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Templates / Roofers

Roof photos, scaffold papers and guarantees, sent from one link.

Customers forget the roof photos, crews forget their height training and the scaffold papers go missing. Docsroom asks once, gives each person a link of their own and chases anyone who has not replied.

7 templates77 requestsWritten for roofers

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Seven templates for roofers

Open a template to see every request in the order it is asked, and watch it written in and answered.

Customer starter checklistfor new customers · after the roof survey12 requests12 requests
Customer starter checklist22 Mill Lane · pitched roof repair9 of 12 back
  • About you
  • FormOwner and property details6 questionsAssigned to SOSteve Ogden, homeownerFrom Jadein 2 daysComplete
  • DecisionWho is askingowner, landlord or agentAssigned to SOSteve Ogden, homeownerFrom Jadein 2 daysComplete
  • QuestionBest days for accessand who lets us inAssigned to SOSteve Ogden, homeownerFrom Jadein 2 daysReady to check
  • About the roof
  • UploadPhotos of the rooffrom the ground is fineAssigned to SOSteve Ogden, homeownerFrom Jadein 3 days2 files sent
  • UploadPhotos of the ceilingstains or damp insideAssigned to SOSteve Ogden, homeownerFrom Jadein 3 daysComplete
  • QuestionWhere it leaksrooms, and since whenAssigned to SOSteve Ogden, homeownerFrom Jadein 3 daysAwaiting reply
  • QuestionInsurance claiminsurer and referenceAssigned to SOSteve Ogden, homeownerFrom Jadein 4 daysReminder sent
  • QuestionListed or conservation areayes, no or not sureAssigned to SOSteve Ogden, homeownerFrom Jadein 4 daysComplete
  • Before we start
  • QuestionSpace for the scaffolddrive, pavement or gardenAssigned to SOSteve Ogden, homeownerFrom Jadein 5 daysReady to check
  • DecisionTile or slate choicepick from our samplesAssigned to SOSteve Ogden, homeownerFrom Jadein 5 daysReady to check
  • ApprovalQuote and payment stagesread and approveAssigned to SOSteve Ogden, homeownerFrom Jadein 6 daysComplete
  • ApprovalRight to cancel noticeread and approveAssigned to SOSteve Ogden, homeownerFrom Jadein 6 daysAwaiting reply
Roofer starter checklistfor new roofers · before their first day11 requests11 requests
Roofer starter checklistKyle Denton · roofer9 of 11 back
  • Right to work
  • QuestionRight to work share codethe code you generatedAssigned to KDKyle Denton, rooferFrom Jadein 3 daysComplete
  • UploadPhoto IDpassport or licenceAssigned to KDKyle Denton, rooferFrom Jadein 3 daysComplete
  • Pay and contract
  • FormPay and tax details6 questionsAssigned to KDKyle Denton, rooferFrom Jadein 4 daysReady to check
  • QuestionNational Insurance numbernine charactersAssigned to KDKyle Denton, rooferFrom Jadein 4 daysReady to check
  • ApprovalEmployment contractread and approveAssigned to KDKyle Denton, rooferFrom Jadein 5 daysComplete
  • Roofing cards
  • UploadCSCS roofing cardfront and backAssigned to KDKyle Denton, rooferFrom Jadein 5 daysAwaiting reply
  • UploadWorking at height certificatein dateAssigned to KDKyle Denton, rooferFrom Jadein 6 daysReminder sent
  • UploadAsbestos awarenesscertificateAssigned to KDKyle Denton, rooferFrom Jadein 6 daysComplete
  • UploadTorch-on trainingif you do flat roofsAssigned to KDKyle Denton, rooferFrom Jadein 6 days1 file sent
  • Fit for the roof
  • FormFitness for heights5 questionsAssigned to KDKyle Denton, rooferFrom Jadein 6 daysReady to check
  • ApprovalRoof safety rulesread and approveAssigned to KDKyle Denton, rooferFrom Jadein 7 daysComplete
Work at height packfor the roofing crew · before each job starts11 requests11 requests
Work at height pack14 Church Row · re-roof9 of 11 back
  • Site check
  • FormSite risk assessment8 questionsAssigned to DHDean Hollis, crew leaderFrom JadetomorrowComplete
  • QuestionFragile roofs or rooflightsyes or no, and whereAssigned to DHDean Hollis, crew leaderFrom JadetomorrowComplete
  • QuestionAsbestos on the roofcement sheets or soffitsAssigned to DHDean Hollis, crew leaderFrom JadetomorrowReady to check
  • Getting up safely
  • DecisionHow we get upladder, tower or scaffoldAssigned to DHDean Hollis, crew leaderFrom JadetomorrowReady to check
  • UploadMethod statementfor this jobAssigned to DHDean Hollis, crew leaderFrom JadetomorrowComplete
  • UploadRescue planwho does whatAssigned to DHDean Hollis, crew leaderFrom Jadein 2 daysAwaiting reply
  • UploadHarness and ladder checkslatest inspection datesAssigned to DHDean Hollis, crew leaderFrom Jadein 2 daysReminder sent
  • On the day
  • QuestionFirst aider on sitename and numberAssigned to DHDean Hollis, crew leaderFrom Jadein 2 daysComplete
  • QuestionNearest hospitalname and postcodeAssigned to DHDean Hollis, crew leaderFrom Jadein 2 daysReady to check
  • ApprovalWeather stop ruleread and approveAssigned to DHDean Hollis, crew leaderFrom Jadein 2 daysReady to check
  • ApprovalToolbox talkread and approveAssigned to DHDean Hollis, crew leaderFrom Jadein 2 daysComplete
Scaffold hire packfor scaffolding firms · before the scaffold goes up11 requests11 requests
Scaffold hire packPryce Scaffolding · 14 Church Row9 of 11 back
  • The scaffolder
  • FormScaffolder details6 questionsAssigned to GPGareth Pryce, scaffold managerFrom Jadein 2 daysComplete
  • UploadPublic liability insurancewith the height limitAssigned to GPGareth Pryce, scaffold managerFrom Jadein 2 daysComplete
  • UploadScaffolder cardsCISRS, each erectorAssigned to GPGareth Pryce, scaffold managerFrom Jadein 3 days1 file sent
  • UploadTrade body membershipNASC, if a memberAssigned to GPGareth Pryce, scaffold managerFrom Jadein 3 days2 files sent
  • The scaffold
  • UploadScaffold planwith loading limitsAssigned to GPGareth Pryce, scaffold managerFrom Jadein 3 daysComplete
  • QuestionErection and strike dateswhen it goes up and downAssigned to GPGareth Pryce, scaffold managerFrom Jadein 3 daysAwaiting reply
  • UploadCouncil scaffold licenceif it is on the pavementAssigned to GPGareth Pryce, scaffold managerFrom Jadein 4 daysReminder sent
  • DecisionHire periodpick the lengthAssigned to GPGareth Pryce, scaffold managerFrom Jadein 4 daysComplete
  • Handover
  • UploadHandover certificatebefore we use itAssigned to GPGareth Pryce, scaffold managerFrom Jadein 5 days1 file sent
  • UploadWeekly inspection recordevery seven daysAssigned to GPGareth Pryce, scaffold managerFrom Jadein 6 days2 files sent
  • ApprovalHire termsread and approveAssigned to GPGareth Pryce, scaffold managerFrom Jadein 6 daysComplete
Subcontractor packfor self-employed roofers · before they start on site11 requests11 requests
Subcontractor packZielinski Roofing · new subcontractor9 of 11 back
  • Who you are
  • FormBusiness details5 questionsAssigned to MZMarek Zielinski, rooferFrom Jadein 2 daysComplete
  • QuestionUTR and NI numberfor CIS checksAssigned to MZMarek Zielinski, rooferFrom Jadein 2 daysComplete
  • FormBank details4 questionsAssigned to MZMarek Zielinski, rooferFrom Jadein 3 daysReady to check
  • Roofing cards
  • UploadCSCS roofing cardfront and backAssigned to MZMarek Zielinski, rooferFrom Jadein 4 days2 files sent
  • UploadWorking at height certificatein dateAssigned to MZMarek Zielinski, rooferFrom Jadein 4 daysComplete
  • UploadLead or torch-on trainingif you do that workAssigned to MZMarek Zielinski, rooferFrom Jadein 5 daysAwaiting reply
  • UploadPASMA or IPAF cardtowers and liftsAssigned to MZMarek Zielinski, rooferFrom Jadein 5 daysReminder sent
  • Insurance and the job
  • UploadPublic liability insurancewith the height limitAssigned to MZMarek Zielinski, rooferFrom Jadein 4 daysComplete
  • UploadRAMS for this jobrisks and methodAssigned to MZMarek Zielinski, rooferFrom Jadein 6 days1 file sent
  • ApprovalRoof safety rulesread and approveAssigned to MZMarek Zielinski, rooferFrom Jadein 6 daysReady to check
  • ApprovalSubcontract termsread and approveAssigned to MZMarek Zielinski, rooferFrom Jadein 7 daysComplete
Guarantee handover packfor customers at completion · when the roof is finished10 requests10 requests
Guarantee handover pack9 Beech Close · re-roof8 of 10 back
  • Your finished roof
  • TableSnag listarea and what is wrongAssigned to LHLinda Hayes, homeownerFrom Jadein 3 daysComplete
  • UploadPhotos of any problemsa photo for eachAssigned to LHLinda Hayes, homeownerFrom Jadein 3 daysComplete
  • ApprovalFinished roofread and approveAssigned to LHLinda Hayes, homeownerFrom Jadein 5 daysReady to check
  • Your guarantee
  • QuestionName on the guaranteeas it should readAssigned to LHLinda Hayes, homeownerFrom Jadein 3 daysReady to check
  • QuestionEmail for the papersguarantee and photosAssigned to LHLinda Hayes, homeownerFrom Jadein 3 daysComplete
  • FormManufacturer’s warranty4 questionsAssigned to LHLinda Hayes, homeownerFrom Jadein 4 daysAwaiting reply
  • ApprovalGuarantee termsread and approveAssigned to LHLinda Hayes, homeownerFrom Jadein 5 daysReminder sent
  • Looking after it
  • ApprovalRoof care adviceread and approveAssigned to LHLinda Hayes, homeownerFrom Jadein 5 daysComplete
  • DecisionYearly check reminderemail, text or noneAssigned to LHLinda Hayes, homeownerFrom Jadein 6 daysReady to check
  • QuestionHow we didone or two linesAssigned to LHLinda Hayes, homeownerFrom Jadein 7 daysReady to check
Yearly insurance and safetyfor the business · each year, before renewal11 requests11 requests
Yearly insurance and safetyKirby Roofing Ltd · yearly pack9 of 11 back
  • Insurance
  • UploadPublic liability insurancecover for roof workAssigned to TKTony Kirby, ownerFrom Jadein 7 daysComplete
  • UploadEmployer’s liabilityif you have a crewAssigned to TKTony Kirby, ownerFrom Jadein 7 daysComplete
  • UploadTools and plant coverladders, towers and liftsAssigned to TKTony Kirby, ownerFrom Jadein 8 days1 file sent
  • Height safety
  • UploadHarness and lanyard checkslatest inspectionAssigned to TKTony Kirby, ownerFrom Jadein 9 days2 files sent
  • UploadLadder and tower recordstags and datesAssigned to TKTony Kirby, ownerFrom Jadein 9 daysComplete
  • UploadHot works risk assessmenttorch-on and gasAssigned to TKTony Kirby, ownerFrom Jadein 10 daysAwaiting reply
  • Membership and year end
  • UploadTrade body membershipNFRC or similarAssigned to TKTony Kirby, ownerFrom Jadein 10 daysReminder sent
  • UploadManufacturer approvalsapproved installer lettersAssigned to TKTony Kirby, ownerFrom Jadein 10 daysComplete
  • UploadWaste carrier’s licencefor old tiles and feltAssigned to TKTony Kirby, ownerFrom Jadein 10 days1 file sent
  • QuestionFalls and near missesthis year, with detailsAssigned to TKTony Kirby, ownerFrom Jadein 12 daysReady to check
  • ApprovalWork at height policyread and approveAssigned to TKTony Kirby, ownerFrom Jadein 12 daysComplete

Written for roofers. The names are made up. The replies coming in are an illustration. Build any of these in Docsroom and save it as your own template.

Why it helps

What changes for you

Roof photos before the quote

Customers send photos of the roof and ceiling, where it leaks and how to get access, all from their own link.

Height and scaffold papers together

Method statements, scaffold handover certificates and training cards are collected in one list, dated when each one arrives.

Guarantee handover on record

Customers approve the finished roof and say who the guarantee should name, and you keep a dated record of both.

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