Trades & Home Services Templates — Page 5
Templates 193–240 of 338
Painting Daily Progress Report Workflow
Captures a painter's daily progress report, flags issues for supervisor follow-up, optionally emails the customer a progress update, and tracks each report's status through to filing.
Painting Pre-Start Condition Record Workflow
Captures the existing condition of a property before painting work starts, has the customer confirm the recorded damage/condition, and if disputed routes to a supervisor site review with the customer before finalising the agreed pre-start condition on record.
Painting Quote Request Workflow
Manages a painting and decorating quote request end-to-end: intake form, site inspection task, quote preparation, customer accept/decline via an external form, job scheduling, job completion, and post-job feedback collection — with status tracking throughout.
Painting Touch-Up and Final Inspection Workflow
Captures a final painting inspection with pass/fail checks and a touch-up list, notifies the customer, and if touch-ups are needed routes rectification work to the painter and a re-inspection to the inspector (looping up to 2 times) before closing the job as complete.
Pergola and Patio Carpentry Quote Workflow
End-to-end workflow for a carpentry business handling pergola/patio requests from initial intake through site inspection, quoting, acceptance, deposit collection, job scheduling, completion and post-job feedback.
Pest Chemical Application 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.
Pest Control Quote and Booking Workflow
End-to-end workflow from pest control quote request through quote acceptance, job scheduling, job completion, and post-service feedback collection.
Pest Monitoring and Bait Station Workflow
Captures a technician's bait station inspection for a commercial site, routes based on whether pest activity was found, notifies the client, and — when activity is found — assigns the technician a follow-up treatment task before closing out the record.
Pest Treatment Customer Instructions 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.
Planned Maintenance Service Visit Workflow
Handles a technician's planned maintenance service visit submission, routes based on defect priority (none/minor/urgent), manages quote approval for minor defects, repair tasking for urgent defects, and keeps the client informed at each stage until the record reaches a final status.
Plant Damage and 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.
Plaster Repair Request Workflow
Manages plaster/drywall repair requests from intake through booking, on-site repair, and outcome-based closure, with customer notifications and a post-completion feedback survey.
Plasterboard Installation Checklist Workflow
Captures a plasterboard installation inspection, records pass/fail on each check, notifies the builder/client, and if failed, routes rectification work to the plasterer and a re-inspection by the inspector (looping up to twice) before final sign-off.
Plastering Completion Handover Workflow
Manages the end-to-end handover process for a completed plastering/drywall job: supervisor quality check, rework loop with the lead plasterer, customer review with an accept/issue decision loop, final handover notification, and a delayed feedback survey.
Plastering Defect and Patch List Workflow
Captures a plastering/drywall defect list before painting or handover, notifies the builder/customer, records chargeable items when other trades caused damage, sends the plasterer to fix defects, has the supervisor check repairs (looping back to the plasterer if items remain outstanding), and closes out the job with a completion email once all defects are fixed.
Plastering Quote Request Workflow
Manages plastering and drywall quote requests end-to-end: intake, site inspection, quoting, customer acceptance, job scheduling, job completion and post-job feedback, with status tracking throughout.
Plumbing Compliance Inspection Workflow
Captures a plumbing inspection checklist, records overall result, and manages the compliance workflow through rectification and re-inspection until the work passes.
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.
Plumbing Quote Request Workflow
Captures plumbing quote requests, routes emergencies to an on-call callback, runs site inspection and quoting, tracks customer acceptance, schedules and completes the job, and collects post-job feedback — with full status tracking from New Request through to Job Completed.
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 Build and Renovation Quote Workflow
Manages a pool building/renovation quote request from initial customer submission through site inspection, quoting, acceptance, deposit, job scheduling, completion, and post-job feedback collection.
Pool Commissioning and Handover Workflow
Captures pool commissioning test results, routes failed tests through rectification and retest, then progresses through commissioning, customer handover, and post-handover feedback collection.
Pool Equipment Maintenance 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.
Pool Equipment Repair and Service Workflow
Manages pool and spa equipment service requests from intake through booking, technician job completion, and outcome-based follow-up (fixed, further work, or unable to complete), with customer notifications and feedback collection.
Pool Fence Completion Handover Workflow
Manages pool fence installation handover from completion form submission through supervisor QA, customer review/acceptance, and post-handover feedback collection, with rework and issue-resolution loops.
Pool Fence Installation Checklist Workflow
Captures a pool fence installation inspection, records pass/fail checks against the safety standard, notifies the customer, and manages a rectification and re-inspection loop with the installer and inspector until the fence passes.
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.
Pool Fencing Quote Request Workflow
Manages a pool fencing quote request from intake through site inspection, quoting, customer acceptance, job scheduling, job completion, and post-job feedback collection.
Pool Gate Self-Closing Test Workflow
Captures a pool gate self-closing and latching compliance test, records the pass/fail result, notifies the client, and — on failure — manages technician repair and retest cycles until the gate passes, updating the record status throughout.
Pool Leak Inspection Request Workflow
Manages a pool leak inspection request from intake through office scheduling, technician diagnosis, and customer communication, ending with a feedback request.
Pool 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.
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.
PPE Issue and Replacement Register Workflow
Captures worker PPE requests, routes lost-item requests through supervisor approval, has the store issue approved equipment, and tracks status through to issued or not approved, with a table view and dashboard chart for tracking.
Practical Completion Punch List Workflow
Manages the practical completion process for a trade project: captures the walk-through punch list, tracks site supervisor remediation and project manager re-inspection cycles, gathers client acceptance, handles any remaining client items, and records final practical completion and defects liability dates.
Pre-Demolition Service Disconnection 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.
Pre-Purchase Pest Inspection Workflow
Manages the end-to-end process for pre-purchase timber pest inspections: intake of inspection findings, senior technician review with revision loop, customer report delivery, and follow-up quote scheduling when treatment or further inspection is recommended.
Pre-Sheet Framing Inspection Workflow
Captures a pre-sheet framing inspection, notifies the builder/client, and manages rectification loops between framer and inspector until framing is ready to sheet.
Pre-Start Risk Assessment (Take 5) Workflow
Workers submit a Take 5 pre-start risk assessment before starting a task. The workflow routes on the assessed risk after controls: low risk clears the worker to proceed, medium risk triggers a supervisor check with a proceed/stop decision, and high risk (or a supervisor stop decision) halts the task, notifies the worker, and loops a stop-work review with the supervisor until it is confirmed safe, then clears the worker to proceed.
Progress Claim and Milestone Approval Workflow
Captures a trade contractor's progress claim, calculates the claim percentage of contract value, routes it through PM review (with a claimant revision loop), then client approval (with a dispute negotiation loop), before triggering invoicing.
Property Maintenance Request Workflow
Captures maintenance requests from tenants or staff, triages by urgency, obtains contractor quotes and owner approval when needed, schedules the work, tracks completion, and keeps the requester informed throughout via status updates and emails.
Quote Acceptance and Confirmation Workflow
Captures a trade business's quote details, sends the customer a written acceptance form, and manages the accept/decline path — including deposit confirmation, job booking, and scheduling notifications through to a final status.
Quote Follow-Up and Expiry Workflow
Sends a quote to a customer, follows up with reminders and a phone call if there is no response, and tracks the quote through Accepted, Declined or Expired outcomes with matching notifications and office tasks.
RCD (Safety Switch) Test Record Workflow
Captures RCD/safety switch test results submitted by an electrician, notifies the client of a Pass, or manages the Fail path with a repair-and-retest task (looping up to 2 times) before notifying the client of the final outcome.
Refrigerant Leak Repair Record Workflow
Captures refrigerant leak inspection records for AC/refrigeration equipment, routes to a no-leak close-out or a repair-and-retest cycle with technician tasks, client notifications, and record status tracking through to completion.
Refrigeration Breakdown Request Workflow
Captures a commercial refrigeration breakdown/service request, books a technician visit based on urgency, records diagnosis and repair outcome, and notifies the customer through to completion or follow-up quoting.
Refrigeration Temperature Check Workflow
Captures a technician's refrigeration temperature and performance check, records the result, notifies the client, and if equipment is out of range, drives a repair-and-retest task loop (up to 2 attempts) until the equipment is confirmed back within range.
Remote and 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.