Production Playbook: Roofing

1. Purpose & Scope

Run every approved roofing job through the same disciplined production sequence so quality, scheduling, and documentation never slip between the cracks. This SOP applies to every roofing project moving from sales approval through closeout.

2. Step 1 — Sales Handoff

Sales → Production CoordinatorReceive a complete file from sales.

• Receive the job file from sales: contract, scope, measurements, photos, special notes.
• Sales tags the Production Coordinator on ProLine.
• Confirm homeowner expectations, access notes, and any promised upgrades.

3. Step 2 — Verification

• Verify job photos in CompanyCam: review every photo for accuracy across roof slopes, penetrations, decking condition, fascia, soffit, gutters, other structures, and driveway access.
• Request missing photos from sales when needed.
• Verify package selection: confirm color choices and document them on ProLine.
• Ensure scope matches the contract and ProLine.

4. Step 3 — Move to “Ready for Install” on ProLine

• Confirm all data is complete.
• Mark the job as ready for the production workflow.

5. Step 4 — Order Materials

• Submit the material order to the supplier with correct quantities.
• Confirm delivery date, drop location, and special instructions.
• Upload order confirmation to the job file in ProLine.
• Track every receipt for materials in ProLine and/or CompanyCam.

6. Step 5 — Schedule Crew

• Assign the roofing crew based on skill, availability, and job complexity.
• Confirm crew start time and staging needs.

7. Step 6 — Confirm With Sales (Sales Confirms With Homeowner)

• Notify the salesperson of the scheduled date.
• The salesperson confirms with the homeowner.
• Wait for homeowner confirmation before finalizing.

8. Step 7 — Move to “Job Scheduled” on ProLine

• Update CRM status and the internal schedule.

9. Step 8 — Pre-Install Preparation (Day Before or Morning Of)

Yard Sign

• Place a yard sign in a visible, pre-approved location.

Before Pictures (drone for Peace of Mind & Pinnacle Elite packages)

• Capture the full property perimeter.
• Document roof, landscaping, driveway, and any pre-existing damage.

Cover Anything That Needs Protection

• Protect landscaping, AC units, pools, windows, and fragile areas.

Set Up Catch-All System

• Set up the catch-all or tarps to protect property from falling debris.

Check CO₂ Detector & Gas Appliances

• Verify gas appliances are connected and venting properly.
• Confirm Carbon Dioxide (CO₂) detectors are present and functioning.

Send Crew Job Address & Front View

• Use Google or Apple Maps to share the location.

10. Step 9 — Move to “In-Progress” on ProLine

• Update the CRM when the crew begins work.

11. Step 10 — Oversee Job Install

• Ensure the crew follows scope and safety.
• Monitor tear-off, decking inspection, underlayment, shingles, ventilation, flashing, and cleanup.

12. Step 11 — Verify Material Delivery

• Help guide the delivery truck to the pre-designated drop area.
• Help unload the truck if needed.
• Confirm the correct materials and quantities were delivered.
• Document any shortages or damages.

13. Step 12 — Get Extra Materials (If Needed)

• Order or pick up additional materials quickly to avoid delays.

14. Step 13 — Job Cleanup

• The crew performs the full cleanup — yard, flower beds, driveway, gutters, magnet sweep. Help them get there.

15. Step 14 — Walk Property With Homeowner

• Review completed work.
• Address questions.
• Document final photos. (Drone for Peace of Mind and Pinnacle Elite packages.)

16. Step 15 — Take Returns to Vendor

• Return all unused items to the vendor they came from.

17. Step 16 — Move to “Job Complete” on ProLine

• Update the CRM.
• Upload all final documentation to ProLine and CompanyCam.

18. Step 17 — Hand Back to Sales Team

• Notify the salesperson the job is complete.
• Sales handles final inspection, invoicing, and closing.

19. Related Documents

• Install Day Playbook — on-site install execution.
• Production Playbook: Insulation — companion workflow for insulation jobs.
• Winter Weather Shingle Roofing — cold-weather override rules.
• Final Inspection with Code Department — closeout step.

20. Revision History