Roof inspection request form template
This five-step roof inspection form asks the roof’s age, its type, any leaks or damage and when the homeowner wants an inspection, followed by the contact details. Clone it into your Growform account and add a photo step.
What the form asks, step by step
Age, material and visible damage are the three facts a roofer uses to judge an inspection. Timing then decides the order of your site visits.
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Step 1: “How old is your roof?”
A roof over twenty years old is a likely replacement conversation.
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Step 2: “What type of roof do you have?”
Shingle, metal, tile or flat roofs need different inspectors and ladders.
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Step 3: “Have you noticed any leaks or damage?”
Major damage answers deserve a call on the same day they arrive.
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Step 4: “When were you planning on getting your roof inspected?”
ASAP through no plans yet ranks your inspection requests by readiness.
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Step 5: “How shall we contact you?”
Name, email and phone come last.
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After submitting
A default thank-you follows the last step, and a roofer can rewrite it to describe what the inspection report includes.
Who it’s for
Roofing contractors, home inspectors and storm restoration companies use this template to book inspections. A roof inspection request that arrives with the age, the material and any damage lets you decide whether it is a maintenance visit or a replacement opportunity. It is a homeowner form, not the roof inspection checklist your inspector completes on site. For full quotes, the roofing quote request template asks about materials and services.
Why this structure converts
- “Not sure” appears on the type and damage questions, so homeowners who have never been on their roof can still answer.
- The damage question ranks urgency with one tap instead of a written description.
- Asking about timing last shows how ready the homeowner is without sounding like a sales question.
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Make it yours
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Add a photo upload
Homeowners with visible damage can send photos before the visit, which helps you bring the right materials.
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Ask about insurance claims
Add a question asking whether the inspection is for an insurance claim, since claims need a documented report.
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Include the address
Add an address step so you can check the roof on aerial imagery and plan routes between inspections.
Send every lead where your team works
Frequently asked questions
Is this a roof inspection checklist?
No. The checklist is what an inspector uses on the roof. This roof inspection form is how a homeowner requests the visit.
Can I prioritize leaks automatically?
Yes. Use the damage answer to tag major damage as urgent in your CRM and to show your phone number on the thank-you screen.
Which roofing software does it connect to?
AccuLynx, JobNimbus and SalesRabbit are supported, together with HubSpot, Google Sheets and Slack.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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