Free playbook · 22 pages · PDF

The commercial roof maintenance program playbook

A playbook for commercial roofing contractors who want recurring inspection and maintenance programs, and the restoration and replacement work that follows them. It covers the conversation with facility managers, property managers and owners from the first inspection to the replacement bid.

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What's inside

  • Who approves maintenance and who approves capital, by account type, and when each budget is set
  • How to open with the inspection and turn the report into a program
  • A roof inspection checklist, from roof access to storm damage documentation
  • A six-part proposal built as a condition report with prices attached
  • Program-stage objections, the storm check-in and the move from maintenance to replacement
  • A 12-month account calendar, a proposal worksheet and a one-page account plan
From the proposal section

“A roof proposal should read like a condition report with prices attached.”

Cover of The commercial roof maintenance program playbook
22 pages · Cover photo: Jiri Ikonomidis (Pexels License)

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