01 / PLANNING NOTES
Understand the condition first
Describe the issues you have seen, when they occur, and where they appear. Interior water marks and exterior damage can help guide the conversation, but the cause needs an appropriate assessment. Avoid climbing onto the roof yourself.
02 / PLANNING NOTES
Ask about the whole system
A proposal should describe more than the outer roofing material. Discuss decking, underlayment, flashing, ventilation, edges, and how existing conditions will be handled. Ask what happens if additional damaged material is discovered.
03 / PLANNING NOTES
Talk through site protection
Clarify access, landscaping protection, material staging, debris removal, and how the property will be cleaned up. Ask about the effect of weather on scheduling and how the home is protected during the work.
04 / PLANNING NOTES
Review the written proposal
Compare the exact materials, responsibilities, exclusions, payment terms, and warranty documents. Confirm any approved promotional benefit in writing before proceeding.