What to include when you send a supplement or estimate file

Overview

• Every elevation of the house (front, rear, both sides), so slopes can be matched to the measurement report
• Every roof slope, full frame
• Each detached structure you're working on (garage, shed), shot the same way

Pitch and height

• A pitch gauge reading on each slope with a different pitch, with the gauge readable in the photo
• Story count and eave height: a ground shot that shows the full wall
• Access problems: landscaping, power lines, pools, no room for a dumpster or lift

Edges

• Eaves and rakes, close enough to show whether drip edge is there and what profile it is
• An edge where the number of roof layers is visible
• How the gutters are hung where they meet the roof edge (hanger type, any gutter apron)

Flashing and intersections

• Every roof-to-wall line: the step flashing, any counter flashing, and the wall finish above it (siding, brick, stucco)
• Chimneys on all sides, including any cricket
• Each valley, full length, showing the valley type (open metal, closed-cut or woven)
• Each spot where an eave meets a sidewall

Penetrations and roof-mounted items

• Each pipe jack and vent, close up, showing its type and condition
• Exhaust caps, box vents, turbines and ridge vent, with type and count
• Skylights, satellite dishes, antennas and anything else that has to be detached and reset

Damage

• A wide shot that places the damage on its slope, then a close-up with a tape or ruler for scale
• Damage to other components in your scope (gutters, siding, window wraps), only for trades you install

During tear-off (send as a follow-up)

• Decking that needs replacing: a wide shot and close-ups, with the sheet count and sheet size noted
• Anything the old roof was hiding: extra layers, rotted fascia, missing or failed underlayment, flashing that can't be reused

• The complete PDF, with area and pitch for each facet
• Linear totals: eaves, rakes, ridges, hips, valleys, step flashing and other wall flashing
• The waste table, if the report includes one
• Every structure you're working on. A detached garage may be on a separate report.
• If you measured by hand: a sketch with dimensions, the pitch of each slope, and who measured it

• The most recent version, every page, including the line-item detail and not just the totals page
• Earlier versions, if the scope has already been revised once
• Any written request for documentation you've received about the scope, such as a request for more photos or a reinspection

• The trades you're performing on this job: roofing, gutters, siding, windows, interior
• The trades you subcontract (still your scope, so they stay on your file)
• The trades you're not doing, so they stay off your estimate
• The products you're installing: shingle brand and line, starter, hip and ridge, underlayment, ice and water barrier, and ventilation

• The jurisdiction that issues the permit (city or county)
• The adopted code edition and any local amendments, if you know them (if you don't, the building department can tell you)
• The local requirements your crews meet on every job there, such as ice barrier at eaves, drip edge, decking or nailing inspections
• Permit status, plus any inspection results or correction notices

• The inspection date and who inspected
• The number of roof layers, the deck type (plank or sheet) and the ventilation type
• The existing shingle: type, and exposure if you measured it (it helps identify the product)
• Items to detach and reset: gutters, satellite dishes, antennas, solar (the last usually needs its own trade)
• Access and height conditions the photos don't make obvious
• If anyone from the carrier inspected with you: the date and what was looked at