← Projects/SRR-10019. Installation scheduledDisposition: activeSales: won

Henderson Full Roof Replacement

418 Sycamore Ridge Ln, Upper Arlington, OH 43221 (34 squares · Pitch 7/12)Arthur & Evelyn Henderson · (614) 555-0311a.henderson@oakridge.org
GPS Labor: 5.5 hrs ($209.00)Open Google Drive Folder
Checklist Progress (Excludes Skipped)54%

14 completed · 0 blocked · 0 skipped

Property & Roof Spec

asphalt shingle · 34 squares (2 stories)

Two layers of old 3-tab shingles; 3 sheets of soft OSB decking near north valley.

Google Drive Status

synced

Folder ID: 1SRR1001_Henderson_418Sycamore

Financial Summary

Contract: $18,450.00

Deposit Paid: $5,000.00 · Status: partially_paid

Contact Phase

✓ Complete
3 / 3 Completed▸
COMPLETEDRecord customer & property detailsGate: 2. Contact & qualification

Verify service address, roof type, and primary contact preferences.

COMPLETEDComplete qualification phone callGate: 3. Inspection scheduled

Discuss leak/age concerns, timeline, retail vs. insurance expectations.

COMPLETEDSchedule on-site roof visitGate: 3. Inspection scheduled

Book inspection slot with estimator and confirm property access.

Inspection Phase

✓ Complete
4 / 4 Completed▸
COMPLETEDConfirm site access & safety setupGate: 4. Estimate in preparation

Verify gate codes, pets, and ladder placement safety.

COMPLETEDCollect roof measurements & pitchGate: 4. Estimate in preparation

Record total squares, ridge/hip/valley linear feet, and penetrations.

COMPLETEDTake inspection photos & upload to DriveGate: 4. Estimate in preparation

Capture slopes, flashing, decking concerns, and soffit/gutter state.

COMPLETEDComplete estimate intake formGate: 5. Proposal ready / presented

Document tear-off layers, underlayment spec, and ventilation needs.

Proposal Phase

✓ Complete
3 / 3 Completed▸
COMPLETEDPrepare scope & pricing in estimateGate: 5. Proposal ready / presented

Finalize shingle line, warranty tier, and line-item pricing.

COMPLETEDAttach proposal PDF / Drive referenceGate: 5. Proposal ready / presented

Link proposal document from project Google Drive folder.

COMPLETEDPresent proposal & schedule follow-upGate: 6. Awaiting decision

Walk homeowner through scope options and set follow-up date.

Acceptance Phase

✓ Complete
3 / 3 Completed▸
COMPLETEDRecord customer acceptance & attach signed contractGate: 7. Contract signed

Link executed contract in Drive and verify accepted proposal version.

COMPLETEDConfirm shingle manufacturer & color selectionGate: 8. Job preparation

Lock in product, color, and drip-edge finish with homeowner.

COMPLETEDRecord deposit requirement & collection statusGate: 8. Job preparation

Verify deposit invoice issued or check collected.

Preparation Phase

1 / 4 Completed▸
COMPLETEDConfirm municipal permit requirementsGate: 9. Installation scheduled

Submit building permit application if required by municipality.

Blocked Reason: Awaiting Upper Arlington zoning counter sign-off on dumpster permit

NOT STARTEDAssign installation crewGate: 9. Installation scheduled

Select crew lead and verify crew capacity on target dates.

IN PROGRESSOrder roofing materials & confirm deliveryGate: 9. Installation scheduled

Submit supplier order for shingles, underlayment, ice & water shield.

NOT STARTEDCommunicate installation date to homeownerGate: 10. In progress

Send driveway clearance and arrival window instructions.

Installation Phase

0 / 4 Completed▸
NOT STARTEDConfirm materials delivered on siteGate: 10. In progress

Verify bundle counts and color match before tear-off begins.

NOT STARTEDRecord installation start & safety checkGate: 11. Final inspection / punch list

Crew lead logs start time and harness/tarp protection.

NOT STARTEDComplete deck & flashing installation checklistGate: 11. Final inspection / punch list

Verify ice barrier, valley metal, step flashing, and ridge vent.

NOT STARTEDUpload progress & completion photosGate: 11. Final inspection / punch list

Upload bare deck, underlayment, and finished roof photos to Drive.

Closeout Phase

0 / 3 Completed▸
NOT STARTEDPerform magnetic nail sweep & site cleanupGate: 12. Ready to invoice

Full yard, driveway, and landscaping magnet sweep.

NOT STARTEDComplete final quality inspection & punch listGate: 12. Ready to invoice

Project manager inspects ridge caps, pipe boots, and flashing.

NOT STARTEDConduct homeowner walkthrough & issue warranty docsGate: 12. Ready to invoice

Review completed roof with customer and link warranty certificate.

Billing Phase

0 / 2 Completed▸
NOT STARTEDIssue final invoice & confirm due dateGate: 13. Awaiting payment

Generate final invoice less deposit payments.

NOT STARTEDCollect final balance & close projectGate: 14. Closed / paid

Allocate final payment and verify zero balance.