FIELDFOLIO
Full roof install (new)
- Deck inspected
- Ice & water / underlayment
- Drip edge
- Field shingles / panels
- Flashings & vents
- Ridge cap
- Cleanup & magnet sweep
Pick the job you are on. Run down the steps. Print this page for the truck. In the app, pick roofing as your trade and these jobs load as your checklist, next to your before, during and after photos.
New install
Metal roof install
- Deck / battens ready
- Underlayment
- Panels fastened
- Trim & flashing
- Ridge / vents
- Cleanup
Flat roof / membrane install
- Deck prep
- Insulation board
- Membrane laid & seamed
- Flashings / edges
- Drains checked
- Water test (if)
Skylight install
- Opening framed
- Curb / unit set
- Flashing kit installed
- Interior trim noted
- Water test
- Cleanup
Gutter install
- Layout & pitch set
- Gutters hung
- Downspouts set
- Guards (if)
- Water test
- Cleanup
Roof vent / ventilation install
- Vent locations set
- Holes cut
- Vents flashed
- Intake / exhaust balanced
- Sealed
- Cleanup
Replace / 1-for-1 swap
Tear-off & re-roof
- Safety set
- Tear-off complete
- Deck inspected / replaced
- Underlayment
- New roof installed
- Cleanup & magnet sweep
- Warranty paperwork
Shingle / section replace
- Safety set
- Tear-off done
- Deck inspected
- New material installed
- Ridge / vents OK
- Magnet sweep
Flashing replace
- Old flashing removed
- Step / counter flashing set
- Sealed
- Shingles relaid
- Water test
- Cleanup
Pipe boot / vent replace
- Old boot removed
- New boot set
- Shingles woven
- Sealed
- Water test
- Cleanup
Gutter replace
- Old gutters removed
- Fascia checked
- New gutters hung
- Downspouts set
- Water test
- Haul-off
Repair / service call
Leak repair
- Leak path traced
- Damaged material removed
- Underlayment OK
- Patch / flashing set
- Water test (if safe)
- Debris hauled
Storm / hail damage repair
- Damage documented
- Tarp (if needed)
- Damaged areas replaced
- Photos for insurance
- Cleanup
- Customer briefed
Emergency tarp
- Safety set
- Damage area found
- Tarp secured
- Photos taken
- Interior checked
- Follow-up scheduled
Gutter repair
- Problem found
- Seams resealed / hangers fixed
- Pitch corrected
- Water test
- Debris cleared
- Customer shown
Renovation / remodel
Roof over addition / tie-in
- Existing roof opened
- New framing tied in
- Underlayment lapped
- Roofing matched
- Flashing at walls
- Water test
Dormer / roofline change
- Framing checked
- Sheathing done
- Underlayment
- Roofing & flashing
- Trim
- Cleanup
Inspect / maintain
Roof inspection
- Safety set
- Shingles / membrane checked
- Flashings & vents
- Gutters
- Attic check (if)
- Photos & report
Gutter cleaning
- Gutters cleared
- Downspouts flushed
- Hangers checked
- Debris hauled
- Before / after photos
- Issues noted
Insurance / pre-sale roof report
- Measurements taken
- Condition photos
- Damage marked
- Age estimate
- Report written
- Shared
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms and Conditions.