Roof takeoffs part 1: Asking the right questions

By Central States.  

Learn what you should be asking during the beginning of the roof takeoff process.  

One of the most important parts of any roofing job occurs before you even put up a ladder. It’s the roof takeoff. This term refers to the process of calculating the materials, costs and labor requirements needed for a job. Within that process, roofers will encounter tasks such as estimating. If done correctly, the roof takeoff ensures that the correct amount of product is ordered and the project costs are managed effectively. In this article, which is the first part of a series, the experts at Central States Manufacturing walk through what information you need and questions to ask before you start estimating.  

What information is required

For any metal roof estimate and takeoff, it’s crucial to understand the specifications and requirements of the roof. Gathering initial information will help you account for all aspects of the project. Here are four details to consider and questions to ask your customer based on their house.

1 - Roof type and material

Different roofing materials (example: metal, asphalt, etc.) have unique requirements and installation considerations. Be sure to discuss with the homeowner how different materials may require different levels of installation expertise, which may come with a higher cost. Laying out these specifics ahead of time will ease the sales process later. Questions to consider include:  

• Budget and financing available: These limitations may narrow the choices and options available.
• Desired look/feel they want for their roof: Is the homeowners looking for something modern, architectural, trendy, etc. Additionally, do they have a specific selection of colors and textures they want?
• How long do they plan on living in their home: This becomes a factor for choosing things like materials, warranties and home valuation.
• What is the scope: Does the quote include the home and garage, any other buildings on the property, etc.

2 - Roof complexity

Take note of design complexities, including valleys, dormers and other architectural features that may require additional materials and labor. Your knowledge of metal roofing and how it integrates into these roof complexities will showcase to the customer that they have chosen the right contractor for the job.

3 - Pitch and slope

The angle or pitch of the roof will affect the metal trim options and the installation techniques. Some things to consider might be an extreme slope that will be difficult to install with certain materials or a flat roof section that may eliminate the potential for some roof materials.

4 - Obstructions

Identify and record any chimneys, vents, skylights or other obstructions. Each obstruction may require custom flashing or sealing, which should be accounted for in the material and labor costs.

What’s next?

Now that you have a better understanding for exactly what the customer has envisioned, and you have a first look at the roof and any complexities of the install, you can start your plan and move into the next step – measuring the roof. Make sure to keep an eye out for the next article to get a better understanding of how to measure a roof so that your estimations are accurate.  

Original article and photo source: Central States