Client Walkthrough for Roofing
The Client Walkthrough workflow provides roofing contractors with a structured method for reviewing finished projects with clients. It covers inspecting completed installations, discussing warranty details, answering client questions, and addressing any concerns before final approval. By following this checklist, roofing companies reduce callbacks, improve transparency, and protect profitability. Clients benefit from confidence in the quality and compliance of their new roof. Teams gain accountability by documenting client feedback and ensuring all items are resolved. With this workflow in place, roofing contractors can strengthen trust, improve professionalism, and close projects smoothly while enhancing customer satisfaction.
Schedule walkthrough with client once project is near completion
Verify all work is complete or near completion prior to meeting
Clean and prepare the job site for presentation
Bring plans, scope of work, and any change orders for reference
Walk the site with the client and review all key areas
Explain systems, finishes, or features as needed
Address any client questions or concerns on the spot
Create a punch list of any final touch-ups or corrections
Agree on punch list scope and timeline for completion
Have client sign off on punch list if applicable
Provide warranties, manuals, or care instructions
Confirm client satisfaction and explain next steps for closeout
Thank client and request referral or review, if appropriate
Log walkthrough notes and archive for project records
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