Every roofing job follows a versioned checklist from first contact to final payment.
In Project Roofer, sales outcome, production stage, and payment status remain distinct fields—so a lost proposal is never confused with a completed roof, and checklist completion never marks an invoice paid without an actual payment record.
Default 8-Phase Residential Retail Checklist (26 Tasks)
Template versions are immutable after use. Updating a company template creates a new version without disrupting active jobs.
Contact
- Record customer & property details
Verify service address, roof type, and primary contact preferences.
Gate for: 2. Contact & qualification
- Complete qualification phone call
Discuss leak/age concerns, timeline, retail vs. insurance expectations.
Gate for: 3. Inspection scheduled
- Schedule on-site roof visit
Book inspection slot with estimator and confirm property access.
Gate for: 3. Inspection scheduled
Inspection
- Confirm site access & safety setup
Verify gate codes, pets, and ladder placement safety.
Gate for: 4. Estimate in preparation
- Collect roof measurements & pitch
Record total squares, ridge/hip/valley linear feet, and penetrations.
Gate for: 4. Estimate in preparation
- Take inspection photos & upload to Drive
Capture slopes, flashing, decking concerns, and soffit/gutter state.
Gate for: 4. Estimate in preparation
- Complete estimate intake form
Document tear-off layers, underlayment spec, and ventilation needs.
Gate for: 5. Proposal ready / presented
Proposal
- Prepare scope & pricing in estimate
Finalize shingle line, warranty tier, and line-item pricing.
Gate for: 5. Proposal ready / presented
- Attach proposal PDF / Drive reference
Link proposal document from project Google Drive folder.
Gate for: 5. Proposal ready / presented
- Present proposal & schedule follow-up
Walk homeowner through scope options and set follow-up date.
Gate for: 6. Awaiting decision
Acceptance
- Record customer acceptance & attach signed contract
Link executed contract in Drive and verify accepted proposal version.
Gate for: 7. Contract signed
- Confirm shingle manufacturer & color selection
Lock in product, color, and drip-edge finish with homeowner.
Gate for: 8. Job preparation
- Record deposit requirement & collection status
Verify deposit invoice issued or check collected.
Gate for: 8. Job preparation
Preparation
- Confirm municipal permit requirements
Submit building permit application if required by municipality.
Gate for: 9. Installation scheduled
- Assign installation crew
Select crew lead and verify crew capacity on target dates.
Gate for: 9. Installation scheduled
- Order roofing materials & confirm delivery
Submit supplier order for shingles, underlayment, ice & water shield.
Gate for: 9. Installation scheduled
- Communicate installation date to homeowner
Send driveway clearance and arrival window instructions.
Gate for: 10. In progress
Installation
- Confirm materials delivered on site
Verify bundle counts and color match before tear-off begins.
Gate for: 10. In progress
- Record installation start & safety check
Crew lead logs start time and harness/tarp protection.
Gate for: 11. Final inspection / punch list
- Complete deck & flashing installation checklist
Verify ice barrier, valley metal, step flashing, and ridge vent.
Gate for: 11. Final inspection / punch list
- Upload progress & completion photos
Upload bare deck, underlayment, and finished roof photos to Drive.
Gate for: 11. Final inspection / punch list
Closeout
- Perform magnetic nail sweep & site cleanup
Full yard, driveway, and landscaping magnet sweep.
Gate for: 12. Ready to invoice
- Complete final quality inspection & punch list
Project manager inspects ridge caps, pipe boots, and flashing.
Gate for: 12. Ready to invoice
- Conduct homeowner walkthrough & issue warranty docs
Review completed roof with customer and link warranty certificate.
Gate for: 12. Ready to invoice
Billing
- Issue final invoice & confirm due date
Generate final invoice less deposit payments.
Gate for: 13. Awaiting payment
- Collect final balance & close project
Allocate final payment and verify zero balance.
Gate for: 14. Closed / paid
Least-Privilege Role Bundles & Record Scope
Every server loader and mutation verifies authentication, active tenant membership, tenant status, module entitlement, capability, and record scope.
| Role | Default Record Scope | Key Capabilities Granted |
|---|---|---|
| Company Owner | COMPANY | projects.readprojects.updateprojects.override_gatetasks.completetasks.manageschedule.readschedule.managedocuments.readdocuments.managesales.readsales.manageproduction.readproduction.managefinancials.readinvoices.issuepayments.recordmembers.managemodules.managesettings.managebilling.manageexports.run |
| Company Administrator | COMPANY | projects.readprojects.updateprojects.override_gatetasks.completetasks.manageschedule.readschedule.managedocuments.readdocuments.managesales.readsales.manageproduction.readproduction.managefinancials.readinvoices.issuepayments.recordmembers.managemodules.managesettings.manageexports.run |
| Office Coordinator | COMPANY | projects.readprojects.updatetasks.completetasks.manageschedule.readschedule.managedocuments.readdocuments.managesales.readproduction.readfinancials.read |
| Salesperson / Estimator | ASSIGNED | projects.readprojects.updatetasks.completeschedule.readschedule.managedocuments.readdocuments.managesales.readsales.manage |
| Project Manager | COMPANY | projects.readprojects.updateprojects.override_gatetasks.completetasks.manageschedule.readschedule.managedocuments.readdocuments.manageproduction.readproduction.managesales.read |
| Crew Lead / Field Worker | ASSIGNED | projects.readtasks.completeschedule.readdocuments.readproduction.read |
| Bookkeeper | COMPANY | projects.readtasks.completedocuments.readfinancials.readinvoices.issuepayments.recordexports.run |