Roofing Inspection Checklist: Free PDF Download

In this post, we share a free roofing inspection checklist for roofers. It includes the following sections:

• General information (inspector name, property address, homeowner contact information, etc.)

• Safety checks

• Exterior inspection (ground level and roof perimeter)

• Roof surface inspection

• Attic inspection

• Additional components (gutters, downspouts, fascia, chimney, etc.)

• Final steps

• Notes

• Homeowner acknowledgement

Below, we’ll provide a link to download the checklist and begin using it in your roofing business.  

However, while this checklist is useful for inspectors to reference during inspections, PDF templates have some key limitations. 

For example:

• You can’t ensure they’re used for every job. This can increase the chance of a roofer failing to spot potential issues and sales opportunities.

• PDFs don’t integrate with the other apps you use to run your business, such as your CRM, so it’s easy to lose records from inspections.

• The details of issues discovered during inspections can’t be easily shared between field & office staff, causing delays in any next actions (e.g. checking warranty or inventory information, drafting estimates, ordering materials, etc.).

So, in addition to sharing the free roof inspection checklist below, we’ll also walk through how our roofing contractor software, ServiceTitan, solves these challenges and more.

Roofing Inspection Checklist

At the top, there’s a section to document general information for the job, including the date, inspector name, and property address. 

Below that, the checklist is categorized into the following sections:

General Information

• Homeowner name

• Contact number

• Weather conditions

• Type of roofing system (e.g. asphalt shingles, metal, tile, PVC, etc.)

Safety Checks

• Ensure the ladder is secure and in good condition.

• Wear appropriate safety gear (helmet, gloves, non-slip boots, harness if needed).

• Check for overhead power lines or other hazards.

Exterior Inspection

1. Ground Level Inspection

• Check for visible damage or debris on the roof.

• Inspect gutters and downspouts for clogs, buildup, damage, or signs of wear.

• Look for signs of water damage on exterior walls.

2. Roof Perimeter

• Inspect eaves, soffits, and fascia for signs of damage or rot.

• Check the condition of drip edges and flashing.

• Ensure that roof edges are securely fastened.

Roof Surface Inspection

3. Shingles/Materials

• Check for cracked, curled, or missing shingles/exposed roof decking.

• Inspect for algae, moss, or lichen growth.

• Look for granule loss on asphalt shingles.

• Assess for any punctures, holes, or tears in the roofing material.

4. Flashing and Sealants

• Inspect metal flashing around chimneys, vents, and skylights.

• Check sealant and caulking for cracks or gaps.

• Ensure the flashing is properly installed and sealed.

5. Roof Penetrations

• Examine vents, chimneys, and skylights for leaks or damage.

• Ensure proper sealing around all penetrations.

• Check for proper ventilation and airflow.

Attic Inspection (If accessible)

6. Attic Interior

• Check for signs of water stains or leaks.

• Look for mold growth, mildew, or rot.

• Inspect insulation for moisture or damage.

• Ensure proper ventilation in the attic.

Additional Components

7. Gutters and Downspouts

• Ensure gutters are securely attached and not sagging.

• Check for rust, cracks, or other damage.

• Confirm that downspouts are clear and directing water away from the foundation.

8. Soffits and Fascia

• Inspect for signs of rot, damage, or pest infestation.

• Ensure vents are clear and not obstructed.

9. Chimney

• Check for cracks, loose bricks, or mortar deterioration.

• Ensure the chimney cap is in good condition and securely attached.

10. Skylights

• Inspect skylight lenses for cracks or damage.

• Ensure seals and flashing around skylights are intact.

Final Steps

• Take photos of any damage or areas of concern.

• Make note of any urgent repairs needed.

• Provide recommendations for maintenance or repairs.

• Clean up any debris or materials used during the inspection.

The final sections include fields for notes and signatures from the homeowner and inspector.  

If followed, filling out this roofing inspection checklist can help ensure roofers thoroughly inspect a roof’s condition, spot potential problems, and recommend correct roof repairs. However, as we mentioned above, PDF or paper checklists have key limitations when it comes to:

• Ensuring these checklists are filled out on every single job.

• Storing and organizing inspection data.

• Sharing information about roof problems or sales opportunities between field and office staff.

Below, we’ll discuss how roofing software like ServiceTitan can help contractors address these challenges.

How ServiceTitan Custom Forms Streamline Roofing Inspections

ServiceTitan’s roofing software allows contractors to create versatile, customized forms including roofing inspection checklists.

Users can create checklists and easily add them to specific jobs, customers, locations, or equipment. All forms can be accessed onsite via our mobile app (compatible with Android and iOS mobile devices), as well as by office staff via our desktop app. 

With this functionality at their fingertips, salespeople no longer need to keep stacks of paper checklists in their trucks or transfer job and customer data to a computer system. Likewise, office staff no longer need to worry about printing these forms and ensuring field staff have them. 

Since ServiceTitan stores all information entered into the platform in the cloud, it’s fast and easy to find and access forms and customer info.  

Forms can be built from scratch. But our users also enjoy the ability to create pre-built templates. These, too, can be customized to a given roofing shop's specific needs or preferences.  

Ensure Checklists Are Used Every Time

In form settings, business owners can select the option to require techs to fill out certain forms for certain jobs. 

For example, if a roofer is on a routine repair visit, they can be required to complete your roofing inspection checklist before they’re able to mark the job as complete. Or, if a crew is installing a roof replacement, they can be required to complete an installation checklist and warranty form before closing out the job. 

This fosters accountability through automation, reducing stress on owners and managers, while ensuring standard operating procedures (SOPs) are followed in the field for every job. 

While having a flexible digital forms tool is an important asset for solving the challenges of paper or manual forms, the true value of software solutions like ServiceTitan lies in the combination of features that help to streamline workflows across business operations.

Other Ways ServiceTitan Helps Roofing Businesses Improve Efficiency and Profitability

Centralize Customer & Job Data (and Access It Anywhere)

ServiceTitan offers a customer relationship management (CRM) system to record, store, and access all of your job and customer data, beginning the moment a potential roofing customer calls in.

Our call booking functionality provides CSRs and office staff with the name and contact information of the incoming caller and prompts them to fill out a series of form fields that ensure they collect all of the necessary information to kick off a potential roofing job. 

From the booking page, they can view the availability of their sales team, assign a team member to the job, and schedule a visit if the business or homeowner agrees to have someone come out.

At that point, a customer page is automatically created in which their contact information and job details can be stored as the job progresses. This data can be shared and accessed from the office via our desktop application, as well as remotely from a job site or elsewhere through our user-friendly field mobile app (compatible with iOS and Android devices). 

Users also have the option to create a roofing project page in which financials can be tracked, appointments can be made, material orders can be placed, and other aspects of project management can be carried out.

Offer Modern and Impressive Customer Experiences

ServiceTitan offers a variety of features that help roofing businesses communicate professionalism and trustworthiness with their customers.

For example, our dispatching functionality includes text message notifications and Uber-style GPS tracking that keeps customers up-to-date about when sales reps, field supervisors, or crews are scheduled to arrive.

During the sales process, salespeople can offer prospects immediate financing, improving customer experiences while helping to close more sales.

Upon completing a job, companies can also offer convenient payment options — including cash, check, or credit card — right from their mobile device (iPhone, iPad, etc.). 

Gain More Visibility with Access to Real-Time Business Data

One of the biggest challenges for roofing contractors is getting timely and accurate financial data to track their cash flow and the overall health and performance of their business.

This is one area where ServiceTitan roofing software can deliver immense value. With ServiceTitan reporting, roofing contractors get a complete real-time view of their most important business KPIs, including:

• Sales numbers

• Revenue trends

• Booking and conversion rates

• And much more

They can also customize dashboards and create in-depth reports, allowing them to drill down into the sources of the numbers being reported in their financial data and roll up multiple locations into single reports, making ServiceTitan a particularly powerful platform for enterprise roofing businesses.

Understand the True ROI of Marketing Efforts to Optimize Your Campaigns

One of the most important aspects of effectively marketing a roofing business is measuring the ROI of your various channels and campaigns to know which campaigns are performing well. 

ServiceTitan makes this data easily accessible to roofing companies, eliminating the struggle to understand ROI. Specifically, ServiceTitan offers campaign-tracking telephone numbers and real-time ROI reporting for all of your marketing campaigns.

You can calculate the ROI for each of your campaigns and also break it down into cost per lead (CPL). You can track the number of calls your campaigns brought in, the jobs your reps booked from these calls, and the actual revenue of those jobs. 

By measuring the marketing ROI of each campaign, ServiceTitan helps roofing companies:

• Know how much revenue each roofing marketing campaign generates.

• Track how well staff convert new leads into jobs and sales.

• Focus marketing dollars on the campaigns that actually make money.

• Stop wasting money on ads — and platforms — that don’t perform.

See If ServiceTitan Is the Right CRM for Your Roofing Business

For over a decade, ServiceTitan has provided innovative products to help HVAC, electrical, plumbing, and other trade businesses run more efficiently and improve their profitability. And we are now investing heavily in developing an all-in-one business management solution for the roofing industry.

Throughout this post, we’ve discussed how our forms features can help streamline roofing inspections, and shared a sampling of our CRM features that benefit roofing businesses the most. However, we also offer automation and features for time tracking, invoicing, accounting, and more.