Service Industry Tools & Tech

Optimizing Roofing Forms Software

As with any field-based company, wning and operating a roofing business comes with a lot of responsibility. Since the nature of the work directly impacts the safety of roofing technicians and building occupants, there is little room for error in this industry. Utilizing a roofing forms software encourages accountability in your field team and increases efficiency throughout your company as a whole. Below we’ll explore three types of essential roofing mobile forms that any business in the industry should be using.

Roof Inspection Report

Roof inspection forms enable companies to document information pertaining to their services, products, and conditions of the on-site premises. Moreover, an inspection report acts as a channel of communication with the customer about the quality of your technicians’ work. How so, you ask? Inspection reports can be instantly emailed to your customers, thus providing an added layer of transparency. Delivering excellent customer service is key to long-term success of a roofing company, especially when clients have many options for service providers.

The types of information to include in a roof inspection report will vary based on the unique nature of the project at hand. However, some essentials that are applicable for most inspection reports are as follows:

  • number of stories
  • age of roof
  • material of roof
  • type of decking
  • type of edge metal
  • Pitch
  • drip edge
  • type of ventilation
  • number and type of ACs
  • number of pipe jacks
  • Satellites
  • type and condition of drainage
  • signs of storm damage
  • signs of internal water damage
  • signs of fascia damage
  • other damages
  • general comments

Certain roofing software include photo capture and e-signature functionality as well, thus bolstering accountability and transparency even further.


Roof Contract

Another useful application of roofing forms software is for creating roof contracts, and insurance contingency forms. This type of document outlines the agreement between the insured and roofing company about the expectations for insurance coverage. In short, it states that the roofing company will complete the job for what the insurance company allows.

This form is critical because without an agreement with your customers in place, you could be forced to do the legwork to get their insurance claim approved. Even worse, you might lost them to a lower-costing contractor. By having a roof contract/insurance contingency form, your customers will be more obligated to pay you for the work you have started. It’s important to keep in mind that this form should always be followed up with a legal contract containing any state and federal requirements. For more information about the type of language to include in a roof contract, click here.

Roof Certification Form

A job completion and roof certification form acts as a final exit survey for your clients. This form ensures that your customers are aware of all the services your company supplied and are satisfied with them. This form can also function as a checklist for technicians to complete before exiting a job site.

One area of interest to document in this form is a description of conditions needing to be addressed from home inspection. Other details to note include the cost of work, leftover materials, and customers’ satisfaction with cleanup. This form also presents a prime opportunity for your business to advertise its referral program.

Roofing forms software eliminates the need for pen and paper which is subject to getting damaged in the field, as well as accidental human mistakes. Moreover, having the ability to synchronize data automatically lets managers in the office see what’s happening on a jobsite as it’s occurring. Finally, customers will be impressed with the of the level of transparency and professionalism that your business is able to show them.



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Victoria Vessella

Victoria is a Marketing Associate at Repsly, where she leads the company's P.R. and social media efforts. You can also catch her prepping for slew of exciting industry events. A New England native, Victoria has spent time living in Italy and traveling throughout Europe before settling back in Boston. When she's not planning her next trip, V is probably tasting wine or brushing up on her Italian.

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