Trades & Home Services Templates — Page 6
Templates 241–288 of 338
Render Colour and Texture Approval Workflow
Collects render sample details from the site, sends the customer a sample approval request (render system, texture, colour), loops the renderer through revisions until approved (up to 3 cycles), then confirms approval and tasks the office to order materials and book the start date.
Render Crack and Defect Assessment Workflow
Captures a render/cladding inspection report, routes it through manager review (with a revision loop back to the inspector if changes are needed), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Render Substrate Inspection Workflow
Captures a render substrate inspection, notifies the builder/client of the result, and if not ready, runs a rectification loop (site team fixes issues, inspector re-inspects up to 2 times) before confirming the substrate is ready to render.
Rendering and Cladding Handover Workflow
Manages the end-of-job handover process for a rendering and cladding business: supervisor quality check, rework loop, customer review with accept/issue routing, issue-fix loop, final handover notification, and post-handover feedback request.
Rendering Quality Checklist Workflow
Captures a rendering application quality inspection, acknowledges submission, routes on the overall Pass/Fail result, and if it fails, runs a rectification and re-inspection loop (up to 2 cycles) before notifying the builder/client of the final outcome.
Rendering Quote Request Workflow
Manages a rendering and cladding quote request from initial submission through site inspection, quoting, customer acceptance, 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.
Roof Condition Inspection Report Workflow
Captures a roof inspection, routes it through manager review (with revision loop if changes are needed), emails the approved report to the customer, and triggers a repair quote task when repairs are recommended.
Roof Fall Protection Pre-Start Workflow
Captures a roofer's pre-start fall protection checklist, records the safety result, and either clears the job to start or stops work and routes unsafe conditions to a supervisor for corrective action and re-check (up to 2 loops) before final clearance.
Roof Leak Inspection and Report Workflow
Captures a roof leak inspection, routes the report through manager review (with revision cycles), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Roof Penetration Flashing Inspection Workflow
Captures a roof penetration and flashing inspection, notifies the builder/client of the result, and manages a rectify-and-reinspect loop for failed inspections until the penetrations pass or the retry limit is reached.
Roof Repair Quote Request Workflow
Captures roofing quote requests, triages emergencies with an on-call callback, routes through inspection, quoting, customer acceptance, scheduling, job completion and post-job feedback, tracking status throughout.
Roof Replacement Quote and Measure Workflow
Captures site measurements from the estimator's visit, calculates a roof replacement quote, routes it through estimating manager review (with a revision loop), then sends the quote to the customer for acceptance and books the job on acceptance.
Roofing Completion and Water Test Workflow
Captures job completion details and watertightness test results, routes the job through a supervisor walkthrough with rework loop, then customer review with an issue-resolution loop, and finishes with handover confirmation and a delayed feedback request.
Safe Work Method Statement (SWMS) Creation and Review (Australia) Workflow
Captures a Safe Work Method Statement (SWMS) for high-risk construction work, routes it through supervisor review with revision and stop-work loops, briefs workers on approval, and notifies the preparer and principal contractor when the SWMS is active.
Safety Observation Workflow
Captures safety observations from staff, acknowledges the observer, and routes At Risk observations through severity assessment, corrective action, and review confirmation until closed.
Sagging Ceiling Repair Assessment Workflow
Captures a plasterer's ceiling assessment, flags unsafe high-risk ceilings, routes an estimator quote to the customer for accept/decline, and tracks the job through to repair completion.
Scaffold Alteration Request Workflow
Manages scaffold alteration requests end-to-end: intake and acknowledgement, supervisor review and decision, optional engineering sign-off, crew alteration work, supervisor safety inspection with rework loop, and final completion notice.
Scaffold Daily and Periodic Inspection Workflow
Captures scaffold inspection results from the field, routes safe scaffolds to a pass notification, and routes unsafe/tagged-out scaffolds through a rectification-and-reinspection loop (crew fixes issues, inspector re-checks, up to 2 cycles) before notifying the builder/client and closing out as Safe for Use.
Scaffold Design and Requirements 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.
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 Handover Inspection Workflow
Manages the end-to-end scaffold handover process: an inspection is recorded, failed checks trigger a rectification and re-inspection loop, then the builder/client is asked to accept the handover via a form, with a query path routed to the scaffolder, and final handover confirmation once accepted.
Scaffold Pre-Erection Site Assessment Workflow
Captures a pre-erection scaffold site assessment, routes it to the scaffolding manager for review, loops back to the assessor for revisions when changes are needed, and on approval either flags an engineered design requirement or proceeds to quoting — with status tracking throughout.
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.
Scaffolding Quote Request Workflow
Manages a scaffolding quote request from initial customer enquiry through site inspection, quoting, acceptance, job scheduling, completion and post-job feedback, tracking status throughout.
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.
Silica Dust Pre-Start Checklist Workflow
Captures a stonemason's pre-start silica dust control checklist for a task, routes unsafe results to a supervisor for corrective action with re-checks, and notifies the stonemason when work is cleared or must be stopped.
Silicone Sealant Inspection Workflow
Captures a completion inspection for silicone/sealant work, notifies the customer of the outcome, and routes failed inspections through a tiler rectification and inspector re-inspection loop until the sealant work passes.
Site Access and 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.
Site Clean-Up and Waste Disposal Workflow
Captures a site clean-up checklist at job completion, routes incomplete clean-ups back to the crew for remedial work and supervisor verification (looping until clean, up to 2 times), then notifies the customer once the site is confirmed clean.
Site Induction and Acknowledgement Workflow
Captures site induction details for workers, subcontractors, visitors and delivery drivers, records status as Awaiting Acknowledgement, sends the inductee an acknowledgement form covering the site address and topics, captures any questions and routes them to the inductor for a recorded answer, then marks the record Inducted and sends a final confirmation with emergency procedures reminder.
Site Inspection and Scope Assessment Workflow
Captures a site inspection form completed by an estimator, routes the recommended scope through operations manager review (with revision loop), and then notifies the customer and assigns follow-up work based on the final recommendation (quote, refer to specialist, or not viable).
Smoke Alarm Inspection and Service Workflow
Captures smoke alarm inspection/service data from an electrician's test form, records pass/fail outcomes, notifies the client, and manages a repair-and-retest loop (up to 2 cycles) for failed alarms until the property passes, tracked via a table view and dashboard chart.
Solar Fault and Underperformance Workflow
Intake and triage workflow for solar/battery fault and underperformance service requests: captures the issue, books a technician visit based on urgency, records diagnosis and repair outcome, and notifies the customer through to completion or follow-up quoting.
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.
Solar Installation Pre-Start Checklist Workflow
Captures a pre-start safety checklist for solar installation jobs, routes based on the safety result, and manages the stop-work/clearance loop with the supervisor until the site is confirmed safe to start.
Solar Installation Quote Request Workflow
Manages a solar quote request from initial intake through site inspection, quoting, customer acceptance, deposit collection, job scheduling, installation completion, and post-job feedback collection.
Solar Maintenance Inspection Report Workflow
Captures a solar/battery system inspection, routes the report through service manager review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a repair/cleaning quote task when recommended.
Solar Proposal and Design Approval Workflow
Collects a solar proposal (site details, panel layout, equipment spec, pricing), sends it to the customer for approval via an external form, loops back to the designer for revisions if changes are requested (up to 3 times), and on approval confirms the design with the customer and tasks the office to collect the deposit, order equipment and book installation.
Solar PV Commissioning Checklist Workflow
Captures a solar PV commissioning checklist, routes failed tests to a rectification loop, hands the system over to the customer with a summary email, and follows up with a satisfaction survey.
Solar Site and Shading Assessment Workflow
Captures a solar site assessment and shading survey from an inspector, routes the report through designer review (with a revision loop back to the inspector), emails the approved report to the customer, and triggers a quote or closes the record depending on whether a system is recommended.
Spoil and 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.
Spray Painting Exclusion Zone Workflow
Collects a pre-start spray painting exclusion zone checklist from the sprayer, determines whether it is safe to start, and if not, loops the supervisor through a corrective-action review (up to 2 times) until it is safe to start — then notifies the sprayer and clears the record.
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.
Stone Repair and Restoration Workflow
Manages natural stone repair and restoration requests from initial submission through assessment booking, on-site repair work, and completion, with status tracking, customer communications, and post-job feedback collection.
Stone Selection and Sample Approval Workflow
Captures a customer's stone selection, sends them a sample approval request, loops through revisions if changes are requested, and on approval notifies the customer and creates a task for the office to order the stone.
Stonemasonry Quote Request Workflow
Manages a natural stone quote request end-to-end: intake, site inspection, quote preparation and delivery, customer acceptance, deposit collection, job scheduling, job completion, and post-job feedback.
Stonemasonry Site Measure 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.