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Workflow Template

Water-damaged plaster assessment Workflow

Captures a site inspection of water-damaged plaster, routes the report 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 work is recommended.

Water-damaged plaster jobs stall when inspection reports sit in email threads waiting for manager sign-off or get sent to customers before they're checked. This workflow captures the site inspection through a form, routes the report to a plastering manager for review with a built-in revision loop back to the inspector, emails the approved report to the customer, and triggers a repair quote task when work is recommended. Plastering managers, inspectors and estimators each pick up their part through assigned tasks, with every decision and status change kept on the record's timeline.

Business Outcomes

  • Helps cut the time between site inspection and customer report from days to hours
  • Reduces back-and-forth on report revisions with a structured manager review and revision loop
  • Makes it easier to track every assessment's status from intake through to closed
  • Supports faster handoff to estimators when repair work is recommended
  • Helps keep customers informed with consistent, review-approved report emails

Workflow Steps

Steps

  1. 1
    Create Assessment Recordcreate record

    Registers the submitted inspection as an assessment record.

  2. 2
    Set Status: Report Reviewupdate record

    Sets the report status to Report Review after intake.

  3. 3
    Manager: Review Reportcreate task

    Assigns the plastering manager to review the inspection report within 2 days and record a decision.

  4. 4
    Save Review Decisionupdate record

    Persists the manager's review decision and comments to the record.

  5. 5
    Route on Review Decision

    Branches the workflow based on whether the manager approved the report or requested changes.

    review_decision: "Approved"→Set Status: Report Sent
    review_decision: "Changes needed"→Set Status: Revising
    Default→End
  6. 6
    Set Status: Revisingupdate record

    Sets the report status to Revising when changes are needed.

  7. 7
    Inspector: Update Reportcreate task

    Assigns the inspector to update the defects found and recommended work based on manager comments within 1 day.

  8. 8
    Save Revised Report Detailsupdate record

    Saves the inspector's updated defects and recommended work to the record.

  9. 9
    Return to Manager Reviewrestart from step

    Restarts the workflow from the manager review task with the revised report.

  10. 10
    Set Status: Report Sentupdate record

    Sets the report status to Report Sent once approved.

  11. 11
    Email Report to Customersend email

    Sends the approved assessment findings to the customer, including a note to wait for the source to be fixed and the area to dry before repairs.

  12. 12
    Route on Repair Recommendation

    Branches based on whether plaster repair work was recommended in the report.

    repair_recommended: "Yes"→Set Status: Quote to Follow
    repair_recommended: "No"→Set Status: Closed
    Default→Set Status: Closed
  13. 13
    Set Status: Quote to Followupdate record

    Sets the report status to Quote to Follow when repair work is recommended.

  14. 14
    Estimator: Prepare Plaster Repair Quotecreate task

    Assigns the estimator to prepare a plaster repair quote within 3 days, without waiting for completion.

  15. 15
    Set Status: Closedupdate record

    Sets the report status to Closed when no repair work is recommended.

Fields

  • Inspector Name*
  • Customer Name*
  • Customer Email*
  • Customer Mobile*
  • Site Address*
  • Inspection Date*
  • +15 more fields

Forms

Water Damage Plaster Inspection

18 fields

Data Views

Water Damage Assessments

customer_name, site_address, inspection_date, water_source +2 more

Dashboard Widgets

Assessments by Report Status

Recommended integrations

Setup the following integrations to extend workflow capability.

  • Send email in the workflow

    AWS SES logoAWS SES
water-damaged plaster assessmentplastering and drywalltradetrades

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FAQs

How do I set up this workflow for my plastering business?

Publish the template in your workspace and it's ready to run live inspections straight away — there's no installation or development project. You can then adjust the request form fields or task assignments to match how your team works, either by describing the change in plain English or editing steps directly in the workflow editor.

Who needs to be set up as a workspace user before I start?

You'll want at least a plastering manager to handle the report review task, an inspector to complete site inspections and any revisions, and an estimator to prepare repair quotes. These are added as workspace members, and tasks are assigned to them as records move through the workflow.

What happens if the manager requests changes to a report?

The record's status is set to Revising and the inspector gets a task to update the defects found and recommended work based on the manager's comments, with 1 day to complete it. Once submitted, the workflow returns to the manager review task automatically so the revised report gets checked again.

Does the customer need to create an account to receive the report?

No. Customers take part through the public request form and through forms emailed to them, and they never need an account. Once the manager approves the report, it's emailed straight to the customer's address on record.

What does the customer email actually say?

It sends the approved assessment findings along with a note advising the customer to wait until the water source is fixed and the area has dried before any repair work starts. This message goes out only after the manager review decision is set to Approved.

How is the repair quote task triggered?

After the report is emailed, the workflow checks the Is Plaster Repair Work Recommended? field. If it's Yes, the status is set to Quote to Follow and the estimator gets a task to prepare a plaster repair quote within 3 days; if it's No, the record status is set to Closed.

Can I customise the fields on the inspection form?

Yes. The request form fields, such as Moisture Readings, Mould Visible, and Insurance Claim, can be changed by describing what you need in plain English or editing the form in the workflow editor. Earlier versions of the workflow are kept, so you can review changes over time.

Where can I see the status of an inspection at any point?

Each submitted inspection becomes a record with a reference number, a status such as Report Review, Revising, Report Sent, Quote to Follow or Closed, and a timeline of what's happened. Table views and dashboards show all records grouped by status so you can see what's outstanding.

Does the estimator's quote task hold up the rest of the workflow?

No. The workflow doesn't wait for the estimator's task to finish — the Quote Preparation Notes stay with that task on the record's task list rather than blocking further progress. This keeps reporting to the customer separate from the pace of quoting.

What should I check for compliance or record-keeping purposes?

The workflow records each status change, the manager's decision and comments, and the inspector's original and revised entries on the record's timeline. Each business should confirm its own record-keeping and compliance obligations for water damage and insurance-related assessments.

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Water-damaged plaster assessment Workflow | assess.one