What's included
- Pre-Job Roof Inspection — 9 steps
- Job Site Setup & Safety — 7 steps
- Tear-Off & Deck Preparation — 7 steps
- Final Inspection & Cleanup — 7 steps
Pre-Job Roof Inspection
The inspection checklist before starting any roof replacement or repair job.
- Walk the roof systematically — start at one corner and work in rows. Don't just look at the obvious problem area. Check the entire surface for damage you'll need to address.Notes: _______________________________________________
- Check shingle condition: curling, cracking, missing granules, lifted tabs, missing shingles. Note the locations — photograph anything significant for the customer file.Notes: _______________________________________________
- Inspect all flashings — pipe boots, chimney flashing, wall flashing, valley metal, drip edge. Flashing failures cause more leaks than shingle failures. Document what needs replacing versus what can stay.Notes: _______________________________________________
- Check ridge caps and hip caps. Look for cracking, lifting, or missing pieces. These are high-wind failure points and commonly overlooked.Notes: _______________________________________________
- Examine valleys closely. Look for wear patterns, exposed underlayment, debris buildup, or improper overlap from the last roof. Valleys handle more water than any other part of the roof.Notes: _______________________________________________
- Inspect gutters and downspouts for damage, sagging, or detachment. Note if gutters need to come off during the job and whether they'll need to be replaced.Notes: _______________________________________________
- Check the decking from inside the attic if accessible. Look for water stains, daylight showing through, soft spots, mold, or inadequate ventilation. Deck condition determines whether you're doing a simple re-roof or replacing plywood.Notes: _______________________________________________
- Measure the roof and calculate material needs. Count penetrations, measure valleys and ridges, note the pitch. Order materials with 10-15% waste factor depending on complexity.Notes: _______________________________________________
- Document everything with photos. Review findings with the homeowner, explain what's needed, and get written approval on the scope before scheduling the crew.Notes: _______________________________________________
Job Site Setup & Safety
The safety and setup procedure every crew follows before anyone gets on the roof.
- Park the dumpster as close to the house as possible without damaging the driveway or yard. Position it where debris from the roof can be thrown or chuted directly in.Notes: _______________________________________________
- Protect the property: lay tarps over landscaping, HVAC units, outdoor furniture, and any vehicles near the house. Roofing debris and nails will destroy anything not covered.Notes: _______________________________________________
- Set up ladders on firm, level ground. Extend at least 3 feet above the eave line. Secure the top to the fascia or gutter with a stabilizer. If the ground is soft, use a ladder leveler or plywood base.Notes: _______________________________________________
- Every person on the roof wears a harness connected to a roof anchor. No exceptions, regardless of pitch. Set anchors before anyone walks the deck. Verify each person's harness fit and connection before they leave the ladder.Notes: _______________________________________________
- Identify power lines near the roof. If any overhead lines are within 10 feet of the work area, call the utility company before starting. Aluminum ladders and metal flashing near power lines kill people.Notes: _______________________________________________
- Establish a drop zone and keep it clear. Use caution tape or cones on the ground around the perimeter. No one walks under the roof edge while tear-off or debris removal is happening.Notes: _______________________________________________
- Verify all tools and materials are staged and accessible. Nail guns tested, compressor running, shingles staged on the roof or ready to be loaded. Minimize trips up and down the ladder.Notes: _______________________________________________
Tear-Off & Deck Preparation
The procedure for removing old roofing and preparing the deck for new materials.
- Start tear-off at the peak, working downhill. Use roofing shovels to get under the shingles and pry them up in sections. Work in rows across the roof.Notes: _______________________________________________
- Remove all old shingles, underlayment, and flashing. Don't leave old material under new. Pull all nails that don't come up with the shingles — a nail left in the deck is a bump under the new roof.Notes: _______________________________________________
- Throw debris directly into the dumpster as you go. Don't let it pile up on the roof or in the yard. Keep the work area clean throughout the tear-off — loose debris on the deck is a slip hazard.Notes: _______________________________________________
- Inspect every square foot of decking once it's exposed. Walk the deck and feel for soft spots. Mark any damaged plywood or OSB that needs replacing.Notes: _______________________________________________
- Replace damaged decking with matching thickness material. Nail replacement sheets to rafters with ring-shank nails. Make sure edges are supported and joints are staggered from the old layout.Notes: _______________________________________________
- Sweep the entire deck clean. Remove every nail, staple, and piece of debris. Run a magnetic nail sweeper across the deck surface. The deck must be smooth, clean, and solid before any new material goes down.Notes: _______________________________________________
- Install drip edge along the eaves first, then ice-and-water shield in required areas — at minimum along the eaves to 24 inches past the interior wall line, in all valleys, and around penetrations. Check your local code for specific requirements.Notes: _______________________________________________
Final Inspection & Cleanup
The walkthrough and cleanup procedure before calling the job complete.
- Inspect the entire roof from the surface. Check every shingle course for alignment, proper nail placement, and full adhesion. Look at the roof from different angles — uneven courses are visible from the ground and the customer will notice.Notes: _______________________________________________
- Verify all flashings are properly sealed — pipe boots, chimney, wall junctions, valleys. Check sealant coverage. This is where leaks happen, so check twice.Notes: _______________________________________________
- Inspect ridge cap and hip caps for proper overlap and nailing. These are the most visible parts of the roof from the street.Notes: _______________________________________________
- Check gutters are reattached securely and clear of debris. Run water through them to verify they drain properly. Replace any gutter sections damaged during the job.Notes: _______________________________________________
- Ground cleanup: walk the entire perimeter of the house with a magnetic nail sweeper. Go over the yard, driveway, walkways, and street. Run the sweeper at least three passes — nails in tires are the fastest way to a bad review.Notes: _______________________________________________
- Remove all tarps and protective coverings. Check that landscaping, siding, windows, and HVAC equipment are undamaged. If anything got hit, photograph it and report it immediately — don't hope the homeowner won't notice.Notes: _______________________________________________
- Walk through with the homeowner. Show them the completed roof, explain the warranty, and point out any areas they should monitor. Answer their questions. Get written sign-off that the job is complete and clean.Notes: _______________________________________________
Want your crew to run these on their phone?
Import these checklists into WithoutMe. Your crew checks off each step at the job site. You see who finished what.
Start with Roofing procedures — free No signup required.Common questions
What checklists does a roofing business need?
Every roofing business needs at minimum: pre-job roof inspection, job site setup & safety, tear-off & deck preparation, and final inspection & cleanup. Start with the one your crew asks about most often or the one that leads to the most complaints and callbacks.
How do I get my roofing crew to actually use a checklist?
Print it and hand it to them. A checklist in a binder nobody opens is worthless. Keep it short, make the steps specific to how your company does the job, and check that it's being followed for the first two weeks. If you want them to use it digitally, share a link they can pull up on their phone at the job site.
How many steps should a roofing checklist have?
Keep it under 15 steps. A checklist with 30 steps won't get used because it takes too long to follow on a live job. Focus on the steps that matter most: the ones your crew skips, forgets, or does inconsistently. You can always add detail later.