Pre-Construction
Project Schedule Creation
15 tasksThe Project Schedule Creation workflow provides roofing contractors with a clear method for planning project…
View SOPEssential templates for Roofing teams. Fully customizable once you add them to your workspace.
Pre-Construction
The Project Schedule Creation workflow provides roofing contractors with a clear method for planning project…
View SOP
Project Management
The Work Scheduling & Coordination workflow provides roofing contractors with a structured system for planning…
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Safety
The Daily Safety Meetings workflow provides roofing contractors with a structured routine for addressing risks…
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HR
The New Hire Onboarding & Documentation workflow provides roofing contractors with a structured system for…
View SOPThe Job Cost Tracking workflow provides roofing contractors with a structured system for managing expenses…
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Installation
The Manufacturer Requirements & Compliance workflow provides roofing contractors with a structured system for meeting…
View SOPSearch by workflow, department, or use case to find the SOP your team needs.
| Trade | Department | Template Name | Tasks | Action |
|---|---|---|---|---|
| Roofing | Bidding & Estimating | Pre-Bid Site Visit Process | 14 tasks | View SOP |
| Roofing | Bidding & Estimating | Estimating Process | 14 tasks | View SOP |
| Roofing | Bidding & Estimating | Bid Proposal Creation | 14 tasks | View SOP |
| Roofing | Bidding & Estimating | Supplier Quotation Request | 12 tasks | View SOP |
| Roofing | Bidding & Estimating | Subcontractor Quotation Request | 13 tasks | View SOP |
| Roofing | Bidding & Estimating | Estimate Review | 13 tasks | View SOP |
| Roofing | Bidding & Estimating | Estimating to Production Handoff | 13 tasks | View SOP |
Tools and materials go missing when checkouts are not tracked.
Final details drag out when closeout steps are not standardized.
Fully customizable
Every Subtrak template is fully customizable. Start with a proven process, then change the tasks, steps, ownership, and timing to match how your team operates.
These SOP templates give your team a proven starting point. Subtrak turns each one into an assignable, trackable checklist your whole team can follow without you chasing them.
Static SOP document
Subtrak’s Assignable SOP
Pick any template, customize it for your company, assign it to your team, and track every task from one place. Free to start — no credit card required.