Roofing Inspection Report Template: Free PDF Download

In this post, we share a free roofing inspection report template for assessing and documenting the overall condition of a roof. It includes the following sections:

• Customer information

• Inspected by

• Weather conditions

• Roof details

• Exterior inspection 

• Interior inspection

• Damage assessment

• Recommendations

• Photos

• Notes

• Customer acknowledgment

Below, we’ll provide a link to download the template to begin using it in your roofing business.  However, keep in mind that traditional workflows for using printed-out report templates come with various challenges.

For example:

• Salespeople not having printed copies in their trucks when they need them.

• Messy handwriting that looks illegible and unprofessional to customers.

• An inability to easily email reports to homeowners and commercial customers. 

• Difficulty keeping paperwork organized and preventing inspection reports from getting lost.

• The need for salespeople to bring paperwork back to the office at the end of the day to be scanned and properly stored.

While it’s possible to improve upon these processes with apps that allow sales staff to fill out Google Docs or PDFs digitally, these workflows still present organizational challenges. For example, it could be difficult to ensure these files are stored in the right folders so they can be found easily by office staff, production managers, and contractors. 

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

Roofing Inspection Report Template

Available in PDF format, this template allows you to complete the form digitally using a desktop or mobile device with a PDF editor. It is suitable for commercial or residential roof inspections. 

The template contains the following sections and fields for staff to complete:

Customer Information

• Name

• Address

• Phone number

• Email

• Inspection date

Inspected By

• Name

• Company

• Contact number

Weather Conditions

• Temperature

• Weather (Sunny, Cloudy, Rainy, etc.)

• Wind speed

Roofing System Details

• Type of roof (asphalt shingle, metal, tile, etc.)

• Roof age

• Last maintenance date

Exterior Inspection

1. Roof covering

   1. Condition (Good, Fair, Poor)

   2. Comments

2. Flashing

   1. Condition (Good, Fair, Poor)

   2. Comments

3. Gutters and downspouts

   1. Condition (Good, Fair, Poor)

   2. Comments

4. Eaves and soffits

   1. Condition (Good, Fair, Poor)

   2. Comments

5. Fascia

   1. Condition (Good, Fair, Poor)

   2. Comments

6. Skylights

   1. Condition (Good, Fair, Poor)

   2. Comments

7. Chimney

   1. Condition (Good, Fair, Poor)

   2. Comments

Interior Inspection

1. Attic insulation

   1. Condition (Good, Fair, Poor)

   2. Comments

2. Ventilation

   1. Condition (Good, Fair, Poor)

   2. Comments

3. Signs of leaks

   1. Condition (Good, Fair, Poor)

   2. Comments

4. Moisture levels

   1. Condition (Good, Fair, Poor)

   2. Comments

Damage Assessment

1. Shingle damage

   1. Type (Cracked, Missing, Curling, etc.)

   2. Comments

2. Structural damage

   1. Type (Sagging, Rot, etc.)

   2. Comments

3. Water damage

   1. Type (Stains, Mold, etc.)

   2. Comments (e.g. where leakage is present)

Recommendations

• Immediate repair work needed

• Suggested maintenance

• Further evaluation

The final sections include fields for photos, notes, and customer signatures.  

Using this report form can help ensure roofers thoroughly inspect the roof’s condition, spot potential issues or signs of damage, and make accurate recommendations for necessary repairs. 

However, as noted earlier, PDF or paper forms have key limitations when it comes to:

• Storing and organizing inspection data.

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

• Initiating next job actions as quickly and efficiently as possible (e.g. scheduling crews, ordering roofing materials).

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

How ServiceTitan’s Custom Forms Streamline Roofing Inspections

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

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

With this functionality at their fingertips, roof inspectors can easily follow and fill out inspection forms in the field and share inspection results with customers. Since ServiceTitan stores all information in the cloud, it’s easy for anyone in your organization to access forms and customer data.

Forms can be built from scratch or you can use our pre-built templates. Our pre-built templates can also be customized to a given roofing shop's specific needs or preferences.  

Ensure Checklists Are Used Every Time

Within the form settings, business owners can select the option that requires 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 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 PDF 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 & 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 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 where 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 roofing 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 & 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 financing that’s quickly approved, enhancing customer experiences and helping close more sales.

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

Gain More Visibility with Access to Real-Time Business Data

One of the big 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 real-time view of their most important business KPIs, including:

• Sales numbers

• Revenue trends

• Booking and conversion rates

• And much more

They also can customize dashboards and create in-depth reports, allowing them to drill down into the sources of 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

Measuring the ROI of various marketing channels and campaigns is crucial for a roofing business.

ServiceTitan makes this data easily accessible, eliminating the struggle to understand ROI. 

Our software offers campaign-tracking telephone numbers and real-time ROI reporting for all of your marketing campaigns.

For each of your campaigns, you can track the number of calls they brought in, the jobs your reps booked from these calls, and the actual sales results of those jobs. You can also calculate the ROI on your roofing advertising campaigns as ServiceTitan identifies how much revenue you make from each ad and breaks it down into cost per lead.

By measuring marketing ROI with ServiceTitan, roofing companies can:

• Know how much revenue each 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 the roofing inspection process 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 integrations, and more.