Introduction to Roof Installation Process:

Roof Installation Process - Process Street

This roof installation process is engineered to guide a small business through the various steps required to complete the renovation of the roof of a residential home

The process is laid out step by step with form fields in each task to record progress. 

This process includes the risk analysis and safety adherence necessary within any job of this nature. It runs through the specific tasks required to complete the project and allows those to be monitored and tracked. 

Every time you run this checklist a record of it will be stored in the overview tab of the template. Once you have run the checklist many times, you will see that your overview spreadsheet is well built out and contains all the information needed to monitor your progress. 

You can edit this template however you wish to suit it to your company's specific needs and use cases. You can add or remove tasks, add a variety of form fields, and include specific sets of instructions pertinent to the daily work your team performs. 

Check out the video below for a brief overview of the roof installation process to get you in the mood.

The Shingle Roof Installation Process - The Aluminum Company of North Carolina

Enter client details

Use the form fields below to enter your client's details.

Enter project details

Use the form fields below to enter in some information about the project.


Conduct a risk assessment on the site

Safety is crucial in any project you undertake. The construction industry is the most dangerous in the US and it is up to all of us to put precautions in place to try to minimize those risks as much as possible. 

Before beginning the project, run a thorough risk assessment. If you want inspiration for how to best conduct a risk assessment then you can consult this document from Imperial College London. 

Use the form field below to upload your risk assessment.

Construct the scaffolding to protect the property

According to the video below, falls account for 1 in 3 worker deaths and are the number one cause of death in the workplace. 

Making sure that you have adequate safety in place is vital for the wellbeing of yourself and your fellow workers. 

Make sure to construct scaffolding which is strong and stable, not weak and wobbly. You also want to take your time when building the scaffolding. Calling for a snap erection could prove to be a very dangerous idea; it could backfire, putting you and your colleagues at risk.  

Watch this video below to be aware of the dangers and mistakes to avoid.

Deadly Construction Scaffolding Mistakes

Begin removing the previous roofing

Start stripping off the previous roofing. This should include the tiles and the felt so that you can gain a better knowledge of the structures underneath. 

Be sure to be careful when stripping the roof as this can potentially present risks to passersby or other team members. Take the tiles from the roof in a safe systematic manner. 

Perform inspection on the remaining roof structures

Now that you have stripped the roof back and revealed the underlying structures, you can begin to inspect and analysis their integrity. 

Many houses in the US use wooden frames for their roof and there is the chance over time that this wood may have been damaged. Look for signs of damp or softness. Sometimes this can be easily visible and other times it may be worth a closer inspection to find hidden problems. 

Use the form field below to document the quality of the structures and decking. 

Install new roof decking, if necessary

If the roof decking was in a bad condition then it will be necessary to replace it. 

This may add to the price but you can explain to the client the potential costs of not fixing structural issues within their house, which are significantly higher.

Check out the video below for inspiration.

Roof Sheathing Installation Instructions

Attach drip edging around the perimeter of the roof

Now that the structures are in place and the roof can be said to be structurally sound, you can begin attaching your drip edge. 

The video below documents how to cut and install drip edging. 

Installing Drip Edge on Your Roof

Underlay the ice and water shield

Of all areas of the house, the roof takes the greatest beating from the elements. It is important you can prepare the roof to be able to withstand all elements. 

Not every roof necessarily requires ice and water underlay. If you're doing houses in Arizona you'll be taking different steps to a team in North Dakota. 

Install the underlay on the roof to protect your client from difficult weather. 

You can check out this video on underlay installation and application.

Ice and Water Underlay Installation and Application

Cover the roof completely with felt

Apply the new outer roofing material

When applying tiling, as you well know, the best approach is to start at the bottom and work your way up the roof with overlapping tiles offset from the tiles beneath them. 

Cover the open parts of the roof and come to the uneven sections last. Watch the video below

How to tile a roof using clay or concrete tiles

Install ridge vents and the ridge capping

You've almost finished your work process. It's time to add the finishing touches. 

Install the ridge vents and capping in order to provide uniform cooling and protection from the elements. 

Watch the video below for an overview.

Capping and installing ridge vent

Perform the site clean-up

Some contractors can give the rest a bad name by leaving messy sites or not clearing away debris after completing the job.

Make sure the site is sparkling. Not just because it's the right thing to do, but because your client will be extra impressed by their new roof if everything looks shiny and brand new. 

Good for people and good for business.

Conduct a final inspection

Conduct one last review:

  • 1
    All tiling is even with full coverage
  • 2
    All drip edging has been done
  • 3
    Ridge vents are in place
  • 4
    Scaffolding has been removed
  • 5
    You have all the tools you arrived with
  • 6
    The immediate area is clean
  • 7
    All apprentices are accounted for

Send invoice

Congratulations on a successful construction project. 

The contractor can use the Process Street invoice generator template to send their invoice to the client. 

This invoice can be sent automatically from this checklist by clicking to complete the task. 

You can use Zapier to connect this task in this template to your invoice so that you can automate the sending process. 

In Zapier, select "Make a Zap" and search for Process Street. It will prompt you to create a trigger - select "New Task Checked". It should then prompt you to connect your Process Street account to your Zapier one. You simply follow the link Settings & API tab of the organization manager on the pop-up.

Follow the steps provided by Zapier and it should connect the two accounts together. From here it will let you search for the template you want to run the Zap from, and choose the task you want to hook it up to.

After you've selected those options you can test that step and your trigger should be set. 

Next, you can create the action to be initiated by your trigger. You can use a third party system like WebMerge or you can use Zapier's built-in email service to generate HTML emails. Either of these solutions can be used to generate and send your invoice.

To read more about these steps and how to create the invoice check out this article


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