Project Intake and Checklist Form
Please provide details about your project to get started.
Project Requestor Name
*
First Name
Last Name
1. Customer & Job Information
Customer Name
*
First Name
Last Name
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is the property occupied during install?
Yes
No
Is there an HOA involved?
Yes
No
Gate code/access instructions
*
Preferred Install Dates
*
Commercial or residential property?
*
Detached structures inculded?
Garage
Shed
Patio cover
2. Insurance Information
Insurance Carrier
*
Claim Number
*
RCV Value
*
ACV Value
*
Deductible
*
Approved estimate uploaded?
*
Yes
No
Supplement expected?
*
Yes
No
Mortgage check involved?
*
Yes
No
Roof Measurements
Total SQ
*
Pitch by Section
*
Number of layers
*
Tear-off required?
*
Yes
No
Waste factor used
*
Ridge LF
*
Hip LF
*
Valley LF
*
Starter LF
*
Eave LF
*
Rake LF
*
Attach: EagleView/Hover/Roofr report, photos, drone imagery
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4. Roofing System Details
Shingles
Underlayment
*
Ventilation
*
Accessories
*
6. Material & Access Challenges
Please answer below any challenges or risks with accessing the property
*
7. Interior / Water Damage
Please indicate any known or perceived water damage to the property
*
8. Customer Expectations
Please share any concerns or considerations from the customer
*
9. Photo Requirements
Required minimum photos where applicable: all elevations, valleys, penetrations, flashing, chimney, decking damage, gutters, ventilation, detached structures
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10. Sales Rep Final Confirmation
Please attest that all of the following sections have been completed before submitting your request:
*
Submit Project
Should be Empty: