SOP Templates > Roofing > bidding&-estimating > Pre-Bid Site Visit Process
Pre-Bid Site Visit Process
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
👈 Use this SOP template inside Subtrak
Edit with AI. Customize in seconds. Store and share all your SOPs and checklists in one place.