Welcome To:
Project Manager Training — Roofing Phase
Purpose:Ensure roofing materials, flashings, design specs, and subcontractor coordination are fully planned before any installation begins.
Review full roof plan: slopes, seams, penetrations, transitions
Confirm correct material type for each roof area(shingle, metal, membrane, flat roofing)
Establish documentation trail for contractor selection & pricing
✅ Add Scupper + Window/Door Pans (Fast Flash) to material list
✅ Confirm underlayment type → fire rating → ventilation requirements
✅ Perform cost comparison with two supply houses
✅ Enter quotes + vendor contacts into Bid Tracker
✅ Confirm warranty details and required installation methods
✅ Upload pre-roof inspection photos of sheathing & penetrations
Purpose:Make sure logistics, timing, and site access are 100% aligned for a smooth roofing start.
Guarantee precise scheduling to avoid weather delays
Confirm rooftop load-in plan to prevent re-handling
Ensure field team can quickly replace missing items
✅ Confirm lead times for special materials (metal, membranes, caps)
✅ Mark staging zones for pallets — protect landscaping & siding
✅ Document receipts → update material records
✅ Verify roof loading plan with crane or boom truck
✅ Add weather contingency: tarps, plastic, tie-downs
✅ Notify neighbors if street access or parking will be blocked
Purpose:Ensure schedules, inspections, and readiness are locked before mobilization.
Secure inspection approvals before covering structure
Confirm jobsite is safe and fully accessible
Update stakeholders about start timing
✅ Confirm plywood nailing inspection status (if required)
✅ Validate roof penetrations: vents, exhausts, skylight curbs
✅ Confirm fall-protection system is planned (OSHA compliance)
✅ Check storage for metal trims to prevent bending or dents
✅ Add dried-in checklist to Detail Page for roofers
✅ Communicate a “weather-watch” plan with crew leader
PM Prompt:
“Is every penetration properly flashed in the Detail Page before roofing covers it?”
Purpose:Ensure correct installation methods, full documentation, and post-construction protection.
✅ Walk roof with installer → verify all materials & flashing locations
✅ Document deck condition before covering
✅ Reinforce schedule milestones — no slipping timelines
✅ Monitor transitions: wall-to-roof, chimneys, skylights, valleys
✅ Record fastener patterns + flashing details for warranty compliance
✅ Complete a blue tape roof inspection
✅ Inspect attic and interior ceilings for leaks after first rain
✅ Verify all holes, fasteners, and metal trims are sealed
✅ Confirm manufacturer warranty registration
✅ Photo-document every flashing and upload to project manual
✅ Schedule follow-up check at 30 days
✅ Update project budget and provide office confirmation
Protection Reminder:
Roofing is only valuable if it stays waterproof →Protect penetrations immediately, not later.
Thank you for completing this Session!
PM Milestones Check✔ Materials approved✔ Flashing plan verified✔ Safety & inspections passed✔ Installation documented✔ Warranty protected
Home Building Master Class | The Contractor Checklist
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