Welding & Metal Fabrication
Workflow templates for welders and metal fabricators, covering welding and fabrication quotes, drawing and specification approvals, weld procedure and job setup records, and welding equipment pre-start inspections. Weld visual inspections, fabrication dimensional inspections and completion with a dispatch checklist are included too.
Benefits
- Get drawing and specification approval before you cut
- Run welding equipment pre-starts before work begins
- Inspect welds and dimensions before dispatch
Common Use Cases
Welding & Metal Fabrication Templates(7)
Weld procedure / job setup record Workflow
Captures welding job setup details, verifies welder qualification, routes non-qualified setups for reassignment, and runs a supervisor check-and-adjust loop against the welding procedure before final production approval.
Fabrication completion and dispatch checklist Workflow
Manages the dispatch process for a welding and metal fabrication business: intake of dispatch details, supervisor quality check with hold/rework loop, dispatch notification with client delivery confirmation, and delivery issue resolution through to final delivered status.
Fabrication drawing / specification approval Workflow
Collects shop drawing submissions for a welding/metal fabrication job, sends the customer an approval request showing the drawing revision, materials, finish, quantities, price and lead time, loops through drafter revisions on request, and on approval notifies the customer and tasks the office to release the job to the workshop.
Weld visual inspection / quality record Workflow
Captures a weld visual inspection, records pass/fail checks against drawing requirements, notifies the client/builder of the result, and if failed, routes the welder through rectification and inspector re-inspection (up to 2 cycles) before final pass notification.
Fabrication dimensional inspection Workflow
Captures dimensional inspection results for fabricated items, notifies the inspector and client of the outcome, and manages a rectification/re-inspection loop for failed checks before final sign-off.
Welding equipment pre-start inspection Workflow
Collects a welder's pre-start safety checklist for welding equipment, determines whether it is safe to start, and if not, escalates to a supervisor for corrective action and re-check (up to 2 loops) before clearing or stopping work, with notifications to the welder throughout.
Welding / fabrication quote request Workflow
Manages a metal fabrication quote request end-to-end: intake, office quoting, customer accept/decline via emailed form, job scheduling, fabrication completion, and post-job feedback collection, with status tracking throughout.
Frequently Asked Questions
What Welding & Metal Fabrication workflow templates are included?
Welding & Metal Fabrication includes templates for welding and fabrication quote requests, fabrication drawing and specification approvals, weld procedure and job setup records, welding equipment pre-start inspections, weld visual inspection and quality records, fabrication dimensional inspections, and completion with a dispatch checklist.
Who are the Welding & Metal Fabrication templates for?
They're designed for welders, metal fabricators and structural steel workshops. Customers request quotes and approve drawings through forms, and your team records setups, inspections and photos on their tasks.
Can I change a welding template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a material certificate upload or a painting step — or edit the steps in the workflow editor. Earlier versions are kept.