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Welcome To:

The Contractor Checklist

Roofing Master Class

Project Manager Training — Roofing Phase

Choosing Roofing Subcontractors

Think About:

  • Do they specialize in the roofing system your project needs?
    (asphalt, metal, membrane, tile, cedar shake)

  • Do they handle flashing, gutters, skylights, and ventilation or is that separate?

  • Will they perform a substrate inspection before installation?

  • Are they certified by the manufacturer to maintain warranties?

  • Do they coordinate roof safety systems?

Subcontractors to Select:

  • Roofing installation subcontractor

  • Sheet metal crew (flashing, edge metal)

  • Skylight installer (if separate from roofing)

  • Gutters/downspouts subcontractor

  • Ventilation system installer (ridge/soffit, mechanical)

  • Safety installation subcontractor (anchors, rails)

Choose a roofer who delivers complete weather protection, not partial installation.

Choosing Roofing Materials

Think About:

  • Manufacturer warranty and approved accessory list

  • Roof pitch + climate + exposure → correct product for conditions

  • Underlayment type needed for waterproofing (ice shield? synthetic?)

  • Compatibility with ventilation + insulation systems

  • Color and texture impact on curb appeal and architectural goals

Materials to Select (as applicable):
Primary Roofing:

  • Asphalt shingles (class rating)

  • Metal roofing panels (gauge + coating)

  • TPO / PVC / torch-down roofing (flat roofs)

  • Cedar shakes or shingles

  • Tile roofing (concrete or clay)

Underlayments & Waterproofing:

  • Synthetic felt or premium underlayment

  • Ice & water shield (eaves + valleys)

  • Seam tapes + flashing membranes

Flashing + Edge Protection:

  • Drip edge + rake edge metal

  • Step flashing + apron flashing

  • Pipe boots + vent flashings

  • Skylight curb flashing kits

Ventilation:

  • Ridge vent system

  • Soffit vents + baffles

  • Mechanical roof fans or ERV terminations

Accessories & Safety:

  • Fasteners (approved type)

  • Roof anchors or safety tie-offs

Match exact manufacturer requirements to avoid voided warranties.

Choosing Tools, Equipment & Rentals

Think About:

  • How to move materials safely to roof level

  • Accurate layout + fastening tools

  • Slip and fall protection as mandatory

Tools & Equipment to Select:
Access + Loading:

  • Boom lift or conveyor belt

  • Ladder with standoffs

  • Scaffold platforms near edges

Installation Tools:

  • Roofing nailers or screw guns

  • Cutting tools (snips, utility knives)

  • Chalk lines and squares

  • Sealant applicators

Safety Requirements:

  • Personal fall arrest systems

  • Roof anchors or lifelines

  • Temporary guardrails

  • Debris chute / trash management system

Quality of tools = speed and safer crew movement.

Choosing Vendors & Supply Sources

Think About:

  • Consistency in color and batch matching

  • Confirming lead times on metal or specialty tile

  • Delivery timing so underlayment isn’t exposed too long

Vendor Types to Evaluate:

  • Roofing product distributors (manufacturer-certified)

  • Sheet metal fabricator (custom flashings)

  • Skylight distributor (Velux, etc.)

  • Safety equipment provider

  • Crane/boom truck supplier for loading

  • Dumpster service for shingles and debris

Reliable vendors prevent exposure delays and warranty issues.

Choosing Inspections & Documentation Support

Think About:

  • Roofing inspections happen before final covering

  • Warranties require proof of proper accessory installation

  • Ensure all penetrations are documented with photos

Partners to Select:

  • City or county inspector

  • Manufacturer-certified inspector (if required)

  • Photographer/document tech

  • Drone operator (optional but valuable)

Documentation = future insurance protection.

Thank you for completing this Session!

Quick Mental Check

Before finalizing your choices, ask:

“Does this roofing package deliver a watertight shell immediately and protect warranty conditions?”

If yes → ✅ Move forward
If no → adjust before job starts

What is in the Master Class?

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