Essentials for building a roof inspection report

By Corey Mann, Leap. 

Best tips and tools to create the optimal roofing document. 

Providing a comprehensive evaluation of a roof, roofing inspection reports are an essential part of the roofing sales process. They include information regarding the current health and status of the roof, recommended repairs and any concerns, all of which is crucial for contractors and homeowners during the sales process when making decisions. While many companies are still finding the best way to make this process efficient to save time for themselves and their customers, our team at Leap gives you tips and tools to create a roof inspection report seamlessly with fewer errors to help you remain successful in the industry.  

What is a roof inspection report? 

Roof inspections serve multiple purposes. In fact, they’re all aimed at ensuring the safety, functionality and longevity of a roof.   

Primarily, they help identify any existing or potential issues with the roof. This includes leaks, damage or wear and tear.   

By conducting regular inspections, roofers can catch problems early. Overall, this prevents costly repairs or replacements down the line for homeowners.  

In a roof inspection report, various aspects of the roof must be evaluated. The inspector must consider the roofing material, flashing, gutters, vents and overall structural integrity. Inspectors also assess factors like drainage, ventilation and potential hazards such as debris buildup.   

This comprehensive evaluation provides a holistic view of the roof’s condition. And it guides subsequent maintenance or repair efforts. Most importantly, it serves as the basis for discussion during the roofing sales process. The more clarity you provide and concerns you address, the more likely you will win the job.  

Best practices for creating inspection reports 

Creating accurate and efficient roof inspection reports requires attention to detail and a systematic approach. Therefore, here’s a breakdown of best practices to streamline the process:   

Thorough examination: Begin by conducting a thorough examination of the roof. Document any issues or concerns you may encounter. Take clear and detailed photographs to accompany your observations. Specifically, this provides visual evidence for your findings.  

Organize documentation: Keep your documentation organized and structured to ensure clarity and coherence. It’s best to use sales software that provides customizable templates and documents. Ensure you include all essential aspects of the inspection and any specific homeowner concerns.  

Detail descriptions: Provide descriptions of any issues that you identify during the inspection. Include their location, severity and potential impact on the roof’s performance. Use clear and concise language to convey information accurately.  

Prioritize recommendations: Make recommendations based on the urgency and significance of the issues you discover. Clearly outline actions, whether it’s repairs, maintenance or a new roof altogether.  

Customization: Tailor your roof inspection report to meet the specific needs and preferences of each customer. Incorporate branding elements and additional information relevant to the customer’s property or situation.  

As you can, inspections aren’t as simple as you may think. Furthermore, the inspection will play a vital role in determining costs for both your business and the customer. It can have a bigger impact on your profit margins than you think. 

Modern sales software for inspections 

Modern sales software offers invaluable solutions for creating customizable roof inspection reports quickly and efficiently. And better yet, you can get it done on the go. These roofing CRM platforms streamline the entire process, from inspections and estimates to contracts and financing. More specifically, software provides loads of value for your sales reps and roofing crews.  

Mobile accessibility: Roofers can conduct inspections onsite and input data directly into the system in real-time via a tablet, computer or mobile device. This eliminates the need for manual data entry and minimizes the risk of errors or omissions.  

Customizable templates: Allows roofers to tailor the format and content to their specific needs. This ensures consistency across reports while accommodating varying customer preferences.  

Photo integration: Seamless integration of photographs into the roof inspection report. This feature enables inspectors to capture visual evidence of roof issues and include them directly in the report for enhanced clarity and transparency.  

Automated calculations: Automate calculations for measurements, estimates and other quantitative data with the right integrations. This will save time and reduce the likelihood of errors.  

Effortless sharing and collaboration: Share reports with customers, subcontractors or other stakeholders instantly. This promotes transparency and communication throughout the inspection process.  

In general, the software takes your inspection process and kicks it into high gear. It does the heavy lifting for your crews so they can focus on selling the job and preparing for the work. 

Upgrade your inspections with SalesPro 

In the roofing industry, there are a variety of CRM solutions that don’t enhance your inspections or sales process at all. That’s why Leap has developed the industry’s leading in-home sales software in SalesPro. And it’s built specifically with a roofing contractor’s needs in mind.  

SalesPro offers numerous benefits for both your sales reps and your roofing crews. In fact, you can customize your inspections within the SalesPro app, include your branding and utilize integrations with measurement tools to quickly pull precise measurement data.   

By automating calculations within customizable documents, SalesPro reduces the risk of errors in every roof inspection report. Moreover, it enhances the credibility and professionalism of your business, instilling confidence in homeowners.  

The team at Leap has made a commitment to innovation and efficiency. And SalesPro can give you a competitive edge and position your business as a leader in your community. This can attract more customers and foster long-term relationships based on trust and reliability.  

The software also helps you provide a personal touch when you meet with homeowners at the kitchen table to discuss the inspection. This personalized approach enhances the customer experience, fostering satisfaction that can lead to more sales.  

In a competitive market, investing in SalesPro will help you deliver superior service with top notch reporting capabilities. So, are you ready to gain a competitive edge with your next roof inspection report?  

Original article source: Leap