Roofing Work Order template and PDF guide (Roofing) | documentorium
Assign and adjust execution details online, then generate a field-ready work order PDF. Use this after the contract is signed to dispatch your crew to the job site with clear...
When to use this template
Assign and adjust execution details online, then generate a field-ready work order PDF. Use this after the contract is signed to dispatch your crew to the job site with clear instructions on what to install, where materials are staged, and what the day's scope covers.
What to include
- Job site address, property owner contact, gate codes or access instructions, and the location where the dumpster and material delivery should be placed.
- Crew assignment with lead installer name, number of crew members, required start time, and expected completion time for each phase.
- Material list specifying shingle bundles, rolls of underlayment, linear feet of drip edge, flashing kits, ridge vent, nails, and any specialty items already on site versus being delivered.
- Scope of work for that day: which sections of the roof to tear off, which sections to install, and any specific instructions like step-flashing a chimney or re-sealing a pipe boot.
- Safety requirements including harness use, ladder tie-off points, ground-level hazard notes, and homeowner requests like protecting landscaping or keeping a gate closed for pets.
Common questions
- Can I edit this Roofing Work Order online before dispatch?
- Yes. Update crew assignments, site notes, materials, and task sequencing directly in-browser.
- Can I save this Roofing Work Order and duplicate it for recurring job types?
- Yes. With an account, save it as an operational template and reuse it for similar service calls or installs.
- Can I export this Roofing Work Order as a crew-ready PDF?
- Yes. Generate a PDF your team can open on-site or print for job folders.
- Should every job have a work order even if the crew already knows the plan?
- Yes. A written work order prevents miscommunication, gives you a record if something goes wrong, and helps new crew members get up to speed without calling you.
- Who signs the work order?
- The crew lead should sign at the start to confirm they received the instructions, and again at the end to confirm work completed. The homeowner signature is not needed here since the contract covers that.
- How detailed should the material list be?
- List exact quantities. If you need 68 bundles of shingles on site and 4 rolls of ice-and-water shield, write those numbers. Your crew should not have to guess.
- Should the work order include a dumpster placement plan?
- Yes. Note where the dumpster goes, whether the driveway needs plywood protection, and the drop-off and pickup dates. A misplaced dumpster can crack a driveway or block the crew.
- How do I keep track of multiple jobs at once?
- Assign each job its own numbered work order with a clear scope, crew assignment, and due date. This keeps your team organized and prevents tasks from falling through the cracks.
- What if the customer asks for extra work on site?
- Document any scope changes on the work order before starting the extra work. Get the customer to acknowledge the additional cost so you avoid doing free work.
- Do I really need a work order for small jobs?
- Yes. Even small jobs can lead to disputes about what was agreed. A quick work order takes two minutes and protects you from a customer claiming the work was different from what they asked for.