Install Day Playbook

1. Purpose

Execute every roof installation safely, professionally, and consistently while protecting the homeowner's property and delivering a high-quality customer experience.

2. Phase 1 — Pre-Arrival Preparation

1. Confirm Delivery Logistics

• Contact the vendor to confirm delivery time.
• Document the ETA and communicate any changes immediately.

2. Confirm Crew Readiness

• Verify which crew is assigned.
• Communicate the confirmed delivery time to the crew lead.
• Confirm the crew understands arrival expectations.

3. Confirm With Homeowner

• Reach out to the homeowner to confirm the project is still on schedule.
• Reconfirm access needs: driveway, gates, pets, vehicles, etc.

3. Phase 2 — On-Site Setup

4. Place Yard Sign

• Install a yard sign in a visible, approved area of the homeowner's yard.

5. Take Before Photos

• Full property perimeter
• Landscaping
• Driveway
• Siding, windows, gutters
• Any pre-existing damage

6. Photograph Inside

• Capture clear photos of every existing gas appliance and vent in the home.

7. Crew Briefing

• Review:
  • Scope of work (doing vs. not doing)
  • Safety expectations
  • Property protection requirements

8. Walk the Property

• Walk the property multiple times to identify:
  • Hazards
  • Access points
  • Areas needing extra protection

4. Phase 3 — Delivery & Early-Day Tasks

9. Verify Delivery

• Confirm materials match the order:
  • Shingles
  • Underlayment
  • Accessories
  • Ventilation components
• Report discrepancies immediately.

10. Perform 5-5-10 Door Knock

• Knock 5 doors to the left, 5 to the right, and 10 across the street.
• Introduce yourself, explain the project, and provide contact info.

11. Acquire Extra Items

• If the crew requests additional materials or tools, retrieve them promptly.

12. Capture During-Install Photos

• Decking
• Underlayment
• Flashing
• Ventilation
• Any repairs

5. Phase 4 — Completion & Quality Control

13. Roof Inspection

• Inspect the completed roof for:
  • Proper installation
  • Flashing details
  • Ridge caps
  • Ventilation
  • Any discrepancies or concerns

14. Take Final Photos

• Full roof
• All slopes
• Gutters
• Ground cleanup
• Any replaced components

15. Nail Sweep

• Perform a thorough magnetic nail sweep of:
  • Yard
  • Driveway
  • Flower beds
  • Sidewalks

16. Debris Cleanup

• Remove all trash, packaging, and leftover materials.
• Leave the property looking better than when you arrived.

6. Phase 5 — Homeowner Wrap-Up

17. Walk Property With Homeowner

• Review:
  • Completed work
  • Cleanliness
  • Any concerns
  • Warranty information (when applicable)

18. Inside of Home

• Capture final photos of gas appliances (attic, closet, garage — wherever located).
• Check or install Carbon Dioxide (CO₂) detector.

19. Final Homeowner Check-In

• Confirm the homeowner is satisfied.
• Ask if they have questions.
• Thank them for their business before leaving.

7. Install Day Field Checklist

1. Pre-Arrival

• ☐ Confirm delivery time with vendor
• ☐ Confirm crew and communicate delivery time
• ☐ Confirm with homeowner (remind of locked gates, driveways, pets)

2. On-Site Setup

• ☐ Place yard sign in homeowner's yard
• ☐ Take before photos (full property, landscaping, siding, windows, gutters)
• ☐ Take photos of inside gas appliances
• ☐ Install ‘Catch-All System’
• ☐ Review scope with crew (what we're doing / not doing)
• ☐ Walk property multiple times for hazards & protection needs

3. Delivery & Early-Day Tasks

• ☐ Verify delivery matches materials ordered
• ☐ Complete 5-5-10 door knock
• ☐ Acquire any extra items requested by crew
• ☐ Capture during-install photos (decking, underlayment, flashing, repairs)

4. Completion & Quality Control

• ☐ Inspect roof upon completion (note discrepancies)
• ☐ Take final photos (roof, slopes, gutters, ground)
• ☐ Perform thorough nail sweep of entire property
• ☐ Clean up all debris and materials

5. Wrap-Up

• ☐ Walk property with homeowner
• ☐ Take final photos of inside gas appliances
• ☐ Confirm homeowner is satisfied before leaving

Notes / Issues

8. Related Documents

• Production Playbook: Roofing — the full production workflow.
• Production Playbook: Insulation — insulation production workflow.
• Winter Weather Shingle Roofing — cold-weather override rules.
• Final Inspection with Code Department — closeout step.

9. Revision History