SOP Templates > Roofing > Project Closeout > Warranty Procurement

Warranty Procurement for Roofing

The Warranty Procurement workflow provides roofing contractors with a structured method for collecting and delivering warranty information to clients. It covers gathering manufacturer warranties for shingles, membranes, and accessories, verifying contractor guarantees, and compiling final documentation. By following this process, roofing companies reduce liability, improve communication, and present a more professional closeout package. Clients benefit from peace of mind knowing their roof is covered and supported. Teams gain accountability by ensuring all documents are tracked and shared. With this workflow in place, roofing contractors can strengthen credibility, protect profitability, and close projects more consistently while leaving clients with long-term assurance.

Review project scope to identify items requiring warranties

Collect product warranties from suppliers and manufacturers

Verify coverage terms (duration, exclusions, claim process)

Confirm subcontractor or third-party warranty information

Draft or finalize any in-house workmanship warranties

Gather serial numbers, model numbers, and installation dates

Organize all warranty documents into a single package

Review contents to ensure nothing is missing or expired

Add contact information for warranty support (vendors, subs, etc.)

Deliver warranty package to client (digital or hard copy)

Review warranty coverage with client and answer questions

Log delivery confirmation and archive documents for records