SOP Templates > Roofing > Bidding & Estimating > Pre-Bid Site Visit Process

Pre-Bid Site Visit Process for Roofing

The Pre-Bid Site Visit Process workflow provides roofing contractors with a structured approach to evaluating conditions before submitting bids. It covers inspecting roof access, measuring surfaces, assessing substrate condition, and noting safety requirements. Supervisors document findings, take photos, and confirm details with design or client teams. By following this process, roofing companies reduce errors, improve accuracy, and protect profitability. Clients benefit from confidence in transparent, realistic proposals. Teams gain accountability with documented site assessments. With this workflow in place, roofing contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with estimates tied to real site conditions.

Schedule rooftop access with GC

Take roof plan, slope notes, fastening specs

Get ladder or lift requirements from GC

Inspect roof from ridge to eaves

Document roof slope, vents, obstacles

Flag steep slopes, skylights, tie-off needs

Confirm rafter length and anchor count

Spot mismatched vent layout or fasteners

Ask about roof tie-off and storage rules

Confirm roof nailing and sheathing checks

Note vent routing or fastener changes

Share rooftop images and vent counts

Revise fastener count or slope layout

Log roof access notes in CRM