Inspect
Check roof condition, attic ventilation, flashing, penetrations, storm exposure, and visible leak clues.
Roofing process
A clear path from inspection to closeout.
Every roofing lead needs to understand what happens after the first call. This process explains inspection, scope, scheduling, installation or repair, cleanup, and warranty handoff.
Document
Use photos and notes so the customer understands what is being recommended and why.
Recommend
Explain repair, replacement, storm documentation, commercial maintenance, or monitoring paths.
Schedule
Confirm scope, materials, access, project timing, and communication expectations.
Install or repair
Complete work with property protection, crew communication, and jobsite cleanup.
Close out
Review photos, warranty details, maintenance expectations, and next steps.
Process
Start with a roof inspection that explains the next step.
Share the roof concern, service area, and urgency. The team will route the request to the right inspection or estimate path.