Trades & Home Services Templates — Page 2
Templates 49–96 of 338
Concrete Curing Inspection Workflow
Captures a concrete curing inspection, notifies the builder/client of the result, and if an issue is found routes the job to the concreting crew for rectification and back to the inspector for re-inspection until curing passes.
Concrete Delivery and Batch Record Workflow
Records each concrete truck delivery to a pour, capturing docket, mix, slump and batching details, then routes to acceptance or rejection handling — including supervisor follow-up, supplier resolution and client notification for rejected loads.
Concrete Driveway Quote and Assessment Workflow
Captures an estimator's site assessment for a concrete driveway job, calculates the quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), then sends the approved quote to the customer for acceptance and books the job once accepted.
Concrete Finish Acceptance Workflow
Manages concreting job completion sign-off: supervisor walkthrough, rework loop if needed, customer review and acceptance via emailed form, rework loop on reported issues, handover confirmation, and a delayed feedback request.
Concrete Pour Record Workflow
Captures each concrete pour via a site form, tracks pour status, escalates any recorded issues to the concreting manager for assessment, routes repairs to the crew if required, then moves the record to Curing and emails the builder/client a pour summary.
Concrete Slab Pre-Pour Checklist Workflow
Captures a pre-pour inspection for a concrete slab, notifies the builder/client of the outcome, and — if not ready — routes rectification work to the concreting crew and a re-inspection by the inspector (looping up to twice) before confirming the slab is ready to pour.
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.
Cracked Tile Repair Request Workflow
Intake and management workflow for tiling defect/repair requests: captures the request, books a tiler visit based on urgency, records diagnosis and repair outcome, and notifies the customer at each stage through to completion and feedback collection.
Customer Access and Key Authorisation Workflow
Collects customer authorisation for property access when they are not home, manages key collection and return via technician tasks, tracks access status through the job lifecycle, and notifies the customer at each key stage.
Customer Complaint Management Workflow
Manages customer complaints end-to-end: intake and acknowledgement, AI-assisted seriousness rating with human fallback, investigation and proposed resolution with manager approval for refunds/credits, customer acceptance loop, and escalation handling through to closure.
Customer Service and Repair Request Workflow
Captures customer repair requests, triages by urgency, books a technician visit, records diagnosis and outcome, handles rework/quote/unable-to-complete paths, confirms fix with the customer, and follows up with a feedback survey.
Daily Site Diary Workflow
Captures a daily site diary from the site supervisor, flags incidents/near misses to the safety manager, flags delays to the project manager, optionally sends the client a progress update, and tracks each diary entry through to Filed status.
Deck Construction Quote and Assessment Workflow
Captures site assessment data from the estimator, calculates the deck quote, routes it through manager review (with a revision loop back to the estimator if changes are needed), and on approval sends the customer a quote form to accept or decline, updating status and notifying the office to book accepted jobs.
Deck Inspection and Maintenance Report Workflow
Captures a deck inspection report, routes it through carpentry manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when work is recommended.
Defect and Rework Close-Out Workflow
Captures defects reported on a job, triages by severity to set rework deadlines, assigns rework to the crew, has the supervisor verify the fix, loops back to the crew if not resolved (up to 2 times), then closes the defect and notifies the customer with a summary.
Demolition Exclusion Zone Daily Check Workflow
Daily pre-start inspection workflow for demolition sites: supervisor submits exclusion zone and safety checks, records are auto-cleared if safe, or work is stopped and the supervisor must remediate and re-check (up to 2 cycles) before the site is cleared to start.
Demolition Quote Request Workflow
Manages a demolition quote request end-to-end: intake, site inspection, quoting, customer acceptance, deposit collection, job scheduling, job completion, and post-job feedback, with status tracking throughout.
Demolition Site Assessment Workflow
Captures a pre-quote site assessment for a demolition job, routes it through manager review (with a revision loop for the assessor), and then branches into a hazardous materials survey path or a quote-preparation path based on the approved assessment.
Demolition Site Clearance Handover Workflow
Manages the post-demolition process from completion intake through supervisor quality check, rework loops, customer review and acceptance, to final handover and feedback collection.
Demolition SWMS Review and Sign-On (Australia) Workflow
Collects a demolition SWMS submission, routes it through safety manager review with revision loops, handles unsafe-to-proceed stoppages, and manages site supervisor crew sign-on before marking the job Active. Includes tracking table view and status chart widget.
Deposit Request and Receipt Workflow
Collects trade job deposit details, calculates the deposit amount, requests payment from the customer, tracks receipt via accounts follow-up tasks with reminder and phone-call escalation, confirms receipt with a receipt email, and books the job start — while keeping the deposit status current throughout.
Door Installation and Repair Request Workflow
Handles carpentry door installation/repair requests end-to-end: intake, urgency-based office booking, carpenter fieldwork, outcome-based customer communication, and post-completion feedback collection.
Drain Cleaning Booking Request Workflow
Captures drain cleaning/CCTV inspection booking requests, acknowledges the customer, books an urgency-based visit with a drainer, records inspection findings and outcome, and notifies the customer with follow-up feedback collection.
Drain Maintenance Program Inspection Workflow
Captures technician drain inspection reports for commercial/strata sites, routes handling based on defect priority (none/minor/urgent), manages repair tasks, client quoting and approval, and keeps service status current through to completion.
Drain Root Intrusion Assessment Workflow
Captures a CCTV drain inspection, routes the report through drainage manager review (with an inspector revision loop), emails the approved report to the customer, and triggers a repair/relining quote task when recommended.
Drainage Inspection and Diagram Workflow
Captures a plumber's drainage/sewer service diagram inspection, routes it through an office legibility check (with a plumber revision loop if details are missing), then finalises the record — notifying the customer when the diagram is recorded, or routing to an estimator for a repair quote if defects were found.
Drywall and Plasterboard Quote Workflow
End-to-end workflow for a drywall/plasterboard (Gyprock) installation business: captures a request, runs a site inspection, prepares and sends a quote, tracks acceptance, schedules and completes the job, and collects post-job feedback.
Ducted Air Conditioning Inspection Workflow
Captures a ducted air conditioning inspection report, routes it through service manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair/upgrade quote task when recommended.
Earthworks Compaction Inspection Workflow
Captures earthworks level and compaction inspection results, notifies stakeholders, and manages rectification and re-inspection cycles until the earthworks pass.
Electrical Condition Report (EICR) Workflow
Captures an electrical installation condition report from an inspector, routes it through supervisor review (with a revision loop back to the inspector if changes are needed), emails the approved report to the customer, and triggers a remedial work quote task when recommended.
Electrical Defect Rectification Workflow
Captures electrical defects found on-site, issues disconnection notices for dangerous defects, quotes and gets customer approval for rectification, tracks rectification work through to completion, and reports on defect status.
Electrical Fault and Service Request Workflow
Manages electrical service and fault requests from intake through booking, on-site work, and completion, with distinct handling for urgent vs standard jobs and for fixed, further-work-needed, and unable-to-complete outcomes.
Electrical Isolation Checklist Workflow
Captures a lock-out/tag-out isolation checklist before electrical work begins, verifies test-for-dead results with a supervisor escalation loop if not proven dead, tracks work to completion, and records isolation removal with a copy sent to the electrician.
Electrical Preventive Maintenance Workflow
Captures a technician's PM inspection of commercial/industrial electrical assets, routes follow-up work based on defect priority (none/minor/urgent), manages quoting and client approval for minor defects, tracks urgent repairs, and keeps clients informed at each stage until the record reaches a final status.
Electrical Quote Request Workflow
End-to-end electrical contracting quote request process: intake, urgency-based emergency call-back, site inspection, estimator quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection.
Electrical Re-Energisation Approval Workflow
Manages the request, testing sign-off, and supervised approval process for energising or re-energising new or repaired electrical circuits, including corrections rework and post-energisation fault handling, with customer notification on completion.
Electrical Safety Inspection Checklist Workflow
Captures an electrical safety inspection report, routes it through supervisor review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Electrical Test and Verification Workflow
Captures an electrical test and verification record, notifies the client of Pass/Fail results, and manages a repair-and-retest loop for failed installations until they pass or escalate.
Emergency and Exit Lighting Inspection Workflow
Captures emergency lighting and exit sign inspection results, notifies the client of pass/fail outcomes, manages quoting and client approval for repairs, tracks retests through to completion, and reports status via a table view and chart widget.
Emergency Broken Glass Call-Out Workflow
Handles emergency glass call-outs from intake through dispatch, glazier attendance, and completion or make-safe follow-up, with customer notifications and post-job feedback collection.
Emergency Call-Out and Dispatch Workflow
Captures emergency trade call-out requests, alerts customers at risk to contact emergency services, dispatches a technician via the office, records diagnosis and work outcomes, and follows up with completion summaries, quotes, or next steps based on the technician's outcome.
Emergency Lockout Call-Out Workflow
Manages an emergency locksmith call-out from initial customer request through dispatch, on-site work, and completion — capturing status transitions, dispatcher and locksmith tasks, customer notifications, and post-job feedback.
Emergency Plumber Call-Out Workflow
Manages an emergency plumbing call-out from initial customer request through dispatch, on-site work, and completion or follow-up quoting, with customer notifications and status tracking throughout.
Employee Onboarding Workflow
HR submits a new starter form which creates an onboarding record, notifies the new starter, and triggers parallel IT, manager and HR setup tasks. The workflow then collects emergency/compliance details from the new starter, runs induction, mandatory training and a 30-day check-in, escalating to HR support if needed, before marking the employee fully onboarded.
End-of-Lease Cleaning Quote Request Workflow
Manages end-of-lease cleaning quote requests from intake through quoting, acceptance/decline, job scheduling, job completion, and post-service feedback, with status tracking throughout.
Equipment and Vehicle Pre-Start Workflow
Captures daily pre-start inspections for vehicles, trailers and plant, routes minor and unsafe defects to the workshop for repair, supervisor-verifies unsafe repairs before returning equipment to service, and keeps the record status and operator informed throughout.
EV Charger Installation and Testing Workflow
Manages an EV charger installation job from booking through optional switchboard upgrade, installation and testing, rectification if needed, commissioning, handover, and post-completion customer feedback.
Excavation and Earthmoving Quote Workflow
Manages an excavation quote request from initial customer submission through site inspection, quotation, acceptance, job scheduling, completion, and post-job feedback collection.