Trades & Home Services
Workflow templates for tradespeople and home service businesses that cover the whole job: quote requests and on-site estimates, booking and work orders, pre-start risk assessments and safe work method statements, variations, completion sign-off and warranty callbacks. Each template runs as a live workflow in assess.one — customers use a public request form with no account needed, your team works through assigned tasks, and every job keeps its status, photos and timeline in one place.
Benefits
- Quote, book and complete jobs from one request record
- Keep safety documents and pre-start risk assessments with the job they belong to
- Update customers by email or SMS at each stage of the job
Common Use Cases
Trades & Home Services Templates(338)
Access Control Commissioning Checklist Workflow
Captures a security technician's commissioning checklist for an access control system, routes failed tests through a rectification loop, then manages customer handover, notification, and follow-up feedback collection.
Access Control Installation Quote Workflow
End-to-end workflow for a locksmith/access control business: intake of an access control installation request, site inspection, quote preparation and approval by the customer, job scheduling, job completion, and post-completion feedback collection.
Air Conditioner Service Request Workflow
Manages an air conditioning/refrigeration service request from intake through booking, technician visit, outcome recording, and customer follow-up, with branching for fixed, further-work-needed, and unable-to-complete outcomes.
Air Conditioning Commissioning Workflow
Captures the commissioning checklist for a newly installed air conditioning system, routes failed tests into a rectification loop, hands the system over to the customer once commissioned, and follows up with a handover summary and feedback request.
Air Conditioning Quote Request Workflow
Manages an air conditioning quote request from initial customer submission through site inspection, quoting, acceptance, job scheduling, completion, and post-job feedback collection, with status tracking throughout.
Apprentice Supervision Record Workflow
Captures on-the-job supervision and training records for apprentices, notifies apprentices of feedback, and routes follow-up actions based on the competency observed — including training coordinator tasks for apprentices needing more training and follow-up observations for those developing.
Arborist Tree Work Request Workflow
Manages tree work requests from intake through office booking, on-site arborist work, and outcome-based customer follow-up, with status tracking throughout.
Asbestos Removal Job Intake and Scope Workflow
Intake, estimation, quoting, scheduling and completion workflow for a licensed asbestos removal business — from initial customer request through estimator assessment, quote acceptance, removal scheduling, and final clearance confirmation.
Asbestos Removal Pre-Start Checklist Workflow
Captures a site pre-start checklist for asbestos removal jobs, determines whether it is safe to start, and if not, requires the removal supervisor to record corrective actions in a loop until the area is cleared or the loop limit is reached, before notifying the supervisor that work is cleared to start.
Asbestos Risk Screening Workflow
Screens a job site for asbestos risk before disturbing building materials, captures worker/customer/site data, records the screening result, and — where asbestos is detected or presumed — stops work, engages controls and a licensed removalist, tracks clearance testing, and notifies the customer when the area is cleared to resume.
Asbestos Waste Disposal Record Workflow
Captures asbestos waste disposal details from a supervisor, sets the record to Disposed, has the office reconcile the disposal receipt against the quantity removed, escalates discrepancies to the supervisor for investigation, then reconciles and confirms disposal to the client by email.
Automatic Gate Installation Quote Workflow
End-to-end workflow for a gates and automation business: intake request, site inspection, quote preparation and delivery, customer acceptance/decline, job scheduling, installation completion, and post-job feedback collection.
Automatic Gate Repair Request Workflow
Captures gate/garage door repair requests, acknowledges the customer, books a technician visit based on urgency, records the technician's findings, and routes to completion, further-work, or unable-to-complete outcomes with appropriate customer notifications and follow-up tasks.
Automatic Gate Safety Device Test Workflow
Captures a technician's gate safety test, records Pass/Fail, notifies the client, and manages repair/retest cycles for failed tests until the gate passes or the retry limit is reached.
Backflow Prevention Device Test Record Workflow
Captures backflow prevention device test data from the plumber, records the pass/fail result, notifies the client, and manages repair/retest cycles until the device passes, with a table view and status chart for tracking.
Balcony Waterproofing Assessment Workflow
Captures a balcony waterproofing inspection, routes the report through manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a quote task when repairs are recommended.
Bathroom Plumbing Rough-In Inspection Workflow
Captures a bathroom renovation plumbing rough-in inspection, records pass/fail checks against plans, notifies the builder/client, and manages a rectification and re-inspection loop until the rough-in passes.
Bathroom Tiling Site Measure and Quote Workflow
Captures an estimator's site measure for bathroom tiling, calculates a quote, routes it through manager review (with revision loop back to the estimator), sends the quote to the customer for acceptance, and books the job on acceptance.
Bathroom Waterproofing Quote Request Workflow
Manages a waterproofing quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Battery Commissioning and Handover Workflow
Captures a battery commissioning test form, routes failed tests to installer rectification (with retest loop), then progresses through Commissioned and Handed Over statuses, sending the customer a handover summary email and a follow-up feedback request.
Battery Installation Site Assessment Workflow
Captures a battery installation site inspection, routes the report through solar designer review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a quote task when a battery installation is recommended.
Before-and-After Photo Job Record Workflow
Captures before/after job photos with technician, customer and site details, routes photos through supervisor review (with retake loop), notifies the customer of any pre-existing damage, and collects marketing consent before finalising the record status.
Blocked Drain Service Request Workflow
Manages a plumbing business's blocked drain service requests end-to-end: intake and acknowledgement, urgency-based booking with a visit date and assigned plumber, plumber field work capturing cause/method/outcome, and outcome-based customer communication (completed with a feedback survey, further work quoting, or unable to complete).
Boundary Fence Line Confirmation Workflow
Collects a boundary fence line checklist from the fencer, checks whether survey evidence exists, and if so routes the customer to arrange a survey; otherwise sends the neighbour a confirmation form for the proposed fence line, cost share and specification, and progresses the record to Line Confirmed or Not Agreed based on their response.
Brick Cleaning and Finish Inspection Workflow
Captures a final finish inspection for brick cleaning, records pass/fail checks, notifies the builder/client, and manages a rectification and re-inspection loop until the job passes.
Brick Wall and Masonry Measure Workflow
Captures a site measure for a bricklaying job, calculates net wall area, bricks needed and quote amount, routes through estimating manager review (with revision loop back to the estimator), sends the customer a quote for accept/decline, and on acceptance tasks the office to order bricks and book the job.
Bricklaying Quote Request Workflow
Manages a bricklaying quote request from initial customer submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Brickwork Completion and Defects List Workflow
Manages brickwork job completion sign-off: captures completion details, supervisor quality check with rework loop, customer review with issue-resolution loop, handover confirmation, and post-handover feedback collection.
Brickwork Quality Inspection Workflow
Captures a brickwork quality inspection, notifies stakeholders of the result, and if failed routes rectification work to the bricklayer with re-inspection by the inspector (up to 2 cycles) before final pass notification.
Cabinet Installation Checklist Workflow
Captures a cabinet installation inspection, tracks pass/fail results, manages rectification and re-inspection cycles with the cabinet installer and inspector, and notifies the customer at each key milestone.
Cabinetry Production Release Approval Workflow
Captures a job's design/approval/material readiness, has the production manager decide whether to release the job to production or hold it for designer revisions (looping until resolved), then records production dates and notifies the customer once production begins.
Cabinetry Site Measure Workflow
Captures a site measure form for a cabinetmaking/kitchen job, routes it to a designer for completeness review, loops back to the measurer for re-measures if needed, and once measured notifies the customer and tasks the designer to prepare the design.
Carpentry Completion and Defects Workflow
Manages carpentry job completion from the completion form through supervisor quality check, defect rework loops, customer review and issue resolution, handover, and post-handover feedback collection.
Carpentry Quote Request Workflow
Captures a carpentry/joinery quote request, has the office prepare and send a quote, waits for customer acceptance, schedules and completes the job, and collects post-completion feedback — with status tracking throughout.
Carpet Cleaning Quote and Booking Workflow
Manages a carpet cleaning request from initial quote request through office quoting, customer acceptance, job scheduling, technician completion, and post-service feedback collection.
Carpet Installation Checklist Workflow
Captures a post-installation inspection checklist, notifies the customer, and manages rectification with re-inspection loops until the carpet installation passes.
CCTV Drain Inspection Report Workflow
Captures a CCTV drain inspection report, routes it through drainage manager review (with a bounded revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
CCTV Drain Inspection Request Workflow
Manages CCTV drain inspection requests from intake through office scheduling, drainer inspection, and outcome-based customer communication and repair follow-up.
Ceiling Insulation Safety Check Workflow
Captures an installer's pre-start safety check before ceiling insulation work begins, automatically clears the job if safe, or stops work and routes unsafe findings to a supervisor for corrective action and re-check (up to 2 loops) before clearing the job to start.
Cladding Installation Inspection Workflow
Captures a cladding installation inspection, records pass/fail checks per elevation, notifies the builder/client of the result, and manages a rectification and re-inspection loop until the installation passes.
Cladding Pre-Start Checklist Workflow
Captures a cladding installer's pre-start checklist, determines whether it is safe to start work, and if not, routes issues to the supervisor for corrective action and re-check (up to 2 times) before clearing or stopping the job.
Cleaning Completion Checklist Workflow
Captures a post-clean inspection checklist, records pass/fail results, and routes failed inspections through a rectification and re-inspection loop (up to 2 cycles) before notifying the customer of the final outcome.
Cleaning Site Inspection and Scope Workflow
Captures an estimator's site inspection for a commercial cleaning job, calculates a quote, routes it through operations manager review (with a revision loop back to the estimator), then sends the customer a quote form and handles their accept/decline response with follow-up booking.
Coating System and Product Record Workflow
Captures the coating system and products applied on a painting job for warranty and maintenance purposes, routes it through a supervisor completeness check (with a painter correction loop if details are missing), and emails the finalised coating record to the customer.
Commercial Cleaning Quality Audit Workflow
Captures a site quality audit with scores across six areas, calculates an overall audit score, and routes to Passed or Corrective Action. Corrective Action triggers a team leader remediation task and an auditor re-audit loop, ending with the client notified of the outcome.
Commercial Cleaning Quote Request Workflow
Manages a commercial cleaning quote request end-to-end: intake, site inspection, quoting, customer acceptance, job scheduling, job completion, and post-service feedback, with status tracking throughout.
Commercial Repaint Inspection Workflow
Captures a commercial painting inspection report, routes it through manager review (with revision loop), emails the approved report to the customer, and triggers a repaint quote task when repainting is recommended.
Concrete Crack and Defect Inspection Workflow
Captures a concrete defect/crack inspection, routes the report through manager review (with revision loop), emails the customer once approved, and triggers a repair quote or closes the job depending on the recommendation.
Frequently Asked Questions
What Trades & Home Services workflow templates are included?
Trades & Home Services covers the work every trade business shares: quote requests and on-site estimates, job booking, work orders and job cards, safe work method statements (SWMS, used in Australia), pre-start risk assessments, equipment checks, incident and hazard reports, variations, progress claims, completion sign-off and warranty callbacks.
Who are the Trades & Home Services templates for?
They're designed for tradespeople, trade contractors and home service businesses — from sole traders to crews with apprentices and subcontractors. Office staff, supervisors and technicians each get the tasks that belong to them, and customers take part through forms without needing an account.
Can I change a trade 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 deposit step before scheduling or rename a status — or edit the steps in the workflow editor. Earlier versions are kept.
Do the safety templates make my business compliant?
They help you keep consistent records — who reviewed a safe work method statement, which hazards and controls were checked, and who signed on, with a timeline for each job. Each business should confirm the health and safety obligations that apply where it works and adjust the templates to match.