Work Order Template

1. Fill in dispatch and customer info. Start with the work order number, date, and crew lead. Add the customer's name, address, phone, and any access instructions.

2. Identify the roof. Select the roof type, enter the manufacturer and product line. Record the pitch, number of layers, and warranty information.

3. Document the service. Write what the customer reported, your roof assessment, and exactly what work was performed. Note any hidden damage found during tear-off.

4. Record measurements and safety checks. Log total squares, ridge, valley, eave, and rake linear feet, plus penetration count. Run through the fall protection safety checklist.

5. Generate the work order. Hit the button to create a clean, printable work order for your records, manufacturer warranty registration, or insurance documentation.

A work order is the single document that proves what happened on a job. Every section exists for a reason.

Roof identification — type, manufacturer, product line, and warranty info — ties the documentation to a specific roof system. This information is essential for manufacturer warranty registration, insurance claims, and future service calls.

Roof measurements document the scope of the roofing job. Total squares, ridge length, valley length, eave and rake linear feet, and penetration count tell the full story. If a customer disputes the scope, or an insurance adjuster needs verification, your measurements are the definitive record.

Material tracking is essential for every roofing job. Recording shingle bundles, underlayment rolls, flashing, and ventilation installed protects you during billing disputes and is required for manufacturer warranty registration. Smart roofers document every material regardless of job size.

The safety checklist is your liability shield. OSHA requires fall protection for all roofing work above 6 feet. Documenting harness use, anchor points, ladder security, and weather assessment shows compliance. If an accident or OSHA inspection occurs, that checklist is your first line of defense.

Materials used with specs create a clear record for warranty registration, inventory management, and accurate invoicing.

Full roof replacements. Every tear-off and re-roof needs a detailed work order. The crew lead fills it out — materials installed, measurements taken, hidden damage found, and safety compliance. It becomes the permanent record for warranty registration and insurance documentation.

Roof repairs and inspections. Leak repairs, storm damage fixes, and routine inspections all need a work order. Document the location of damage, repairs made, materials used, and measurements to provide a complete service history for the roof.

Insurance and warranty documentation. When an insurance adjuster needs proof of damage scope, or when a manufacturer warranty claim requires installation records, the work order is your evidence. Complete records with measurements, materials, and photos eliminate disputes.