Roofing & Roof Plumbing
Workflow templates for roofers and roof plumbers, covering roof repair and replacement quotes, roof leak inspections, roof condition reports, and tile and metal roof installation checks. Penetration flashing, gutter and downpipe inspections, fall protection pre-starts and a completion watertightness check keep each roof job on one record.
Benefits
- Send customers a roof leak or condition report with photos
- Run a fall protection pre-start before anyone goes up
- Finish jobs with a recorded watertightness check
Common Use Cases
Roofing & Roof Plumbing Templates(10)
Roofing completion and watertightness check Workflow
Captures job completion details and watertightness test results, routes the job through a supervisor walkthrough with rework loop, then customer review with an issue-resolution loop, and finishes with handover confirmation and a delayed feedback request.
Roof replacement quote and measure Workflow
Captures site measurements from the estimator's visit, calculates a roof replacement quote, routes it through estimating manager review (with a revision loop), then sends the quote to the customer for acceptance and books the job on acceptance.
Metal roof installation quality checklist Workflow
Captures a metal roof installation quality inspection, notifies the builder/client of the outcome, and manages a rectification and re-inspection loop when checks fail, until the roof passes.
Gutter and downpipe inspection Workflow
Captures a gutter/downpipe inspection report, routes it through manager review with a revision loop, emails the approved report to the customer, and triggers a repair/replacement quote task when recommended.
Tile roof repair / replacement inspection Workflow
Captures a tile roof inspection, routes the report through manager review (with revision cycles), emails the approved report to the customer, and triggers a quote task when repair, restoration or replacement is recommended.
Roof safety / fall protection pre-start Workflow
Captures a roofer's pre-start fall protection checklist, records the safety result, and either clears the job to start or stops work and routes unsafe conditions to a supervisor for corrective action and re-check (up to 2 loops) before final clearance.
Roof penetration flashing inspection Workflow
Captures a roof penetration and flashing inspection, notifies the builder/client of the result, and manages a rectify-and-reinspect loop for failed inspections until the penetrations pass or the retry limit is reached.
Roof condition inspection report Workflow
Captures a roof inspection, routes it through manager review (with revision loop if changes are needed), emails the approved report to the customer, and triggers a repair quote task when repairs are recommended.
Roof leak inspection and report Workflow
Captures a roof leak inspection, routes the report through manager review (with revision cycles), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Roof repair quote request Workflow
Captures roofing quote requests, triages emergencies with an on-call callback, routes through inspection, quoting, customer acceptance, scheduling, job completion and post-job feedback, tracking status throughout.
Frequently Asked Questions
What Roofing & Roof Plumbing workflow templates are included?
Roofing & Roof Plumbing includes templates for roof repair quote requests, roof replacement quotes and measures, roof leak inspections, roof condition reports, roof safety and fall protection pre-starts, penetration flashing inspections, gutter and downpipe inspections, tile roof inspections, metal roof installation checklists, and completion with a watertightness check.
Who are the Roofing & Roof Plumbing templates for?
They're designed for roofers, roof plumbers and gutter specialists, from repair businesses to re-roofing crews. Customers request inspections and quotes through a public form, and roofers record photos and findings on their tasks.
Can I change a roofing 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 storm damage option or a photo of every penetration — or edit the steps in the workflow editor. Earlier versions are kept.