Customer Communication Checklist for Roofers

Homeowners call the first roofer who answers during a storm; use SkipCalls to ensure you never miss a $15,000 lead while you're tied off on a steep pitch.

Determine immediately if it is an emergency tarping job or a scheduled full-roof estimate to prioritize your truck routes.

Ask if a claim has been filed or an adjuster assigned to help guide the homeowner through the $10,000+ financial process.

Text the homeowner 2 hours before arrival so they can keep dogs inside and clear the driveway for your ladder.

Send a final photo confirmation of the shingle brand and color choice to avoid high-cost mistakes on delivery day.

Remind customers to move vehicles the night before so the dumpster and material delivery truck can drop near the roofline.

Advise the customer to cover delicate plants and move patio furniture to prevent damage from falling debris.

Provide the homeowner with a text template to warn neighbors about nail gun noise and material delivery trucks.

Let the homeowner know when the crew has arrived and that the compressor and nail guns will start shortly.

If you find rotten plywood after the tear-off, text photos immediately to justify the change order cost before installing new underlayment.

Send a quick update on how many 'squares' have been installed to manage expectations for a multi-day job.

Ask the homeowner to keep children and pets indoors while the crew is working to prevent injuries from falling shingles.

Tell the customer exactly when you have finished the final pass with the magnetic nail sweeper to ensure driveway safety.

Offer to walk the perimeter with the homeowner to inspect flashing, drip edges, and gutter cleanup.

Provide digital copies of the shingle manufacturer's warranty and your labor guarantee for their records.

Send a clear invoice including any agreed-upon change orders for plywood or flashing replacements.

Send a text the day after the first rain following the install to ensure everything is watertight and the customer is happy.

Send a direct link to your Google Business Profile; roofing leads rely heavily on local social proof.

Remind them of any 'Refer a Neighbor' bonuses, especially effective in neighborhoods hit by the same storm.

Set a reminder to contact them in 12 months for a free roof 'tune-up' or inspection to maintain the warranty.