Workflow Template
Water damage moisture inspection Workflow
Captures a moisture inspection report for water damage restoration, routes it through restoration manager review (with a revision loop back to the inspector), emails the approved report to the customer, and kicks off a drying/restoration quote when recommended.
Water damage inspections often stall between fieldwork, manager sign-off and getting the report to the customer, with details lost across emails and spreadsheets. This workflow captures moisture readings, thermal imaging findings and photos on a submitted record, routes it to the restoration manager for review with a revision loop back to the inspector, then emails the approved report to the customer. Restoration managers, inspectors and estimators each pick up their part through assigned tasks, with every status change tracked on the record's timeline.
Business Outcomes
- Helps cut turnaround time between site inspection and customer report delivery
- Reduces back-and-forth by giving inspectors clear, documented revision requests
- Improves visibility into which reports are under review, revising, or sent
- Supports faster handoff to estimators when drying and restoration work is needed
- Keeps inspection data, decisions and comments together on one record
Workflow Steps
Steps
- 1Create Inspection Recordcreate record
Registers the submitted inspection as a record.
- 2Set Status: Report Reviewupdate record
Sets the record status to Report Review.
- 3Restoration Manager: Review Reportcreate task
Restoration manager reviews the inspection report and records approval decision and comments.
- 4Save Review Decisionupdate record
Persists the manager's review decision and comments to the record.
- 5Route on Review Decision
Branches based on whether the report was approved or needs changes.
review_decision: "Approved"→Set Status: Report Sentreview_decision: "Changes needed"→Set Status: RevisingDefault→End - 6Set Status: Revisingupdate record
Sets the record status to Revising ahead of inspector rework.
- 7Inspector: Update Reportcreate task
Inspector updates the defects found and recommended work based on the manager's comments.
- 8Save Revised Report Detailsupdate record
Saves the inspector's updated defects found and recommended work to the record.
- 9Restart Review Cyclerestart from step
Sends the revised report back to the restoration manager for another review.
- 10Set Status: Report Sentupdate record
Sets the record status to Report Sent once the report is approved.
- 11Email Customer the Reportsend email
Emails the customer the approved inspection findings and recommended work.
- 12Route on Drying Recommendation
Branches based on whether drying and restoration work is recommended.
drying_recommended: "Yes"→Set Status: Quote to Followdrying_recommended: "No"→Set Status: ClosedDefault→End - 13Set Status: Quote to Followupdate record
Sets the record status to Quote to Follow.
- 14Estimator: Prepare Drying and Restoration Quotecreate task
Assigns the estimator a task to prepare a drying and restoration quote, without waiting for completion.
- 15Set Status: Closedupdate record
Sets the record status to Closed since no drying and restoration work is recommended.
Fields
- Inspector Name*
- Customer Name*
- Customer Email*
- Customer Mobile*
- Site Address*
- Inspection Date*
- +16 more fields
Forms
Water Damage Moisture Inspection Report
19 fields
Data Views
Inspections Overview
customer_name, site_address, inspection_date, water_category +1 more
Dashboard Widgets
Recommended integrations
Setup the following integrations to extend workflow capability.
Send email in the workflow
AWS SES
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FAQs
How do I set up this workflow for my team?
Publish the template in your workspace and it's ready to run straight away, no installation needed. Add your restoration manager and inspector as workspace members so tasks can be assigned to them, and the request form is ready for inspectors to submit inspections immediately.
How does the request form get to the inspector?
The inspection details are captured through the public request form, which can be filled in directly or shared with inspectors as a link. Once submitted, it creates a record with a reference number and moves straight into Report Review status.
What happens if the restoration manager asks for changes?
If the review decision is 'Changes needed', the record status is set to Revising and the inspector gets a task to update the defects found and recommended work along with the manager's comments. Once the inspector submits their updates, the record automatically goes back to the restoration manager for another review.
Who reviews the inspection report before it goes to the customer?
The restoration manager reviews the report and records an approval decision plus comments, and the workflow waits for this task to complete before moving forward. Only once the decision is 'Approved' does the status change to Report Sent and the customer email go out.
Does the customer need to log in to see their report?
No. The customer receives the approved inspection findings and recommended work by email once the report is sent, and they never need to create an account or log in anywhere.
What triggers the drying and restoration quote step?
After the report is sent, the workflow checks the 'Is Drying and Restoration Work Recommended?' field. If it's 'Yes', the status changes to Quote to Follow and the estimator gets a task to prepare a quote; if 'No', the record status is set to Closed.
Does the estimator's quote task hold up the record?
No. The workflow does not wait for the estimator to finish the quote task, so the record moves on without delay. Any quote preparation notes the estimator enters stay attached to that task in the record's task list.
Can I change the fields on the request form or add extra steps?
Yes. You can describe the change you want in plain English, or edit the steps directly in the workflow editor. Earlier versions of the workflow are kept, so you can see what changed and when.
How do I track where each inspection is at?
Every record carries a status such as Report Review, Revising, Report Sent, Quote to Follow or Closed, visible in table views and dashboards. The record's timeline also logs each step and decision as it happens.
Is insurance claim information handled specially?
The 'Is This an Insurance Claim?' field is captured and saved on the record like any other form answer, and it's visible in the record's details and timeline. Each business should confirm what documentation or handling its own insurance claims process requires.
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