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(50)
Concreting quote request Workflow
Manages a concreting quote request from initial submission through site inspection, quoting, acceptance, deposit collection, job scheduling, completion, and post-job feedback.
Rental property repair work order Workflow
Manages handyman repair work orders for property managers: intake, booking, on-site work, completion or extra-work approval, with status tracking, notifications and a table view/dashboard.
Chemical application and product record Workflow
Captures every pesticide application record from field technicians, routes it through supervisor QA review (with a technician correction loop when needed), marks it Recorded, and emails the client a summary of the application.
Job completion and customer sign-off Workflow
Captures job completion details from the technician, requests customer sign-off via a form, handles reported issues with a rectification loop back to sign-off, and on sign-off notifies the customer, tasks accounts to invoice, and later collects a feedback survey.
Stonework installation quality checklist Workflow
Captures a stonemasonry inspection checklist, notifies the customer of the outcome, and routes failed inspections through a rectification and re-inspection loop until the stonework passes.
Pool equipment maintenance service report Workflow
Captures a technician's pool/spa service report (water tests, equipment checks, cleaning, defects, photos), routes handling based on defect priority (none/minor/urgent), manages repair quoting and client approval for minor defects, dispatches urgent repairs, and keeps the client informed at each stage with a final status and next service due date.
HVAC filter replacement / maintenance register Workflow
Logs each HVAC unit filter replacement from a technician-submitted register form, flags heavily clogged/damaged filters for service manager review with a follow-up recommendation and revised due date, and emails the client a confirmation of the filter record.
Painting completion and warranty handover Workflow
Manages the completion checklist for a painting job: supervisor walkthrough, touch-up rework loop, customer review and sign-off, and warranty handover with a follow-up feedback survey.
Plumbing maintenance service report Workflow
Captures a plumber's service report for commercial and residential clients, routes handling based on defect priority (none/minor/urgent), manages repair quoting and approval, notifies clients at each stage, and tracks status through to completion.
Test and tag inspection record Workflow
Captures electrical test and tag inspection results, calculates pass rate, notifies clients of outcomes, and manages follow-up on failed items through to completion.
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.
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.
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.
Trade quote request and lead qualification Workflow
Captures inbound quote requests, qualifies leads, routes to quote-from-photos or site visit, prepares and sends quotes, captures customer acceptance/decline, and schedules accepted jobs — with status tracking throughout.
Insulation photo evidence record Workflow
Captures a complete photo evidence record for each insulation job, has the office verify photo completeness, loops back to the installer to upload any missing photos, and confirms to the customer once the evidence record is complete on file.
Solar installation photo evidence pack Workflow
Captures a complete photographic evidence record for each solar installation, routes it through an office completeness check, loops back to the installer for missing photos if needed, and notifies the customer once the record is confirmed complete.
Site access / visitor register Workflow
Manages visitor sign-in at work sites: captures visitor details and PPE confirmation, checks site induction status, routes non-inducted visitors to a supervisor induction/escort task, notifies visitors of the emergency assembly point, collects a sign-out form with incident/hazard reporting, and escalates any reported hazards to the supervisor before closing out the visit.
Customer remote/key handover register Workflow
Records garage door/gate remotes and keys handed to customers, emails the customer to confirm receipt, raises an office query task if items are missing, and finalises the handover record once acknowledged.
Pool barrier defect rectification Workflow
Captures pool fence safety defects from an inspection, notifies the customer if the pool is unsafe, quotes and gets approval for rectification work, coordinates the installer's repair and re-test, and keeps the customer informed until the barrier is confirmed rectified.
Pool fence site measure Workflow
Captures a pool fence site measure from the estimator, calculates the quote, routes it through estimating manager review (with revision loop), then sends the quote to the customer for acceptance and books the job on acceptance.
High-pressure jetting service record Workflow
Captures a high-pressure jetting service record from the field, sets service status based on the jetting result, and triggers the appropriate customer communication and follow-up (feedback request for cleared jobs, or an office quoting task for jobs needing further work).
Stone cutting and dressing check Workflow
Captures a stonemasonry cutting and dressing inspection, notifies the project manager, and routes failed checks through a stonemason rectification task and inspector re-inspection loop (up to 2 cycles) before final sign-off.
Stonemasonry site measure and assessment Workflow
Captures estimator site-measure data for natural stone work, calculates a quote, routes it through estimating-manager review (with a revision loop back to the estimator if changes are needed), then sends the customer a quote form to accept or decline, and books the job internally on acceptance.
Waterproofing membrane application record Workflow
Captures a waterproofing membrane application record, routes it to a supervisor for quality-control review, loops back to the waterproofer for correction if needed, then finalises and emails the membrane record to the builder or client.
Kitchen defects / punch list Workflow
Manages the end-to-end defect resolution process for cabinet installations: captures a defect list from the installation supervisor, notifies the customer, assigns repair work to the cabinet installer, has the supervisor verify repairs (with a rework loop up to 3 times), gets customer sign-off, handles any remaining issues, and closes out the job.
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.
Weld procedure / job setup record Workflow
Captures welding job setup details, verifies welder qualification, routes non-qualified setups for reassignment, and runs a supervisor check-and-adjust loop against the welding procedure before final production approval.
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.
Fire system defect and rectification Workflow
Captures fire system defects found by technicians, escalates critical impairments with interim safety measures, prices and quotes rectification work, obtains client approval, tracks rework cycles, and confirms final rectification and testing.
Garage door service report Workflow
Captures a technician's garage door service report, routes handling based on defect priority (none/minor/urgent), manages repair quoting and client approval, and keeps the client informed at each stage until the record reaches a final status.
Garage door installation quote Workflow
Manages a garage door installation request end-to-end: intake, site inspection scheduling, estimator quoting, customer acceptance/decline, job scheduling, installation completion, and post-job feedback collection.
Minor repair defect / callback Workflow
Handles customer callbacks for minor repair defects: intake form, office triage to check if it relates to the original job, booking a return visit, handyman repair with a rework loop for unresolved fixes, and customer notifications at each stage.
Tenant access / appointment confirmation Workflow
Manages tenant access appointments for a handyman/property maintenance business: collects appointment details, asks the tenant to confirm or request another time via a form link, loops the office through rescheduling until confirmed, then notifies the tenant by SMS and the property manager by email of the confirmed access arrangements.
Handyman quote / job request Workflow
Captures a handyman job request, has the office prepare and send a quote, waits for customer acceptance, schedules and completes the job, then collects feedback — tracking status throughout.
Restoration completion / drying verification Workflow
Captures final moisture/humidity verification for a restoration job, loops re-checks every two days until the property is confirmed dry, then captures equipment removal and final readings, notifies the customer, and triggers the office to prepare a reinstatement quote.
Water damage restoration intake Workflow
Intake and dispatch workflow for a water damage restoration business: captures the incident request, sends safety guidance, dispatches a technician, tracks drying progress, and notifies the insurer when a claim is involved.
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.
Carpet cleaning quote / 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.
Pest customer preparation and post-treatment acknowledgement Workflow
Manages a pest treatment from office booking through pre-treatment preparation instructions, technician scheduling, treatment completion, and post-treatment acknowledgement, with health/allergy and pet checks routed to the technician and status tracked throughout.
Pest treatment service record Workflow
Captures a pest treatment service record from the technician's form, emails the customer the treatment summary, follows up 14 days later to check whether pests are resolved, and routes to a re-treatment task or a resolved thank-you email based on the customer's response.
Pool water system startup record Workflow
Manages the start-up of a new or resurfaced pool: captures site and water-test data at fill, sends the customer care instructions, waits two days, then has the technician retest the water and record chemicals/results, looping retests up to three times until balanced, before marking the pool Ready to Swim and sending the customer the final water-care routine.
Pool project practical completion and defects Workflow
Manages pool project practical completion: supervisor walkthrough and rework loop, customer review and issue-resolution loop, handover confirmation, and post-handover feedback collection.
Excavation completion and site reinstatement Workflow
Manages excavation job completion from site supervisor sign-off through customer review to handover and post-handover feedback, with rework and issue-resolution loops.
Plant damage / incident report Workflow
Captures excavation/earthmoving incident reports (service strikes, property/machine damage, near misses, injuries), triggers safety-manager follow-up for injuries, routes site-manager investigation and operations-manager review (with rework loop), closes the record, and emails the client an incident summary.
Spoil / soil disposal tracking Workflow
Tracks excavated material disposal from job site to destination facility, triggering environmental review and site manager testing for hazardous classifications, reconciling dockets and receipts against disposal records, and notifying the client with a disposal summary.
Service disconnection verification before demolition Workflow
Verifies that all utility services at a demolition site are disconnected before demolition can proceed. Captures a verification form, checks the result, and if services remain connected, loops between an office follow-up with utility providers and an on-site supervisor re-verification until all services are confirmed disconnected or the loop cap is reached.
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.
Key register and issue / return Workflow
Tracks issuance of physical keys to holders: captures key details on an intake form, requires the holder to acknowledge responsibility before the key is marked Issued, then manages the return process including lost/stolen escalation, rekeying decisions, and final closure — with a status field tracked throughout for reporting.
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.