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Perfect Packet, Trades, INSPECTION COMPLETE, THE Tools you will need, Dos…

- - - - No :red_cross:
      - Yes :check:
        
        What info do they need
        
        When is the deadline
        
        Who needs to know
      - Confirm this by checking this website.
- - - - Operations
        
        Sales
        
        Admin
        
        Warranty
- - - - The Contract
        
        Scope of Work
        
        Shingle
        
        Metal
        
        Roof Repair
        
        Flat
        
        Roof Replacement
        
        CC Terms and Conditions
        
        How to use templates
      - Has adjuster meeting been scheduled?
        
        Yes
        
        Does HO have adjuster's estimate?
        
        Yes
        
        No
        
        No
        
        Schedule adjuster meetng
    - - CLICK HERE TO LEARN HOW TO SEND A WAC IN DOCUSIGN
    - - Abbreviation for - Work Authorization Contract
      - The WAC is a contract to perform all insurance related work at the cost agreed on the ins. carrier
- - - - Fidelity Metalworks
      - Roofing
      - Electrical
      - Homes
  - - - Leadership
        
        Admin
        
        Sales
        
        Development
        
        Operations
- - - - Production
        
        Yauli Sosa
        
        Roofing Crews
        
        Joel Morales
        
        Juvi
        
        Josue Morales
        
        Fransisco
        
        Eric Cazarez
        
        Servando
        
        Elias Alvarado
      - Neill Rossouw
        
        Carpentry Crew
      - Rob Hicks
        
        Team
      - Hank Pavlovsky
        
        Team
      - Gutter Team
        
        Tim Smith
        
        Lorenzo Lopez
      - Logistics
        
        Chris Liggett
    - - Julie Williams
        
        Joey
        
        Veneta Mock
      - Charlene Hampton
        
        The Initial Phone Call
        
        Lead Entered into CRM
    - - Marketing
        
        Digital
        
        Warm
        
        Cold
    - - Jim Wilford
      - Steve McCauley
      - Adam Freed
      - Jeff Walls
    - - Rob Hicks
      - Ethan Medders
      - Antonio Davilla
- - - - CLICK HERE to learn how to create a roofr measurement report.
  - - - Best time to call
  - - - Do they think they have storm damage?
        
        Is there a tree or limb on the house right now?
        
        How long has it been since the damage happened?
        
        Do we need to bring a tarp with us?
      - Is there an active leak?
- - - - Remove and dispose
      - Fabricate and install
      - Furnish and install
      - Provide all labor and material necessary to complete project
      - Detach and reset
      - Remove and replace
    - - Company Contact Info
      - Account Manager Info
      - Customer Contact Info
    - - Cash
        
        Roofing Jobs under $30k
        
        50% Upon Job Commencement
        
        50% Upon Completion
        
        Jobs over $30k
        
        30% Upon Commencement
        
        30% Upon First Stage
      - Insurance
        
        Deductible upon ins approval of Clean Cut Scope of Work
        
        First ins check upon commencement
        
        Final checks due upon completion
      - Financing
      - Late Fees
- - - - TIME TO TAKE PHOTOS and PERFORM INSPECTION
        
        How to identify
        
        Storm Damage
        
        Wind
        
        Roof
        
        CLICK HERE
        
        Elavations
        
        CLICK HERE
        
        Hail
        
        On the Roof
        
        CLICK HERE
        
        On the elevations
        
        CLICK HERE
        
        Do this first!
        
        Watch RRS Inspection Course Training
        
        CLICK HERE to access training
        
        Using Company Cam
        
        ELEVATIONS
        
        From the ladder
        
        PHOTOS OF THE ROOF
        
        Chimney with tape measure
        
        Entire slopes
        
        ATTIC
        
        IF INTERIOR DAMAGE
        
        1 more item...
        
        Flashings