Roofing Site & System Intake

Edit the Roofing Site & System Intake template for roofing contractors online for free. Purchase a commercial-use license to unlock export tools.

For Roofing Contractors · Intake Form · CA$4

Roofing workflow for roof, flashing, drainage, or weatherproofing work: record the property, existing roof, flashing, drainage, or weatherproofing work, requested work, visible conditions, measurements, utilities, access, and client priorities before work begins.

Included editable fields

  • Roofing Contractor
  • Client / Customer / Authorized Party
  • Property Address
  • Roof Area / Section
  • Roof Type / Age
  • Observed Leak or Condition
  • Access / Fall Protection Conditions
  • Weather / Forecast Window
  • Intake Date
  • Service / Job Location
  • Job / Service Type
  • Scope / Purpose
  • Client Instructions / Prior History
  • Client Responsibilities
  • Pre-Start Confirmations
  • Known Risks & Disclosures
  • Limitations & Exclusions
  • Information Authorization / Acknowledgement
  • Intake Checklist
  • Follow-Up / Outcome
  • Record Timestamp