Chapter 4

Inspect the roof

The checklist, photos that survive a weak signal, and the inspection report.

Sales repAll plans

The inspection is where you document what's actually on the roof. It's built for a phone in one hand: big buttons, little typing, and photos that don't get lost when the signal drops.

What you record is your own observation. ShingleSync never decides whether a roof is damaged. The report is labelled "Contractor observations — not an insurance or engineering determination."

Work through the checklist

Work through the checklist · 48 s, no soundSales rep

Lead on a phone with the Inspect button highlighted — 1On the roof, open the lead and tap Inspect.

Inspection checklist on a phone, starting with the Shingles section — The checklist comes from your company's template, section by section. The bar at the top counts items and photos.

Field shingles marked Damage with Hail selected — 2For each item, tap OK, Concern, Damage or N/A. For a concern or damage, tap what kind.

Two photos added under Field shingles — 3Tap Add photo to take pictures for that item. They're filed under it as damage photos.

A note under Field shingles and the Saved indicator — 4Add a note when a picture needs explaining. Everything saves as you go.

Owners and admins choose the checklist sections and items in Settings → Inspections.

No signal on the roof

Photos are saved on the phone first and uploaded in the background. If you lose signal, keep going: they upload by themselves when you're back online. Keep the app open until the bar at the bottom says they've finished.

Upload bar: 2 photos saved on this device, no signal — No signal? Keep taking photos. They're saved on the phone and upload by themselves when the signal comes back.

Tip: Add the app to your phone's home screen (chapter 0) so it's one tap away on the roof.

Summary and complete

Summary and complete · 30 s, no soundSales rep

Roof details and summary card with the contractor-observations note — 1Fill in the roof details and a short summary in plain language. The report labels it as contractor observations, not an insurance or engineering determination.

Complete this inspection? dialog — 2Tap Complete inspection. It's locked for editing, and the lead moves to Inspected.

Completed inspection with the PDF report link highlighted — 3The PDF report is ready to share with the homeowner or the adjuster.

Completing the inspection moves the lead to Inspected and adds it to the lead's timeline. Owners and admins can reopen a completed inspection if something needs fixing.

The inspection report

The PDF report has your company details, the roof details and summary, and every item with its photos, grouped by section.