns the estimating manager a task to review measurements and pricing and record their decision.
- 5Save Manager Review Decisionupdate record
Persists the manager's decision and comments to the record.
- 6Route on Manager Review Decision
Routes the workflow based on whether the manager approved the quote or requested changes.
review_decision: "Approved"→Set Status to Quote Sentreview_decision: "Changes needed"→Set Status to RevisingDefault→End - 7Set Status to Revisingupdate record
Sets the quote status to Revising when changes are needed.
- 8Estimator: Update Measurements and Pricingcreate task
Gives the estimator a task to update panel sizes and costs based on the manager's comments.
- 9Save Revised Measurements and Pricingupdate record
Saves the estimator's revised panel sizes and costs to the record.
- 10Restart Quote Calculationrestart from step
Restarts the workflow from the quote calculation step so the revised figures are recalculated and re-reviewed.
- 11Set Status to Quote Sentupdate record
Sets the quote status to Quote Sent once the manager has approved the quote.
- 12Email Quote to Customer for Acceptancerequest external input
Emails the customer the quote details with a link to accept or decline, and waits for their reply.
- 13Route on Customer Response
Routes the workflow based on whether the customer accepted or declined the quote.
customer_response: "Accept"→Set Status to Quote Acceptedcustomer_response: "Decline"→Set Status to Quote DeclinedDefault→End - 14Set Status to Quote Declinedupdate record
Sets the quote status to Quote Declined.
- 15Send Thank-You Emailsend email
Emails the customer a thank-you note after they declined the quote.
- 16Set Status to Quote Acceptedupdate record
Sets the quote status to Quote Accepted.
- 17Send Acceptance Confirmationsend email
Emails the customer a confirmation that their quote has been accepted.
- 18Office: Book Installation Jobcreate task
Gives the office a task to book the installation job, due in 2 days, without waiting for completion.
Fields
Show all 22 fieldsShow fewer fields
FormShower Screen Site Measure Form
- Customer Name*· Text
- Customer Email*· Email
- Customer Mobile*· Phone
- Site Address*· Text
- Visit Date*· Date
- Screen Type*· Choice
- Panel Width (mm)*· Number
- Panel Height (mm)*· Number
- Wall and Floor Condition (plumb and level notes)*· Long text
- Glass Finish*· Choice
- Hardware Finish*· Text
- Old Screen Needs Removing*· Choice
- Glass and Hardware Cost*· Number
- Installation Cost*· Number
- Site Photos· File upload
- Quote Valid Until*· Date
TaskEstimating Manager: Check Measurements and Price
- Manager Review Decision*· Choice
- Manager Review Comments· Long text
Other fields
- Quote Status· Choice
- Quote Amount· Number
- Customer Response*· Choice
- Customer Comments· Long text
- Customer Name*
- Customer Email*
- Customer Mobile*
- Site Address*
- Visit Date*
- Screen Type*
Forms
Shower Screen Site Measure Form
16 fields
Data Views
Shower Screen Quotes
customer_name, site_address, screen_type, glass_finish +3 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, the workflow template is ready to use as soon as your workspace publishes it — there's no installation or development project involved. Your team can start capturing site measurements and generating quotes straight away.
Can my team customise the fields or steps in this workflow?
Yes, you can change any part of the workflow by describing the change in plain English or editing the steps directly in the workflow editor. Earlier versions are kept, so you can always see what changed and when.
Who is involved in reviewing a quote before it goes to the customer?
The estimating manager gets a task to check the measurements and pricing and record a decision with comments. If changes are needed, the estimator gets a task to update the panel sizes and costs, which then goes back through calculation and manager review again.
What happens if the manager requests changes to a quote?
The status is set to Revising and the estimator is given a task to update the panel width, height, and glass and hardware costs based on the manager's comments. Once the estimator saves the revised figures, the workflow restarts the quote calculation and sends it back for manager review.
How does the customer accept or decline a quote?
Once the manager approves the quote, an email is sent to the customer with the quote details and a link where they can accept or decline, plus an optional comments field. The customer doesn't need an account — they respond directly from the emailed form, and the workflow routes based on their response.
What happens if a customer declines the quote?
The quote status is set to Quote Declined and a thank-you email is automatically sent to the customer. This keeps the record's status and timeline up to date without any manual follow-up needed from the estimator or office.
Is this workflow suitable for a small team without dedicated admin staff?
Yes, it's built for small trade and installation businesses where estimators, managers, and office staff share the workload. Tasks are assigned directly to team members as admins or members in the workspace, so everyone knows what they're responsible for at each stage.
What happens after a customer accepts the quote?
The status updates to Quote Accepted, a confirmation email is sent to the customer, and the office is given a task to book the installation job within 2 days. The workflow doesn't wait for that booking task to complete, so the quote record can keep moving while the office arranges scheduling.
Where can I see the status and history of a quote?
Every shower screen quote is a record with its own reference number, current status, and a full timeline of what's happened — from measurement through review, revisions, and customer response. Table views and dashboards let you see records grouped by status across your whole workspace.
Ready to use this workflow?
Create a free account and customise this workflow for your business.