Welding / fabrication quote request Workflow

How do I get this workflow running for my fabrication business?

Publish the template in your workspace and it's live immediately — there's no setup project or installation. The public request form is ready to share with customers straight away, and office and fabrication tasks appear as soon as requests come in.

What do I need to set up before customers can submit quote requests?

You just need workspace users assigned as admins or members so tasks like preparing quotes and scheduling jobs land with the right people. Customers use the public request form or emailed forms, so they don't need accounts at any point.

Who is involved in this workflow, and what do they do?

Office staff prepare the quote and later schedule the job with a delivery date and assigned fabrication team. The fabrication team completes a task recording completion notes, photos, weld and dimensional check results, and the final invoice amount. Customers interact only through the request form and emailed forms to accept, decline, or provide feedback.

What happens if the customer declines the quote?

The workflow routes based on their reply: if they decline, the record status is set to Quote Declined and a thank-you email is sent acknowledging their decision. If they accept, the status moves to Quote Accepted and job scheduling begins. Their comments are captured on the record either way.

Can I change the fields on the intake or feedback forms?

Yes. You can describe the change you want in plain English, or edit the form fields and steps directly in the workflow editor. Earlier versions of the workflow are kept, so you can review what changed.

How is the quote information captured and stored?

The office task for preparing the quote waits for the details to be entered, so the quote amount, materials, scope, lead time, and validity date are saved directly on the record. The same applies to scheduling and completion tasks, since the workflow waits for those too before moving on.

How long after job completion does the feedback request go out?

The workflow waits two days after the job completion email before sending the feedback form. This gives the customer time to review the finished work before rating their satisfaction and adding comments.

Can I see the status of every quote request at a glance?

Yes. Each request is a record with a reference number, a status such as New Request, Quote Sent, Job Scheduled, or Job Completed, and a full timeline of what happened. Table views and dashboards let you see records grouped by status across your workspace.

Does this workflow handle payment collection?

The workflow records the final invoice amount and includes it in the completion email to the customer, but it doesn't include a payment step by default. If you want to collect payment online, you can connect Stripe and add a payment step to the workflow.

What should we track for compliance or quality checks like weld inspections?

The completion task records the weld check result and dimensional check result alongside completion notes and photos, all saved on the record's timeline. Each business should confirm its own inspection and record-keeping obligations, since the workflow captures what staff enter rather than certifying compliance.